Free Trial
→ Inside the Options Play With a High Historical Win Rate (From TradeWins) (Ad)tc pixel Free CPTL Stock Alerts

Global X Morningstar Capital Allocation Leaders ETF (CPTL) Institutional Ownership

Global X Morningstar Capital Allocation Leaders ETF logo
$49.68 +0.28 (+0.57%)
Closing price 10/9/2026 03:51 PM Eastern
Extended Trading
$49.65 -0.03 (-0.06%)
As of 10/9/2026 07:30 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for Global X Morningstar Capital Allocation Leaders ETF (NASDAQ:CPTL)

Number of
Institutional Buyers
(last 12 months)
16
Total
Institutional Inflows
(last 12 months)
$18.40M
Number of
Institutional Sellers
(last 12 months)
10
Total
Institutional Outflows
(last 12 months)
$529.59M
Get CPTL Insider Trade Alerts

Want to know when executives and insiders are buying or selling Global X Morningstar Capital Allocation Leaders ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

CPTL Institutional Buying and Selling by Quarter

Global X Morningstar Capital Allocation Leaders ETF Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/19/2026Bank of America Corp DE20,576$855K0.0%+1.7%0.810%
5/18/2026Royal Bank of Canada67,776$2.82M0.0%-32.1%2.668%
5/5/2026Wealthfront Advisers LLC28,058$1.17M0.0%+3.7%1.105%
4/28/2026Ascentis Independent Advisors1,684$70K0.0%N/A0.066%
4/27/2026Syntegra Private Wealth Group LLC10,976$456K0.0%+14.8%0.432%
2/18/2026Mercer Global Advisors Inc. ADV7,276$316K0.0%+13.8%0.268%
2/17/2026Osaic Holdings Inc.29,632$1.29M0.0%-1.1%1.089%
2/17/2026Royal Bank of Canada99,820$4.33M0.0%+153.5%3.670%
2/13/2026Stifel Financial Corp19,205$834K0.0%+2.7%0.706%
2/11/2026LPL Financial LLC84,194$3.66M0.0%-1.9%3.095%
2/11/2026Daiwa Securities Group Inc.5,791$251K0.0%-99.9%0.213%
2/10/2026Syntegra Private Wealth Group LLC9,558$415K0.0%-12.6%0.351%
2/10/2026Goldman Sachs Group Inc.14,257$619K0.0%+199.8%0.524%
2/5/2026Northwestern Mutual Wealth Management Co.115,189$5.00M0.0%+10,467.8%4.235%
1/30/2026Wealthfront Advisers LLC27,059$1.18M0.0%+6.9%1.053%
1/28/2026APS Management Group Inc.12,506$543K0.5%+3.1%0.487%
1/27/2026Seeds Investor LLC10,942$475K0.1%+7.7%0.426%
1/26/2026Merit Financial Group LLC9,873$429K0.0%-8.8%0.384%
1/23/2026HBW Advisory Services LLC3,137$136K0.0%-42.6%0.122%
1/1/2026JPMorgan Chase & Co.3,596$155K0.0%N/A0.087%
11/17/2025Susquehanna International Group LLP4,749$205K0.0%-65.4%0.114%
11/17/2025Mercer Global Advisors Inc. ADV6,391$276K0.0%N/A0.154%
11/14/2025Daiwa Securities Group Inc.9,075,791$391.58M1.3%-25.5%218.694%
11/14/2025Two Sigma Investments LP7,000$302K0.0%N/A0.169%
11/12/2025Perennial Investment Advisors LLC27,027$1.17M0.1%-4.5%0.651%
11/12/2025Kingsview Wealth Management LLC32,082$1.38M0.0%+4.0%0.773%
11/7/2025JPMorgan Chase & Co.3,596$155K0.0%N/A0.087%
11/6/2025Wealthfront Advisers LLC25,314$1.09M0.0%+25.6%0.610%
11/6/2025Western Wealth Management LLC10,321$445K0.0%-4.3%0.265%
10/30/2025Elevation Capital Advisory LLC192,285$8.30M3.3%N/A3.321%
10/22/2025APS Management Group Inc.12,135$524K0.4%N/A0.127%
10/20/2025Merit Financial Group LLC10,826$467K0.0%-14.1%0.261%
10/16/2025HBW Advisory Services LLC5,468$236K0.0%+9.3%0.049%
10/16/2025Syntegra Private Wealth Group LLC10,936$472K0.0%+10.2%0.098%
9/4/2025Osaic Holdings Inc.8,180$330K0.0%-31.2%0.049%
8/15/2025Bank of America Corp DE17,316$699K0.0%-3.4%0.105%
8/14/2025Raymond James Financial Inc.634$26K0.0%N/A0.004%
8/14/2025Daiwa Securities Group Inc.12,175,791$491.66M1.8%+4.3%73.659%
8/11/2025Perennial Investment Advisors LLC28,313$1.14M0.1%-12.0%0.171%
8/8/2025Kingsview Wealth Management LLC30,845$1.25M0.0%-2.0%0.187%
The end may be near for these iconic stocks (Ad)

