HolderBook

CROSSAMERICA PARTNERS LP (CAPL)

Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.

59
Reporting holders
$199.9M
Reported value
23.2%
Of shares outstanding
0.8%
Held as options
+3
Holder change

Institutions report 8,844,439 shares against 38,173,255 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.

Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.

Holders

FilerValueShares Their book Held Change
Invesco Ltd.$128.2M5,720,1290.01%29qHELD
Clearbridge Investments, LLC$14.0M623,7470.01%31q+23.5%+$2.7M
JPMORGAN CHASE & CO$8.6M381,2190.00%15q-10.3%-$979.6K
MORGAN STANLEY$8.4M376,1090.00%35q+40.0%+$2.4M
RAYMOND JAMES FINANCIAL INC$7.0M313,1050.00%7q+1.2%+$85.2K
FIRST TRUST ADVISORS LP$4.7M210,4630.00%23q+10.8%+$458.6K
Quadrant Private Wealth Management, LLC$3.7M163,3560.82%30qHELD
Blackstone Inc.$2.8M125,7470.01%14q-4.4%-$131.2K
LPL Financial LLC$2.6M115,1740.00%16q-5.6%-$153.3K
NewEdge Wealth, LLC$2.1M93,1750.02%8q-0.9%-$17.9K
Arax Advisory Partners$1.8M80,0000.01%newNEW
CITADEL ADVISORS LLC$1.7M74,6840.00%31q+436.4%+$1.4M
GOLDMAN SACHS GROUP INC$1.3M58,0840.00%31q+18.7%+$205.3K
STIFEL FINANCIAL CORP$1.2M55,2840.00%14q+1.8%+$22.4K
Corient Private Wealth LP$1.1M50,0000.00%14q+100.0%+$560.5K
SUSQUEHANNA INTERNATIONAL GROUP, LLP$1.1Moptions only0.00%16qOPTIONS
JANE STREET GROUP, LLC$893.8K39,8680.00%3q-5.1%-$48.2K
Mariner, LLC$844.2K37,6520.00%15q-48.8%-$804.7K
EXCHANGE TRADED CONCEPTS, LLC$807.0K35,9960.00%13q+90.8%+$384.0K
UBS Group AG$785.0K35,0140.00%31q-31.2%-$355.4K
SEI INVESTMENTS CO$747.4K33,3350.00%2q+148.7%+$446.9K
Private Advisor Group, LLC$671.4K29,9440.00%newNEW
INDEPENDENT FINANCIAL GROUP, LLC$609.6K27,1900.01%newNEW
IFG Advisory, LLC$431.1K19,2300.02%2qHELD
Apollon Wealth Management, LLC$367.1K16,3720.00%16q+0.7%+$2.4K
ING GROEP NV$358.7K16,0000.00%newNEW
TRUIST FINANCIAL CORP$341.9K15,2500.00%4q+5.2%+$16.8K
AMERICAN FINANCIAL GROUP INC$336.3K15,0000.12%24qHELD
IMC-Chicago, LLC$284.7Koptions only0.00%newOPTIONS
BROWN ADVISORY INC$273.4K12,1950.00%8qHELD
FRANKLIN RESOURCES INC$246.6K11,0000.00%6qHELD
Cetera Investment Advisers$225.3K10,0500.00%newNEW
Morton Brown Family Wealth, LLC$224.1K9,9960.05%16q-38.7%-$141.6K
ROYAL BANK OF CANADA$166.0K7,3940.00%31qHELD
SIMPLEX TRADING, LLC$145.7Koptions only0.00%27qOPTIONS
WELLS FARGO & COMPANY/MN$120.0K5,3510.00%31q-47.8%-$109.8K
North Star Investment Management Corp.$113.2K5,0470.01%2qHELD
BNP PARIBAS FINANCIAL MARKETS$76.2K3,3970.00%18q+17.7%+$11.4K
EverSource Wealth Advisors, LLC$71.7K3,2000.00%15q-7.2%-$5.6K
OSAIC HOLDINGS, INC.$59.6K2,6590.00%26q+1.1%
Farther Finance Advisors, LLC$57.6K2,5710.00%2qHELD
NewEdge Advisors, LLC$47.1K2,1000.00%newNEW
GROUP ONE TRADING LLC$44.8Koptions only0.00%newOPTIONS
Allworth Financial LP$44.8K2,0000.00%7qHELD
Geneos Wealth Management Inc.$26.9K1,2000.00%8qHELD
MB, LEVIS & ASSOCIATES, LLC$26.6K1,1870.01%15q+2.2%
ARMSTRONG ADVISORY GROUP, INC$19.4K8630.00%15q+2.3%
UMB Bank, n.a.$17.9K8000.00%19qHELD
VALLEY NATIONAL ADVISERS INC$11.2K5000.00%14qHELD
JONES FINANCIAL COMPANIES LLLP$9.2K4150.00%5qHELD
Tower Research Capital LLC (TRC)$6.4K2840.00%newNEW
IFP Advisors, Inc$5.6K2490.00%28qHELD
Integrated Wealth Concepts LLC$4.9K2200.00%newNEW
PRIVATE TRUST CO NA$4.5K2000.00%17qHELD
ASSETMARK, INC$4.3K1900.00%2qHELD
ACADIAN ASSET MANAGEMENT LLC$2.8K126,6800.00%6q+71.9%+$1.2K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$2.2K1000.00%9qHELD
Clearstead Advisors, LLC$1.1K500.00%newNEW
Founders Capital Management$1.1K500.00%23qHELD
MRP Capital Investments, LLC$987440.00%8qHELD
GSA CAPITAL PARTNERS LLP$77334,4750.05%13qHELD
PHILADELPHIA TRUST CO$47121,0000.03%26qHELD
HRT FINANCIAL LP$39217,5130.00%2q-63.4%
Janney Montgomery Scott LLC$33414,8990.00%31q-19.6%

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.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q2 202659$199.9M8,844,4391116110.8%
Q1 202656$180.2M8,612,71381770.7%
Q4 202556$184.0M8,879,366217110.6%
Q3 202562$197.6M9,352,399617180.5%
Q2 202560$188.7M8,946,522416120.8%
Q1 202561$224.3M9,002,86671491.4%
Q4 202459$197.8M8,820,344712141.9%
Q3 202457$191.7M9,178,935715120.8%
Q2 202453$183.2M9,100,789318101.0%
Q1 202453$223.6M9,659,276514132.2%
Q4 202349$221.6M9,609,89251991.1%
Q3 202351$194.5M8,873,073220111.3%
Q2 202352$178.7M9,002,18331390.9%
Q1 202350$193.6M8,953,54369130.8%
Q4 202245$174.9M8,648,94591740.9%
Q3 202252$165.3M8,759,653711120.9%
Q2 202248$183.3M8,966,16861491.0%
Q1 202248$210.6M9,588,761612100.6%
Q4 202146$172.6M9,009,600313120.5%
Q3 202147$186.8M9,296,713311101.0%
Q2 202151$192.2M9,993,889215110.9%
Q1 202154$187.0M9,975,556514140.9%
Q4 202052$173.1M9,983,677810130.9%
Q3 202051$147.2M9,811,628710130.9%
Q2 202049$137.5M10,014,20841481.9%
Q1 202053$88.0M10,769,6301612121.3%
Q4 201945$189.1M10,396,372414140.8%
Q3 201950$182.8M10,587,583416131.2%
Q2 201952$174.0M10,560,362911162.6%
Q1 201953$204.3M11,079,975914100.9%
Q4 201846$163.9M11,433,6661021.2%