Public record / Tickers / CNP

CNP — CENTERPOINT ENERGY INC

Both disclosure regimes on one name: who in Congress filed about CNP, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
13
all PTR rows naming CNP
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
03-27
filed 2025-03-27
13F holders
500
top-500 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Virginia Foxx · $50.0K–$100K

Sale · traded 2018-09-19 → filed 2018-10-05. Ranked over every CNP row by the provable lower bound, never a point estimate.

No member disclosed CNP in the trailing 12 months

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

Every row filed inside the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

1 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 1 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING CNP · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning CNP
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-03-27Robert P. Bresnahan, Jr. R–PA-8PurchaseTraded 02-25 +30d$1K–$15K
2023-04-17Daniel S. Goldman D–NY-10PurchaseTraded 03-06 +42d$15K–$50K
2023-02-24Daniel S. Goldman D–NY-10Sale · partial (partial sale)Traded 01-31 +24d$15K–$50K
2020-06-15Dean Phillips D–MN-3PurchaseTraded 05-13 +33d$1K–$15K
2020-05-07Dean Phillips D–MN-3SaleTraded 04-02 +35d$1K–$15K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 13 ↗

Members active in CNP

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14

No member disclosed CNP in the trailing 12 months.

Congress ↔ notable managers · CNP

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0
Sellers
0

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding
1 Gotham Asset Management $44.2M held
Trimming
0 $0 held

new + add vs trim + exit, by shares · $ = reported value now, not the change · CENTERPOINT ENERGY INC

Merged timeline of congressional filings and notable-manager moves on CNP
DateWhoChangeSize
2026-05-15Gotham Asset Management 13Fadd+219,351 sh

