Skip to main content
Equibles
CAPL logo

CAPL · CrossAmerica Partners LP · Holdings

Track CAPL — free

Use CAPL with AI

Add company filings, earnings and prices to ChatGPT or Claude, then ask questions in your own chat.

Choose your app for step-by-step connection instructions. Sign in with Equibles when asked; no code or API key is needed.

Claude ChatGPT

After connecting, ask your AI to use Equibles to research CAPL.

Other apps & server URL
https://mcp.equibles.com/mcp
Gemini CLI setup
or ask here

Free, nothing to set up — ALVIS runs on the same tools and cites every figure.

See what you can ask in ChatGPT or Claude

All connection guides →
$22.80 -0.10 (-0.44%) At close · Sep 11
Rebalance outlook locked
Market Cap
$870.35M
Shares
38.17M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Holders: 60
Total Value: $203,245,973
Total Shares: 9,065,388

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 60 13F filers · Δ vs Mar 31, 2026
Top Holder
63.1%
Sep 2023 → Jun 2026 · range 61.1% – 64.6%
−1.5 pts
Top 5
81.8%
Sep 2023 → Jun 2026 · range 79.9% – 84.5%
+0.2 pts
Top 10
90.0%
Sep 2023 → Jun 2026 · range 87.6% – 91.3%
+0.5 pts
HHI
4,095
Sep 2023 → Jun 2026 · range 3,854 – 4,266
Highly concentrated−171

Quarterly Activity

vs Mar 31, 2026
New
7
Increased
18
Decreased
13
Sold Out
9
Unchanged
22
Holder count: -2
Institutional value: +10.4%
Shares held: +2.3%

Top Buyers

vs Mar 31, 2026
Institution Added Now Holds Open
Clearbridge Investments, LLC +118,600 623,747
MORGAN STANLEY +107,434 376,109
CITADEL ADVISORS LLC +60,760 74,684
ACADIAN ASSET MANAGEMENT LLC +52,986 126,680
FIRST TRUST ADVISORS LP +20,457 210,463

Top Sellers

vs Mar 31, 2026
Institution Sold Now Holds Open
JPMORGAN CHASE & CO −43,656 381,219
Mariner, LLC −35,891 37,652
HRT FINANCIAL LP −30,355 17,513
JANE STREET GROUP, LLC −24,551 39,868
UBS Group AG −15,853 35,014

Top New Positions

vs Mar 31, 2026
Institution Acquired Value (USD) Open
Arax Advisory Partners 80,000 $1,793,600
Private Advisor Group, LLC 29,944 $671,344
INDEPENDENT FINANCIAL GROUP, LLC 27,190 $609,599
ING GROEP NV 16,000 $358,720
Cetera Investment Advisers 10,050 $225,321

