Rockefeller Capital Management
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Rockefeller Capital Management’s Counterpoint Quantitative Equity ETF CPAI Stock Holding History

Rockefeller Capital Management’s Portfolio CPAI Stock Details CPAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$9.15M Buy
+176,926
New +$9.12M 0.01% 774

Other funds holding CPAI

Counterpoint Mutual Funds
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LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
Arax Advisory Partners
Arax Advisory Partners Denver, Colorado $17.7B AUM 20.22% 1-Year Est. Return
Amplius Wealth Advisors
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.46B AUM 12.23% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Nilsine Partners
Nilsine Partners Greenwood Village, Colorado $1.44B AUM 38.08% 1-Year Est. Return
Mount Yale Investment Advisors
Mount Yale Investment Advisors Denver, Colorado $5.96B AUM 22.06% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Rockefeller Capital Management's CPAI Position: Q3 2026 in Review

Rockefeller Capital Management opened a new position in Counterpoint Quantitative Equity ETF (CPAI) in Q3 2026: 176,926 shares worth $9.15M. The stake represents 0.01% of the portfolio and ranks #774 among its holdings.

54 funds tracked by Wall St. Rank hold CPAI as of Q3 2026.

  • Rockefeller Capital Management held 176,926 shares of Counterpoint Quantitative Equity ETF worth $9.15M as of Q3 2026.
  • Counterpoint Quantitative Equity ETF was a new Rockefeller Capital Management position in Q3 2026.
  • Counterpoint Quantitative Equity ETF made up 0.01% of Rockefeller Capital Management's portfolio in Q3 2026, its #774 holding.
  • 54 funds tracked by Wall St. Rank held Counterpoint Quantitative Equity ETF as of Q3 2026.

Based on Rockefeller Capital Management's 13F filing for Q3 2026, filed 13 Nov 2026.