CrossAmerica Partners LP - CAPL
Detailed investor-level table based on 13F positions.
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 | 118,864 | 0.02% | 0.02% | 1 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Clearbridge Investments, LLC | History | No change | 505,147 | 10,496 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 424,875 | 8,739 | 0.0% | 0.0% | 3 | +27,445 | 6.91% | Q1 2026 | May 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 309,307 | 6,427 | 0.0% | 0.0% | 4 | -3,463 | -1.11% | Q1 2026 | May 14, 2026 |
| MORGAN STANLEY | History | Added to | 268,675 | 5,583 | 0.0% | 0.0% | 5 | +216,512 | 415.07% | Q1 2026 | May 15, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 190,006 | 3,948 | 0.0% | 0.0% | 6 | +10,640 | 5.93% | Q1 2026 | May 13, 2026 |
| Quadrant Private Wealth Management, LLC | History | Reduced | 162,544 | 3,377 | 0.52% | 0.55% | 7 | -1,015 | -0.62% | Q1 2026 | May 06, 2026 |
| Blackstone Inc. | History | No change | 131,598 | 2,734 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 122,011 | 2,535 | 0.0% | 0.0% | 9 | +2,298 | 1.92% | Q1 2026 | May 06, 2026 |
| NewEdge Wealth, LLC | History | Added to | 93,975 | 1,952 | 0.02% | 0.02% | 10 | +1,213 | 1.31% | Q1 2026 | May 13, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | No change | 80,000 | 1,662 | 0.04% | 0.04% | 11 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 73,694 | 1,528 | 0.0% | 0.0% | 12 | +33,125 | 81.65% | Q1 2026 | May 13, 2026 |
| Mariner, LLC | History | Reduced | 73,543 | 1,528 | 0.0% | 0.0% | 13 | -3,911 | -5.05% | Q1 2026 | May 13, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 64,419 | 1,338 | 0.0% | 0.0% | 14 | +47,719 | 285.74% | Q1 2026 | May 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 57,927 | 1,203 | 0.0% | 0.0% | 15 | +35,127 | 154.07% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 54,284 | 1,128 | 0.0% | 0.0% | 16 | +5,514 | 11.31% | Q1 2026 | May 12, 2026 |
| UBS Group AG | History | Added to | 50,867 | 1,057 | 0.0% | 0.0% | 17 | +12,862 | 33.84% | Q1 2026 | May 05, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 48,927 | 1,016 | 0.0% | 0.0% | 18 | +12,295 | 33.56% | Q1 2026 | May 15, 2026 |
| HRT FINANCIAL LP | History | New | 47,868 | 994 | 0.0% | — | 19 | +47,868 | New | Q1 2026 | May 14, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Added to | 34,475 | 716 | 0.04% | 0.06% | 20 | +870 | 2.59% | Q1 2026 | May 08, 2026 |
| Bramshill Investments, LLC | History | Reduced | 30,383 | 631 | 0.05% | 0.06% | 21 | -18,208 | -37.47% | Q1 2026 | May 15, 2026 |
| Corient Private Wealth LLC | History | No change | 25,000 | 519 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Outlook Wealth Advisors, LLC | History | Added to | 22,250 | 462 | 0.11% | 0.06% | 23 | +9,950 | 80.89% | Q1 2026 | Apr 17, 2026 |
| PHILADELPHIA TRUST CO | History | No change | 21,000 | 436 | 0.03% | 0.03% | 24 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| IFG Advisory, LLC | History | New | 19,230 | 399 | 1.14% | — | 25 | +19,230 | New | Q1 2026 | May 12, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 18,870 | 392 | 0.0% | 0.0% | 26 | +3,180 | 20.27% | Q1 2026 | Apr 14, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 18,540 | 385 | 0.0% | 0.0% | 27 | -1,441 | -7.21% | Q1 2026 | Apr 22, 2026 |
| Sanctuary Advisors, LLC | History | No change | 17,821 | 370 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Morton Brown Family Wealth, LLC | History | No change | 16,313 | 338 | 0.09% | 0.09% | 29 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 16,263 | 337 | 0.01% | 0.01% | 30 | +188 | 1.17% | Q1 2026 | Apr 22, 2026 |
| AMERICAN FINANCIAL GROUP INC | History | No change | 15,000 | 311 | 0.12% | 0.11% | 31 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 14,500 | 301 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 13,924 | 289 | 0.0% | 0.0% | 33 | -9,591 | -40.79% | Q1 2026 | May 15, 2026 |
