Public ownership evidence

Counterpoint Quantitative Equity ETF (CPAI) Ownership Disclosures

Read CPAI insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

Counterpoint Quantitative Equity ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
ATX Financial Planning, LLC
Report period
2026-06-30
Available
2026-08-21
Reported shares
9,407
Value (USD)
$488,788
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0002111013-26-000003
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read CPAI fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read CPAI fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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ATX Financial Planning, LLC2026-06-302026-08-219,407$488,788None
Equitable Holdings, Inc.2026-06-302026-08-1845,817$2,380,668None
INSIGNEO ADVISORY SERVICES, LLC2026-06-302026-08-15263,897$13,712,088None
Perennial Investment Advisors, LLC2026-06-302026-08-158,014$416,416None
Western Wealth Management, LLC2026-06-302026-08-1532,061$1,665,890None
Foundations Investment Advisors, LLC2026-06-302026-08-1525,809$1,341,036None
OSAIC HOLDINGS, INC.2026-06-302026-08-15154,546$8,030,157None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-155,740$298,250None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-15123$6,256None
ROYAL BANK OF CANADA2026-06-302026-08-15122,701$6,376,000None
GOLDMAN SACHS GROUP INC2026-06-302026-08-154,486$233,093None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1556,555$2,938,598None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15649,279$33,736,537None
Sanctuary Advisors, LLC2026-06-302026-08-143,905$202,904None
Inscription Capital, LLC2026-06-302026-08-14153,462$7,973,871None
Steward Partners Investment Advisory, LLC2026-06-302026-08-14103,918$5,399,579None
Hilltop Holdings Inc.2026-06-302026-08-1411,675$606,633None
Regatta Research & Money Management2026-06-302026-08-131,050$54,525None
Regatta Research & Money Management2026-06-302026-08-13750$38,970None
Cetera Investment Advisers2026-06-302026-08-13229,098$11,903,954None
NewEdge Advisors, LLC2026-06-302026-08-13111,269$5,781,535None
STIFEL FINANCIAL CORP2026-06-302026-08-1387,288$4,535,478None
JPMORGAN CHASE & CO2026-06-302026-08-137,342$377,452None
MSH Capital Advisors LLC2026-06-302026-08-1210,252$532,694None
Arax Advisory Partners2026-06-302026-08-11426,425$22,157,044None
LPL Financial LLC2026-06-302026-08-08632,834$32,882,075None
Janney Montgomery Scott LLC2026-06-302026-08-0614,815$770,000None
FIFTH THIRD BANCORP2026-06-302026-08-061,731$89,943None
Outlook Wealth Advisors, LLC2026-06-302026-08-0455,979$2,918,644None
ENVESTNET ASSET MANAGEMENT INC2026-06-302026-08-049,246$480,422None
Jacobi Capital Management LLC2026-06-302026-08-0113,698$711,747None
Stirlingshire Investments, Inc.2026-06-302026-08-0111,284$586,308None
Cambridge Investment Research Advisors, Inc.2026-06-302026-07-316,168$320,000None
PW Nova Financial Services LLC2026-06-302026-07-3014,115$733,415None
Gilliland Jeter Wealth Management LLC2026-06-302026-07-3028,707$1,491,616None
Kovack Advisors, Inc.2026-06-302026-07-3014,540$749,682None
COMMONWEALTH EQUITY SERVICES, LLC2026-06-302026-07-3084,153$4,372,590None
Kestra Advisory Services, LLC2026-06-302026-07-293,933$204,348None
KESTRA PRIVATE WEALTH SERVICES, LLC2026-06-302026-07-296,552$340,456None
PRIVATE TRUST CO NA2026-06-302026-07-294,731$245,823None
Concurrent Investment Advisors, LLC2026-06-302026-07-28100,854$5,240,356None
PUREfi Wealth, LLC2026-06-302026-07-285,000$259,800None
Private Advisor Group, LLC2026-06-302026-07-28218,755$11,366,550None
Global Assets Advisory, LLC2026-06-302026-07-2837,327$1,931,859None
Cambridge Investment Research Advisors, Inc.2026-06-302026-07-286,168$320,000None
Nilsine Partners, LLC2026-06-302026-07-25229,706$11,935,524None
Intrua Financial, LLC2026-06-302026-07-2540,541$2,106,510None
D.A. DAVIDSON & CO.2026-06-302026-07-254,348$225,922None
E&G Advisors, LLC2026-06-302026-07-247,975$414,381None
IFP Advisors, Inc2026-06-302026-07-212,055$106,778None

90-day public filing window, up to 50 source positions.

ATX Financial Planning, LLC ↗Equitable Holdings, Inc. ↗INSIGNEO ADVISORY SERVICES, LLC ↗Perennial Investment Advisors, LLC ↗Western Wealth Management, LLC ↗Foundations Investment Advisors, LLC ↗OSAIC HOLDINGS, INC. ↗SUSQUEHANNA INTERNATIONAL GROUP, LLP ↗JONES FINANCIAL COMPANIES LLLP ↗ROYAL BANK OF CANADA ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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