Copa Holdings SA Class ACPA

13F holders, Q2 2026 (June 30)
325holders +25
69new positions
40sold out
8famous investors
$155.46avg. 13F price*

At the end of Q2 2026, 325 institutions reported holding Copa Holdings SA Class A (CPA) in their 13F filings, up 25 from Q1 2026. 69 opened new positions and 40 sold out. The largest holders were Capital World Investors ($444.4M), Baillie Gifford & Co. ($382.1M) and JPMorgan Chase & Co. ($239.8M). 8 famous investors held it, including Jim Simons / Peter Brown (0.2% of Renaissance Technologies's portfolio), Ray Dalio (0.1% of Bridgewater Associates's portfolio) and Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio).

Company
Copa Holdings SA Class A
CUSIP
P31076105
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400 Q1 2024: 228Q1 2024Q2 2024: 208Q2 2024Q3 2024: 196Q3 2024Q4 2024: 197Q4 2024Q1 2025: 188Q1 2025Q2 2025: 232Q2 2025Q3 2025: 258Q3 2025Q4 2025: 283Q4 2025Q1 2026: 300Q1 2026Q2 2026: 325Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions69$137.7M
Exits40$91.1M

All 13F filers, Q1 2026 → Q2 2026: 3,145,328 shares bought and 4,128,066 shares sold, net −982,738 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 325 holders

Capital World Investors 0.05% Reduce -23.1% 2,856,717 $444.4M
Baillie Gifford & Co. 0.35% Reduce -4.9% 2,455,810 $382.1M
JPMorgan Chase & Co. 0.01% Reduce -3.5% 1,541,526 $239.8M
Dimensional Fund Advisors LP 0.04% Add +4.0% 1,453,351 $226.1M
Sprucegrove Investment Management Ltd. 35.33% Reduce -14.6% 1,451,592 $225.8M
FMR LLC 0.01% Add +0.9% 1,223,838 $190.4M
Capital Research Global Investors 0.02% Add +1.1% 1,042,831 $162.2M
Renaissance Technologies 0.17% Add +5.2% 772,928 $120.2M
Brandes Investment Partners, LP 0.84% Add +4.5% 769,630 $119.7M
FIL Ltd 0.06% Add +298.1% 579,229 $90.1M
Cullen Capital Management, LLC 0.87% Add +38.2% 571,263 $88.9M
Vontobel Holding Ltd. 0.26% Reduce -1.3% 504,469 $78.5M
Lakewood Capital Management, LP 3.99% New 494,900 $77.0M
Wishbone Management, LP 31.72% No change 472,500 $73.5M
Marathon Asset Management Ltd 2.62% Reduce -2.3% 414,473 $64.5M
Two Sigma Investments, LP 0.05% Reduce -12.9% 414,136 $64.4M
Carrhae Capital LLP 4.10% Reduce -22.8% 400,262 $62.3M
Raymond James Financial Inc. 0.02% Reduce -16.3% 392,231 $61.0M
Jane Street Group, LLC 0.04% Add +188.2% 385,249 $59.9M
Morgan Stanley 0.00% Add +13.4% 363,505 $56.6M
Artisan Partners Limited Partnership 0.08% Add +8.9% 330,738 $51.5M
Clark Capital Management Group, Inc. 0.27% Add +1.6% 317,881 $49.5M
Quantinno Capital Management LP 0.05% Add +99.6% 286,619 $44.6M
Sei Investments Co. 0.04% Reduce -19.5% 282,848 $44.0M
Goldman Sachs Group Inc. 0.00% Reduce -15.6% 281,884 $43.9M
UBS Group AG 0.01% Add +177.0% 261,356 $40.7M
