CAPLCROSSAMERICA PARTNERS LP
CUSIP 22758A105 · Yahoo Finance ↗ · Google Finance ↗
Crossamerica Partners LP (CAPL) has 61 institutional holders in Filings Flow’s 13F database, together reporting 8.59M shares worth $174M as of Q1 2026. The largest reported holders are Invesco Ltd., Clearbridge Investments, LLC, and Jpmorgan Chase & Co.
Institutional Holders
61
Q1 2026
Reported Value
$174M
Ticker
CAPL
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Quadrant Private Wealth Management, LLC$646M AUM | 0.52% | $3M | 162.5K | Q1 2026OLDER |
| AMERICAN FINANCIAL GROUP INC$270M AUM | 0.12% | $311,700 | 15.0K | Q1 2026OLDER |
| Outlook Wealth Advisors, LLC$413M AUM | 0.11% | $462,355 | 22.3K | Q1 2026OLDER |
| Morton Brown Family Wealth, LLC$378M AUM | 0.09% | $338,984 | 16.3K | Q1 2026OLDER |
| Bramshill Investments, LLC$1.2B AUM | 0.05% | $631,359 | 30.4K | Q1 2026OLDER |
| Lee Financial Co$709M AUM | 0.05% | $378,540 | 18.0K | Q3 2025OLDER |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.04% | $2M | 80.0K | Q1 2026OLDER |
| NewEdge Wealth, LLC$8.4B AUM | 0.02% | $2M | 94.0K | Q1 2026OLDER |
| Invesco Ltd.$653.3B AUM | 0.02% | $119M | 5.72M | Q1 2026OLDER |
| Blackstone Inc.$25.6B AUM | 0.01% | $3M | 131.6K | Q1 2026OLDER |
| MB, LEVIS & ASSOCIATES, LLC$240M AUM | 0.01% | $24,124 | 1.2K | Q1 2026OLDER |
| Clearbridge Investments, LLC$114.9B AUM | 0.01% | $10M | 505.1K | Q1 2026OLDER |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.01% | $213,618 | 10.3K | Q1 2026OLDER |
| North Star Investment Management Corp.$1.7B AUM | 0.01% | $104,877 | 5.0K | Q1 2026OLDER |
| Apollon Wealth Management, LLC$6.2B AUM | 0.01% | $337,945 | 16.3K | Q1 2026OLDER |
| Hilltop National Bank$468M AUM | 0.00% | $20,600 | 1.0K | Q4 2025OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.00% | $348,529 | 16.6K | Q3 2025OLDER |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.00% | $4M | 190.0K | Q1 2026OLDER |
| EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM | 0.00% | $392,119 | 18.9K | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $71,691 | 3.5K | Q1 2026OLDER |
| ING GROEP NV$16.4B AUM | 0.00% | $350,200 | 17.0K | Q4 2025OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.00% | $370,320 | 17.8K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $6M | 309.3K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $2M | 73.5K | Q1 2026OLDER |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM | 0.00% | $4,156 | 200 | Q1 2026OLDER |
| Community Bank, N.A.$840M AUM | 0.00% | $10,510 | 500 | Q3 2025OLDER |
| ARMSTRONG ADVISORY GROUP, INC$1.5B AUM | 0.00% | $17,543 | 844 | Q1 2026OLDER |
| Smallwood Wealth Investment Management, LLC$190M AUM | 0.00% | $2,060 | 100 | Q4 2025OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $1M | 54.3K | Q1 2026OLDER |
| MRP Capital Investments, LLC$115M AUM | 0.00% | $915 | 44 | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $519,500 | 25.0K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $3M | 122.0K | Q1 2026OLDER |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.00% | $10,515 | 500 | Q3 2025OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $24,936 | 1.2K | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $9M | 424.9K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $53,682 | 2.6K | Q1 2026OLDER |
| Founders Capital Management$205M AUM | 0.00% | $1,030 | 50 | Q1 2026OLDER |
| EASTERN BANK$6.5B AUM | 0.00% | $25,750 | 1.3K | Q4 2025OLDER |
| BROWN ADVISORY INC$60.9B AUM | 0.00% | $252,787 | 12.2K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $301,310 | 14.5K | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $4,156 | 200 | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $13,186 | 627 | Q3 2025OLDER |
| SEI INVESTMENTS CO$108.4B AUM | 0.00% | $278,494 | 13.4K | Q1 2026OLDER |
| UMB Bank, n.a.$7.2B AUM | 0.00% | $16,624 | 800 | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $70,382 | 3.4K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $1M | 64.4K | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $41,560 | 2.0K | Q1 2026OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $30,978 | 1.5K | Q3 2025OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $1M | 50.9K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $43,638 | 2.1K | Q2 2026 |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $92,700 | 4.5K | Q4 2025OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $1M | 57.9K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $1M | 48.9K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $5,174 | 249 | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $54,671 | 2.6K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $1M | 52.2K | Q1 2026OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $228,580 | 11.0K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $289,341 | 13.9K | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $87,505 | 4.2K | Q1 2026OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $59,992 | 2.9K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $154,000 | 7.4K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $106,475 | 5.1K | Q2 2026 |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $14,546 | 700 | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $3,948 | 190 | Q1 2026OLDER |
| CENTRAL TRUST Co$5.1B AUM | 0.00% | $211 | 10 | Q3 2025OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $8,939 | 415 | Q1 2026OLDER |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM | 0.00% | $2,078 | 100 | Q1 2026OLDER |
| BARCLAYS PLC$416.3B AUM | 0.00% | $1,213 | 58 | Q4 2025OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $3,564 | 173 | Q4 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.