DaveManuel.com · Institutional Ownership · Who Owns It
CrossAmerica Partners LP (CAPL)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
64
Reporting holders
$203.7M
Reported value
23.6%
Of shares outstanding
0.5%
Calls
0.2%
Puts
+0
Holder change
Institutions report 9,016,087 shares against 38,173,255 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Invesco Ltd. | $128.2M | 5,720,129 | 0.01% | 29q | HELD |
| Clearbridge Investments, LLC | $14.0M | 623,747 | 0.01% | 31q | +23.5%+$2.7M |
| JPMORGAN CHASE & CO | $8.6M | 381,219 | 0.00% | 15q | -10.3%-$979.6K |
| MORGAN STANLEY | $8.4M | 376,109 | 0.00% | 35q | +40.0%+$2.4M |
| RAYMOND JAMES FINANCIAL INC | $7.0M | 313,105 | 0.00% | 7q | +1.2%+$85.2K |
| FIRST TRUST ADVISORS LP | $4.7M | 210,463 | 0.00% | 23q | +10.8%+$458.6K |
| Quadrant Private Wealth Management, LLC | $3.7M | 163,356 | 0.82% | 30q | HELD |
| ACADIAN ASSET MANAGEMENT LLC | $2.8M | 126,680 | 0.00% | 6q | +71.9%+$1.2M |
| Blackstone Inc. | $2.8M | 125,747 | 0.01% | 14q | -4.4%-$131.2K |
| LPL Financial LLC | $2.6M | 115,174 | 0.00% | 16q | -5.6%-$153.3K |
| NewEdge Wealth, LLC | $2.1M | 93,175 | 0.02% | 8q | -0.9%-$17.9K |
| Arax Advisory Partners | $1.8M | 80,000 | 0.01% | new | NEW |
| CITADEL ADVISORS LLC | $1.7M | 74,684 | 0.00% | 31q | +436.4%+$1.4M |
| GOLDMAN SACHS GROUP INC | $1.3M | 58,084 | 0.00% | 31q | +18.7%+$205.3K |
| STIFEL FINANCIAL CORP | $1.2M | 55,284 | 0.00% | 14q | +1.8%+$22.4K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.1M CALL+PUT | options only | 0.00% | 16q | OPTIONS |
| JANE STREET GROUP, LLC | $893.8K | 39,868 | 0.00% | 3q | -5.1%-$48.2K |
| Mariner, LLC | $844.2K | 37,652 | 0.00% | 15q | -48.8%-$804.7K |
| UBS Group AG | $785.0K | 35,014 | 0.00% | 31q | -31.2%-$355.4K |
| GSA CAPITAL PARTNERS LLP | $773.0K | 34,475 | 0.05% | 13q | HELD |
| SEI INVESTMENTS CO | $747.4K | 33,335 | 0.00% | 2q | +148.7%+$446.9K |
| Private Advisor Group, LLC | $671.4K | 29,944 | 0.00% | new | NEW |
| INDEPENDENT FINANCIAL GROUP, LLC | $609.6K | 27,190 | 0.01% | new | NEW |
| Corient Private Wealth LP | $560.5K | 25,000 | 0.00% | 14q | HELD |
| PHILADELPHIA TRUST CO | $471.0K | 21,000 | 0.03% | 26q | HELD |
| IFG Advisory, LLC | $431.1K | 19,230 | 0.02% | 2q | HELD |
| EXCHANGE TRADED CONCEPTS, LLC | $403.5K | 17,998 | 0.00% | 13q | -4.6%-$19.6K |
| HRT FINANCIAL LP | $392.0K | 17,513 | 0.00% | 2q | -63.4%-$679.4K |
| Apollon Wealth Management, LLC | $367.1K | 16,372 | 0.00% | 16q | +0.7%+$2.4K |
| ING GROEP NV | $358.7K | 16,000 | 0.00% | new | NEW |
| TRUIST FINANCIAL CORP | $341.9K | 15,250 | 0.00% | 4q | +5.2%+$16.8K |
| AMERICAN FINANCIAL GROUP INC | $336.3K | 15,000 | 0.12% | 24q | HELD |
| Janney Montgomery Scott LLC | $334.0K | 14,899 | 0.00% | 31q | -19.6%-$81.6K |
| IMC-Chicago, LLC | $284.7K CALL | options only | 0.00% | new | OPTIONS |
| BROWN ADVISORY INC | $273.4K | 12,195 | 0.00% | 8q | HELD |
| FRANKLIN RESOURCES INC | $246.6K | 11,000 | 0.00% | 6q | HELD |
| Cetera Investment Advisers | $225.3K | 10,050 | 0.00% | new | NEW |
| Morton Brown Family Wealth, LLC | $224.1K | 9,996 | 0.05% | 16q | -38.7%-$141.6K |
| ROYAL BANK OF CANADA | $166.0K | 7,394 | 0.00% | 31q | HELD |
| SIMPLEX TRADING, LLC | $145.7K CALL | options only | 0.00% | 27q | OPTIONS |
| WELLS FARGO & COMPANY/MN | $120.0K | 5,351 | 0.00% | 31q | +4.4%+$5.1K |
| North Star Investment Management Corp. | $113.2K | 5,047 | 0.01% | 2q | HELD |
