Who owns CPSD?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of CPSD from SEC Form 13F filings across 34 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, 34 institutions disclosed 1.0M shares of CPSD worth $26.9M; the largest disclosed holder is Calamos Advisors LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
34
13F holders
$26.9M
value, 2026 filers
1.0M
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 CPSD's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Calamos Advisors LLC | 359,149 | $9.6M | 0.0% | — | -17.5% |
| 2 | Calamos Wealth Management LLC | 88,023 | $2.4M | 0.1% | — | -4.1% |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | 58,264 | $1.6M | 0.0% | — | -0.9% |
| 4 | New England Capital Financial Advisors LLC | 54,586 | $1.5M | 0.3% | — | -3.5% |
| 5 | BURKETT FINANCIAL SERVICES, LLC | 51,373 | $1.4M | 0.4% | — | -1.7% |
| 6 | LPL Financial LLC | 45,525 | $1.2M | 0.0% | — | +3.3% |
| 7 | Advisor OS, LLC | 41,476 | $1.1M | 0.1% | — | 0.0% |
| 8 | STOLZ & ASSOCIATES, PS | 40,039 | $1.1M | 0.7% | — | -4.9% |
| 9 | Cyr Financial Inc. | 37,495 | $1.0M | 0.5% | — | -4.0% |
| 10 | Creative Planning | 27,060 | $722,355 | 0.0% | — | 0.0% |
| 11 | Blue Water Asset Management | 24,974 | $666,681 | 0.2% | — | 0.0% |
| 12 | SageView Advisory Group, LLCNEW | 22,921 | $611,865 | 0.0% | — | new |
| 13 | Claro Advisors Inc. | 15,776 | $421,141 | 0.0% | — | -3.7% |
| 14 | ENVESTNET ASSET MANAGEMENT INC | 15,307 | $408,620 | 0.0% | — | -2.3% |
| 15 | SUSQUEHANNA INTERNATIONAL GROUP, LLPNEW | 14,612 | $390,067 | 0.0% | — | new |
| 16 | Sloy Dahl & Holst, LLC | 13,025 | $347,703 | 0.0% | — | 0.0% |
| 17 | Signal Advisors Wealth, LLC | 12,827 | $342,417 | 0.0% | — | -7.5% |
| 18 | MARIPAU WEALTH MANAGEMENT LLC | 12,827 | $342,417 | 0.1% | — | -7.5% |
| 19 | HighTower Advisors, LLC | 12,185 | $325,279 | 0.0% | — | 0.0% |
| 20 | OSAIC HOLDINGS, INC. | 11,876 | $317,089 | 0.0% | — | +1258.8% |
| 21 | WEDBUSH SECURITIES INC | 10,784 | $288 | 0.0% | — | +0.8% |
| 22 | ADAMSBROWN WEALTH CONSULTANTS LLC | 10,500 | $280,298 | 0.1% | — | 0.0% |
| 23 | Grantvest Financial Group LLC | 8,805 | $235,050 | 0.1% | — | 0.0% |
| 24 | OLD MISSION CAPITAL LLC | 8,456 | $225,732 | 0.0% | — | -47.0% |
| 25 | Waverly Advisors, LLC | 8,276 | $220,928 | 0.0% | — | 0.0% |
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.