CPAI
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +7.7% ·
share flow +30.0% ·
net new positions +7.1%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 14 | +1 | 2.09M | $108.58M | +4 | −3 |
| Q1 2026 | 13 | +3 | 1.04M | $43.37M | +5 | −2 |
| Q4 2025 | 10 | 0 | 466.47K | $18.70M | — | — |
| Q3 2025 | 1 | — | 12.92K | $510,328 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Raymond James Financial Inc | 705.83K | +86.9% | $36.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Raymond James Financial Inc | 705.83K | +86.9% | $36.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | LPL Financial LLC | 632.83K | +151.0% | $32.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Cetera Investment Advisers | 229.10K | +112.3% | $11.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 154.55K | +25.5% | $8.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Royal Bank Of Canada | 122.70K | +177.6% | $6.38M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Stifel Financial Corp | 87.29K | +181.8% | $4.54M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Commonwealth Equity Services, Llc | 84.15K | New | $4.37M | 0.0% | New | 1 | SEC ↗ |
| 9 | Wealth Enhancement Advisory… | 45.21K | +76.9% | $2.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Envestnet Asset Management Inc | 9.25K | +0.9% | $480,422 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | JPMorgan Chase ✦ | 7.34K | -1.0% | $377,452 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 12 | Susquehanna International Group, Llp | 5.74K | New | $298,250 | 0.0% | New | 1 | SEC ↗ |
| 13 | Goldman Sachs Group ✦ | 4.49K | New | $233,093 | 0.0% | New | 1 | SEC ↗ |
| 14 | Fifth Third Bancorp | 1.73K | 0.0% | $89,943 | 0.0% | Held | 2 | SEC ↗ |
| 15 | Jones Financial Companies Lllp | 123 | New | $6,256 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Commonwealth Equity Services… | $4.37M | 0.0% |
| Susquehanna International… | $298,250 | 0.0% |
| Goldman Sachs Group | $233,093 | 0.0% |
| Jones Financial Companies Lllp | $6,256 | 0.0% |
Exited
| Mariner, LLC | $1.46M | was 0.0% |
| Jane Street Group, Llc | $676,914 | was 0.0% |
| Ameriprise Financial Inc | $278,572 | was 0.0% |
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.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.