Two Sigma Investments
CPTL

Two Sigma Investments’s Global X Funds Global X Morningstar Capital Allocation Leaders ETF CPTL Stock Holding History

Two Sigma Investments’s Portfolio CPTL Stock Details CPTL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-17,500
Closed -$760K – 4771
2025
Q4 		$760K Buy
17,500
+10,500
+150% +$460K ﹤0.01% 3094
2025
Q3 		$302K Buy
+7,000
New +$293K ﹤0.01% 3208

Other funds holding CPTL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
NF
Napier Financial Braintree, Massachusetts $480M AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Two Sigma Investments's CPTL Position: Q1 2026 in Review

Two Sigma Investments sold out of Global X Funds Global X Morningstar Capital Allocation Leaders ETF (CPTL) in Q1 2026, closing a stake of 17,500 shares — an estimated $760K sold.

Two Sigma Investments first reported a position in CPTL in Q3 2025 and held it in 2 quarters. The position peaked at $760K in Q4 2025. 42 funds tracked by Wall St. Rank hold CPTL as of Q1 2026.

  • Two Sigma Investments reported no remaining Global X Funds Global X Morningstar Capital Allocation Leaders ETF position as of Q1 2026 after selling out during the quarter.
  • Two Sigma Investments sold 17,500 Global X Funds Global X Morningstar Capital Allocation Leaders ETF shares in Q1 2026, an estimated $760K.
  • Two Sigma Investments first reported a position in Global X Funds Global X Morningstar Capital Allocation Leaders ETF in Q3 2025 and held it in 2 quarters.
  • Two Sigma Investments's Global X Funds Global X Morningstar Capital Allocation Leaders ETF position peaked at $760K in Q4 2025.
  • 42 funds tracked by Wall St. Rank held Global X Funds Global X Morningstar Capital Allocation Leaders ETF as of Q1 2026.

Based on Two Sigma Investments's 13F filing for Q1 2026, filed 15 May 2026.