| BNP PARIBAS FINANCIAL MARKETS | $76.2K | 3,397 | 0.00% | 18q | +17.7%+$11.4K |
| EverSource Wealth Advisors, LLC | $71.7K | 3,200 | 0.00% | 15q | -7.2%-$5.6K |
| OSAIC HOLDINGS, INC. | $59.6K | 2,659 | 0.00% | 26q | +1.1% |
| Farther Finance Advisors, LLC | $57.6K | 2,571 | 0.00% | 2q | HELD |
| NewEdge Advisors, LLC | $47.1K | 2,100 | 0.00% | 15q | HELD |
| GROUP ONE TRADING LLC | $44.8K CALL | options only | 0.00% | new | OPTIONS |
| Allworth Financial LP | $44.8K | 2,000 | 0.00% | 7q | HELD |
| Geneos Wealth Management Inc. | $26.9K | 1,200 | 0.00% | 8q | HELD |
| MB, LEVIS & ASSOCIATES, LLC | $26.6K | 1,187 | 0.01% | 15q | +2.2% |
| ARMSTRONG ADVISORY GROUP, INC | $19.4K | 863 | 0.00% | 15q | +2.3% |
| UMB Bank, n.a. | $17.9K | 800 | 0.00% | 19q | HELD |
| VALLEY NATIONAL ADVISERS INC | $11.2K | 500 | 0.00% | 14q | HELD |
| JONES FINANCIAL COMPANIES LLLP | $9.2K | 415 | 0.00% | 5q | HELD |
| BFC Planning, Inc. | $6.7K | 299 | 0.00% | 7q | HELD |
| Tower Research Capital LLC (TRC) | $6.4K | 284 | 0.00% | new | NEW |
| IFP Advisors, Inc | $5.6K | 249 | 0.00% | 28q | HELD |
| PRIVATE TRUST CO NA | $4.5K | 200 | 0.00% | 17q | HELD |
| ASSETMARK, INC | $4.3K | 190 | 0.00% | 2q | HELD |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $2.2K | 100 | 0.00% | 9q | HELD |
| Clearstead Advisors, LLC | $1.1K | 50 | 0.00% | new | NEW |
| Founders Capital Management | $1.1K | 50 | 0.00% | 23q | HELD |
| MRP Capital Investments, LLC | $987 | 44 | 0.00% | 8q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 12 | $1.8M | 85,153 | 1 | 3 | 1 | 0.0% |
| Q2 2026 | 64 | $203.7M | 9,016,087 | 9 | 16 | 13 | 0.8% |
| Q1 2026 | 64 | $184.2M | 8,806,065 | 9 | 19 | 9 | 0.7% |
| Q4 2025 | 64 | $186.7M | 9,008,085 | 3 | 19 | 13 | 0.6% |
| Q3 2025 | 70 | $201.1M | 9,511,727 | 6 | 18 | 21 | 0.6% |
| Q2 2025 | 69 | $192.6M | 9,131,189 | 4 | 18 | 15 | 0.9% |
| Q1 2025 | 70 | $228.7M | 9,174,866 | 8 | 17 | 10 | 1.5% |
| Q4 2024 | 67 | $201.2M | 8,959,098 | 7 | 14 | 15 | 2.0% |
| Q3 2024 | 65 | $195.0M | 9,324,240 | 7 | 19 | 13 | 0.9% |
| Q2 2024 | 61 | $186.1M | 9,232,917 | 3 | 21 | 11 | 1.2% |
| Q1 2024 | 62 | $228.2M | 9,805,969 | 7 | 19 | 13 | 2.6% |
| Q4 2023 | 58 | $223.9M | 9,711,421 | 7 | 22 | 10 | 1.1% |
| Q3 2023 | 59 | $196.5M | 8,967,362 | 3 | 22 | 12 | 1.2% |
| Q2 2023 | 60 | $180.6M | 9,094,328 | 4 | 14 | 9 | 0.9% |
| Q1 2023 | 60 | $201.4M | 9,313,631 | 9 | 12 | 14 | 0.8% |
| Q4 2022 | 58 | $190.3M | 9,414,987 | 13 | 17 | 8 | 1.0% |
| Q3 2022 | 51 | $250.7M | 13,330,253 | 7 | 11 | 11 | 0.6% |
| Q2 2022 | 47 | $1.1B | 55,900,712 | 6 | 13 | 9 | 0.2% |
| Q1 2022 | 47 | $310.6M | 14,172,105 | 5 | 12 | 10 | 0.4% |
| Q4 2021 | 46 | $260.3M | 13,613,991 | 3 | 13 | 12 | 0.3% |
| Q3 2021 | 47 | $278.4M | 13,901,104 | 3 | 11 | 10 | 0.7% |
| Q2 2021 | 51 | $280.0M | 14,598,280 | 2 | 15 | 11 | 0.6% |
| Q1 2021 | 54 | $272.5M | 14,579,947 | 5 | 14 | 14 | 0.6% |
| Q4 2020 | 52 | $252.2M | 14,588,068 | 8 | 10 | 13 | 0.6% |
| Q3 2020 | 51 | $215.6M | 14,416,019 | 7 | 10 | 13 | 0.6% |
| Q2 2020 | 49 | $199.4M | 14,618,599 | 4 | 14 | 8 | 1.3% |
| Q1 2020 | 53 | $125.1M | 15,374,021 | 16 | 12 | 12 | 0.9% |
| Q4 2019 | 45 | $272.2M | 15,000,763 | 4 | 14 | 14 | 0.6% |
| Q3 2019 | 50 | $261.3M | 15,191,974 | 4 | 16 | 13 | 0.8% |
| Q2 2019 | 52 | $247.9M | 15,164,753 | 9 | 11 | 16 | 1.8% |
| Q1 2019 | 53 | $271.5M | 14,760,291 | 9 | 14 | 10 | 0.7% |
| Q4 2018 | 46 | $216.0M | 15,113,982 | 1 | 0 | 2 | 0.9% |