Who owns CPTL?
Global X Morningstar Capital Allocation Leaders ETF · Global X
43 institutions reported holding CPTL, worth $69.7M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of CPTL
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Morgan Stanley | New York, NY | $46.2M | 982,888 | −41,354 shares |
| LPL Financial LLC | Fort Mill, SC | $4.1M | 86,796 | +2,033 shares |
| Royal Bank of Canada | Toronto, Ontario, Canada | $2.7M | 57,834 | −9,942 shares |
| Osaic Holdings, Inc. | Scottsdale, AZ | $1.9M | 40,061 | +9,387 shares |
| Kingsview Wealth Management, LLC | Grants Pass, OR | $1.6M | 33,847 | +7 shares |
| Napier Financial, LLC | Braintree, MA | $1.3M | 28,589 | +202 shares |
| Goldman Sachs Group Inc. | New York, NY | $1.3M | 26,634 | +2,068 shares |
| Wealthfront Advisers LLC | Palo Alto, CA | $1.2M | 25,704 | −2,354 shares |
| HighTower Advisors, LLC | Chicago, IL | $941K | 20,031 | +100 shares |
| Bank of America Corp. | Charlotte, NC | $885K | 18,834 | −1,742 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns CPTL?
43 institutional managers reported holding CPTL in Form 13F filings for June 30, 2026, worth $69.7M in total. The largest reported position was held by Morgan Stanley, at $46.2M.
Did institutions buy or sell CPTL last quarter?
Reported 13F value rose 6.4% from March 31, 2026, which includes price moves as well as buying and selling. 7 firms reported a new position and 4 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is CPTL ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.