1 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

Top institutional holders of CNP for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1Capital Research Global Investors$3.1B1
2BlackRock, Inc.$2.5B1
3VANGUARD CAPITAL MANAGEMENT LLC$1.8B1
4STATE STREET CORP$1.6B1
5Capital International Investors$1.6B1
6VANGUARD PORTFOLIO MANAGEMENT LLC$1.5B1
7GEODE CAPITAL MANAGEMENT, LLC$736M1
8FMR LLC$580M1
9DEUTSCHE BANK AG\$530M1
10Boston Partners$521M1
11MORGAN STANLEY$410M1
12Invesco Ltd.$393M1
13JENNISON ASSOCIATES LLC$324M1
14BANK OF AMERICA CORP /DE/$303M1
15REAVES W H & CO INC$302M1
16Pictet Asset Management Holding SA$298M1
17CITADEL ADVISORS LLC$283M1
18FRANKLIN RESOURCES INC$277M1
19NORTHERN TRUST CORP$255M1
20Legal & General Group Plc$254M1
21AMERICAN CENTURY COMPANIES INC$245M1
22Capital World Investors$228M1
23MASSACHUSETTS FINANCIAL SERVICES CO /MA/$223M1
24Clearbridge Investments, LLC$211M1
25GQG Partners LLC$205M1
26CHARLES SCHWAB INVESTMENT MANAGEMENT INC$186M1
27BROOKFIELD Corp /ON/$184M1
28RAYMOND JAMES FINANCIAL INC$167M1
29DUFF & PHELPS INVESTMENT MANAGEMENT CO$167M1
30Bank of New York Mellon Corp$166M1
31BARROW HANLEY MEWHINNEY & STRAUSS LLC$159M1
32VANGUARD FIDUCIARY TRUST CO$159M1
33DIMENSIONAL FUND ADVISORS LP$142M1
34UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$136M1
35Merewether Investment Management, LP$127M1
36UBS Group AG$122M1
37Nuveen, LLC$112M1
38Squarepoint Ops LLC$101M1
39TWO SIGMA INVESTMENTS, LP$97.9M1
40Energy Income Partners, LLC$91.4M1
41Artemis Investment Management LLP$88.6M1
42Swiss National Bank$82.7M1
43UniSuper Management Pty Ltd$82.4M1
44Qube Research & Technologies Ltd$76.4M1
45FIRST TRUST ADVISORS LP$66.0M1
46Mitsubishi UFJ Asset Management Co., Ltd.$64.2M1
47Vanguard Global Advisers, LLC$61.4M1
48Sumitomo Mitsui Trust Group, Inc.$61.1M1
49Amundi$61.0M1
50VICTORY CAPITAL MANAGEMENT INC$58.6M1
51BARCLAYS PLC$57.5M1
52Point72 Asset Management, L.P.$57.1M1
53Aberdeen Group plc$55.1M1
54Freestone Grove Partners LP$54.7M1
55VANGUARD ASSET MANAGEMENT, Ltd$53.8M1
56KAYNE ANDERSON CAPITAL ADVISORS LP$53.7M1
57CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$51.5M1
58COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$49.9M1
59Aventail Capital Group, LP$47.1M1
60CITIGROUP INC$44.8M1
61Gotham Asset Management, LLC$44.2M1
62WORLDQUANT MILLENNIUM ADVISORS LLC$44.0M1
63HSBC HOLDINGS PLC$43.2M1
64National Pension Service$41.7M1
65BANK OF MONTREAL /CAN/$40.9M1
66PRINCIPAL FINANCIAL GROUP INC$39.9M1
67FEDERATED HERMES, INC.$38.8M1
68Stack Financial Management, Inc$31.0M1
69JANE STREET GROUP, LLC$30.0M1
70Capital International, Inc./CA/$29.9M1
71CI INVESTMENTS INC.$29.6M1
72Magellan Asset Management Ltd$29.5M1
73ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$29.2M1
74SCHRODER INVESTMENT MANAGEMENT GROUP$29.1M1
75Yaupon Capital Management LP$28.4M1
76ROYAL LONDON ASSET MANAGEMENT LTD$27.7M1
77Vanguard Investments Australia, Ltd.$27.2M1
78Maryland State Retirement & Pension System$26.8M1
79ENVESTNET ASSET MANAGEMENT INC$26.3M1
80ALLIANCEBERNSTEIN L.P.$26.1M1
81VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.8M1
82NORDEA INVESTMENT MANAGEMENT AB$25.3M1
83STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$25.0M1
84WELLS FARGO & COMPANY/MN$25.0M1
85MILLENNIUM MANAGEMENT LLC$23.6M1
86ADAGE CAPITAL PARTNERS GP, L.L.C.$23.2M1
87ROYAL BANK OF CANADA$23.2M1
88Ceredex Value Advisors LLC$23.1M1
89NEW YORK STATE COMMON RETIREMENT FUND$21.9M1
90ARIEL INVESTMENTS, LLC$20.6M1
