CrossAmerica Partners LP - CAPL
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 2 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Invesco Ltd. | History | No change | 5,720,129 | 117,834 | 0.02% | 0.02% | 1 | 0 | 0.0% | Q4 2025 | Feb 19, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 616,904 | 12,708 | 0.02% | 0.02% | 2 | +8,999 | 1.48% | Q4 2025 | Feb 17, 2026 |
| Clearbridge Investments, LLC | History | No change | 505,147 | 10,406 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 397,430 | 8,187 | 0.0% | 0.0% | 4 | -18,046 | -4.34% | Q4 2025 | Feb 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 312,770 | 6,443 | 0.0% | 0.0% | 5 | +14,522 | 4.87% | Q4 2025 | Feb 18, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 179,366 | 3,694 | 0.0% | 0.0% | 6 | -19,675 | -9.88% | Q4 2025 | Feb 13, 2026 |
| Quadrant Private Wealth Management, LLC | History | Reduced | 163,559 | 3,369 | 0.55% | 0.64% | 7 | -3,269 | -1.96% | Q4 2025 | Jan 26, 2026 |
| Blackstone Inc. | History | Added to | 131,598 | 2,710 | 0.01% | 0.01% | 8 | +7,988 | 6.46% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 119,713 | 2,466 | 0.0% | 0.0% | 9 | +6,614 | 5.85% | Q4 2025 | Feb 11, 2026 |
| NewEdge Wealth, LLC | History | Added to | 92,762 | 1,910 | 0.02% | 0.03% | 10 | +13 | 0.01% | Q4 2025 | Feb 03, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | No change | 80,000 | 1,648 | 0.04% | 0.05% | 11 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Mariner, LLC | History | Reduced | 77,454 | 1,595 | 0.0% | 0.0% | 12 | -30,419 | -28.2% | Q4 2025 | Feb 13, 2026 |
| MORGAN STANLEY | History | Reduced | 52,163 | 1,074 | 0.0% | 0.0% | 13 | -8,117 | -13.47% | Q4 2025 | Feb 13, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 48,770 | 1,004 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Bramshill Investments, LLC | History | Added to | 48,591 | 1,000 | 0.06% | 0.07% | 15 | +337 | 0.7% | Q4 2025 | Feb 17, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Reduced | 40,569 | 833 | 0.0% | 0.0% | 16 | -3,493 | -7.93% | Q4 2025 | Feb 10, 2026 |
| UBS Group AG | History | Added to | 38,005 | 782 | 0.0% | 0.0% | 17 | +13,535 | 55.31% | Q4 2025 | Jan 29, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 36,632 | 754 | 0.0% | 0.0% | 18 | +2,640 | 7.77% | Q4 2025 | Mar 25, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Added to | 33,605 | 692 | 0.06% | 0.06% | 19 | +986 | 3.02% | Q4 2025 | Feb 06, 2026 |
| Corient Private Wealth LLC | History | No change | 25,000 | 515 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q4 2025 | Mar 09, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 23,515 | 484 | 0.0% | 0.0% | 21 | +8,048 | 52.03% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 22,800 | 469 | 0.0% | 0.0% | 22 | -22,200 | -49.33% | Q4 2025 | Feb 17, 2026 |
| PHILADELPHIA TRUST CO | History | No change | 21,000 | 433 | 0.03% | 0.03% | 23 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 19,981 | 412 | 0.0% | 0.0% | 24 | -490 | -2.39% | Q4 2025 | Feb 11, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 17,821 | 367 | 0.0% | 0.0% | 25 | +267 | 1.52% | Q4 2025 | Jan 29, 2026 |
| ING GROEP NV | History | Added to | 17,000 | 350 | 0.0% | 0.0% | 26 | +4,000 | 30.77% | Q4 2025 | Feb 11, 2026 |
| JANE STREET GROUP, LLC | History | New | 16,700 | 344 | 0.0% | — | 27 | +16,700 | New | Q4 2025 | Feb 12, 2026 |
| Morton Brown Family Wealth, LLC | History | Added to | 16,313 | 336 | 0.09% | 0.06% | 28 | +6,317 | 63.2% | Q4 2025 | Jan 28, 2026 |
| Apollon Wealth Management, LLC | History | No change | 16,075 | 331 | 0.01% | 0.01% | 29 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 15,690 | 323 | 0.0% | 0.0% | 30 | -2,713 | -14.74% | Q4 2025 | Jan 14, 2026 |
