AI Holders Summary · Q2 2026

34 institutions reported CPSL in Q2 2026. BURKETT FINANCIAL SERVICES, LLC leads at 37.8% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

Hide index funds / market makers / custodians(1 on this page)

#HolderValueShares% port.Quarter

BURKETT FINANCIAL SERVICES, LLC

CIK 0001762716

$21M760K6.64%Q2 2026 02

HARBOUR INVESTMENTS, INC.

CIK 0000810121

$4M161K0.06%Q2 2026 03

HighTower Advisors, LLC

CIK 0001462245

$4M138K0.00%Q2 2026 04

Prime Capital Investment Advisors, LLC

CIK 0001731446

$4M134K0.04%Q2 2026 05

Mutual Advisors, LLC

CIK 0001694080

$4M135K0.08%Q1 2026 06

COMMONWEALTH EQUITY SERVICES, LLC

CIK 0000312272

$3M114K0.00%Q2 2026 07

Innovative Asset Advisors Group, LLC

CIK 0002127147

$2M87K1.06%Q2 2026 08

Capital Analysts, LLC

CIK 0001624758

$2M77K0.05%Q1 2026 09

Amplius Wealth Advisors, LLC

CIK 0001900584

$2M73K0.15%Q2 2026 10

Worth Asset Management, LLC

CIK 0001927285

$2M70K0.63%Q2 2026 11

CENTAURUS FINANCIAL, INC.

CIK 0000891943

$2M67K0.08%Q4 2025 12

Cambridge Investment Research Advisors, Inc.

CIK 0001419186

$1M42K0.00%Q1 2026 13

Calamos Wealth Management LLC

CIK 0001455258

$946K34K0.03%Q2 2026 14

Applied Capital LLC

CIK 0001862965

$729K26K0.23%Q2 2026 15

OSAIC HOLDINGS, INC.

CIK 0001677044

$559K20K0.00%Q2 2026 16

TD Capital Management LLC

CIK 0001483824

$515K18K0.04%Q2 2026 17

Cetera Investment Advisers

CIK 0001666741

$495K18K0.00%Q2 2026 18

ROYAL BANK OF CANADA

CIK 0001000275

$489K18K0.00%Q2 2026 19

SUSQUEHANNA INTERNATIONAL GROUP, LLP

CIK 0001446194· Market maker

$397K14K0.00%Q2 2026 20

LPL Financial LLC

CIK 0001403438

$366K13K0.00%Q2 2026

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