91SEI INVESTMENTS CO$20.4M1
92JACOBS LEVY EQUITY MANAGEMENT, INC$19.7M1
93Zimmer Partners, LP$19.1M1
94Allspring Global Investments Holdings, LLC$19.1M1
95Asset Management One Co., Ltd.$18.9M1
96STATE OF WISCONSIN INVESTMENT BOARD$18.9M1
97MANUFACTURERS LIFE INSURANCE COMPANY, THE$18.7M1
98MACQUARIE GROUP LTD$17.6M1
99Universal- Beteiligungs- und Servicegesellschaft mbH$17.5M1
100Verition Fund Management LLC$17.1M1
101AQR CAPITAL MANAGEMENT LLC$16.3M1
102PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$16.2M1
103Dana Investment Advisors, Inc.$16.0M1
104BW Gestao de Investimentos Ltda.$16.0M1
105LPL Financial LLC$15.8M1
106Alyeska Investment Group, L.P.$15.8M1
107Federation des caisses Desjardins du Quebec$15.4M1
108VOYA INVESTMENT MANAGEMENT LLC$15.3M1
109SHELTON CAPITAL MANAGEMENT$14.8M1
110HENNESSY ADVISORS INC$14.4M1
111MILFORD FUNDS LTD$14.2M1
112BAILLIE GIFFORD & CO$14.2M1
113Tredje AP-fonden$14.2M1
114APG Asset Management N.V.$14.1M1
115Chevy Chase Trust Holdings, LLC$14.1M1
116TD ASSET MANAGEMENT INC$14.1M1
117PRUDENTIAL FINANCIAL INC$13.6M1
118AMERIPRISE FINANCIAL INC$13.5M1
119Mitsubishi UFJ Trust & Banking Corp$12.9M1
120Zurcher Kantonalbank (Zurich Cantonalbank)$12.8M1
121Korea Investment CORP$12.3M1
122Ensign Peak Advisors, Inc$11.9M1
123SUSQUEHANNA INTERNATIONAL GROUP, LLP$11.5M1
124Quantinno Capital Management LP$11.5M1
125Illinois Municipal Retirement Fund$10.9M1
126Capital Group Private Client Services, Inc.$10.7M1
127NISSAY ASSET MANAGEMENT CORP /JAPAN$10.6M1
128SummitTX Capital, L.P.$10.5M1
129MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$10.0M1
130Leeward Investments, LLC - MA$9.8M1
131NOMURA ASSET MANAGEMENT CO LTD$9.7M1
132TORONTO DOMINION BANK$9.6M1
133Cerity Partners LLC$9.3M1
134Schonfeld Strategic Advisors LLC$9.2M1
135State of New Jersey Common Pension Fund D$8.8M1
136Resona Asset Management Co.,Ltd.$8.6M1
137DnB Asset Management AS$8.5M1
138IFM Investors Pty Ltd$8.4M1
139Wealthfront Advisers LLC$8.4M1
140PUBLIC SECTOR PENSION INVESTMENT BOARD$8.0M1
141Czech National Bank$7.7M1
142Arizona State Retirement System$7.7M1
143NATIONAL BANK OF CANADA /FI/$7.5M1
144MIZUHO MARKETS AMERICAS LLC$7.5M1
145STATE OF MICHIGAN RETIREMENT SYSTEM$7.4M1
146NISA INVESTMENT ADVISORS, LLC$7.3M1
147CIBC Bancorp USA Inc.$7.3M1
148Edgemoor Investment Advisors, Inc.$7.3M1
149Taikang Asset Management (Hong Kong) Co Ltd$7.2M1
150Atom Investors LP$7.1M1
151Cetera Investment Advisers$6.9M1
152Man Group plc$6.8M1
153CIBC Asset Management Inc$6.8M1
154ProShare Advisors LLC$6.7M1
155INTECH INVESTMENT MANAGEMENT LLC$6.6M1
156MetLife Investment Management, LLC$6.6M1
157STIFEL FINANCIAL CORP$6.4M1
158Retirement Systems of Alabama$6.0M1
159FIFTH THIRD BANCORP$5.8M1
160HighTower Advisors, LLC$5.7M1
161Mirae Asset Global Investments Co., Ltd.$5.5M1
162Woodline Partners LP$5.5M1
163XPONANCE LLC$5.4M1
164Capital International Sarl$5.3M1
165Daiwa Securities Group Inc.$5.3M1
166Greenland Capital Management LP$5.2M1
167Creative Planning$5.1M1
168Sagefield Capital LP$5.0M1
169Harrison Street Private Wealth LLC$4.9M1
170BNP Paribas Asset Management Holding S.A.$4.8M1
171Janus Henderson Group Ltd.$4.7M1
172GLENMEDE TRUST CO NA$4.6M1
173Utah Retirement Systems$4.6M1
174USS Investment Management Ltd$4.6M1
175Inspire Investing, LLC$4.6M1
176Andra AP-fonden$4.5M1
177WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$4.5M1
178BANK OF NOVA SCOTIA$4.4M1
179NEOS Investment Management LLC$4.4M1