Marc Chaikin, founder of Chaikin Analytics, says two forces - AI disruption and fracturing global trade - are triggering a historic wealth transfer already underway in 2026. Household names like Intuit (-57%), Boston Scientific (-49%), and Tractor Supply (-40%) are cratering, while lesser-known companies like Sandisk (+573%) and Rackspace (+444%) surge. Chaikin has identified specific stocks he believes investors should sell before they fall further - and the names may surprise you. He's also pinpointing a company tapped as Nvidia's self-driving partner and a potential AI megadeal that could split into three high-growth stocks. Stream his free presentation to get every buy and sell recommendation with no membership or credit card required.tc pixel

Watch Marc Chaikin's free presentation and get his full buy-and-sell list today
7/31/2025Wealthfront Advisers LLC20,151$814K0.0%+11.3%0.126%
7/30/2025Freedom Investment Management Inc.25,900$1.05M0.1%-9.6%0.162%
7/30/2025Syntegra Private Wealth Group LLC9,925$401K0.0%-16.1%0.062%
7/18/2025MJT & Associates Financial Advisory Group Inc.2,458$99K0.1%-19.9%0.015%
7/16/2025MJT & Associates Financial Advisory Group Inc.2,458$99K0.1%-19.9%0.015%
7/11/2025Farther Finance Advisors LLC1,539$62K0.0%+35.1%0.010%
7/2/2025HBW Advisory Services LLC5,004$202K0.0%-10.1%0.031%
5/19/2025Jane Street Group LLC15,393$574K0.0%N/A0.095%
5/15/2025Royal Bank of Canada41,078$1.53M0.0%+3.0%0.253%
5/14/2025Freedom Investment Management Inc.28,653$1.07M0.1%+9.9%0.177%
5/14/2025CW Advisors LLC9,754$364K0.0%+4.2%0.060%
5/13/2025HighTower Advisors LLC20,486$764K0.0%-5.2%0.126%
5/9/2025Syntegra Private Wealth Group LLC11,836$441K0.1%-4.4%0.073%
5/8/2025US Financial Advisors LLC30,166$1.12M0.3%+5.7%0.192%
5/7/2025MJT & Associates Financial Advisory Group Inc.3,067$114K0.1%N/A0.019%
5/7/2025LPL Financial LLC79,718$2.97M0.0%-6.2%0.506%
5/2/2025Wealthfront Advisers LLC18,102$675K0.0%-23.8%0.115%
4/24/2025Smart Portfolios LLC15,378$573K0.6%+2.5%0.097%
4/23/2025Eagle Strategies LLC6,075$226K0.0%+15.7%0.038%
4/22/2025Cambridge Investment Research Advisors Inc.6,200$231K0.0%-26.2%0.039%
4/9/2025Merit Financial Group LLC14,395$537K0.0%-33.9%0.091%
2/17/2025US Financial Advisors LLC28,538$1.12M0.3%-1.4%0.177%
2/17/2025Citadel Advisors LLC8,295$324K0.0%N/A0.052%
2/17/2025Bank of America Corp DE17,525$685K0.0%-17.9%0.109%
2/14/2025Stifel Financial Corp21,055$823K0.0%-2.8%0.131%
2/14/2025Freedom Investment Management Inc.26,074$1.02M0.1%+1.7%0.162%
2/13/2025Envestnet Asset Management Inc.8,364$327K0.0%N/A0.052%
2/13/2025Perennial Investment Advisors LLC24,706$966K0.1%-11.0%0.154%
2/13/2025Wells Fargo & Company MN12,501$489K0.0%-2.8%0.078%
