Crossamerica Partners LP (CAPL) Ownership

25.14 ↑0.20 (0.80%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

Amvescap Plc. is the biggest individual institutional holder of Crossamerica Partners LP (CAPL), owning a total of 5.7 million shares. Combined, the top 44 institutional holders of CAPL own 26.61% of the company with a total of 10.1 million shares.

In the latest ownership report on December 31st 2024, the top 44 institutional holders decreased their combined ownership of CAPL by 328 thousand shares. 8 institutions bought 84,085 total additional shares and increased their ownership by an average of 20.59%. However 7 institutions sold 412,522 total shares and decreased their ownership by an average of 14.88%.

Overall this is a negative sign as the number of shares owned by the top 20 institutional holders of Crossamerica Partners LP decreased by a net total of -328,437 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Amvescap Plc.	15.029%	0.000%	5,720,129	0	2024-12-31
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	1.492%	5.334%	567,901	28,758	2024-12-31
ClearBridge Advisors, LLC	1.238%	0.000%	471,012	0	2024-12-31
JPMorgan Chase & Co	0.936%	-50.683%	356,298	-366,164	2024-12-31
First Trust Advisors L.P.	0.640%	-3.716%	243,424	-9,394	2024-12-31
Quadrant Private Wealth Management, LLC	0.432%	0.473%	164,543	775	2024-12-31
Blackstone Inc	0.286%	-3.973%	108,772	-4,500	2024-12-31
Mariner Wealth Advisors LLC	0.283%	-1.123%	107,553	-1,221	2024-12-31
LPL Financial Corp	0.282%	6.238%	107,405	6,306	2024-12-31
U.S. Capital Wealth Advisors, LLC	0.210%	0.000%	80,000	0	2024-12-31
NewEdge Investment Solutions	0.187%	112.658%	71,232	37,736	2024-12-31
Bramshill Investments LLC	0.127%	-4.451%	48,242	-2,247	2024-12-31
Morgan Stanley - Brokerage Accounts	0.125%	-36.661%	47,676	-27,595	2024-12-31
Stifel Financial Corp	0.117%	5.763%	44,469	2,423	2024-12-31
Goldman Sachs Group Inc	0.099%	-3.586%	37,665	-1,401	2024-12-31
GSA Capital Partners LLP	0.096%	0.223%	36,409	81	2024-12-31
Janney Montgomery Scott LLC	0.076%	27.582%	28,951	6,259	2024-12-31
Thrivent Financial For Lutherans	0.076%	6.465%	28,768	1,747	2024-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Amvescap Plc.	15.029%	0.000%	5,720,129	0	2024-12-31
Mirae Asset Global Investments (Korea) Co Ltd	1.634%	-0.595%	621,427	-3,718	2024-03-31
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	1.492%	5.334%	567,901	28,758	2024-12-31
ClearBridge Advisors, LLC	1.238%	0.000%	471,012	0	2024-12-31
JPMorgan Chase & Co	0.936%	-50.683%	356,298	-366,164	2024-12-31
First Trust Advisors L.P.	0.640%	-3.716%	243,424	-9,394	2024-12-31
Raymond James Finl Svs Advisors, Inc.	0.544%	0.464%	207,004	956	2024-09-30
Advisors Capital Management, LLC	0.466%	4.236%	176,736	7,183	2023-03-31
Quadrant Private Wealth Management, LLC	0.432%	0.473%	164,543	775	2024-12-31
Strategic Wealth Advisors Group Inc	0.318%	-3.411%	120,678	-4,262	2022-09-30
Blackstone Inc	0.286%	-3.973%	108,772	-4,500	2024-12-31
Mariner Wealth Advisors LLC	0.283%	-1.123%	107,553	-1,221	2024-12-31
LPL Financial Corp	0.282%	6.238%	107,405	6,306	2024-12-31
Mariner Wealth Advisors, LLC	0.221%	-0.078%	84,075	-66	2024-06-30
Wells Fargo & Co	0.211%	-9.118%	80,218	-8,048	2024-06-30
U.S. Capital Wealth Advisors, LLC	0.210%	0.000%	80,000	0	2024-12-31
Raymond James & Associates	0.203%	-6.274%	77,387	-5,180	2024-09-30
NewEdge Investment Solutions	0.187%	112.658%	71,232	37,736	2024-12-31
Natixis SA	0.140%	0.000%	53,200	53,200	2023-12-31
Bramshill Investments LLC	0.127%	-4.451%	48,242	-2,247	2024-12-31
Morgan Stanley - Brokerage Accounts	0.125%	-36.661%	47,676	-27,595	2024-12-31
Stifel Financial Corp	0.117%	5.763%	44,469	2,423	2024-12-31
Goldman Sachs Group Inc	0.099%	-3.586%	37,665	-1,401	2024-12-31
GSA Capital Partners LLP	0.096%	0.223%	36,409	81	2024-12-31
Susquehanna International Group, LLP	0.091%	148.951%	34,542	20,667	2023-06-30
NewEdge Wealth, LLC	0.088%	0.000%	33,496	33,496	2024-09-30
Citadel Advisors Llc	0.085%	-62.856%	32,419	-54,860	2024-09-30
JANE STREET GROUP, LLC	0.077%	11.919%	29,138	3,103	2023-09-30
Janney Montgomery Scott LLC	0.076%	27.582%	28,951	6,259	2024-12-31
BNP Paribas Arbitrage, SA	0.076%	-7.568%	28,847	-2,362	2024-09-30
Thrivent Financial For Lutherans	0.076%	6.465%	28,768	1,747	2024-12-31
UBS Group AG	0.075%	-19.033%	28,400	-6,676	2024-06-30
Bank of America Corp	0.069%	244.858%	26,054	18,499	2024-03-31
CI Private Wealth LLC	0.067%	24.461%	25,441	5,000	2024-06-30
Atlantic Trust Group, LLC	0.065%	0.000%	24,500	0	2023-12-31
TIS Advisors	0.063%	12.857%	24,095	2,745	2023-12-31
HRT FINANCIAL LLC	0.057%	0.000%	21,562	21,562	2022-12-31
Exchange Traded Concepts, LLC	0.056%	24.504%	21,350	4,202	2023-09-30
Morton Brown Family Wealth, LLC	0.053%	981.593%	20,096	18,238	2022-12-31
Eaton Vance Management	0.053%	0.000%	20,000	0	2022-09-30
Lee Financial Corp	0.048%	0.000%	18,000	0	2022-09-30
Vident Investment Advisory, LLC	0.044%	7.597%	16,797	1,186	2022-06-30
Advisor Group Holdings, Inc.	0.044%	-0.561%	16,654	-94	2022-06-30
Bank of Montreal	0.035%	0.000%	13,300	0	2022-06-30

