§ EQUITY
USDCPRY
CLMOS R 2000 S A P ETF - JAN
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
4 increased/new, 7 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Crown Wealth Group, LLC | 475K | 3.8% | +1% |
| VanWeelden Wealth Management, LLC | 360K | 7.8% | −43% |
| ENVESTNET ASSET MANAGEMENT INC | 355K | 0.0% | −42% |
| HARBOUR INVESTMENTS, INC. | 53K | 0.0% | +99% |
| Intrepid Financial Planning Group LLC | 66K | 0.6% | −8% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42K | 0.0% | +197% |
◇ AC INTELLIGENCE
Top institutional owners for CPRY as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER98.2% · 23 holders
DEALER / BANK1.8% · 2 holders
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for CPRY in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention CPRY yet.