Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Northern Lts Fd Tr III (CPAI)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +22
Streak
7Q ▲
Buyers last Q
88%

Smart Money Signals — CPAI

Based on 54 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 7 quarters in a row

last 6Q
For 7 consecutive quarters, more hedge funds added CPAI 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
54 hedge funds hold CPAI right now — the highest count in 2.8 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 — +238% more funds vs a year ago

fund count last 6Q
+38 new funds entered over the past year (+238% 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 — 88% buying

49 buying7 selling
Last quarter: 49 funds were net buyers (27 opened a brand new position + 22 added to an existing one). Only 7 were sellers (2 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+17 vs last Q)

new funds entering per quarter
Funds opening a new CPAI position: 6 → 8 → 10 → 27. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 70% entered in last year

■ 6% conviction (2yr+) ■ 24% medium ■ 70% new
Only 3 funds (6%) 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 +84% but shares only +50% — price-driven

Value
+84%
Shares
+49%
Last quarter: the total dollar value of institutional holdings rose +84%, but actual share count only changed +50%. 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

10 → 6 → 8 → 10 → 27 new funds/Q
New funds entering each quarter: 6 → 8 → 10 → 27. 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 — 89% of holders entered in last year

■ 7% veterans ■ 4% 1-2yr ■ 89% new
Of 54 current holders: 48 (89%) entered in the past year, only 4 (7%) 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.
📋

Smaller funds dominant — 15% AUM from top-100

15% from top-100 AUM funds
7 of 54 holders rank in the top 100 by AUM, but together hold only 15% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
6.8
out of 10
Moderate Exit Risk
Exit risk score 6.8/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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 — CPAI

In 2026 Q2, 49 hedge funds were net buyers of CPAI (27 opened a new position, 22 added to an existing one), while 7 reduced or exited (2 trimmed, 5 sold completely) — a 88% buyer ratio, indicating clear institutional accumulation. This marks 7 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +22 funds (more new holders than closures). Total institutional holders: 54.

Hedge Fund Ownership: CPAI

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

Market Analysis: CPAI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CPAI

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 1 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
1.2
/ 10
conviction
Hedge Fund Positioning: CPAI
54 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 54 32 68.75%
13F Shares 6M 4M 49.79%
Total Value $305M $165M 84.37%
New Positions 27 10 +17
Increased Positions 22 19 +3
Closed Positions 5 5 -
Reduced Positions 2 3 -1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: CPAI

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Institutional Holders (2026 Q2)

54 + investors

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

QUARTER:
Top 25 CPAI holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Counterpoint Mutual Funds LLC 8.04% 1,563,616 $81.2M
2 SLT Holdings LLC 0.84% 25,809 $1.3M
3 Nilsine Partners, LLC 0.83% 229,706 $11.9M
4 Inscription Capital, LLC 0.71% 153,462 $8.0M
5 Outlook Wealth Advisors, LLC 0.63% 55,979 $2.9M
6 Insigneo Advisory Services, LLC 0.51% 263,897 $13.7M
7 Stirlingshire Investments, Inc. 0.43% 11,284 $586K
8 Global Assets Advisory, LLC 0.42% 37,327 $1.9M
9 Gilliland Jeter Wealth Management LLC 0.39% 28,707 $1.5M
10 ATX Financial Planning, LLC 0.32% 9,407 $489K
11 Intrua Financial, LLC 0.19% 40,541 $2.1M
12 Accurate Wealth Management, LLC 0.17% 34,111 $1.8M
13 PW Nova Financial Services LLC 0.16% 14,115 $733K
14 Arax Advisory Partners 0.15% 426,425 $22.2M
15 PUREfi Wealth, LLC 0.14% 5,000 $260K
16 Independent Financial Group, LLC 0.12% 125,549 $6.5M
17 MSH Capital Advisors LLC 0.09% 10,252 $533K
18 Regatta Research & Money Management 0.09% 1,800 $93K
19 E&G Advisors, LLC 0.08% 7,975 $414K
20 Trust Co of Oklahoma 0.06% 4,560 $237K
21 Western Wealth Management, LLC 0.05% 32,061 $1.7M
22 Private Advisor Group, LLC 0.05% 218,755 $11.4M
23 Amplius Wealth Advisors, LLC 0.05% 12,448 $647K
24 Hilltop Holdings Inc. 0.05% 11,675 $607K
25 Concurrent Investment Advisors, LLC 0.04% 100,854 $5.2M
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 — Northern Lts Fd Tr III (CPAI)

What does the Smart Money Trend signal show for CPAI?

Buying streak — 7 quarters in a row: For 7 consecutive quarters, more hedge funds added CPAI 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 CPAI?

More buyers than sellers — 88% buying: Last quarter: 49 funds were net buyers (27 opened a brand new position + 22 added to an existing one). Only 7 were sellers (2 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for CPAI holders?

Smaller funds dominant — 15% AUM from top-100: 7 of 54 holders rank in the top 100 by AUM, but together hold only 15% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held CPAI?

Mostly new holders — 70% entered in last year: Only 3 funds (6%) 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.

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.

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