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Overview
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Business Summary
Filings
Ownership
Valuation
Ownership — CAPL
Institutional Holdings
Insider Transactions
US Institutional Ownership
23.2%
Institution
Shares
Value
Ownership %
Change
Filing Date
Invesco Ltd.
5.72M
$128.0M
14.99%
--
2026-06-30
Clearbridge Investments, LLC
623.7K
$13.0M
1.64%
+118.6K
2026-06-30
JPMORGAN CHASE & CO
381.2K
$8.0M
1.00%
-16.2K
2026-06-30
MORGAN STANLEY
376.1K
$8.0M
0.99%
+107.4K
2026-06-30
RAYMOND JAMES FINANCIAL INC
313.1K
$7.0M
0.82%
+3.8K
2026-06-30
FIRST TRUST ADVISORS LP
210.5K
$4.0M
0.55%
+20.5K
2026-06-30
Quadrant Private Wealth Management, LLC
163.4K
$3.0M
0.43%
+812
2026-06-30
Blackstone Inc.
125.7K
$2.0M
0.33%
-5.9K
2026-06-30
LPL Financial LLC
115.2K
$2.0M
0.30%
-6.8K
2026-06-30
NewEdge Wealth, LLC
93.2K
$2.0M
0.24%
-800
2026-06-30
Arax Advisory Partners
80.0K
$1.0M
0.21%
--
2026-06-30
CITADEL ADVISORS LLC
74.7K
$1.0M
0.20%
+60.8K
2026-06-30
GOLDMAN SACHS GROUP INC
58.1K
$1.0M
0.15%
+9.2K
2026-06-30
STIFEL FINANCIAL CORP
55.3K
$1.0M
0.14%
+1.0K
2026-06-30
JANE STREET GROUP, LLC
39.9K
--
0.10%
-24.6K
2026-06-30
Mariner, LLC
37.7K
--
0.10%
-35.9K
2026-06-30
UBS Group AG
35.0K
--
0.09%
-15.9K
2026-06-30
GSA CAPITAL PARTNERS LLP
34.5K
--
0.09%
--
2026-06-30
SEI INVESTMENTS CO
33.3K
--
0.09%
+19.9K
2026-06-30
Private Advisor Group, LLC
29.9K
--
0.08%
--
2026-06-30
INDEPENDENT FINANCIAL GROUP, LLC
27.2K
--
0.07%
--
2026-06-30
Corient Private Wealth LP
25.0K
--
0.07%
--
2026-06-30
PHILADELPHIA TRUST CO
21.0K
--
0.06%
--
2026-06-30
IFG Advisory, LLC
19.2K
--
0.05%
--
2026-06-30
EXCHANGE TRADED CONCEPTS, LLC
18.0K
--
0.05%
-872
2026-06-30
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