Companies / CrossAmerica Partners LP / Institutional holders

CrossAmerica Partners LP

Institutional holders · 13F as of Dec 31, 2025

Holder	Value	Shares	% of shares
Invesco Ltd.	$117.83M	5,720,129	14.98%
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$12.71M	616,904	1.62%
Clearbridge Investments, LLC	$10.50M	505,147	1.32%
JPMORGAN CHASE & CO	$8.19M	397,430	1.04%
RAYMOND JAMES FINANCIAL INC	$6.44M	312,770	0.82%
FIRST TRUST ADVISORS LP	$3.95M	190,006	0.50%
Quadrant Private Wealth Management, LLC	$3.37M	163,559	0.43%
Blackstone Inc	$2.73M	131,598	0.34%
LPL Financial LLC	$2.58M	115,174	0.30%
NewEdge Wealth, LLC	$1.91M	92,762	0.24%
U.S. Capital Wealth Advisors, LLC	$1.65M	80,000	0.21%
Mariner, LLC	$1.53M	73,543	0.19%
Morgan Stanley	$1.07M	52,163	0.14%
STIFEL FINANCIAL CORP	$1.00M	48,770	0.13%
Bramshill Investments, LLC	$1.00M	48,591	0.13%
UBS Group AG	$782.9K	38,005	0.10%
THE GOLDMAN SACHS GROUP, INC.	$754.6K	36,632	0.10%
Corient Private Wealth LLC	$515.0K	25,000	0.07%
Citadel Advisors LLC	$484.4K	23,515	0.06%
Sanctuary Advisors, LLC	$367.1K	17,821	0.05%
ING GROEP NV	$350.2K	17,000	0.04%
Morton Brown Family Wealth, LLC	$336.0K	16,313	0.04%
Apollon Wealth Management, LLC	$331.1K	16,075	0.04%
EXCHANGE TRADED CONCEPTS, LLC	$323.2K	15,690	0.04%
AMERICAN FINANCIAL GROUP INC	$311.7K	15,000	0.04%
TRUIST FINANCIAL CORP	$298.7K	14,500	0.04%
Outlook Wealth Advisors, LLC	$253.4K	12,300	0.03%
BROWN ADVISORY INC	$252.8K	12,165	0.03%
Franklin Resources, Inc.	$226.6K	11,000	0.03%
Royal Bank of Canada	$154.0K	7,394	0.02%
WELLS FARGO & COMPANY/MN	$127.5K	6,190	0.02%
North Star Investment Management Corporation	$104.9K	5,047	0.01%
CIBC Private Wealth Group LLC	$92.7K	4,500	0.01%
EverSource Wealth Advisors, LLC	$71.1K	3,450	0.01%
BNP PARIBAS FINANCIAL MARKETS	$60.0K	2,887	0.01%
OSAIC HOLDINGS, INC.	$44.9K	2,180	0.01%
Allworth Financial LP	$41.2K	2,000	0.01%
NewEdge Advisors, LLC	$30.9K	1,500	0.00%
EASTERN BANK	$25.8K	1,250	0.00%
Geneos Wealth Management Inc.	$24.7K	1,200	0.00%
MB, LEVIS & ASSOCIATES, LLC	$23.4K	1,135	0.00%
Hilltop National Bank	$20.6K	1,000	0.00%
ARMSTRONG ADVISORY GROUP, INC	$17.0K	825	0.00%
UMB Bank, n.a.	$16.5K	800	0.00%
The PNC Financial Services Group, Inc.	$14.4K	700	0.00%
JONES FINANCIAL COMPANIES LLLP	$8.5K	415	0.00%
IFP Advisors, Inc	$5.1K	249	0.00%
PRIVATE TRUST CO NA	$4.2K	200	0.00%
ASSETMARK, INC	$3.9K	190	0.00%
BANK OF AMERICA CORP /DE	$3.6K	173	0.00%