Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Sprott Fds Tr (COPP)

64 + Investors. Track Smart Money conviction in COPP. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +45
Streak
2Q ▲
Buyers last Q
84%

Smart Money Signals — COPP

Based on 65 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added COPP than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
65 hedge funds hold COPP right now — the highest count in 2.2 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +712% more funds vs a year ago

fund count last 6Q
+57 new funds entered over the past year (+712% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 84% buying

58 buying11 selling
Last quarter: 58 funds were net buyers (49 opened a brand new position + 9 added to an existing one). Only 11 were sellers (7 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+39 vs last Q)

new funds entering per quarter
Funds opening a new COPP position: 5 → 5 → 10 → 49. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 88% entered in last year

■ 0% conviction (2yr+) ■ 12% medium ■ 88% new
Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
💰

Value +708% but shares only +687% — price-driven

Value
+707%
Shares
+687%
Last quarter: the total dollar value of institutional holdings rose +708%, but actual share count only changed +687%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
🚀

Acceleration phase — new buyers rushing in

2 → 5 → 5 → 10 → 49 new funds/Q
New funds entering each quarter: 5 → 5 → 10 → 49. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🌱

Early stage — 85% of holders entered in last year

■ 0% veterans ■ 15% 1-2yr ■ 85% new
Of 68 current holders: 58 (85%) entered in the past year, only 0 (0%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
✅

Strong quality — 35% AUM from major funds

35% from top-100 AUM funds
12 of 65 holders rank in the top 100 by AUM, accounting for 35% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
7.2
out of 10
High Exit Risk
Exit risk score 7.2/10 — multiple crowding signals converge. Institutional ownership is at 100% of its all-time high — near peak crowding. Crowded trades can unwind fast — a single catalyst can trigger a cascade.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — COPP

In 2026 Q1, 58 hedge funds were net buyers of COPP (49 opened a new position, 9 added to an existing one), while 11 reduced or exited (7 trimmed, 4 sold completely) — a 84% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. 35% of total institutional value in COPP is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +45 funds (more new holders than closures). Total institutional holders: 65.

Hedge Fund Ownership: COPP

How many hedge funds hold COPP — quarterly history vs. share price
Quarterly hedge fund ownership of COPP vs. share price

Market Analysis: COPP

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: COPP

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Sprott Fds Tr (COPP) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much COPP has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 91d ago
COPP
+4.9%
SPY
+13.7%

COPP outperformed SPY by -8.8% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 46d ago
COPP
-5.5%
SPY
+0.1%

Since the filing became public, COPP outperformed SPY by -5.6% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

1 top-rated funds 0 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
0.5
/ 10
conviction
Hedge Fund Positioning: COPP
64 + Investors

Track Smart Money conviction in COPP. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 64 20 220.0%
13F Shares 1M 138K 656.64%
Total Value $37M $5M 676.23%
New Positions 48 10 +38
Increased Positions 9 7 +2
Closed Positions 4 2 +2
Reduced Positions 7 1 +6
Total Calls 1 0 100%
Total Puts 2 0 100%
PUT/CALL Ratio 2.0 0.0 Bearish

Statistics: COPP

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

64 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in COPP. Verified SEC 13F-HR filings.

QUARTER:
Top 25 COPP holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Regency Capital Management Inc.\DE 1.05% 65,598 $2.3M
2 Corrado Advisors, LLC 0.77% 41,379 $1.5M
3 Columbia Advisory Partners LLC 0.67% 29,551 $1.1M
4 Holcombe Financial, Inc. 0.35% 16,885 $603K
5 Enclave Advisors LLC 0.09% 17,618 $629K
6 Key Client Fiduciary Advisors, LLC 0.08% 6,855 $245K
7 Pine Valley Investments Ltd Liability Co 0.07% 42,367 $1.5M
8 Private Trust Co NA 0.06% 14,640 $643K
9 Sovran Advisors, LLC 0.04% 15,006 $560K
10 Oak Grove Capital LLC 0.04% 14,000 $500K
11 Centaurus Financial, INC. 0.03% 19,804 $707K
12 Carnegie Investment Counsel 0.03% 38,320 $1.5M
13 Sprott INC. 0.03% 25,983 $928K
14 J.W. Cole Advisors, INC. 0.03% 22,340 $798K
15 Smith, Moore & CO. 0.02% 8,700 $311K
16 Prospera Financial Services Inc 0.01% 24,475 $874K
17 Bradley Foster & Sargent Inc/Ct 0.01% 23,400 $836K
18 Operose Advisors LLC 0.01% 1,528 $55K
19 Main Street Group, LTD 0.01% 1,149 $41K
20 First United Bank & Trust 0.01% 1,000 $36K
21 OneDigital Investment Advisors LLC 0.01% 23,380 $835K
22 Dunhill Financial, LLC 0.01% 800 $29K
23 Caitlin John, LLC 0.01% 307 $11K
24 Kestra Advisory Services, LLC 0.00% 33,361 $1.2M
25 Wealthcare Advisory Partners LLC 0.00% 6,275 $224K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Sprott Fds Tr (COPP)

What does the Smart Money Trend signal show for COPP?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added COPP than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for COPP?

More buyers than sellers — 84% buying: Last quarter: 58 funds were net buyers (49 opened a brand new position + 9 added to an existing one). Only 11 were sellers (7 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for COPP holders?

Strong quality — 35% AUM from major funds: 12 of 65 holders rank in the top 100 by AUM, accounting for 35% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held COPP?

Mostly new holders — 88% entered in last year: Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Is it too late to buy Sprott Fds Tr (COPP) following the 2026 Q1 hedge fund 13F filings?

As of today, COPP has moved -5.5% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.1% for the SPY sector ETF — an outperformance of -5.6%. Since the quarter end (March 31, 2026), COPP has gained +4.9% vs +13.7% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

Full history →