INCA Investments LLC 10.44% No change 237,214 $36.9M
Letko, Brosseau & Associates Inc. 0.48% Add +2.5% 207,978 $32.4M
Marshall Wace, LLP 0.02% Add +396.3% 174,230 $27.1M
Bank of America Corp. 0.00% Reduce -10.3% 162,829 $25.3M
HRT Financial LP 0.05% Add +57.3% 158,937 $24.7M
Cape Ann Asset Management Ltd 5.13% Reduce -6.5% 143,256 $22.3M
Millennium Management 0.01% Reduce -29.1% 120,818 $18.8M
D. E. Shaw & Co. 0.01% Add +1204.9% 118,212 $18.4M
HSBC Holdings PLC 0.01% Add +187.4% 110,426 $17.2M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.02% Add +4.3% 106,732 $16.6M
Citadel Advisors 0.01% Reduce -53.0% 105,864 $16.5M
Bridgewater Associates 0.07% Add +14.8% 104,487 $16.3M
Artemis Investment Management LLP 0.13% Reduce -84.4% 96,770 $15.1M
Trexquant Investment LP 0.09% Add +125.8% 94,507 $14.7M
Tudor Investment Corporation 0.06% Add +11.9% 93,623 $14.6M
Bank of New York Mellon Corp 0.00% Add +2554.4% 92,346 $14.4M
Trek Financial, LLC 0.71% Reduce -10.5% 92,191 $14.3M
Shellback Capital, LP 1.21% Reduce -25.9% 88,900 $13.8M
Envestnet Asset Management Inc. 0.00% Add +6.4% 88,628 $13.8M
Globeflex Capital L P 1.74% No change 87,283 $13.6M
Banco BTG Pactual S.A. 1.76% No change 85,000 $13.2M
Qube Research & Technologies Ltd 0.01% Reduce -15.4% 80,663 $12.5M
Burney Co./ 0.33% Add +27.6% 77,576 $12.1M
Knights of Columbus Asset Advisors LLC 0.58% Add +1.4% 74,821 $11.6M
Truxt Investmentos Ltda. 12.82% New 71,416 $11.1M
Amundi 0.00% Add +26.4% 67,000 $10.4M
Aptus Capital Advisors, LLC 0.08% Add +0.6% 66,892 $10.4M
Franklin Resources Inc. 0.00% Reduce -24.7% 64,687 $10.1M
Captrust Financial Advisors 0.02% Reduce -26.5% 63,971 $10.0M
Hosking Partners LLP 0.33% Reduce -2.6% 63,186 $9.8M
Concurrent Investment Advisors, LLC 0.08% Reduce -0.7% 59,166 $9.2M
1492 Capital Management LLC 2.64% Add +7.0% 57,508 $8.9M
CSM Advisors, LLC 0.18% Add +7.3% 55,525 $8.6M
Russell Investments Group, Ltd. 0.01% Add +326.1% 55,133 $8.6M
Ruffer LLP 0.29% Add +18.4% 52,227 $8.1M
Ethic Inc. 0.09% Reduce -0.3% 46,801 $7.3M
Virtus Family Office LLC 5.69% Add +1.6% 46,286 $7.2M
Turas Capital Management LP 3.20% New 44,800 $7.0M
Public Employees Retirement System of Ohio 0.02% No change 44,704 $7.0M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.03% Reduce -21.9% 44,163 $6.9M
XTX Topco Ltd 0.09% Reduce -40.3% 43,959 $6.8M
Lazard Asset Management LLC 0.01% Add +17.9% 42,874 $6.7M
Empowered Funds, LLC 0.04% Add +105.4% 42,699 $6.6M
Point72 Asset Management 0.01% Add +139.2% 42,131 $6.6M
VELA Investment Management, LLC 1.50% Add +0.2% 39,119 $6.1M
Journey Advisory Group, LLC 0.46% Add +29.8% 39,020 $6.1M
Ameriprise Financial Inc. 0.00% Reduce -79.1% 37,210 $5.8M
Credit Agricole S A 0.01% Add +90.7% 35,900 $5.6M
Corient Private Wealth LP 0.01% Add +243.2% 31,232 $4.9M
