CUMBERLAND PHARMACEUTICALS I (CPIX)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
Institutions report 2,468,805 shares against 14,983,107 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Ikarian Capital, LLC | $3.3M | 503,153 | 0.35% | 6q | -9.0%-$324.0K |
| RENAISSANCE TECHNOLOGIES LLC | $3.1M | 478,263 | 0.00% | 31q | +1.6%+$49.0K |
| VANGUARD CAPITAL MANAGEMENT LLC | $2.5M | 379,478 | 0.00% | 2q | +4.9%+$114.8K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.8M CALL+PUT | options only | 0.00% | 6q | OPTIONS |
| DIMENSIONAL FUND ADVISORS LP | $1.5M | 233,305 | 0.00% | 31q | -15.6%-$279.0K |
| BOOTHBAY FUND MANAGEMENT, LLC | $729.3K | 112,544 | 0.01% | 6q | -11.9%-$98.2K |
| JANE STREET GROUP, LLC | $723.4K incl. $355.8K options CALL+PUT | 56,741 | 0.00% | 3q | +288.5%+$537.2K |
| GEODE CAPITAL MANAGEMENT, LLC | $702.6K | 108,413 | 0.00% | 31q | -5.1%-$38.1K |
| PERCEPTIVE ADVISORS LLC | $628.4K | 96,982 | 0.01% | 3q | -50.8%-$648.0K |
| CITADEL ADVISORS LLC | $625.3K incl. $149.7K options PUT | 73,391 | 0.00% | 15q | +341.0%+$483.5K |
| BlackRock, Inc. | $411.8K | 63,547 | 0.00% | 8q | +11.7%+$43.1K |
| Bank of New York Mellon Corp | $378.8K | 58,458 | 0.00% | 12q | HELD |
| VANGUARD FIDUCIARY TRUST CO | $355.8K | 54,909 | 0.00% | 2q | +20.4%+$60.2K |
| SIMPLEX TRADING, LLC | $259.5K incl. $230.0K options CALL+PUT | 4,544 | 0.00% | 2q | HELD |
| STATE STREET CORP | $256.0K | 39,510 | 0.00% | 19q | HELD |
| UBS Group AG | $170.7K | 26,339 | 0.00% | 11q | +407.6%+$137.1K |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $169.8K | 26,200 | 0.00% | 31q | -84.0%-$889.5K |
| BAILARD, INC. | $159.6K | 24,624 | 0.00% | new | NEW |
| Quadrature Capital Ltd | $155.6K | 24,014 | 0.00% | new | NEW |
| TWO SIGMA INVESTMENTS, LP | $155.4K | 23,981 | 0.00% | 19q | +116.3%+$83.6K |
| NORTHERN TRUST CORP | $142.3K | 21,953 | 0.00% | 31q | +12.0%+$15.2K |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $131.2K | 20,252 | 0.00% | 2q | HELD |
| Cresset Asset Management, LLC | $126.2K | 19,475 | 0.00% | 13q | HELD |
| XTX Topco Ltd | $91.5K | 14,118 | 0.00% | 2q | -41.2%-$64.1K |
| GROUP ONE TRADING LLC | $25.9K CALL | options only | 0.00% | 14q | OPTIONS |
| MORGAN STANLEY | $21.1K | 3,261 | 0.00% | 35q | HELD |
| Capital Advisors, Ltd. LLC | $3.0K | 437 | 0.00% | 7q | HELD |