| SEI INVESTMENTS CO | History | New | 13,402 | 278 | 0.0% | — | 34 | +13,402 | New | Q1 2026 | May 13, 2026 |
| BROWN ADVISORY INC | History | Added to | 12,165 | 252 | 0.0% | 0.0% | 35 | +28 | 0.23% | Q1 2026 | May 15, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 11,000 | 228 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Gateway Wealth Partners, LLC | History | New | 10,280 | 213 | 0.01% | — | 37 | +10,280 | New | Q1 2026 | May 15, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 9,900 | 205 | 0.0% | 0.0% | 38 | +700 | 7.61% | Q1 2026 | May 14, 2026 |
| Motiv8 Investments LLC | History | No change | 9,378 | 193 | 0.11% | 0.11% | 39 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 7,394 | 154 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 5,124 | 106 | 0.0% | 0.0% | 41 | -1,066 | -17.22% | Q1 2026 | May 11, 2026 |
| North Star Investment Management Corp. | History | New | 5,047 | 104 | 0.01% | — | 42 | +5,047 | New | Q1 2026 | Apr 23, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 4,500 | 92 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CITIGROUP INC | History | New | 4,211 | 87 | 0.0% | — | 44 | +4,211 | New | Q1 2026 | May 11, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 3,450 | 71 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | No change | 3,387 | 70 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 2,887 | 59 | 0.0% | 0.0% | 47 | +1,286 | 80.32% | Q1 2026 | May 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 2,630 | 54 | 0.0% | 0.0% | 48 | +450 | 20.64% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | New | 2,571 | 53 | 0.0% | — | 49 | +2,571 | New | Q1 2026 | Apr 07, 2026 |
| Allworth Financial LP | History | No change | 2,000 | 41 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MB, LEVIS & ASSOCIATES, LLC | History | Added to | 1,161 | 24 | 0.01% | 0.01% | 52 | +26 | 2.29% | Q1 2026 | Apr 07, 2026 |
| Geneos Wealth Management Inc. | History | No change | 1,200 | 24 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Added to | 844 | 17 | 0.0% | 0.0% | 53 | +19 | 2.3% | Q1 2026 | Apr 10, 2026 |
| UMB Bank, n.a. | History | No change | 800 | 16 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 700 | 14 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 500 | 10 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 415 | 8 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | No change | 249 | 5 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | New | 200 | 4 | 0.0% | — | 60 | +200 | New | Q1 2026 | Apr 14, 2026 |
| PRIVATE TRUST CO NA | History | No change | 200 | 4 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| ASSETMARK, INC | History | New | 190 | 3 | 0.0% | — | 61 | +190 | New | Q1 2026 | May 06, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 100 | 2 | 0.0% | 0.02% | 62 | -616,804 | -99.98% | Q1 2026 | May 15, 2026 |
| Founders Capital Management | History | Added to | 50 | 1 | 0.0% | — | 63 | +2 | 4.17% | Q1 2026 | Apr 21, 2026 |
| ING GROEP NV | History | Closed out | 0 | 0 | — | 0.0% | — | -17,000 | -100.0% | Q1 2026 | May 11, 2026 |
| GROUP ONE TRADING LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,200 | -100.0% | Q1 2026 | May 13, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,500 | -100.0% | Q1 2026 | May 15, 2026 |
| EASTERN BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -1,250 | -100.0% | Q1 2026 | Apr 07, 2026 |
| Hilltop National Bank | History | Closed out | 0 | 0 | — | 0.0% | — | -1,000 | -100.0% | Q1 2026 | Apr 02, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Closed out | 0 | 0 | — | 0.0% | — | -173 | -100.0% | Q1 2026 | May 15, 2026 |
| Smallwood Wealth Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q1 2026 | Apr 22, 2026 |
| BARCLAYS PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -68 | -100.0% | Q1 2026 | May 14, 2026 |
| MRP Capital Investments, LLC | History | No change | 44 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |