Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ab Active Etfs Inc (CPLS)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +2
Streak
1Q ▲
Buyers last Q
54%

Smart Money Signals — CPLS

Based on 23 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added CPLS 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.
📊

High ownership — 82% of 2.8Y peak

82% of all-time peak
23 funds currently hold this stock — 82% of the 2.8-year high of 28 funds (reached 2025 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 12% fewer funds vs a year ago

fund count last 6Q
3 fewer hedge funds hold CPLS compared to a year ago (-12% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟡

Slight buying edge — 54% buying

13 buying11 selling
Last quarter: 13 funds bought or added vs 11 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~4 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 4 → 5 → 2 → 4. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 13% entered in last year

■ 13% conviction (2yr+) ■ 74% medium ■ 13% new
Only 3 funds (13%) 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.
📊

Peak discovery — momentum slowing

3 → 4 → 5 → 2 → 4 new funds/Q
New funds entering each quarter: 4 → 5 → 2 → 4. CPLS is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
📊

Mixed cohorts — 13% veterans, 22% new entrants

■ 13% veterans ■ 65% 1-2yr ■ 22% new
Of 23 current holders: 3 (13%) held 2+ years, 15 held 1–2 years, 5 (22%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
🏆

Elite ownership — 95% AUM from top-100 funds

95% from top-100 AUM funds
10 of 22 holders are among the 100 largest funds by AUM, controlling 95% of total institutional value in CPLS. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
2.4
out of 10
Low Exit Risk
Exit risk score 2.4/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

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 — CPLS

In 2026 Q2, 13 hedge funds were net buyers of CPLS (4 opened a new position, 9 added to an existing one), while 11 reduced or exited (9 trimmed, 2 sold completely) — a 54% buyer ratio, indicating a slight buying edge. 95% of total institutional value in CPLS is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +2 funds (more new holders than closures). Total institutional holders: 23.

Hedge Fund Ownership: CPLS

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

Market Analysis: CPLS

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CPLS

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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 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
0.1
/ 10
conviction
Hedge Fund Positioning: CPLS
2026 Q3 Stats Unlock in 41 days 22 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 22 21 4.76%
13F Shares 4M 4M 6.39%
Total Value $145M $137M 5.83%
New Positions 4 2 +2
Increased Positions 9 12 -3
Closed Positions 2 9 -7
Reduced Positions 9 5 +4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: CPLS

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Financial Highlights

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Institutional Holders (2026 Q2)

22 + investors

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

QUARTER:
Top 23 CPLS holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Valley Wealth Managers, INC. 0.12% 59,962 $2.1M
2 Alliancebernstein L.P. 0.02% 1,872,799 $66.1M
3 LGT Financial Advisors LLC 0.02% 90 $3K
4 LPL Financial LLC 0.01% 1,646,549 $57.9M
5 Kestra Advisory Services, LLC 0.00% 40,647 $1.4M
6 Private Trust Co NA 0.00% 773 $27K
7 Envestnet Asset Management Inc 0.00% 152,302 $5.4M
8 Global Retirement Partners, LLC 0.00% 1,918 $67K
9 Osaic Holdings, INC. 0.00% 23,246 $817K
10 Royal Bank of Canada 0.00% 156,925 $5.5M
11 Raymond James Financial Inc 0.00% 85,677 $3.0M
12 Cetera Investment Advisers 0.00% 7,327 $258K
13 IFG Advisory, LLC 0.00% 174 $6K
14 Focus Partners Wealth 0.00% 5,695 $200K
15 Citadel Advisors LLC 0.00% 20,888 $734K
16 Jane Street Group, LLC 0.00% 23,240 $817K
17 Goldman Sachs Group Inc 0.00% 10,157 $357K
18 Integrated Wealth Concepts LLC 0.00% 149 $5K
19 NewEdge Advisors, LLC 0.00% 159 $6K
20 Morgan Stanley 0.00% 8,011 $282K
21 Jones Financial Companies Lllp 0.00% 769 $27K
22 UBS Group AG 0.00% 148 $5K
23 Wells Fargo & Company/Mn 0.00% — —
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 — Ab Active Etfs Inc (CPLS)

What does the Smart Money Trend signal show for CPLS?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added CPLS 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 CPLS?

Slight buying edge — 54% buying: Last quarter: 13 funds bought or added vs 11 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for CPLS holders?

Elite ownership — 95% AUM from top-100 funds: 10 of 22 holders are among the 100 largest funds by AUM, controlling 95% of total institutional value in CPLS. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held CPLS?

Mostly new holders — 13% entered in last year: Only 3 funds (13%) 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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