2/11/2025Congress Wealth Management LLC DE9,364$366K0.0%-33.8%0.058%
2/11/2025LPL Financial LLC84,987$3.32M0.0%+7.8%0.529%
2/10/2025Commonwealth Equity Services LLC15,996$625K0.0%-3.8%0.099%
2/10/2025Farther Finance Advisors LLC1,135$44K0.0%N/A0.007%
2/10/2025Smart Portfolios LLC15,003$586K0.6%+1.8%0.093%
2/7/2025Independent Advisor Alliance90,094$3.52M0.0%N/A0.560%
2/7/2025Daiwa Securities Group Inc.11,674,069$456.34M2.0%-1.7%72.600%
1/29/2025Gladstone Institutional Advisory LLC22,140$865K0.0%-20.5%0.138%
1/28/2025Kingsview Wealth Management LLC31,729$1.24M0.0%+2.0%0.197%
1/15/2025Merit Financial Group LLC21,773$851K0.0%+3.5%0.135%
1/10/2025HBW Advisory Services LLC5,695$223K0.0%+18.4%0.035%
11/15/2024Stifel Financial Corp21,655$848K0.0%-2.3%0.117%
11/14/2024CreativeOne Wealth LLC6,945$272K0.0%-7.2%0.038%
11/13/2024Freedom Investment Management Inc.25,647$1.00M0.1%+1.3%0.139%
11/13/2024Daiwa Securities Group Inc.11,874,001$464.75M2.1%-9.5%64.253%
11/12/2024Kingsview Wealth Management LLC31,097$1.22M0.0%-3.1%0.168%
10/31/2024US Financial Advisors LLC28,957$1.13M0.4%-11.4%0.175%
10/28/2024Gladstone Institutional Advisory LLC27,852$1.09M0.1%-67.0%0.168%
10/25/2024Eagle Strategies LLC5,441$213K0.0%-10.1%0.033%
10/22/2024Syntegra Private Wealth Group LLC12,217$478K0.1%+19.0%0.074%
10/4/2024HBW Advisory Services LLC4,810$188K0.0%-11.8%0.029%
First Look: Elon’s “Starphone” (Ad)

Rumors are swirling that Elon Musk is developing a new mobile device that could rival the iPhone. It's said to be thinner, longer-lasting on battery, and cheaper to produce, with the ability to work worldwide without relying on cell towers. Former Bloomberg reporter and SAC Capital trader Josh Baylin says the evidence is mounting. He notes the FCC recently gave Musk a green light connected to his mobile plans, adding fuel to speculation. Baylin previously called the smartphone boom in 2004 and predicted Apple would sell a billion phones when others expected a fraction of that.tc pixel

See the full evidence behind Elon Musk's rumored new device.
8/16/2024Northwestern Mutual Wealth Management Co.1,418$52K0.0%+30.1%0.008%
8/10/2024Perennial Investment Advisors LLC27,371$1.01M0.1%-2.8%0.156%
8/8/2024Eagle Strategies LLC6,055$224K0.0%N/A0.034%
8/7/2024Daiwa Securities Group Inc.13,123,226$485.30M2.6%+3.2%74.564%
5/24/2024Cetera Advisors LLC35,287$1.28M0.0%N/A0.199%
5/14/2024CreativeOne Wealth LLC8,376$303K0.0%-27.7%0.047%
5/9/2024Kingsview Wealth Management LLC32,646$1.18M0.0%-2.9%0.184%
5/2/2024Daiwa Securities Group Inc.12,721,889$460.79M2.6%-3.8%71.152%
2/9/2024CreativeOne Wealth LLC11,580$387K0.0%-16.0%0.064%
2/9/2024Gladstone Institutional Advisory LLC216,780$7.24M0.4%+0.7%1.201%