| AMERICAN FINANCIAL GROUP INC | History | No change | 15,000 | 309 | 0.11% | 0.12% | 31 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 14,500 | 298 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Outlook Wealth Advisors, LLC | History | No change | 12,300 | 253 | 0.06% | 0.06% | 33 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| BROWN ADVISORY INC | History | Added to | 12,137 | 250 | 0.0% | 0.0% | 34 | +31 | 0.26% | Q4 2025 | Feb 13, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 11,000 | 226 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Motiv8 Investments LLC | History | New | 9,378 | 193 | 0.11% | — | 36 | +9,378 | New | Q4 2025 | Feb 13, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 9,200 | 189 | 0.0% | 0.0% | 37 | +1,000 | 12.2% | Q4 2025 | Feb 11, 2026 |
| ROYAL BANK OF CANADA | History | New | 7,394 | 153 | 0.0% | — | 38 | +7,394 | New | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 6,190 | 127 | 0.0% | 0.0% | 39 | +1,869 | 43.25% | Q4 2025 | Feb 13, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 4,500 | 92 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 4,200 | 86 | 0.0% | 0.0% | 41 | +3,300 | 366.67% | Q4 2025 | Feb 12, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 3,450 | 71 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| CWM, LLC | History | Added to | 3,387 | 70 | 0.0% | 0.0% | 43 | +887 | 35.48% | Q4 2025 | Jan 26, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 2,180 | 44 | 0.0% | 0.0% | 44 | -10,710 | -83.09% | Q4 2025 | Feb 17, 2026 |
| Allworth Financial LP | History | New | 2,000 | 41 | 0.0% | — | 45 | +2,000 | New | Q4 2025 | Feb 05, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 1,601 | 32 | 0.0% | 0.0% | 46 | -8,423 | -84.03% | Q4 2025 | Feb 10, 2026 |
| NewEdge Advisors, LLC | History | No change | 1,500 | 30 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| EASTERN BANK | History | No change | 1,250 | 25 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Geneos Wealth Management Inc. | History | No change | 1,200 | 24 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| MB, LEVIS & ASSOCIATES, LLC | History | Added to | 1,135 | 23 | 0.01% | 0.01% | 50 | +27 | 2.44% | Q4 2025 | Jan 14, 2026 |
| Hilltop National Bank | History | No change | 1,000 | 20 | 0.0% | 0.01% | 51 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Added to | 825 | 17 | 0.0% | 0.0% | 52 | +19 | 2.36% | Q4 2025 | Jan 08, 2026 |
| UMB Bank, n.a. | History | No change | 800 | 16 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 700 | 14 | 0.0% | 0.0% | 54 | -1,000 | -58.82% | Q4 2025 | Feb 06, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 500 | 10 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 415 | 8 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| IFP Advisors, Inc | History | No change | 249 | 5 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| PRIVATE TRUST CO NA | History | No change | 200 | 4 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 173 | 3 | 0.0% | 0.0% | 59 | -3,596 | -95.41% | Q4 2025 | Feb 17, 2026 |
| Smallwood Wealth Investment Management, LLC | History | No change | 100 | 2 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| BARCLAYS PLC | History | Added to | 68 | 1 | 0.0% | 0.0% | 61 | +16 | 30.77% | Q4 2025 | Feb 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -37,877 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Lee Financial Co | History | Closed out | 0 | 0 | — | 0.05% | — | -18,000 | -100.0% | Q3 2025 | Nov 04, 2025 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -16,573 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,473 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.0% | — | -627 | -100.0% | Q3 2025 | Nov 14, 2025 |
| JFS WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -500 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Community Bank, N.A. | History | Closed out | 0 | 0 | — | 0.0% | — | -500 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CENTRAL TRUST Co | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Founders Capital Management | History | Added to | 48 | 0 | — | — | — | +1 | 2.13% | Q4 2025 | Jan 15, 2026 |
| MRP Capital Investments, LLC | History | No change | 44 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |