Institutional Ownership Cross America Partners LP (CAPL)
This table provides information about the institutional ownership of Cross America Partners LP (CAPL). We have compiled data on the 75 institutions that hold shares in the stock, with a total of 9.53 Million shares, which have been reported (via 13F filing form) to have a value of $202 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
20,471
shares
|
$432,961
0.0% of portfolio
|
Q3 2025
Reduced 26.26%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
20,000
shares
|
$423,000
0.0% of portfolio
|
Q4 2021
Added 33.33%
|
|
|
Tortoise Index Solutions, LLC
Overland Park, KS |
May 10, 2024 Q1 2024 |
18,900
shares
|
$399,735
0.09% of portfolio
|
Q1 2024
Reduced 21.56%
|
|
|
Lee Financial CO
Dallas, TX |
Nov 04, 2025 Q3 2025 |
18,000
shares
|
$380,700
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 06, 2026 Q3 2025 |
17,554
shares
|
$371,267
0.0% of portfolio
|
Q3 2025
Reduced 5.6%
|
|
|
Morton Brown Family Wealth, LLC
|
Jan 28, 2026 Q4 2025 |
16,313
shares
|
$345,019
0.1% of portfolio
|
Q4 2025
Added 63.2%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
16,075
shares
|
$339,986
0.01% of portfolio
|
Q3 2025
Added 4.3%
|
|
|
Exchange Traded Concepts, LLC
|
Jan 14, 2026 Q4 2025 |
15,690
shares
|
$331,843
0.0% of portfolio
|
Q4 2025
Reduced 14.74%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
15,467
shares
|
$327,127
0.0% of portfolio
|
Q3 2025
Reduced 61.03%
|
|
|
American Financial Group Inc
|
Nov 10, 2025 Q3 2025 |
15,000
shares
|
$317,250
0.14% of portfolio
|
Q3 2025
Added 3.45%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
14,500
shares
|
$306,675
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
14,500
shares
|
$306,675
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ing Groep Nv
|
Nov 06, 2025 Q3 2025 |
13,000
shares
|
$274,950
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
12,890
shares
|
$272,623
0.0% of portfolio
|
Q3 2025
Reduced 9.87%
|
|
|
Outlook Wealth Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
12,300
shares
|
$260,144
0.08% of portfolio
|
Q3 2025
Added 5.13%
|
|
|
Brown Advisory Inc
|
Nov 14, 2025 Q3 2025 |
12,106
shares
|
$256,041
0.0% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 13, 2025 Q3 2025 |
11,000
shares
|
$232,649
0.0% of portfolio
|
Q2 2025
Reduced 13.39%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
4,972
shares
|
$105,157
0.0% of portfolio
|
Q2 2025
Reduced 18.39%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
4,500
shares
|
$95,175
0.0% of portfolio
|
Q3 2025
Reduced 82.35%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
4,321
shares
|
$91,389
0.0% of portfolio
|
Q3 2025
Added 27.09%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
4,200
shares
|
$88,830
0.0% of portfolio
|
Q4 2017
Reduced 33.93%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
3,769
shares
|
$79,714
0.0% of portfolio
|
Q3 2025
Reduced 34.0%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
3,450
shares
|
$72,967
0.0% of portfolio
|
Q3 2025
Reduced 5.43%
|
|
|
Cwm, LLC
|
Jan 26, 2026 Q4 2025 |
3,387
shares
|
$71,635
0.0% of portfolio
|
Q4 2025
Added 35.48%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
2,000
shares
|
$42,300
0.0% of portfolio
|
Q4 2024
New holding
|
|