Security record · archived quarter
CPAI
name pending profile ingest
10Tracked holders
0Δ holders
466.47KShares held
$18.70MReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -1.2% · net new positions 0.0% · formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Osaic Holdings, Inc. | 115.84K | n/a | $4.65M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Raymond James Financial Inc | 114.10K | n/a | $4.58M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | LPL Financial LLC | 98.83K | n/a | $3.96M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Cetera Investment Advisers | 65.33K | n/a | $2.62M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Mariner, LLC | 20.11K | n/a | $806,513 | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Royal Bank Of Canada | 19.86K | n/a | $796,000 | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Envestnet Asset Management Inc | 12.46K | n/a | $499,686 | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Commonwealth Equity Services, Llc | 7.13K | n/a | $285,830 | 0.0% | n/c | 1 | SEC ↗ |
| 9 | JPMorgan Chase ✦ | 7.10K | -45.0% | $284,790 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Susquehanna International Group, Llp | 5.71K | n/a | $228,811 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 32 holders, 3.93M shares, $165.24M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q4 2025 ·
Methodology ·
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