CAPL CrossAmerica Partners LP

NYSE
$19.77

CrossAmerica Partners LP (CAPL) Institutional Ownership

What the institutions did with CAPL last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.

Managers compared
22
filed both this quarter and last
Managers holding
19
-1 on the quarter
Buyers
7
2 opened new
Sellers
5
3 sold out entirely
Buyer share
58.3%
of managers who traded it
Breadth
+16.7
net buyers, as a share of those trading

Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.

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Ownership map

Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.

Cut Unchanged Added Color saturates at ±50%.

Largest holders

Manager Shares % of reported
Quadrant Private Wealth Management, LLC 164.2K 43.8%
LPL Financial LLC 76.6K 20.4%
INDEPENDENT FINANCIAL GROUP, LLC 29.7K 7.9%
PHILADELPHIA TRUST CO 21.0K 5.6%
EXCHANGE TRADED CONCEPTS, LLC 17.4K 4.7%
Apollon Wealth Management, LLC 16.4K 4.4%
TRUIST FINANCIAL CORP 15.3K 4.1%
COMMONWEALTH EQUITY SERVICES, LLC 11.7K 3.1%
Morton Brown Family Wealth, LLC 10.0K 2.7%
EverSource Wealth Advisors, LLC 3.2K 0.9%
Farther Finance Advisors, LLC 2.6K 0.7%
Allworth Financial LP 2.0K 0.5%
MB, LEVIS & ASSOCIATES, LLC 1.2K 0.3%
Latitude Advisors, LLC 1.0K 0.3%
ARMSTRONG ADVISORY GROUP, INC 883 0.2%
UMB Bank, n.a. 800 0.2%
VALLEY NATIONAL ADVISERS INC 500 0.1%
IFP Advisors, Inc 249 0.1%
ASSETMARK, INC 190 0.1%

Largest changes

Manager Action Previous Current Change
LPL Financial LLC Reduced 115.2K 76.6K -38.6K
COMMONWEALTH EQUITY SERVICES, LLC New 0 11.7K +11.7K
INDEPENDENT FINANCIAL GROUP, LLC Increased 27.2K 29.7K +2.5K
Latitude Advisors, LLC New 0 1.0K +1.0K
Quadrant Private Wealth Management, LLC Increased 163.4K 164.2K +806
EXCHANGE TRADED CONCEPTS, LLC Reduced 18.0K 17.4K -550
PRIVATE TRUST CO NA Sold Out 200 0 -200
Founders Capital Management Sold Out 50 0 -50
Clearstead Advisors, LLC Sold Out 50 0 -50
MB, LEVIS & ASSOCIATES, LLC Increased 1.2K 1.2K +27
ARMSTRONG ADVISORY GROUP, INC Increased 863 883 +20
Apollon Wealth Management, LLC Increased 16.4K 16.4K +3

13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.