Who owns Global X Morningstar Capital Allocation Leaders ETF?
Institutional ownership of CPTL from SEC Form 13F filings across 35 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.
35
13F holders
$66.1M
value, 2026 filers
58%
of shares outstanding (1.4M 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% | 40.5% | -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 | Napier Financial, LLC | 28,589 | $1.3M | 0.3% | 1.2% | +0.7% |
| 6 | GOLDMAN SACHS GROUP INC | 26,634 | $1.3M | 0.0% | 1.1% | +8.4% |
| 7 | Wealthfront Advisers LLC | 25,704 | $1.2M | 0.0% | 1.1% | -8.4% |
| 8 | HighTower Advisors, LLC | 20,031 | $941,101 | 0.0% | 0.8% | +0.5% |
| 9 | BANK OF AMERICA CORP /DE/ | 18,834 | $884,840 | 0.0% | 0.8% | -8.5% |
| 10 | Merit Financial Group, LLC | 13,460 | $632,356 | 0.0% | 0.6% | +82.4% |
| 11 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 13,116 | $616,207 | 0.0% | 0.5% | -33.7% |
| 12 | Perennial Investment Advisors, LLC | 12,920 | $606,983 | 0.0% | 0.5% | -16.6% |
| 13 | STIFEL FINANCIAL CORP | 12,705 | $596,899 | 0.0% | 0.5% | -30.2% |
| 14 | CITADEL ADVISORS LLCNEW | 9,590 | $450,551 | 0.0% | 0.4% | new |
| 15 | Western Wealth Management, LLC | 8,998 | $422,750 | 0.0% | 0.4% | -13.1% |
| 16 | Farrow Financial, Inc. | 8,400 | $394,643 | 0.2% | 0.3% | +0.2% |
| 17 | IHT Wealth Management, LLC | 7,628 | $358,366 | 0.0% | 0.3% | -15.3% |
| 18 | Snowden Capital Advisors LLC | 6,950 | $326,520 | 0.0% | 0.3% | 0.0% |
| 19 | Summit Financial, LLCNEW | 6,838 | $322,431 | 0.0% | 0.3% | new |
| 20 | MERCER GLOBAL ADVISORS INC /ADV | 5,326 | $250,228 | 0.0% | 0.2% | -8.3% |
| 21 | Creative Planning | 4,974 | $233,685 | 0.0% | 0.2% | 0.0% |
| 22 | Integrated Wealth Concepts LLCNEW | 1,604 | $75,324 | 0.0% | 0.1% | new |
| 23 | FMR LLC | 1,477 | $69,375 | 0.0% | 0.1% | -6.2% |
| 24 | Rossby Financial, LCC | 1,101 | $51,726 | 0.0% | 0% | +8.4% |
| 25 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1,090 | $51,210 | 0.0% | 0% | 0.0% |
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 · options positioning · supply chain. Research, not investment advice.