Balyasny Asset Management L.P. 0.01% New 30,755 $4.8M
LPL Financial LLC 0.00% Add +11.1% 30,555 $4.8M
U S Global Investors Inc. 0.45% Add +4.7% 29,833 $4.6M
Engineers Gate Manager LP 0.06% Reduce -48.1% 28,057 $4.4M
Nomura Asset Management International Inc. 0.01% Reduce -3.3% 27,522 $4.3M
Deltec Asset Management LLC 0.63% Reduce -2.1% 27,325 $4.3M
Lifetime Wealth Management P.C. 2.51% Reduce -21.9% 27,320 $4.3M
Boston Partners 0.00% Add +104.8% 26,898 $4.2M
Deprince Race & Zollo Inc. 0.07% Reduce -0.7% 26,289 $4.1M
Fourth Sail Capital LP 0.58% Reduce -82.1% 24,481 $3.8M
CM Management, LLC 2.37% Add +60.0% 24,000 $3.7M
Marathon Capital Management 0.74% Reduce -15.5% 23,483 $3.7M
Pictet Asset Management Holding SA 0.00% Reduce -18.8% 22,939 $3.6M
McGowan Group Asset Management, Inc. 0.43% Add +8.3% 22,714 $3.5M
Uniplan Investment Counsel, Inc. 0.34% Add +52.2% 22,505 $3.5M
SMA Capital LLC 1.44% New 22,000 $3.4M
Kestra Advisory Services, LLC 0.01% Add +20.5% 21,505 $3.3M
Mirabella Financial Services LLP 0.35% Add +96.6% 21,170 $3.3M
Aberdeen Group plc 0.00% Reduce -14.8% 21,029 $3.3M
Par Capital Management Inc. 0.08% Reduce -87.2% 20,115 $3.1M
Wells Fargo & Company 0.00% Reduce -45.2% 19,919 $3.1M
Polen Capital Management LLC 0.03% New 18,948 $2.9M
MML Investors Services, LLC 0.01% Add +2.2% 18,668 $2.9M
Cetera Investment Advisers 0.00% Reduce -3.7% 17,819 $2.8M
Silvercrest Asset Management Group LLC 0.02% Reduce -1.9% 17,312 $2.7M
NewEdge Advisors, LLC 0.01% Add +30.7% 17,112 $2.7M
Coppell Advisory Solutions LLC 0.20% New 31,198 $2.4M
Capital Fund Management S.A. 0.02% New 15,588 $2.4M
Formula Growth Ltd. 0.85% No change 15,500 $2.4M
AEGON ASSET MANAGEMENT UK Plc 0.03% New 15,162 $2.4M
Landscape Capital Management, L.L.C. 0.15% Add +268.2% 15,072 $2.3M
Invesco Ltd. 0.00% Reduce -76.7% 14,227 $2.2M
Itau Unibanco Holding S.A. 0.04% New 13,994 $2.2M
BlackRock, Inc. 0.00% Add +15.6% 13,652 $2.1M
Royal Bank of Canada 0.00% Add +5.3% 13,128 $2.0M
Pathstone Holdings, LLC 0.01% Reduce -10.3% 12,827 $2.0M
Convergence Investment Partners, LLC 0.19% New 12,773 $2.0M
Gilder Gagnon Howe & Co. LLC 0.02% Reduce -1.3% 12,375 $1.9M
Driehaus Capital Management LLC 0.01% Reduce -40.0% 11,999 $1.9M
Cerity Partners LLC 0.00% New 11,646 $1.8M
Quadrature Capital Ltd 0.02% New 11,576 $1.8M
Diversified Trust Co. 0.03% No change 11,527 $1.8M
Gsa Capital Partners LLP 0.11% Add +5.1% 11,506 $1.8M
Focus Partners Wealth 0.00% Add +362.3% 11,067 $1.7M
Point Nemo Capital, LLC 0.82% Add +8.5% 10,415 $1.6M
Campbell & CO Investment Adviser LLC 0.08% Add +83.9% 10,266 $1.6M
Gardner Lewis Asset Management L P 0.35% Reduce -8.3% 10,083 $1.6M
Harbor Capital Advisors, Inc. 0.11% Add +7.6% 10,026 $1.6M
WINTON GROUP Ltd 0.05% New 9,700 $1.5M
