AI Holders Summary · Q3 2026

33 institutions reported CPSL in Q3 2026. BURKETT FINANCIAL SERVICES, LLC leads at 37.6% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter

BURKETT FINANCIAL SERVICES, LLC

CIK 0001762716

$22M773K6.59%Q3 2026 02

HARBOUR INVESTMENTS, INC.

CIK 0000810121

$4M161K0.06%Q2 2026 03

Prime Capital Investment Advisors, LLC

CIK 0001731446

$4M140K0.04%Q3 2026 04

HighTower Advisors, LLC

CIK 0001462245

$4M138K0.00%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

Worth Asset Management, LLC

CIK 0001927285

$2M85K0.70%Q3 2026 09

Family Office Research LLC

CIK 0002041267

$2M79K0.86%Q3 2026 10

Capital Analysts, LLC

CIK 0001624758

$2M77K0.05%Q1 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

Amplius Wealth Advisors, LLC

CIK 0001900584

$780K28K0.05%Q3 2026 15

Applied Capital LLC

CIK 0001862965

$729K26K0.23%Q2 2026 16

OSAIC HOLDINGS, INC.

CIK 0001677044

$559K20K0.00%Q2 2026 17

TD Capital Management LLC

CIK 0001483824

$515K18K0.04%Q2 2026 18

Cetera Investment Advisers

CIK 0001666741

$495K18K0.00%Q2 2026 19

SeaCrest Wealth Management, LLC

CIK 0001728121

$495K18K0.06%Q3 2026 20

ROYAL BANK OF CANADA

CIK 0001000275

$489K18K0.00%Q2 2026

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