AI Holders Summary · Q2 2026

32 institutions reported CPSL in Q2 2026. BURKETT FINANCIAL SERVICES, LLC leads at 38.6% 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

$5M171K0.07%Q1 2026 03

HighTower Advisors, LLC

CIK 0001462245

$4M136K0.00%Q1 2026 04

Mutual Advisors, LLC

CIK 0001694080

$4M135K0.08%Q1 2026 05

Prime Capital Investment Advisors, LLC

CIK 0001731446

$3M117K0.04%Q1 2026 06

COMMONWEALTH EQUITY SERVICES, LLC

CIK 0000312272

$2M84K0.00%Q1 2026 07

Cetera Investment Advisers

CIK 0001666741

$2M81K0.00%Q1 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 Advisors LLC

CIK 0001316507

$804K30K0.00%Q1 2026 14

Calamos Wealth Management LLC

CIK 0001455258

$804K30K0.03%Q1 2026 15

Applied Capital LLC

CIK 0001862965

$729K26K0.23%Q2 2026 16

SUSQUEHANNA INTERNATIONAL GROUP, LLP

CIK 0001446194· Market maker

$652K24K0.00%Q1 2026 17

OSAIC HOLDINGS, INC.

CIK 0001677044

$572K21K0.00%Q1 2026 18

GOLDMAN SACHS GROUP INC

CIK 0000886982

$552K20K0.00%Q1 2026 19

ROYAL BANK OF CANADA

CIK 0001000275

$535K20K0.00%Q1 2026 20

TD Capital Management LLC

CIK 0001483824

$385K14K0.03%Q1 2026

Page 1 of 2

12 more holders available. Log in →