SG Americas Securities, LLC 0.00% Add +10.8% 9,368 $1.5M
Park Avenue Securities LLC 0.01% Reduce -0.7% 9,261 $1.4M
Mainstay Capital Management LLC 0.11% Add +1.1% 9,253 $1.4M
Aquatic Capital Management LLC 0.05% Reduce -46.5% 9,143 $1.4M
Vanguard Personalized Indexing Management, LLC 0.01% Reduce -10.4% 8,935 $1.4M
Mercer Global Advisors Inc. 0.00% Add +29.1% 8,828 $1.4M
Summit Trail Advisors, LLC 0.02% Reduce -16.9% 8,717 $1.4M
Quad-Cities Investment Group, LLC 0.48% Add +1.8% 8,502 $1.3M
Hyperion Capital Advisors LP 0.59% No change 8,400 $1.3M
Kestra Investment Management, LLC 0.02% Reduce -20.3% 8,262 $1.3M
Rockefeller Capital Management L.P. 0.00% Add +6.0% 8,149 $1.3M
Everstar Asset Management, LLC 0.60% Reduce -6.8% 8,022 $1.2M
Legend Financial Advisors, Inc. 0.71% Add +0.2% 8,011 $1.2M
Handelsbanken Fonder AB 0.00% No change 7,900 $1.2M
Picton Mahoney Asset Management 0.01% Add +12.6% 7,871 $1.2M
Diversify Advisory Services, LLC 0.02% New 8,716 $1.2M
Diversify Wealth Management, LLC 0.02% New 8,716 $1.2M
Osaic Holdings, Inc. 0.00% Reduce -40.5% 7,653 $1.2M
Convergence Financial, LLC 0.09% Reduce -1.4% 7,604 $1.2M
Redhawk Wealth Advisors, Inc. 0.11% Reduce -7.2% 7,324 $1.1M
Dodge & Cox 0.00% Add +20.8% 7,250 $1.1M
Klein Pavlis & Peasley Financial, Inc. 0.58% Reduce -0.3% 7,188 $1.1M
Marietta Investment Partners LLC 0.19% Reduce -0.4% 7,173 $1.1M
Neuberger Berman Group LLC 0.00% Add +34.5% 7,123 $1.1M
Atlas Capital Advisors Inc. 0.12% Add +1.0% 6,906 $1.1M
Stifel Financial Corp. 0.00% Reduce -12.4% 6,787 $1.1M
Mariner, LLC 0.00% Add +21.5% 6,746 $1.0M
Principal Securities, Inc. 0.01% Add +2.1% 6,733 $1.0M
Assenagon Asset Management S.A. 0.00% New 6,661 $1.0M
PDT Partners, LLC 0.05% No change 6,467 $1.0M
Nisa Investment Advisors, LLC 0.00% No change 6,200 $965K
WCM Investment Management, LLC 0.00% New 5,970 $929K
Steward Partners Investment Advisory, LLC 0.00% Add +11.9% 5,587 $869K
State Street Corp. 0.00% Add +8.0% 5,176 $805K
Total Wealth Planning & Management, Inc. 0.57% Add +28.1% 5,029 $782K
RBF Capital, LLC 0.03% Reduce -28.6% 5,000 $778K
Janney Montgomery Scott LLC 0.00% Reduce -94.3% 4,992 $777K
Wealth Enhancement Advisory Services, LLC 0.00% Add +159.5% 5,102 $768K
Freestone Grove Partners LP 0.00% New 4,644 $722K
Ellevest, Inc. 0.08% Reduce -4.0% 4,495 $697K
Citigroup Inc. 0.00% Reduce -9.7% 4,450 $692K
Fox Run Management, L.L.C. 0.11% Reduce -16.4% 4,444 $691K
Composition Wealth, LLC 0.01% Reduce -0.0% 4,278 $666K
Prospera Financial Services Inc 0.01% New 4,206 $654K
Harvest Portfolios Group Inc. 0.01% Reduce -1.5% 4,063 $632K
Walleye Trading LLC 0.01% Add +90.3% 4,023 $626K
HighTower Advisors, LLC 0.00% Reduce -29.5% 3,930 $611K
Susquehanna International Group, LLP 0.00% New 3,629 $565K
