CPTL institutional holders

GLOBAL X FDS · 13F, 2026Q2

Managers holding43
Shares held1,484,344
Reported value$69.7m
Quarter flows7 new, 10 added, 14 trimmed, 6 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
MORGAN STANLEY982,888$46.2m0.0%
LPL Financial LLC86,796$4.1m0.0%
ROYAL BANK OF CANADA57,834$2.7m0.0%
OSAIC HOLDINGS, INC.40,061$1.9m0.0%
Kingsview Wealth Management, LLC33,847$1.6m0.0%
Napier Financial, LLC28,589$1.3m0.3%
GOLDMAN SACHS GROUP INC26,634$1.3m0.0%
Wealthfront Advisers LLC25,704$1.2m0.0%
HighTower Advisors, LLC20,031$941,1010.0%
BANK OF AMERICA CORP /DE/18,834$884,8400.0%
SUSQUEHANNA INTERNATIONAL GROUP, LLP13,116$616,2070.0%
SEEDS INVESTOR LLC13,023$611,8370.1%
Perennial Investment Advisors, LLC12,920$606,9830.0%
STIFEL FINANCIAL CORP12,705$596,8990.0%
APS Management Group, Inc.12,510$587,7320.5%
Syntegra Private Wealth Group, LLC10,784$506,6460.0%
CITADEL ADVISORS LLC9,590$450,5510.0%
Western Wealth Management, LLC8,998$422,7500.0%
Farrow Financial, Inc.8,400$394,6430.2%
IHT Wealth Management, LLC7,628$358,3660.0%
Snowden Capital Advisors LLC6,950$326,5200.0%
Summit Financial, LLC6,838$322,4310.0%
Merit Financial Group, LLC6,730$316,1780.0%
Eagle Strategies LLC6,139$288,3970.0%
MERCER GLOBAL ADVISORS INC /ADV5,326$250,2280.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("CPTL"). CPTL price history · All 13F data

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