Counterpoint Quantitative Equity ETF (CPAI) Institutional Ownership $36.22 +0.11 (+0.30%) As of 04:10 PM Eastern Add Compare Share Share Ownership Stock AnalysisChartHoldingsOwnershipRatingsShort InterestBuy This Stock Institutional Ownership Changes (13F Filings) for Counterpoint Quantitative Equity ETF (NYSEARCA:CPAI)Number ofInstitutional Buyers(last 12 months)9TotalInstitutional Inflows(last 12 months)$67.60MNumber ofInstitutional Sellers(last 12 months)0 Get CPAI Insider Trade Alerts Want to know when executives and insiders are buying or selling Counterpoint Quantitative Equity ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address Skip Chart & View Institutional Buying and Selling Data CPAI Institutional Buying and Selling by Quarter Counterpoint Quantitative Equity ETF Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails8/14/2025 Raymond James Financial Inc.30,134$1.12M0.0%N/A1.120% 8/12/2025 Steward Partners Investment Advisory LLC68,061$2.53M0.0%+102.9%2.530% 8/12/2025 JPMorgan Chase & Co.6,130$228K0.0%+4.9%0.228% 8/8/2025 Avantax Advisory Services Inc.56,600$2.11M0.0%+27.7%2.104% 7/25/2025 Concurrent Investment Advisors LLC45,709$1.70M0.0%N/A1.706% 7/14/2025 Counterpoint Mutual Funds LLC1,238,916$46.07M4.1%N/A47.468% 7/14/2025 U.S. Capital Wealth Advisors LLC62,660$2.33M0.1%+168.7%2.401% 5/6/2025 Avantax Advisory Services Inc.44,334$1.49M0.0%+277.1%2.081% 4/29/2025 U.S. Capital Wealth Advisors LLC23,321$781K0.0%N/A1.160% 4/29/2025 Envestnet Asset Management Inc.13,195$442K0.0%N/A0.656% 2/13/2025 Jaffetilchin Investment Partners LLC18,729$643K0.0%N/A2.371% 2/10/2025 Counterpoint Mutual Funds LLC1,083,546$37.21M4.7%+49.8%137.158% 2/10/2025 Avantax Advisory Services Inc.11,757$404K0.0%+36.7%1.488% 2/6/2025 Steward Partners Investment Advisory LLC33,494$1.15M0.0%+4.9%4.240% 7/30/2024 Jaffetilchin Investment Partners LLC41,011$1.28M0.1%+155.2%5.191% 7/23/2024Bridge Advisory LLC29,236$913K0.4%N/A3.701% 5/17/2024 Jaffetilchin Investment Partners LLC16,068$480K0.0%N/A2.034% 4/15/2024 Counterpoint Mutual Funds LLC383,419$11.45M2.8%N/A0.000% (Data available from 1/1/2016 forward) CPAI Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of CPAI shares? During the previous two years, 10 institutional investors and hedge funds held shares of Counterpoint Quantitative Equity ETF. The most heavily invested institutionals were Counterpoint Mutual Funds LLC ($46.07M), Steward Partners Investment Advisory LLC ($2.53M), U.S. Capital Wealth Advisors LLC ($2.33M), Avantax Advisory Services Inc. ($2.11M), Concurrent Investment Advisors LLC ($1.70M), Raymond James Financial Inc. ($1.12M), and Bridge Advisory LLC ($913K).Learn more on Counterpoint Quantitative Equity ETF's institutional investors. Which institutional investors have been buying Counterpoint Quantitative Equity ETF's stock? Of the 10 institutional investors that purchased Counterpoint Quantitative Equity ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Counterpoint Mutual Funds LLC ($1.98M), U.S. Capital Wealth Advisors LLC ($62.66K), Jaffetilchin Investment Partners LLC ($59.74K), Avantax Advisory Services Inc. ($48K), Concurrent Investment Advisors LLC ($45.71K), Steward Partners Investment Advisory LLC ($36.08K), and Raymond James Financial Inc. ($30.13K). How much institutional buying is happening at Counterpoint Quantitative Equity ETF? Institutional investors have bought a total of 1,853,983 shares in the last 24 months. This purchase volume represents approximately $67.60M in transactions. Related Companies GXG Institutional Ownership RAYD Institutional Ownership JPXN Institutional Ownership IQIN Institutional Ownership MFEM Institutional Ownership ECOW Institutional Ownership CGUI Institutional Ownership EPHE Institutional Ownership GSEU Institutional Ownership HERD Institutional Ownership This page (NYSEARCA:CPAI) was last updated on 8/18/2025 by MarketBeat.com Staff From Our PartnersWhen the levee breaksThe U.S. Treasury just confirmed it plans to borrow $1.01 trillion this quarter—nearly double what was project...Porter & Company | SponsoredThe stealth altcoin the financial world is underestimatingThis DeFi project could soar next When altcoin season fully kicks in—which the data suggests is happening R...Crypto 101 Media | SponsoredMusk’s Project Colossus could mint millionairesI predict this single breakthrough could make Elon the world’s first trillionaire — and mint more new milliona...Brownstone Research | SponsoredThink you missed gold’s boom? Think againIf you've been watching gold's historic run and wondering if it's too late… I've got good news. Because the...Investors Alley | SponsoredEveryone’s watching Nvidia right now. Here’s why I’m excited.So, unless you’ve been living under a rock, you probably saw the news… Nvidia just signed a $7 BILLION deal...Timothy Sykes | SponsoredBut this $20 American company could control the secretThe "Impossible" Chip That Runs on Pure Light Google's quantum computer shocked the world... but China DEMO...The Oxford Club | SponsoredTax Drain Deadline: Protect Your Wealth Before September 15thOn September 15th, the IRS collects another round of quarterly tax payments—targeting self-employed profession...American Alternative | SponsoredGENIUS Act: Cancel Your Money?They said digital dollars were off the table. But with the GENIUS Act now federal law, private corporations—no...Priority Gold | Sponsored Adding Choose a watchlist: Watchlist Adding You have already added ten stocks to your watchlist. Upgrade to MarketBeat All Access to add more stocks to your watchlist. Adding Counterpoint Quantitative Equity ETF Please log in to your account or sign up in order to add this asset to your watchlist. Share Counterpoint Quantitative Equity ETF With A Colleague Link copied to clipboard. Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
MarketBeat All Access