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Disclosery

CPTL GLOBAL X FDS

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CONSCIOUS COS (fund)

42 managers (42 13F filers) reported a position in CPTL shares at 2026-03-31, 1,593,303 shares in all. 5 filers opened a position and 6 filers sold out during the quarter.

Managers
42
13F filers
42
New
5
Added
21
Reduced
8
Sold out
6
Shares held by filers
1,593,303

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MORGAN STANLEYin group MORGAN STANLEY1,024,242$42.6M<0.01%-40,28113F-HRTimelineGroup
LPL Financial LLC84,763$3.52M<0.01%+56913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA67,776$2.82M<0.01%-32,04413F-HRTimelineGroup
Independent Advisor Alliance55,025$2.29M0.02%new13F-HRTimeline
Kingsview Wealth Management, LLC33,840$1.41M0.02%+1,88413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.30,674$1.27M<0.01%+1,04213F-HRTimelineGroup
Napier Financial, LLC28,387$1.18M0.27%new13F-HRTimeline
Wealthfront Advisers LLC28,058$1.17M<0.01%+99913F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC24,566$1.02M<0.01%+10,30913F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/20,576$855K<0.01%+34813F-HRTimelineGroup
HighTower Advisors, LLC19,931$828K<0.01%-22413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…19,775$822K<0.01%+8,74813F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP18,205$756K<0.01%-1,00013F-HRTimelineGroup
Smart Portfolios, LLC15,870$659K0.66%+69013F-HRTimeline
Perennial Investment Advisors, LLC15,483$643K0.05%-9,24413F-HRTimeline
SEEDS INVESTOR LLC12,734$560K0.08%+1,79213F-HRTimeline
APS Management Group, Inc.12,518$520K0.45%+1213F-HRTimeline
Syntegra Private Wealth Group, LLC10,976$456K0.04%+1,41813F-HRTimeline
Western Wealth Management, LLC10,351$430K0.02%+3413F-HR/ATimeline
IHT Wealth Management, LLC9,010$374K0.01%+48913F-HRTimeline
Farrow Financial, Inc.8,380$348K0.2%+4513F-HRTimeline
Merit Financial Group, LLC7,381$307K<0.01%-2,49213F-HRTimeline
Snowden Capital Advisors LLC6,950$289K0.01%013F-HRTimeline
Eagle Strategies LLC6,139$255K0.03%+36713F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV5,810$241K<0.01%-1,46613F-HRTimeline
Creative Planningin group Creative Planning4,974$207K<0.01%new13F-HRTimelineGroup
MJT & Associates Financial Advisory Gro…2,663$111K0.08%013F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…1,684$70K0.01%new13F-HRTimelineGroup
Farther Finance Advisors, LLC1,568$65.6K<0.01%+1913F-HRTimeline
FMR LLCin group FMR LLC1,574$65.4K<0.01%+4413F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,090$45.3K<0.01%013F-HRTimelineGroup
Rossby Financial, LCC1,016$42.5K0.01%+70913F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/385$16K<0.01%013F-HRTimelineGroup
MAI Capital Management295$12.3K<0.01%+613F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN200$8.31K<0.01%+20013F-HR/ATimelineGroup
CITIGROUP INCin group CITIGROUP INC100$4.16K<0.01%-113F-HRTimelineGroup
SBI Securities Co., Ltd.100$4.16K<0.01%+413F-HRTimeline
HARBOUR INVESTMENTS, INC.95$3.95K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV80$3.32K<0.01%013F-HRTimeline
LRI Investments, LLC46$1.91K<0.01%013F-HRTimeline
CURIO WEALTH, LLC10$415<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC3$136<0.01%new13F-HRTimelineGroup