| Institute for Wealth Management, LLC. | $2.3K | 352 | 0.00% | new | NEW |
| OSAIC HOLDINGS, INC. | $1.3K | 200 | 0.00% | new | NEW |
| Tower Research Capital LLC (TRC) | $1.2K | 191 | 0.00% | new | NEW |
| WELLS FARGO & COMPANY/MN | $648 | 100 | 0.00% | 2q | HELD |
| BARCLAYS PLC | $311 | 48 | 0.00% | new | NEW |
| FMR LLC | $136 | 21 | 0.00% | new | NEW |
| HUNTINGTON NATIONAL BANK | $6 | 1 | 0.00% | 15q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 3 | $301.5K | 38,561 | 1 | 0 | 0 | 0.0% |
| Q2 2026 | 34 | $18.6M | 2,468,805 | 8 | 9 | 7 | 13.9% |
| Q1 2026 | 32 | $9.5M | 2,761,420 | 8 | 5 | 8 | 5.7% |
| Q4 2025 | 29 | $12.2M | 2,957,494 | 4 | 4 | 11 | 3.7% |
| Q3 2025 | 32 | $10.8M | 3,406,057 | 3 | 6 | 13 | 2.0% |
| Q2 2025 | 32 | $12.6M | 3,681,270 | 6 | 8 | 10 | 2.1% |
| Q1 2025 | 36 | $19.2M | 4,280,014 | 16 | 4 | 8 | 5.4% |
| Q4 2024 | 23 | $4.7M | 1,842,038 | 3 | 2 | 9 | 6.4% |
| Q3 2024 | 24 | $2.7M | 2,044,031 | 2 | 4 | 5 | 2.5% |
| Q2 2024 | 23 | $3.2M | 2,077,477 | 2 | 4 | 5 | 1.2% |
| Q1 2024 | 23 | $3.8M | 2,185,437 | 2 | 6 | 7 | 2.2% |
| Q4 2023 | 24 | $4.0M | 2,208,799 | 3 | 5 | 6 | 2.2% |
| Q3 2023 | 21 | $4.3M | 2,207,792 | 2 | 2 | 6 | 2.3% |
| Q2 2023 | 24 | $3.6M | 2,399,099 | 2 | 4 | 6 | 1.6% |
| Q1 2023 | 23 | $4.8M | 2,447,258 | 3 | 4 | 8 | 1.6% |
| Q4 2022 | 22 | $5.6M | 2,493,007 | 6 | 1 | 5 | 0.1% |
| Q3 2022 | 15 | $5.9M | 2,446,389 | 0 | 2 | 5 | 0.0% |
| Q2 2022 | 23 | $5.7M | 2,708,341 | 2 | 6 | 8 | 2.2% |
| Q1 2022 | 27 | $8.3M | 2,898,597 | 7 | 8 | 5 | 1.6% |
| Q4 2021 | 25 | $13.4M | 2,835,251 | 9 | 4 | 6 | 1.1% |
| Q3 2021 | 20 | $7.4M | 2,767,942 | 1 | 4 | 5 | 0.0% |
| Q2 2021 | 26 | $8.4M | 2,939,524 | 1 | 3 | 10 | 0.0% |
| Q1 2021 | 29 | $9.8M | 3,225,888 | 5 | 5 | 7 | 0.0% |
| Q4 2020 | 25 | $11.4M | 3,875,859 | 1 | 5 | 8 | 0.0% |
| Q3 2020 | 24 | $12.9M | 4,030,146 | 1 | 4 | 5 | 0.0% |
| Q2 2020 | 26 | $13.8M | 4,142,239 | 5 | 7 | 5 | 0.0% |
| Q1 2020 | 23 | $17.0M | 4,676,038 | 2 | 4 | 6 | 0.0% |
| Q4 2019 | 25 | $23.2M | 4,508,237 | 2 | 3 | 5 | 0.0% |
| Q3 2019 | 27 | $26.6M | 4,481,884 | 8 | 2 | 8 | 0.0% |
| Q2 2019 | 22 | $30.4M | 4,768,946 | 2 | 7 | 6 | 0.0% |
| Q1 2019 | 23 | $28.6M | 4,925,636 | 1 | 6 | 8 | 0.0% |
| Q4 2018 | 25 | $30.8M | 5,034,978 | 0 | 0 | 3 | 0.0% |