Mutual Fund Ownership

Invesco SteelPath MLP Income Y is the biggest individual fund holder of Crossamerica Partners LP (CAPL), owning a total of 3.7 million shares. Combined, the top 20 mutual fund holders of CAPL own 19.41% of the company with a total of 7.4 million shares.

In the latest ownership report on February 28th 2025, the top 20 fund holders increased their combined ownership of CAPL by 73 thousand shares. 1 funds bought 104 total additional shares and increased their ownership by an average of 0.48%. However 1 funds sold 73,026 total shares and decreased their ownership by an average of 10.11%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding Crossamerica Partners LP decreased by a net total of -72,922 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Global X SuperDividend™ US ETF	1.707%	-10.105%	649,638	-73,026	2025-02-28
ClearBridge Tactical Dividend Income A	0.271%	0.000%	102,990	0	2025-02-28
Tortoise North American Pipeline	0.057%	0.480%	21,793	104	2025-02-28
Arrow Dow Jones Global Yield ETF	0.016%	0.000%	6,181	0	2025-02-28
Global X MLP ETF	0.000%	0.000%	100	0	2025-02-28

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Invesco SteelPath MLP Income Y	9.848%	0.000%	3,748,183	0	2024-12-31
Invesco SteelPath MLP Select 40 Y	5.181%	0.000%	1,971,946	0	2024-12-31
Global X SuperDividend™ US ETF	1.707%	-10.105%	649,638	-73,026	2025-02-28
Franklin Templeton US High Div Eq MF	0.699%	-19.211%	266,200	-63,300	2024-08-20
Multi-Asset Diversified Income ETF	0.652%	0.000%	248,020	0	2025-02-27
Advisors Capital Income w/Growth	0.310%	12.480%	117,594	13,047	2022-12-31
ClearBridge Tactical Dividend Income A	0.271%	0.000%	102,990	0	2025-02-28
LMP Capital & Income	0.267%	0.000%	101,729	0	2025-01-31
Goldman Sachs MLP and Energy Rena	0.250%	0.000%	94,957	0	2023-03-31
LoCorr Spectrum Income I	0.119%	-4.001%	45,273	-1,887	2024-12-31
Tortoise North American Pipeline	0.057%	0.480%	21,793	104	2025-02-28
Counterpoint Tactical Equity I	0.017%	22.263%	6,332	1,153	2023-06-30
Arrow Dow Jones Global Yield ETF	0.016%	0.000%	6,181	0	2025-02-28
USAA Extended Market Index	0.007%	0.000%	2,497	0	2022-12-31
Acadian Global Small-Cap Equity CIT Cl A	0.004%	0.000%	1,393	1,393	2024-03-31
CIBC US Broad Market Index	0.003%	0.000%	1,026	0	2023-02-28
Unusual Whales Subversive Rep Trd ETF	0.002%	-2.273%	559	-13	2024-07-31
Goldman Sachs North Amr Pip & Pwr Eq ETF	0.001%	0.000%	318	0	2024-04-30
JHVIT Total Stock Market Index I	0.000%	-70.690%	119	-287	2025-01-31
Global X MLP ETF	0.000%	0.000%	100	0	2025-02-28