Monetary Management Group Inc. 0.12% Add +3500.0% 3,600 $560K
Nuveen, LLC 0.00% New 3,544 $551K
Schonfeld Strategic Advisors LLC 0.00% Reduce -89.8% 3,533 $550K
Caprock Group, LLC 0.01% Add +17.5% 3,489 $543K
Pinnacle Financial Partners, Inc. 0.00% Add +0.2% 3,349 $521K
PNC Financial Services Group, Inc. 0.00% Add +1.2% 3,220 $501K
Carrera Capital Advisors 0.07% Reduce -91.6% 3,205 $499K
Savant Capital, LLC 0.00% Add +3.9% 3,083 $478K
&partners 0.00% Reduce -60.9% 3,071 $477K
Northern Trust Corp. 0.00% Add +4.0% 3,032 $472K
HUB Investment Partners, LLC 0.01% Add +62.1% 3,012 $469K
Fca Corp. 0.12% No change 3,000 $467K
Leuthold Group, LLC 0.05% No change 2,939 $457K
Oppenheimer & Co. Inc. 0.00% New 2,912 $453K
Seven Mile Advisory 0.30% Reduce -0.9% 2,909 $453K
Inscription Capital, LLC 0.04% Add +23.9% 2,864 $446K
Mangrove Partners Im, LLC 0.03% New 2,823 $439K
Headlands Technologies LLC 0.05% New 2,802 $436K
Chicago Partners Investment Group LLC 0.01% Add +35.3% 3,148 $427K
Sumitomo Mitsui DS Asset Management Company, Ltd 0.00% No change 2,689 $418K
Federation des caisses Desjardins du Quebec 0.00% New 2,640 $411K
Gateway Wealth Partners, LLC 0.02% Reduce -2.3% 2,629 $409K
Summit Financial, LLC 0.00% Reduce -5.0% 2,601 $405K
Ruane, Cunniff & Goldfarb L.P. 0.01% No change 2,555 $397K
Syon Capital LLC 0.02% Add +11.4% 2,545 $396K
Centiva Capital, LP 0.01% Reduce -69.6% 2,465 $383K
O'shaughnessy Asset Management, LLC 0.00% Reduce -39.8% 2,403 $374K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% New 2,270 $353K
AQR Capital Management 0.00% Reduce -27.9% 2,274 $351K
Pension & Wealth Management Advisors, Inc. 0.09% Add +10.5% 2,231 $347K
Confluence Investment Management LLC 0.01% Add +12.3% 2,202 $343K
Wbi Investments, LLC 0.08% Add +2.7% 2,157 $336K
R Squared Ltd 0.17% Reduce -26.4% 2,122 $330K
Severin Investments, LLC 0.25% Add +1.8% 2,109 $328K
LightSquare Wealth Management, LLC 0.22% New 2,045 $318K
Aigen Investment Management, LP 0.09% New 2,024 $315K
Resurgent Financial Advisors LLC 0.09% No change 2,000 $311K
Integrated Advisors Network LLC 0.01% New 1,940 $302K
Retirement Planning Co of New England, Inc. 0.10% Reduce -3.1% 1,872 $291K
Ashton Thomas Private Wealth, LLC 0.01% New 1,777 $276K
State of Alaska, Department of Revenue 0.00% Reduce -93.8% 1,771 $275K
Merit Financial Group, LLC 0.00% Reduce -2.0% 1,768 $275K
Creative Planning 0.00% New 1,763 $274K
IPG Investment Advisors LLC 0.04% New 1,760 $274K
Crestwood Advisors Group, LLC 0.00% New 1,709 $266K
Angeles Wealth Management, LLC 0.01% New 1,708 $266K
Lanark Financial, Inc. 0.02% Add +12838.5% 1,682 $262K
Aaron Wealth Advisors LLC 0.01% Reduce -49.9% 1,652 $257K
Focus Financial Network, Inc. 0.01% Reduce -28.1% 1,608 $250K
Optimist Retirement Group LLC 0.10% New 1,596 $248K
