# CAPITALA FIN CORP (CPTA)

> Institutional ownership reported to the SEC as of Q2 2021, from Form 13F filings. Source: https://holderbook.com/stocks/CPTA/

- Reporting holders: 19
- Reported value: $7.8M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.](https://holderbook.com/funds/1238990-punch-associates-investment-management-inc/) | $1.3M | 52,655 | 0.1% | 3 |
| [BRIDGEWAY CAPITAL MANAGEMENT, LLC](https://holderbook.com/funds/1107261-bridgeway-capital-management-llc/) | $1.1M | 45,883 | 0.0% | 4 |
| [MARINER INVESTMENT GROUP LLC](https://holderbook.com/funds/1096978-mariner-investment-group-llc/) | $1.0M | 40,500 | 2.2% | 1 |
| [TWO SIGMA INVESTMENTS, LP](https://holderbook.com/funds/1179392-two-sigma-investments-lp/) | $938.0K | 38,215 | 0.0% | 4 |
| [KEMPER Corp](https://holderbook.com/funds/860748-kemper-corp/) | $936.0K | 38,122 | 0.2% | 4 |
| [TWO SIGMA ADVISERS, LP](https://holderbook.com/funds/1478735-two-sigma-advisers-lp/) | $797.0K | 32,472 | 0.0% | 4 |
| [STEPHENS INC /AR/](https://holderbook.com/funds/757657-stephens-inc-ar/) | $553.0K | 22,513 | 0.0% | 2 |
| [ACADIAN ASSET MANAGEMENT LLC](https://holderbook.com/funds/916542-acadian-asset-management-llc/) | $317.0K | 12,872 | 0.0% | 1 |
| [ARROWSTREET CAPITAL, LIMITED PARTNERSHIP](https://holderbook.com/funds/1164508-arrowstreet-capital-limited-partnership/) | $204.0K | 8,194 | 0.0% | 4 |
| [Advisors Asset Management, Inc.](https://holderbook.com/funds/1297376-advisors-asset-management-inc/) | $146.0K | 5,884 | 0.0% | 4 |
| [Laurel Wealth Advisors LLC](https://holderbook.com/funds/1757128-laurel-wealth-advisors-llc/) | $116.0K | 4,729 | 0.0% | 4 |
| [O'SHAUGHNESSY ASSET MANAGEMENT, LLC](https://holderbook.com/funds/1423442-o-shaughnessy-asset-management-llc/) | $90.0K | 3,663 | 0.0% | 1 |
| [BANK OF AMERICA CORP /DE/](https://holderbook.com/funds/70858-bank-of-america-corp-de/) | $85.0K | 3,474 | 0.0% | 4 |
| [Russell Investments Group, Ltd.](https://holderbook.com/funds/1692234-russell-investments-group-ltd/) | $64.0K | 2,594 | 0.0% | 1 |
| [CAROLINAS WEALTH CONSULTING LLC](https://holderbook.com/funds/1803425-carolinas-wealth-consulting-llc/) | $60.0K | 2,435 | 0.0% | 4 |
| [ADVISOR GROUP HOLDINGS, INC.](https://holderbook.com/funds/1677044-advisor-group-holdings-inc/) | $36.0K | 1,442 | 0.0% | 4 |
| [UBS Group AG](https://holderbook.com/funds/1610520-ubs-group-ag/) | $29.0K | 1,203 | 0.0% | 4 |
| [MORGAN STANLEY](https://holderbook.com/funds/895421-morgan-stanley/) | $6.0K | 250 | 0.0% | 4 |
| [Tower Research Capital LLC (TRC)](https://holderbook.com/funds/1533421-tower-research-capital-llc-trc/) | $5.0K | 200 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2021 | 19 | $7.8M |
| Q1 2021 | 19 | $5.3M |
| Q4 2020 | 18 | $4.7M |
| Q3 2020 | 18 | $3.7M |