180Swiss Life Asset Management Ltd$4.3M1
181FULLER & THALER ASSET MANAGEMENT, INC.$4.3M1
182Rakuten Investment Management, Inc.$4.2M1
183YOUSIF CAPITAL MANAGEMENT, LLC$4.1M1
184NEW YORK LIFE INVESTMENT MANAGEMENT LLC$3.9M1
185BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$3.9M1
186Sumitomo Mitsui DS Asset Management Company, Ltd$3.9M1
187COMMONWEALTH EQUITY SERVICES, LLC$3.9M1
188MACKENZIE FINANCIAL CORP$3.9M1
189Blackstone Inc.$3.8M1
190Oak Thistle LLC$3.8M1
191Eurizon Capital SGR S.p.A.$3.7M1
192AGF MANAGEMENT LTD$3.7M1
193Pathstone Holdings, LLC$3.6M1
194Northside Capital Management, LLC$3.5M1
195Susquehanna Portfolio Strategies, LLC$3.5M1
196LINCOLN CAPITAL CORP$3.4M1
197GUGGENHEIM CAPITAL LLC$3.4M1
198TRUIST FINANCIAL CORP$3.3M1
199OREGON PUBLIC EMPLOYEES RETIREMENT FUND$3.2M1
200OSAIC HOLDINGS, INC.$3.1M1
201US BANCORP \DE\$3.1M1
202COMMERCE BANK$3.1M1
203Advisors Asset Management, Inc.$3.0M1
204Forum Financial Management, LP$3.0M1
205PEAK FINANCIAL ADVISORS LLC$3.0M1
206MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$3.0M1
207Vanguard Personalized Indexing Management, LLC$2.7M1
208Y-Intercept (Hong Kong) Ltd$2.7M1
209Kestra Advisory Services, LLC$2.7M1
210FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$2.7M1
211Corient Private Wealth LLC$2.6M1
212Marks Group Wealth Management, Inc$2.6M1
213O'SHAUGHNESSY ASSET MANAGEMENT, LLC$2.5M1
214&PARTNERS$2.5M1
215Swedbank AB$2.4M1
216Rafferty Asset Management, LLC$2.3M1
217Moors & Cabot, Inc.$2.3M1
218Dynasty Wealth Management, LLC$2.2M1
219BTG Pactual Asset Management US LLC$2.2M1
220Palisade Asset Management, LLC$2.2M1
221D L CARLSON INVESTMENT GROUP INC$2.1M1
222PARADIGM ASSET MANAGEMENT CO LLC$2.1M1
223NFSG Corp$2.1M1
224AXQ CAPITAL, LP$2.0M1
225AMERICAN NATIONAL BANK & TRUST$2.0M1
226Investment Management Corp of Ontario$2.0M1
227Gradient Investments LLC$2.0M1
228Polymer Capital Management (US) LLC$1.9M1
229Norinchukin Bank, The$1.9M1
230Ethos Capital Management, Inc.$1.8M1
231Resolution Capital Ltd$1.8M1
232MERCER GLOBAL ADVISORS INC /ADV$1.8M1
233HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$1.8M1
234MIZUHO SECURITIES USA LLC$1.7M1
235HARTFORD INVESTMENT MANAGEMENT CO$1.6M1
236FIDUCIARY FAMILY OFFICE, LLC$1.6M1
237ABN AMRO INVESTMENT SOLUTIONS$1.6M1
238LOUISBOURG INVESTMENTS INC.$1.6M1
239Private Advisor Group, LLC$1.6M1
240IPG Investment Advisors LLC$1.5M1
241ELEVATION POINT WEALTH PARTNERS, LLC$1.5M1
242AE Wealth Management LLC$1.5M1
243BANQUE PICTET & CIE SA$1.5M1
244BOOTHBAY FUND MANAGEMENT, LLC$1.5M1
245EntryPoint Capital, LLC$1.5M1
246Merit Financial Group, LLC$1.5M1
247Empowered Funds, LLC$1.5M1
248Callan Family Office, LLC$1.4M1
249JSF Financial, LLC$1.4M1
250MONETA GROUP INVESTMENT ADVISORS LLC$1.4M1
251BLB&B Advisors, LLC$1.4M1
252NewEdge Advisors, LLC$1.4M1
253Summit Trail Advisors, LLC$1.4M1
254XTX Topco Ltd$1.4M1
255M&T BANK CORP$1.4M1
256ALPS ADVISORS INC$1.3M1
257Sanctuary Advisors, LLC$1.3M1
258DRW Securities, LLC$1.3M1
259HB Wealth Management, LLC$1.3M1
260OMERS ADMINISTRATION Corp$1.3M1
261BankPlus Trust Department$1.3M1
262Dai-ichi Life Insurance Company, Ltd$1.3M1
263Richard Bernstein Advisors LLC$1.2M1
264B. Metzler seel. Sohn & Co. AG$1.2M1
265WBI INVESTMENTS, LLC$1.2M1
266Vident Advisory, LLC$1.2M1
267Voleon Capital Management LP$1.2M1
268MUFG Securities EMEA plc$1.2M1
269Walleye Capital LLC$1.1M1
270EXCHANGE TRADED CONCEPTS, LLC$1.1M1
271GREENLEAF TRUST$1.1M1
272DANSKE BANK A/S$1.1M1
273KEYBANK NATIONAL ASSOCIATION/OH$1.1M1