Kera Capital Partners, Inc. 0.02% New 1,567 $244K
Karras Company, Inc. 0.22% New 1,564 $243K
Truist Financial Corp. 0.00% New 1,564 $243K
Baker Avenue Asset Management, LP 0.00% New 1,562 $243K
Holistic Financial Partners 0.15% New 1,555 $242K
Perigon Wealth Management, LLC 0.00% New 1,503 $234K
GAM Holding AG 0.02% New 1,500 $233K
Hoxton Planning & Management, LLC 0.06% New 1,480 $230K
Childress Capital Advisors, LLC 0.04% New 1,460 $227K
Snowden Capital Advisors LLC 0.01% New 1,442 $224K
Quantbot Technologies LP 0.01% Reduce -18.9% 1,427 $222K
Vise Technologies, Inc. 0.00% New 1,395 $217K
Moneta Group Investment Advisors LLC 0.00% New 1,325 $206K
Transamerica Financial Advisors, LLC 0.02% Add +1.3% 1,264 $197K
Versant Capital Management, Inc 0.02% Add +208.5% 1,197 $186K
State of Wyoming 0.02% Reduce -27.1% 1,150 $179K
Global Retirement Partners, LLC 0.00% — 1,133 $176K
Measured Wealth Private Client Group, LLC 0.04% New 1,121 $174K
EverSource Wealth Advisors, LLC 0.01% Reduce -56.0% 1,030 $160K
Arax Advisory Partners 0.00% Add +426.7% 1,006 $157K
Simplex Trading, LLC 0.00% Add +5.3% 919 $143K
Leonteq Securities AG 0.01% Reduce -3.9% 892 $139K
IFP Advisors, Inc 0.00% Add +3857.1% 831 $129K
Walleye Capital LLC 0.00% New 807 $126K
Larson Financial Group LLC 0.00% Add +324.9% 803 $125K
Mirae Asset Global Investments Co., Ltd. 0.00% Add +18.0% 746 $116K
PEAK6 LLC 0.00% Reduce -98.0% 705 $110K
Caitong International Asset Management Co., Ltd 0.01% Reduce -58.0% 701 $109K
Catalyst Capital Advisors LLC 0.00% No change 700 $109K
Assetmark, Inc. 0.00% Add +167.1% 625 $97K
Barclays PLC 0.00% New 620 $96K
Fifth Third Bancorp 0.00% Add +56.1% 587 $91K
Triumph Capital Management 0.02% Add +26.7% 570 $89K
Evelyn Partners Group Ltd 0.00% — 528 $82K
Center for Financial Planning, Inc. 0.01% New 516 $80K
SBI Securities Co., Ltd. 0.00% Reduce -37.1% 481 $75K
US Bancorp \de 0.00% Add +79.0% 453 $70K
Hilton Head Capital Partners, LLC 0.03% Add +36.7% 443 $69K
TD Waterhouse Canada Inc. 0.00% Reduce -95.4% 423 $65K
Bell Investment Advisors, Inc 0.01% No change 409 $64K
Jones Financial Companies LLLP 0.00% Add +5.0% 403 $63K
Richardson Financial Services Inc. 0.03% Add +12.0% 354 $55K
Legal & General Group Plc 0.00% No change 330 $51K
Group One Trading LLC 0.00% Reduce -57.2% 327 $51K
Cape Investment Advisory, Inc. 0.01% New 322 $50K
Toth Financial Advisory Corp. 0.00% No change 300 $47K
SJS Investment Consulting Inc. 0.00% No change 292 $45K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% New 278 $43K
PenderFund Capital Management Ltd. 0.02% Reduce -87.1% 270 $42K
Accent Capital Management, LLC 0.01% New 200 $31K
Tower Research Capital LLC (TRC) 0.00% Reduce -30.6% 184 $29K
Elevation Wealth Partners, LLC 0.01% Add +240.8% 167 $26K
