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Security record · archived quarter

CPNS

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025
4Tracked holders
-1Δ holders
81.21KShares held
$2.21MReported value
+0New positions
−1Exits
How these are computed → Explain this at the Research Desk →

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 4 0 62.82K $1.77M
Q1 2026 4 -1 81.21K $2.21M −1
Q4 2025 5 69.54K $1.89M
Holder count
Who holds it · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Commonwealth Equity Services, Llc 33.14K -2.2% $900,480 0.0% ▼ Trim 2 SEC ↗
2 Susquehanna International Group, Llp 25.18K +106.6% $684,347 0.0% ▲ Add 2 SEC ↗
3 Osaic Holdings, Inc. 14.80K -2.9% $402,268 0.0% ▼ Trim 2 SEC ↗
4 Creative Planning 8.09K 0.0% $219,692 0.0% Held 2 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

UBS Group AG $3,920 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 20 holders, 386.22K shares, $9.87M 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: Q1 2026 · Methodology · Get this via the API