274CREDIT AGRICOLE S A$1.1M1
275TI-TRUST, INC$1.1M1
276CWM, LLC$1.1M1
277Concurrent Investment Advisors, LLC$1.0M1
278Assenagon Asset Management S.A.$1.0M1
279Saudi Central Bank$1.0M1
280Tidal Investments LLC$1.0M1
281Vontobel Holding Ltd.$1.0M1
282Gallo Partners, LP$1.0M1
283TOKIO MARINE ASSET MANAGEMENT CO LTD$1.0M1
284Crossmark Global Holdings, Inc.$1.0M1
285Sterling Capital Management LLC$1.0M1
286MOODY NATIONAL BANK TRUST DIVISION$991K1
287Linscomb Wealth, Inc.$988K1
288PROFUND ADVISORS LLC$961K1
289New Age Alpha Advisors, LLC$950K1
290Sequoia Financial Advisors, LLC$939K1
291Aspire Private Capital, LLC$933K1
292Banque Cantonale Vaudoise$906K1
293NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$902K1
294Engineers Gate Manager LP$883K1
295Bleakley Financial Group, LLC$873K1
296BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$868K1
297Inspire Advisors, LLC$863K1
298Atria Investments, Inc$844K1
299Steward Partners Investment Advisory, LLC$841K1
300THREADGILL FINANCIAL, LLC$827K1
301NAPLES GLOBAL ADVISORS, LLC$826K1
302J.W. COLE ADVISORS, INC.$813K1
303North Dakota State Investment Board$813K1
304Empirical Finance, LLC$808K1
305Metis Global Partners, LLC$798K1
306Stratos Investment Management, LLC$789K1
307UNITED CAPITAL FINANCIAL ADVISORS, LLC$783K1
308MUFG SECURITIES AMERICAS INC.$780K1
309SECURIAN ASSET MANAGEMENT, INC$762K1
310Tower Research Capital LLC (TRC)$749K1
311Hennion & Walsh Asset Management, Inc.$731K1
312BOURNE LENT ASSET MANAGEMENT INC$724K1
313NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$722K1
314Banque Transatlantique SA$710K1
315Brooklyn Investment Group$705K1
316LSP Investment Advisors, LLC$701K1
317Vestmark Advisory Solutions, Inc.$697K1
318ONTARIO TEACHERS PENSION PLAN BOARD$694K1
319INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$669K1
320Arcus Capital Partners, LLC$667K1
321TECTONIC ADVISORS LLC$651K1
322Orion Porfolio Solutions, LLC$625K1
323MATHER GROUP, LLC.$620K1
324NOMURA HOLDINGS INC$609K1
325MML INVESTORS SERVICES, LLC$591K1
326VAUGHAN & Co SECURITIES, INC.$589K1
327Vise Technologies, Inc.$587K1
328WETZEL INVESTMENT ADVISORS, INC.$577K1
329TEMA ETFS LLC$570K1
330MAI Capital Management$551K1
331Laird Norton Wetherby Trust Company, LLC$550K1
332GTS SECURITIES LLC$540K1
333Quantum Portfolio Management LLC$539K1
334Beacon Pointe Advisors, LLC$536K1
335Carnegie Investment Counsel$533K1
336ADVOCATE GROUP LLC$522K1
337ASHTON THOMAS SECURITIES, LLC$505K1
338Rockefeller Capital Management L.P.$504K1
339FULTON BANK, N.A.$502K1
340Pitcairn Wealth Advisors LLC$498K1
341QRG CAPITAL MANAGEMENT, INC.$495K1
342ARKANSAS FINANCIAL GROUP, INC.$494K1
343Savant Capital, LLC$491K1
344nVerses Capital, LLC$483K1
345Finer Wealth Management, Inc.$477K1
346Allworth Financial LP$476K1
347QUADRANT CAPITAL GROUP LLC$475K1
348HUNTINGTON NATIONAL BANK$470K1
349REGIONS FINANCIAL CORP$469K1
350Osmosis Investment Management UK Ltd$465K1
351AVIVA PLC$464K1
352Checchi Capital Advisers, LLC$463K1
353SEARLE & CO.$446K1
354HORIZON KINETICS ASSET MANAGEMENT LLC$437K1
355PARTNERS CAPITAL INVESTMENT GROUP, LLP$436K1
356Souders Financial Advisors$436K1
357TMB Capital Partners, LLC$430K1
358Intrua Financial, LLC$423K1
359Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$421K1
360BALYASNY ASSET MANAGEMENT L.P.$421K1
361TEACHER RETIREMENT SYSTEM OF TEXAS$421K1
362111 Capital$419K1
363BENJAMIN EDWARDS INC$410K1
364GATEWAY INVESTMENT ADVISERS LLC$409K1
365Sowell Financial Services LLC$406K1
