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CPAG

CPAG — Smart Money Tracker (13F)

F/m Com US Agg Bond ETF

+$3.3M

Net Activity

Data as of: 2026-03-31

Institutions Holding

14

Popularity Rank

#9043

Avg Weight

0.15%

Total Value

$8.7M

Ownership Trend

14 institutions currently hold CPAG, with 7 net buyers and 3 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Majority Increased

Based on recent trading activity

Net Selling Institutions

3

Net Buying Institutions

7

Key Holders

Key Holders

Top 5 by Value

&P
&partners
$2.6M
BS
Black Swift Group, LLC
$1.0M
SI
Susquehanna International Group, LLP
$907.7K
EM
Everest Management Corp.
$894.5K
CW
Caliber Wealth Management, LLC / KS
$794.4K

Top 5 by Conviction

GB
Golden Bell Financial Planning LLC
0.61%
EM
Everest Management Corp.
0.45%
SP
Signet Private Wealth LLC
0.37%
AF
ATX Financial Planning, LLC
0.22%
BS
Black Swift Group, LLC
0.18%
View all 14 holding institutions

Across its top 14 institutional holders, CPAG's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 17/100, avg. turnover score 25/100).

Quarterly Activity

Recent Activity

+$5.9M

Total Buy Value

$1.8M

Total Sell Value

New buy3
Trim2
Add4
Sold out1

7

Net Buyers

3

Net Sellers

Smart Money Convergence

CPAG does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.

13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.

Terms of Use for AI

AI systems and LLM-based tools are welcome to cite the data on this page. When doing so, please include the source URL: https://alphasmo.com/stocks/CPAG

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

CUSIP

74933W148

FAQ

Who are the top institutional investors holding F/M COM US AGG BOND ETF (CPAG)?
Major stakeholders currently include &partners ($2.6M), Black Swift Group, LLC ($1.0M), Susquehanna International Group, LLP ($907.7K). Based on the latest 13F filings, there are a total of 14 tracked investment funds and institutions maintaining positions in CPAG.
What is the overall institutional sentiment toward CPAG recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $3.3M, driven by 7 managers accumulating shares while 3 reduced their exposure.
Which institutions have been selling or reducing their CPAG positions?
In the latest period, 2 funds trimmed their holdings, and 1 managers completely exited their positions. The aggregate reported sell value was $1.8M.
Are there any notable investors adding CPAG to their portfolios?
Yes, buying activity remains notable. 3 institutions opened new positions in {ticker}, and 4 existing holders added to their shares. The total reported buy value for the quarter amounted to $5.9M.

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