Who owns Global X Morningstar Capital Allocation Leaders ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of CPTL from SEC Form 13F filings across 42 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 42 institutions disclosed 1.5M shares of Global X Morningstar Capital Allocation Leaders ETF worth $69.7M — about 61.2% of shares outstanding; the largest disclosed holder is MORGAN STANLEY. Source: SEC Form 13F filings, parsed by EvidInvest.
42
13F holders
$69.7M
value, 2026 filers
61.2%
of shares outstanding (1.5M sh)
6
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of CPTL's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 982,888 | $46.2M | 0.0% | 40.6% | -4.0% |
| 2 | LPL Financial LLC | 86,796 | $4.1M | 0.0% | 3.6% | +2.4% |
| 3 | ROYAL BANK OF CANADA | 57,834 | $2.7M | 0.0% | 2.4% | -14.7% |
| 4 | OSAIC HOLDINGS, INC. | 40,061 | $1.9M | 0.0% | 1.7% | +30.6% |
| 5 | Kingsview Wealth Management, LLC | 33,847 | $1.6M | 0.0% | 1.4% | 0.0% |
| 6 | Napier Financial, LLC | 28,589 | $1.3M | 0.3% | 1.2% | +0.7% |
| 7 | GOLDMAN SACHS GROUP INC | 26,634 | $1.3M | 0.0% | 1.1% | +8.4% |
| 8 | Wealthfront Advisers LLC | 25,704 | $1.2M | 0.0% | 1.1% | -8.4% |
| 9 | HighTower Advisors, LLC | 20,031 | $941,101 | 0.0% | 0.8% | +0.5% |
| 10 | BANK OF AMERICA CORP /DE/ | 18,834 | $884,840 | 0.0% | 0.8% | -8.5% |
| 11 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 13,116 | $616,207 | 0.0% | 0.5% | -33.7% |
| 12 | SEEDS INVESTOR LLC | 13,023 | $611,837 | 0.1% | 0.5% | +2.3% |
| 13 | Perennial Investment Advisors, LLC | 12,920 | $606,983 | 0.0% | 0.5% | -16.6% |
| 14 | STIFEL FINANCIAL CORP | 12,705 | $596,899 | 0.0% | 0.5% | -30.2% |
| 15 | APS Management Group, Inc. | 12,510 | $587,732 | 0.5% | 0.5% | -0.1% |
| 16 | Syntegra Private Wealth Group, LLC | 10,784 | $506,646 | 0.0% | 0.4% | -1.7% |
| 17 | CITADEL ADVISORS LLCNEW | 9,590 | $450,551 | 0.0% | 0.4% | new |
| 18 | Western Wealth Management, LLC | 8,998 | $422,750 | 0.0% | 0.4% | -13.1% |
| 19 | Farrow Financial, Inc. | 8,400 | $394,643 | 0.2% | 0.3% | +0.2% |
| 20 | IHT Wealth Management, LLC | 7,628 | $358,366 | 0.0% | 0.3% | -15.3% |
| 21 | Snowden Capital Advisors LLC | 6,950 | $326,520 | 0.0% | 0.3% | 0.0% |
| 22 | Summit Financial, LLCNEW | 6,838 | $322,431 | 0.0% | 0.3% | new |
| 23 | Merit Financial Group, LLC | 6,730 | $316,178 | 0.0% | 0.3% | -8.8% |
| 24 | Eagle Strategies LLC | 6,139 | $288,397 | 0.0% | 0.3% | 0.0% |
| 25 | MERCER GLOBAL ADVISORS INC /ADV | 5,326 | $250,228 | 0.0% | 0.2% | -8.3% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation. Research, not investment advice.