21 tracked 13F filers disclose a position in CPRY as of the latest SEC 13F filings, a combined $31.8M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Crown Wealth Group, LLC | $14.0M | 499K | ▲+5.2% Added · +25K sh | Q2 2026 | |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $9.6M | 355K | ▼−42% Reduced · −260K sh | Q1 2026 | |
| 3 | HARBOUR INVESTMENTS, INC. | $1.4M | 53K | ▲+99% Added · +26K sh | Q1 2026 | |
| 4 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.2M | 42K | ▲+197% Added · +28K sh | Q1 2026 | |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | $843K | 31K | ▼−37% Reduced · −18K sh | Q1 2026 | |
| 6 | Calamos Wealth Management LLC | $767K | 27K | —Held | Q2 2026 | |
| 7 | MARIPAU WEALTH MANAGEMENT LLC | $651K | 23K | ▼−4.2% Reduced · −1K sh | Q2 2026 | |
| 8 | Signal Advisors Wealth, LLC | $651K | 23K | ▼−4.2% Reduced · −1K sh | Q2 2026 | |
| 9 | CENTAURUS FINANCIAL, INC. | $593K | 21K | ▼−3.4% Reduced · −754 sh | Q2 2026 | |
| 10 | GREENBERG FINANCIAL GROUP | $494K | 18K | ▲+24% Added · +4K sh | Q4 2025 | |
| 11 | SageView Advisory Group, LLC | $298K | 11K | —Held | Q2 2026 | |
| 12 | Creative Planning | $289K | 11K | ▲New +11K sh | Q1 2026 | |
| 13 | ADAMSBROWN WEALTH CONSULTANTS LLC | $286K | 10K | —Held | Q2 2026 | |
| 14 | GOLDMAN SACHS GROUP INC | $272K | 10K | ▲New +10K sh | Q1 2026 | |
| 15 | CREATIVE FINANCIAL DESIGNS INC /ADV | $206K | 7K | ▼−8.4% Reduced · −676 sh | Q2 2026 | |
| 16 | BURKETT FINANCIAL SERVICES, LLC | $166K | 6K | ▼−20% Reduced · −1K sh | Q2 2026 | |
| 17 | Aptus Capital Advisors, LLC | $34K | 1K | —Held | Q2 2026 | |
| 18 | GUARDIAN WEALTH ADVISORS, LLC / NC | $33K | 1K | ▲New +1K sh | Q1 2026 | |
| 19 | Essential Investment Partners LLC | $8K | 300 | —Held | Q2 2026 | |
| 20 | TUCKER ASSET MANAGEMENT LLC | $4K | 140 | ▲New +140 sh | Q2 2026 | |
| 21 | Farther Finance Advisors, LLC | $2K | 79 | —Held | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 1 fund opened a new position in CPRY and 2 added to an existing one, while 3 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 9 funds | $833.6M |
| NVIDIA CORPNVDA | 9 funds | $729.3M |
| VANGUARD S&P 500 ETFVOO | 9 funds | $642.6M |
| MICROSOFT CORPMSFT | 9 funds | $416.5M |
| AMAZON.COM INCAMZN | 9 funds | $399.4M |
| ALPHABET INC-CL AGOOGL | 9 funds | $210.8M |
| ISHARES CORE S&P MIDCAP ETFIJH | 9 funds | $186.7M |
| JPMORGAN CHASE & COJPM | 9 funds | $182.2M |
| TESLA INCTSLA | 9 funds | $168.5M |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 9 funds | $156.7M |
| META PLATFORMS INC-CLASS AMETA | 9 funds | $149.2M |
| WALMART INCWMT | 9 funds | $144.7M |
Ranked by how many of CPRY's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| CAIEmc | 152 funds | $495.4M |
| CAIQmc | 55 funds | $113.1M |
| CPSLLADDERED S&P 500 | 31 funds | $56.1M |
| CPSJS&P 500 STRUCTUR | 31 funds | $23.5M |
| CAGEETF | 31 funds | $19.9M |
| CPSMmc | 29 funds | $27.3M |
| CPSDS&P 500 STRUCTU | 29 funds | $26.8M |
| CPNJmc | 29 funds | $10.3M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for CPRY
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/CPRY/capital-change-brief"
Use Arkolith's capital_change_brief for CPRY. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for CPRY. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.