Who owns CPNQ?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of CPNQ from SEC Form 13F filings across 21 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 21 institutions disclosed 306,963 shares of CPNQ worth $7.6M; the largest disclosed holder is HARBOUR INVESTMENTS, INC.. Source: SEC Form 13F filings, parsed by EvidInvest.
21
13F holders
$7.6M
value, 2026 filers
306,963
shares disclosed
5
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of CPNQ's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | HARBOUR INVESTMENTS, INC. | 57,429 | $1.6M | 0.0% | — | -4.0% |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | 44,187 | $1.2M | 0.0% | — | -4.4% |
| 3 | JIM SAULNIER & ASSOCIATES, LLC | 25,481 | $698,434 | 0.3% | — | 0.0% |
| 4 | MARIPAU WEALTH MANAGEMENT LLC | 21,389 | $585,971 | 0.2% | — | -19.9% |
| 5 | Signal Advisors Wealth, LLC | 21,378 | $585,971 | 0.0% | — | -20.0% |
| 6 | OLD MISSION CAPITAL LLCNEW | 17,517 | $480,140 | 0.0% | — | new |
| 7 | Capital Analysts, LLC | 17,488 | $479 | 0.0% | — | 0.0% |
| 8 | Cetera Investment Advisers | 17,425 | $477,619 | 0.0% | — | -26.5% |
| 9 | Claro Advisors Inc. | 14,795 | $405,531 | 0.0% | — | -0.7% |
| 10 | Calamos Wealth Management LLC | 14,285 | $391,552 | 0.0% | — | -12.7% |
| 11 | Rooted Wealth Advisors, Inc. | 12,651 | $346,764 | 0.1% | — | 0.0% |
| 12 | WEDBUSH SECURITIES INC | 10,516 | $288 | 0.0% | — | +1.1% |
| 13 | Leelyn Smith, LLC | 9,813 | $268,974 | 0.0% | — | 0.0% |
| 14 | SUSQUEHANNA INTERNATIONAL GROUP, LLPNEW | 9,251 | $253,570 | 0.0% | — | new |
| 15 | Sigma Planning CorpNEW | 7,472 | $204,808 | 0.0% | — | new |
| 16 | CREATIVE FINANCIAL DESIGNS INC /ADV | 2,872 | $78,722 | 0.0% | — | -3.8% |
| 17 | Regatta Research & Money ManagementNEW | 1,098 | $30,097 | 0.0% | — | new |
| 18 | OSAIC HOLDINGS, INC. | 830 | $22,749 | 0.0% | — | +93.0% |
| 19 | FIDUCIARY FINANCIAL ADVISORSNEW | 610 | $16,720 | 0.0% | — | new |
| 20 | CX Institutional | 374 | $10 | 0.0% | — | 0.0% |
| 21 | UBS Group AG | 102 | $2,796 | 0.0% | — | -50.5% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.