Counterpoint Quantitative Equity ETF (CPAI) Institutional Ownership $37.94 +0.10 (+0.26%) As of 09/10/2025 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)10TotalInstitutional Inflows(last 12 months)$71.39MNumber 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. Subscribe Now View SMS TermsBy entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. 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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 CompanyDetails9/4/2025 Osaic Holdings Inc.107,330$3.99M0.0%+1,862.2%3.990% 8/14/2025 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% 5/6/2025Avantax Advisory Services Inc.44,334$1.49M0.0%+277.1%2.081% 4/29/2025U.S. Capital Wealth Advisors LLC23,321$781K0.0%N/A1.160% 4/29/2025Envestnet Asset Management Inc.13,195$442K0.0%N/A0.656% 2/13/2025Jaffetilchin Investment Partners LLC18,729$643K0.0%N/A2.371% 2/10/2025Counterpoint Mutual Funds LLC1,083,546$37.21M4.7%+49.8%137.158% 2/10/2025Avantax Advisory Services Inc.11,757$404K0.0%+36.7%1.488% 2/6/2025Steward Partners Investment Advisory LLC33,494$1.15M0.0%+4.9%4.240% 7/30/2024Jaffetilchin Investment Partners LLC41,011$1.28M0.1%+155.2%5.191% 7/23/2024Bridge Advisory LLC29,236$913K0.4%N/A3.701% 5/17/2024Jaffetilchin Investment Partners LLC16,068$480K0.0%N/A2.034% 4/15/2024Counterpoint 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, 11 institutional investors and hedge funds held shares of Counterpoint Quantitative Equity ETF. The most heavily invested institutionals were Counterpoint Mutual Funds LLC ($46.07M), Osaic Holdings Inc. ($3.99M), 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), and Raymond James Financial Inc. ($1.12M).Learn more on Counterpoint Quantitative Equity ETF's institutional investors. Which institutional investors have been buying Counterpoint Quantitative Equity ETF's stock? Of the 11 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), Osaic Holdings Inc. ($101.86K), 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), and Steward Partners Investment Advisory LLC ($36.08K). How much institutional buying is happening at Counterpoint Quantitative Equity ETF? Institutional investors have bought a total of 1,955,843 shares in the last 24 months. This purchase volume represents approximately $71.39M in transactions. Related Companies EWO Institutional Ownership ECOW Institutional Ownership GSEU Institutional Ownership IMOM Institutional Ownership EPHE Institutional Ownership SPYT Institutional Ownership MFEM Institutional Ownership CGUI Institutional Ownership JPXN Institutional Ownership RAYD Institutional Ownership This page (NYSEARCA:CPAI) was last updated on 9/11/2025 by MarketBeat.com Staff From Our PartnersHe Called Nvidia at $1.10. 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