Farther Finance Advisors, LLC 0.00% Reduce -67.3% 142 $22K
BNP Paribas Financial Markets 0.00% Reduce -48.6% 129 $20K
Bessemer Group Inc. 0.00% Reduce -8.6% 117 $19K
Ares Financial Consulting, LLC 0.01% No change 122 $19K
True Wealth Design, LLC 0.00% Add +47.9% 105 $16K
Smartleaf Asset Management LLC 0.00% No change 102 $16K
Core Alternative Capital 0.00% No change 100 $16K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% No change 98 $15K
Continuum Advisory, LLC 0.00% New 81 $13K
CVA Family Office, LLC 0.00% Add +4.0% 78 $12K
Allied Private Wealth LLC 0.01% — 80 $12K
Pinnacle Wealth Planning Services, Inc. 0.00% Reduce -28.7% 62 $10K
Caldwell Sutter Capital, Inc. 0.00% Add +96.2% 51 $8K
Institute for Wealth Management, LLC. 0.00% New 50 $8K
Fiduciary Financial Advisors 0.00% New 44 $7K
JFS Wealth Advisors, LLC 0.00% Add +2.4% 43 $7K
Signature Equity Partners, LLC 0.00% Reduce -2.4% 41 $6K
Fortitude Family Office, LLC 0.00% Reduce -18.4% 40 $6K
Brown, Lisle/Cummings, Inc. 0.00% Reduce -47.1% 36 $6K
Cornerstone Planning Group LLC 0.00% Reduce -29.1% 39 $5K
Parallel Advisors, LLC 0.00% Add +50.0% 27 $4K
Private Trust Co. NA 0.00% Add +30.0% 26 $4K
1620 Investment Advisors, Inc. 0.00% No change 25 $4K
Park Square Financial Group, LLC 0.03% Reduce -28.1% 23 $4K
Signaturefd, LLC 0.00% Reduce -89.4% 22 $3K
Northwestern Mutual Wealth Management Co. 0.00% Add +144.4% 22 $3K
Mather Group, Llc. 0.00% No change 18 $3K
Keating Financial Advisory Services, Inc. 0.00% Add +13.3% 17 $3K
TD Private Client Wealth LLC 0.00% Add +60.0% 16 $2K
Ameritas Advisory Services, LLC 0.00% New 15 $2K
Rossby Financial, LCC 0.00% No change 14 $2K
Creative Capital Management Investments LLC 0.00% New 12 $2K
Bare Financial Services, Inc 0.00% No change 11 $2K
FWL Investment Management, LLC 0.00% New 11 $2K
Allworth Financial LP 0.00% Add +100.0% 10 $2K
HFM Investment Advisors, LLC 0.00% Add +166.7% 8 $1K
Bay Harbor Wealth Management, LLC 0.00% Add +16.7% 7 $1K
Quarry LP 0.00% New 7 $1K
Bellevue Asset Management, LLC 0.00% New 7 $1K
Hantz Financial Services, Inc. 0.00% No change 4 $1K
Rialto Wealth Management, LLC 0.00% No change 6 $934
DiNuzzo Private Wealth, Inc. 0.00% No change 6 $934
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 6 $933
Silver Grove Financial Group, Inc. 0.00% New 3 $467
LRI Investments, LLC 0.00% New 2 $311
Twin Lakes Capital Management, LLC 0.00% No change 1 $158
Huntington National Bank 0.00% No change 1 $156
Raffa Wealth Management, LLC 0.00% New 1 $156
DecisionPoint Financial, LLC 0.00% New 1 $154
CKW Financial Group 0.00% New 3 $0
Navigoe, LLC 0.00% New 3 $0

"% of holder's portfolio" is CPA's weight in each manager's 13F, not the share of Copa Holdings SA Class A the manager owns.