Counterpoint Quantitative Equity ETF (CPAI)

ETF ยท the New York Stock Exchange

Counterpoint Quantitative Equity ETF (CPAI) is an exchange-traded fund listed on the New York Stock Exchange, where it has traded since November 28, 2023.

Type
Exchange-traded fund
Listed On
the New York Stock Exchange
Listed Since
November 28, 2023

Institutional ownership

In 13F filings for the quarter ended June 30, 2026, 54 institutions reported holding CPAI, with 5.9 million shares worth $305.7 million in aggregate. The largest reported holder was Counterpoint Mutual Funds, with 1.6 million shares worth $81.2 million. Of the 5 largest holders listed below, 1 opened a new position in CPAI and 4 added shares during the quarter.

InstitutionSharesValueQuarter change
Counterpoint Mutual Funds1,563,616$81MAdded 0.9%
Raymond James Financial705,834$37MAdded 86.92%
Lpl Financial632,834$33MAdded 150.97%
Arax Advisory Partners426,425$22MNew position
Insigneo Advisory Services263,897$14MAdded 26.05%

Form 13F is a quarterly report that institutional investment managers with at least $100 million in qualifying securities file with the SEC. It lists long positions as of the last day of the quarter and is due within 45 days of quarter end, so these holdings describe that date rather than today.

Frequently asked questions

What is CPAI?

Counterpoint Quantitative Equity ETF (CPAI) is an exchange-traded fund listed on the New York Stock Exchange, where it has traded since November 28, 2023.

Who are the largest institutional holders of CPAI?

In 13F filings for the quarter ended June 30, 2026, the largest reported holders of CPAI were Counterpoint Mutual Funds, Raymond James Financial and Lpl Financial.

How many institutions own CPAI?

54 institutions reported a position in CPAI for the quarter ended June 30, 2026, worth $305.7 million in total.

Did institutions buy or sell CPAI last quarter?

Of the 5 largest reported holders, 1 opened a new position in CPAI and 4 added shares during the quarter. Every reported holder and its change is on the SentiSense ownership page for CPAI.

Every reported institutional holder, plus insider and congressional trades in CPAI, on SentiSense.