Institutional Holders (2026 Q2)
59 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in CAPL. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Quadrant Private Wealth Management, LLC | 0.82% | 163,356 | $3.7M |
| 2 | American Financial Group Inc | 0.12% | 15,000 | $336K |
| 3 | Morton Brown Family Wealth, LLC | 0.05% | 9,996 | $224K |
| 4 | NewEdge Wealth, LLC | 0.02% | 93,175 | $2.1M |
| 5 | IFG Advisory, LLC | 0.02% | 19,230 | $431K |
| 6 | Arax Advisory Partners | 0.01% | 80,000 | $1.8M |
| 7 | Clearbridge Investments, LLC | 0.01% | 623,747 | $14.0M |
| 8 | Independent Financial Group, LLC | 0.01% | 27,190 | $610K |
| 9 | Mb, Levis & Associates, LLC | 0.01% | 1,187 | $27K |
| 10 | North Star Investment Management Corp. | 0.01% | 5,047 | $113K |
| 11 | Apollon Wealth Management, LLC | 0.00% | 16,372 | $367K |
| 12 | Private Advisor Group, LLC | 0.00% | 29,944 | $671K |
| 13 | First Trust Advisors LP | 0.00% | 210,463 | $4.7M |
| 14 | EverSource Wealth Advisors, LLC | 0.00% | 3,200 | $72K |
| 15 | Raymond James Financial Inc | 0.00% | 313,105 | $7.0M |
| 16 | Exchange Traded Concepts, LLC | 0.00% | 17,998 | $404K |
| 17 | ING Groep NV | 0.00% | 16,000 | $359K |
| 18 | Valley National Advisers Inc | 0.00% | 500 | $11K |
| 19 | Armstrong Advisory Group, Inc | 0.00% | 863 | $19K |
| 20 | Stifel Financial Corp | 0.00% | 55,284 | $1.2M |
| 21 | Mariner, LLC | 0.00% | 37,652 | $844K |
| 22 | MRP Capital Investments, LLC | 0.00% | 44 | — |
| 23 | Hrt Financial LP | 0.00% | 17,513 | $392K |
| 24 | Corient Private Wealth LP | 0.00% | 25,000 | $560K |
| 25 | Sei Investments Co | 0.00% | 33,335 | $747K |
| Investor | Ownership History |
% of Portfolio | Prev % | Rank | Conviction | Avg Buy Price | 13F Score™ 3Y / 7Y | Sell Timing | Shares | Mkt Value | Change | Change % | Source | Quarter | Filed |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|