Top Sold-Out Positions

vs Mar 31, 2026
Institution Previously Held Last Value (USD) Open
U.S. Capital Wealth Advisors, LLC 80,000 $1,662,400
Bramshill Investments, LLC 30,383 $631,358
Outlook Wealth Advisors, LLC 22,250 $462,355
Sanctuary Advisors, LLC 17,821 $370,320
Gateway Wealth Partners, LLC 10,280 $213,618
Filter: New 7 Increased 18 Reduced 13 Sold out 9 Unchanged 22
Showing 61 of 61
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Invesco Ltd. $128,245,292 63.10% 5,720,129
Clearbridge Investments, LLC $13,984,407 6.88% 623,747
JPMORGAN CHASE & CO $8,546,929 4.21% 381,219
MORGAN STANLEY $8,432,363 4.15% 376,109
RAYMOND JAMES FINANCIAL INC $7,019,813 3.45% 313,105
FIRST TRUST ADVISORS LP $4,718,580 2.32% 210,463
Quadrant Private Wealth Management, LLC $3,662,441 1.80% 163,356
ACADIAN ASSET MANAGEMENT LLC $2,840,165 1.40% 126,680
Blackstone Inc. $2,819,247 1.39% 125,747
LPL Financial LLC $2,582,201 1.27% 115,174
NewEdge Wealth, LLC $2,088,983 1.03% 93,175
Arax Advisory Partners $1,793,600 0.88% 80,000
CITADEL ADVISORS LLC $1,674,415 0.82% 74,684
GOLDMAN SACHS GROUP INC $1,302,243 0.64% 58,084
STIFEL FINANCIAL CORP $1,239,467 0.61% 55,284
JANE STREET GROUP, LLC $893,839 0.44% 39,868
Mariner, LLC $844,157 0.42% 37,652
UBS Group AG $785,013 0.39% 35,014
GSA CAPITAL PARTNERS LLP $772,929 0.38% 34,475
SEI INVESTMENTS CO $747,370 0.37% 33,335
Private Advisor Group, LLC $671,344 0.33% 29,944
SUSQUEHANNA INTERNATIONAL GROUP, LLP $643,454 0.32% 28,700
INDEPENDENT FINANCIAL GROUP, LLC $609,599 0.30% 27,190
Corient Private Wealth LLC $560,500 0.28% 25,000
PHILADELPHIA TRUST CO $470,820 0.23% 21,000
SUSQUEHANNA INTERNATIONAL GROUP, LLP $468,578 0.23% 20,900
IFG Advisory, LLC $431,136 0.21% 19,230
EXCHANGE TRADED CONCEPTS, LLC $403,515 0.20% 17,998
HRT FINANCIAL LP $392,641 0.19% 17,513
Apollon Wealth Management, LLC $367,060 0.18% 16,372
ING GROEP NV $358,720 0.18% 16,000
TRUIST FINANCIAL CORP $341,905 0.17% 15,250
AMERICAN FINANCIAL GROUP INC $336,300 0.17% 15,000
Janney Montgomery Scott LLC $334,035 0.16% 14,899
BROWN ADVISORY INC $273,411 0.13% 12,195
FRANKLIN RESOURCES INC $246,620 0.12% 11,000
Cetera Investment Advisers $225,321 0.11% 10,050
Morton Brown Family Wealth, LLC $224,110 0.11% 9,996
ROYAL BANK OF CANADA $165,772 0.08% 7,394
WELLS FARGO & COMPANY/MN $119,969 0.06% 5,351
North Star Investment Management Corp. $113,153 0.06% 5,047
BNP PARIBAS ARBITRAGE, SA $76,160 0.04% 3,397
EverSource Wealth Advisors, LLC $71,744 0.04% 3,200
OSAIC HOLDINGS, INC. $59,613 0.03% 2,659
Farther Finance Advisors, LLC $57,641 0.03% 2,571
NewEdge Advisors, LLC $47,082 0.02% 2,100
Allworth Financial LP $44,840 0.02% 2,000
Geneos Wealth Management Inc. $26,904 0.01% 1,200
MB, LEVIS & ASSOCIATES, LLC $26,612 0.01% 1,187
ARMSTRONG ADVISORY GROUP, INC $19,348 0.01% 863
UMB Bank, n.a. $17,936 0.01% 800
VALLEY NATIONAL ADVISERS INC $11,210 0.01% 500
JONES FINANCIAL COMPANIES LLLP $9,304 0.00% 415
Tower Research Capital LLC (TRC) $6,367 0.00% 284
IFP Advisors, Inc $5,582 0.00% 249
PRIVATE TRUST CO NA $4,484 0.00% 200
ASSETMARK, INC $4,259 0.00% 190
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. $2,242 0.00% 100
Founders Capital Management $1,121 0.00% 50
Clearstead Advisors, LLC $1,121 0.00% 50
MRP Capital Investments, LLC $986 0.00% 44
Key facts CIK 1538849 CUSIP 22758A105 13F (30d) 17 filings 17 filers Visit website Investor relations