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

Global X Morningstar Capital Allocation Leaders ETF logo
$48.99 -0.13 (-0.26%)
As of 08/28/2026 09:30 AM Eastern
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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)
$529.74M
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CPTL Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/19/2026 Bank of America Corp DE20,576$855K0.0%+1.7%0.810%
5/18/2026 Royal Bank of Canada67,776$2.82M0.0%-32.1%2.668%
5/5/2026 Wealthfront Advisers LLC28,058$1.17M0.0%+3.7%1.105%
4/28/2026 Ascentis Independent Advisors1,684$70K0.0%N/A0.066%
4/27/2026 Syntegra Private Wealth Group LLC10,976$456K0.0%+14.8%0.432%
2/18/2026 Mercer Global Advisors Inc. ADV7,276$316K0.0%+13.8%0.268%
2/17/2026 Osaic Holdings Inc.29,632$1.29M0.0%-1.1%1.089%
2/17/2026 Royal Bank of Canada99,820$4.33M0.0%+153.5%3.670%
2/13/2026 Stifel Financial Corp19,205$834K0.0%+2.7%0.706%
2/11/2026 LPL Financial LLC84,194$3.66M0.0%-1.9%3.095%
2/11/2026 Daiwa Securities Group Inc.5,791$251K0.0%-99.9%0.213%
2/10/2026 Syntegra Private Wealth Group LLC9,558$415K0.0%-12.6%0.351%
2/10/2026 Goldman Sachs Group Inc.14,257$619K0.0%+199.8%0.524%
2/5/2026 Northwestern Mutual Wealth Management Co.115,189$5.00M0.0%+10,467.8%4.235%
1/30/2026 Wealthfront Advisers LLC27,059$1.18M0.0%+6.9%1.053%
1/28/2026 APS Management Group Inc.12,506$543K0.5%+3.1%0.487%
1/27/2026 Seeds Investor LLC10,942$475K0.1%+7.7%0.426%
1/26/2026 Merit Financial Group LLC9,873$429K0.0%-8.8%0.384%
1/23/2026 HBW Advisory Services LLC3,137$136K0.0%-42.6%0.122%
1/1/2026 JPMorgan Chase & Co.3,596$155K0.0%N/A0.087%
11/17/2025 Susquehanna International Group LLP4,749$205K0.0%-65.4%0.114%
11/17/2025 Mercer Global Advisors Inc. ADV6,391$276K0.0%N/A0.154%
11/14/2025 Daiwa Securities Group Inc.9,075,791$391.58M1.3%-25.5%218.694%
11/14/2025 Two Sigma Investments LP7,000$302K0.0%N/A0.169%
11/12/2025 Perennial Investment Advisors LLC27,027$1.17M0.1%-4.5%0.651%
11/12/2025 Kingsview Wealth Management LLC32,082$1.38M0.0%+4.0%0.773%
11/7/2025 JPMorgan Chase & Co.3,596$155K0.0%N/A0.087%
11/6/2025 Wealthfront Advisers LLC25,314$1.09M0.0%+25.6%0.610%
11/6/2025 Western Wealth Management LLC10,321$445K0.0%-4.3%0.265%
10/30/2025 Elevation Capital Advisory LLC192,285$8.30M3.3%N/A3.321%
10/22/2025 APS Management Group Inc.12,135$524K0.4%N/A0.127%
10/20/2025 Merit Financial Group LLC10,826$467K0.0%-14.1%0.261%
10/16/2025 HBW Advisory Services LLC5,468$236K0.0%+9.3%0.049%
10/16/2025 Syntegra Private Wealth Group LLC10,936$472K0.0%+10.2%0.098%
9/4/2025 Osaic Holdings Inc.8,180$330K0.0%-31.2%0.049%
8/15/2025 Bank of America Corp DE17,316$699K0.0%-3.4%0.105%
8/14/2025 Raymond James Financial Inc.634$26K0.0%N/A0.004%
8/14/2025 Daiwa Securities Group Inc.12,175,791$491.66M1.8%+4.3%73.659%
8/11/2025 Perennial Investment Advisors LLC28,313$1.14M0.1%-12.0%0.171%
8/8/2025 Kingsview Wealth Management LLC30,845$1.25M0.0%-2.0%0.187%
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7/31/2025 Wealthfront Advisers LLC20,151$814K0.0%+11.3%0.126%
7/30/2025 Freedom Investment Management Inc.25,900$1.05M0.1%-9.6%0.162%
7/30/2025 Syntegra Private Wealth Group LLC9,925$401K0.0%-16.1%0.062%
7/18/2025 MJT & Associates Financial Advisory Group Inc.2,458$99K0.1%-19.9%0.015%
7/16/2025 MJT & Associates Financial Advisory Group Inc.2,458$99K0.1%-19.9%0.015%
7/11/2025 Farther Finance Advisors LLC1,539$62K0.0%+35.1%0.010%
7/2/2025 HBW 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%
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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), Osaic Holdings Inc. ($4.04K), Merit Financial Group LLC ($2.73K), HBW Advisory Services LLC ($2.33K), and LPL Financial LLC ($1.62K).

Institutional investors have sold a total of 12,224,839 shares in the last 24 months. This volume of shares sold represents approximately $529.74M 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.
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