Who owns CPSL?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from SEC filings.
Institutional ownership of CPSL from SEC Form 13F filings across 26 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, 26 institutions disclosed 1.8M shares of CPSL worth $46.9M; the largest disclosed holder is BURKETT FINANCIAL SERVICES, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
26
13F holders
$46.9M
value, 2026 filers
1.8M
shares disclosed
7
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 CPSL's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | BURKETT FINANCIAL SERVICES, LLC | 759,599 | $21.2M | 6.6% | — | +2.6% |
| 2 | HARBOUR INVESTMENTS, INC. | 161,079 | $4.5M | 0.1% | — | -5.7% |
| 3 | Mutual Advisors, LLC | 153,497 | $4.3M | 0.1% | — | +13.3% |
| 4 | HighTower Advisors, LLC | 137,543 | $3.8M | 0.0% | — | +1.1% |
| 5 | Prime Capital Investment Advisors, LLC | 134,220 | $3.7M | 0.0% | — | +14.5% |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | 114,410 | $3.2M | 0.0% | — | +35.9% |
| 7 | Capital Analysts, LLC | 81,559 | $2,277 | 0.1% | — | +6.3% |
| 8 | Worth Asset Management, LLC | 69,990 | $2.0M | 0.6% | — | +4.5% |
| 9 | Cambridge Investment Research Advisors, Inc. | 65,816 | $1,838 | 0.0% | — | +58.2% |
| 10 | OSAIC HOLDINGS, INC. | 20,020 | $558,958 | 0.0% | — | -4.8% |
| 11 | TD Capital Management LLC | 18,452 | $515,180 | 0.0% | — | +30.6% |
| 12 | Cetera Investment Advisers | 17,731 | $495,050 | 0.0% | — | -78.1% |
| 13 | ROYAL BANK OF CANADA | 17,522 | $489,000 | 0.0% | — | -10.8% |
| 14 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 14,231 | $397,330 | 0.0% | — | -40.5% |
| 15 | LPL Financial LLCNEW | 13,103 | $365,836 | 0.0% | — | new |
| 16 | OLD MISSION CAPITAL LLCNEW | 11,788 | $329,120 | 0.0% | — | new |
| 17 | MML INVESTORS SERVICES, LLC | 11,140 | $311,029 | 0.0% | — | -18.6% |
| 18 | SMITH, MOORE & CO. | 8,183 | $228,469 | 0.0% | — | -2.4% |
| 19 | Family Office Research LLC | 7,794 | $217,608 | 0.1% | — | 0.0% |
| 20 | Blue Trust, Inc.NEW | 4,363 | $121,815 | 0.0% | — | new |
| 21 | ARMSTRONG ADVISORY GROUP, INC | 1,864 | $52,043 | 0.0% | — | 0.0% |
| 22 | Aptus Capital Advisors, LLC | 1,229 | $34,314 | 0.0% | — | +6.2% |
| 23 | Continuum Advisory, LLCNEW | 1,000 | $27,920 | 0.0% | — | new |
| 24 | Integrated Wealth Concepts LLCNEW | 400 | $11,168 | 0.0% | — | new |
| 25 | FIDUCIARY FINANCIAL ADVISORSNEW | 60 | $1,675 | 0.0% | — | new |
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.