CAPL — Institutional owners (13F)

65 filers · $200.3M total · As of June 30, 2026

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Institution Value Shares % of tracked 13F Type
Invesco Ltd. $128,245,292 5,720,129 64.03% Shares
Clearbridge Investments, LLC $13,984,408 623,747 6.98% Shares
JPMORGAN CHASE & CO $8,554,554 381,219 4.27% Shares
MORGAN STANLEY $8,432,380 376,109 4.21% Shares
RAYMOND JAMES FINANCIAL INC $7,019,814 313,105 3.51% Shares
FIRST TRUST ADVISORS LP $4,718,580 210,463 2.36% Shares
Quadrant Private Wealth Management, LLC $3,662,435 163,356 1.83% Shares
Blackstone Inc. $2,819,248 125,747 1.41% Shares
LPL Financial LLC $2,582,212 115,174 1.29% Shares
NewEdge Wealth, LLC $2,088,988 93,175 1.04% Shares
Arax Advisory Partners $1,793,600 80,000 0.90% Shares
CITADEL ADVISORS LLC $1,674,415 74,684 0.84% Shares
U.S. Capital Wealth Advisors, LLC $1,662,400 80,000 0.83% Shares
GOLDMAN SACHS GROUP INC $1,302,243 58,084 0.65% Shares
STIFEL FINANCIAL CORP $1,239,468 55,284 0.62% Shares
JANE STREET GROUP, LLC $893,841 39,868 0.45% Shares
Mariner, LLC $844,155 37,652 0.42% Shares
UBS Group AG $785,014 35,014 0.39% Shares
SEI INVESTMENTS CO $747,371 33,335 0.37% Shares
Private Advisor Group, LLC $671,352 29,944 0.34% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $643,454 28,700 0.32% Call option
INDEPENDENT FINANCIAL GROUP, LLC $609,600 27,190 0.30% Shares
Corient Private Wealth LP $560,500 25,000 0.28% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $468,578 20,900 0.23% Put option
IFG Advisory, LLC $431,137 19,230 0.22% Shares
EXCHANGE TRADED CONCEPTS, LLC $403,515 17,998 0.20% Shares
Apollon Wealth Management, LLC $367,060 16,372 0.18% Shares
ING GROEP NV $358,720 16,000 0.18% Shares
TRUIST FINANCIAL CORP $341,905 15,250 0.17% Shares
AMERICAN FINANCIAL GROUP INC $336,300 15,000 0.17% Shares
BROWN ADVISORY INC $273,404 12,195 0.14% Shares
FRANKLIN RESOURCES INC $246,620 11,000 0.12% Shares
Cetera Investment Advisers $225,321 10,050 0.11% Shares
Morton Brown Family Wealth, LLC $224,110 9,996 0.11% Shares
ROYAL BANK OF CANADA $166,000 7,394 0.08% Shares
WELLS FARGO & COMPANY/MN $119,965 5,351 0.06% Shares
North Star Investment Management Corp. $113,154 5,047 0.06% Shares
CIBC Private Wealth Group LLC $94,635 4,500 0.05% Shares
BNP PARIBAS FINANCIAL MARKETS $76,161 3,397 0.04% Shares
EverSource Wealth Advisors, LLC $71,744 3,200 0.04% Shares
CWM, LLC $70,382 3,387 0.04% Shares
OSAIC HOLDINGS, INC. $59,644 2,659 0.03% Shares
Farther Finance Advisors, LLC $57,642 2,571 0.03% Shares
NewEdge Advisors, LLC $47,082 2,100 0.02% Shares
Allworth Financial LP $44,840 2,000 0.02% Shares
Geneos Wealth Management Inc. $26,904 1,200 0.01% Shares
MB, LEVIS & ASSOCIATES, LLC $26,621 1,187 0.01% Shares
ARMSTRONG ADVISORY GROUP, INC $19,359 863 0.01% Shares
UMB Bank, n.a. $17,936 800 0.01% Shares
VALLEY NATIONAL ADVISERS INC $11,210 500 0.01% Shares
JONES FINANCIAL COMPANIES LLLP $9,242 415 0.00% Shares
Tower Research Capital LLC (TRC) $6,367 284 0.00% Shares
IFP Advisors, Inc $5,583 249 0.00% Shares
PRIVATE TRUST CO NA $4,484 200 0.00% Shares
ASSETMARK, INC $4,260 190 0.00% Shares
ACADIAN ASSET MANAGEMENT LLC $2,837 126,680 0.00% Shares
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. $2,242 100 0.00% Shares
Clearstead Advisors, LLC $1,121 50 0.00% Shares
Founders Capital Management $1,119 50 0.00% Shares
MRP Capital Investments, LLC $987 44 0.00% Shares
GSA CAPITAL PARTNERS LLP $773 34,475 0.00% Shares
PHILADELPHIA TRUST CO $471 21,000 0.00% Shares
HRT FINANCIAL LP $392 17,513 0.00% Shares
Janney Montgomery Scott LLC $334 14,899 0.00% Shares
Motiv8 Investments LLC $193 9,378 0.00% Shares