CPTL Institutional Ownership - Frequently Asked Questions

During the previous two years, 42 institutional investors and hedge funds held shares of Global X Morningstar Capital Allocation Leaders ETF. The most heavily invested institutionals were Elevation Capital Advisory LLC ($8.30M), Northwestern Mutual Wealth Management Co. ($5.00M), LPL Financial LLC ($3.66M), Independent Advisor Alliance ($3.52M), Royal Bank of Canada ($2.82M), Kingsview Wealth Management LLC ($1.38M), and Osaic Holdings Inc. ($1.29M).Learn more on Global X Morningstar Capital Allocation Leaders ETF's institutional investors.

Of the 31 institutional investors that purchased Global X Morningstar Capital Allocation Leaders ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Daiwa Securities Group Inc. ($500.46K), Elevation Capital Advisory LLC ($192.29K), Northwestern Mutual Wealth Management Co. ($114.10K), Independent Advisor Alliance ($90.09K), Royal Bank of Canada ($61.63K), Jane Street Group LLC ($15.39K), and APS Management Group Inc. ($12.51K).

Institutional investors have bought a total of 425,656 shares in the last 24 months. This purchase volume represents approximately $18.40M in transactions.

Of the 10 institutional investors that sold Global X Morningstar Capital Allocation Leaders ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Daiwa Securities Group Inc. ($12.17M), Royal Bank of Canada ($32.04K), Susquehanna International Group LLP ($8.96K), Merit Financial Group LLC ($2.73K), HBW Advisory Services LLC ($2.33K), LPL Financial LLC ($1.62K), and Syntegra Private Wealth Group LLC ($1.38K).

Institutional investors have sold a total of 12,221,133 shares in the last 24 months. This volume of shares sold represents approximately $529.59M in transactions.


Related Companies

Institutional ownership data for NASDAQ:CPTL is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 5/19/2026. New 13F filings are added each quarter as they're published.
From Our Partners
THE NEXT GREAT FINANCIAL CRISIS (it’s already here)
Weiss Ratings was the only independent firm to warn before the 2008 Financial Crisis. Now it is sounding the a...
Weiss Ratings | Sponsoredtc pixel
A Simple Guide to Options Trading While It's Still Free
A free copy of Options Trading Made Simple is available now but wont stay that way for long. Chris Rowe cal...
True Market Insiders | Sponsoredtc pixel
The trade I’ve been waiting for since 2011
Ross Givens, Director of Research at Traders Agency, is calling for gold to reach $10,000 an ounce this superc...
Traders Agency | Sponsoredtc pixel
The end may be near for these iconic stocks
Marc Chaikin, founder of Chaikin Analytics, says two forces - AI disruption and fracturing global trade - are ...
Chaikin Analytics | Sponsoredtc pixel
This free guide explains options the way they should be taught
Most options educators jump straight into Greeks, spreads, and implied volatility - losing beginners before th...
Base Camp Trading | Sponsoredtc pixel
A letter from Shannon Stansberry
Porter Stansberry nearly canceled the entire project. When he first saw the claimed returns - only one down ye...
Porter & Company | Sponsoredtc pixel
Trump goes "all-in" on Grand Canyon energy breakthrough
A drilling crew near the Grand Canyon uncovered a clean energy well producing nearly eight times the output of...
Behind the Markets | Sponsoredtc pixel
A simple options setup that cuts through the noise
Ian Cooper says most options traders overcomplicate the process, juggling countless indicators, strategies, an...
TradeWins | Sponsoredtc pixel