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 76 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%
|
|
|
Exchange Traded Concepts, LLC
|
Oct 14, 2025 Q3 2025 |
18,403
shares
|
$389,223
0.0% of portfolio
|
Q3 2025
Reduced 5.6%
|
|
|
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 31, 2025 Q4 2024 |
17,554
shares
|
$371,267
0.0% of portfolio
|
Q4 2024
Reduced 5.39%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
16,573
shares
|
$350,518
0.0% of portfolio
|
Q3 2025
Reduced 2.65%
|
|
|
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%
|
|
|
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%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
14,500
shares
|
$306,675
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
14,500
shares
|
$306,675
0.0% of portfolio
|
Q3 2025
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%
|
|
|
Morton Brown Family Wealth, LLC
|
Oct 20, 2025 Q3 2025 |
9,996
shares
|
$211,415
0.06% of portfolio
|
Q3 2025
Reduced 50.26%
|
|
|
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
|
Oct 15, 2025 Q3 2025 |
2,500
shares
|
$52,875
0.0% of portfolio
|
Q1 2023
New holding
|
|