366Laidlaw Wealth Management LLC$399K1
367ASSOCIATED BANC-CORP$399K1
368Waverly Advisors, LLC$398K1
369CHOREO, LLC$392K1
370Excelsior Advisor Network LLC$389K1
371KESTRA PRIVATE WEALTH SERVICES, LLC$385K1
372Haverford Trust Co$385K1
373Essex Financial Services, Inc.$384K1
374Baird Financial Group, Inc.$377K1
375LEVEL FOUR ADVISORY SERVICES, LLC$377K1
376JOURNEY STRATEGIC WEALTH LLC$375K1
377JOHNSON INVESTMENT COUNSEL INC$374K1
378Argyle Capital Management, LLC$371K1
379FORA Capital, LLC$366K1
380Crews Bank & Trust$366K1
381Centiva Capital, LP$365K1
382World Investment Advisors$360K1
383EVERETT HARRIS & CO /CA/$359K1
384WealthTrust Axiom LLC$356K1
385Roehl & Yi Investment Advisors, LLC$356K1
386Teza Capital Management LLC$349K1
387Aptus Capital Advisors, LLC$345K1
388OneDigital Investment Advisors LLC$344K1
389Frec Markets, Inc.$344K1
390WESPAC Advisors, LLC$343K1
391Kingdom Financial Group LLC.$342K1
392Athena Investment Management$341K1
393DAVENPORT & Co LLC$336K1
394Meeder Advisory Services, Inc.$336K1
395Outlook Wealth Advisors, LLC$326K1
396DELTA FINANCIAL ADVISORS LLC$320K1
397CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC$319K1
398BIRCH FINANCIAL GROUP, LLC$316K1
399Calamos Advisors LLC$316K1
400Calamos Wealth Management LLC$316K1
401FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$312K1
402Accredited Investors Inc.$312K1
403iSAM Funds (UK) Ltd$309K1
404COLDSTREAM CAPITAL MANAGEMENT INC$306K1
405RENAISSANCE GROUP LLC$305K1
406HITE Hedge Asset Management LLC$304K1
407Ethic Inc.$300K1
408ASSETMARK, INC$300K1
409Apollon Wealth Management, LLC$299K1
410Lido Advisors, LLC$295K1
411Advisory Alpha, LLC$295K1
412PANAGORA ASSET MANAGEMENT INC$293K1
413BANK OF NOVA SCOTIA TRUST CO$293K1
414SAGESPRING WEALTH PARTNERS, LLC$293K1
415Index Technologies Group LLC$291K1
416Clarus Group, Inc.$288K1
417MGO ONE SEVEN LLC$282K1
418Ethos Financial Group, LLC$272K1
419Signet Private Wealth LLC$272K1
420Cresset Asset Management, LLC$272K1
421Ameritas Investment Partners, Inc.$270K1
422Raleigh Capital Management Inc.$266K1
423MTM Investment Management, LLC$266K1
424OP Asset Management Ltd$265K1
425BankPlus Wealth Management LLC$265K1
426Richard W. Paul & Associates, LLC$264K1
427Avestar Capital, LLC$264K1
428Edgestream Partners, L.P.$261K1
429KING LUTHER CAPITAL MANAGEMENT CORP$253K1
430Wedmont Private Capital$251K1
431Clare Market Investments LLC$250K1
432PATTON FUND MANAGEMENT, INC.$249K1
433VestGen Advisors, LLC$248K1
434HBK Sorce Advisory LLC$247K1
435Brookstone Capital Management$246K1
436Aaron Wealth Advisors LLC$244K1
437Wealthcare Capital Partners, LLC$244K1
438OSLO PENSJONSFORSIKRING AS$244K1
439EVOLVE PRIVATE WEALTH, LLC$243K1
440Texas Yale Capital Corp.$242K1
441Cornerstone Wealth Management, LLC$241K1
442CITIZENS FINANCIAL GROUP INC/RI$235K1
443AssuredPartners Investment Advisors, LLC$234K1
444State of Wyoming$234K1
445D. E. Shaw & Co., Inc.$229K1
446NewEdge Wealth, LLC$228K1
447Phillips Wealth Planners LLC$226K1
448Fifth Third Wealth Advisors LLC$225K1
449U.S. Capital Wealth Advisors, LLC$225K1
450Chicago Partners Investment Group LLC$225K1
451SIGNATUREFD, LLC$224K1
452MQS Management LLC$222K1
453Virtue Capital Management, LLC$218K1
454RFG Advisory, LLC$217K1
455Independent Advisor Alliance$216K1
456PRELUDE CAPITAL MANAGEMENT, LLC$216K1
457Belleair Asset Management, LLC$216K1
458Plan A Wealth LLC$216K1
459Equitable Holdings, Inc.$216K1
460CIDEL ASSET MANAGEMENT INC$215K1
461CUTLER INVESTMENT COUNSEL LLC$214K1
462One Wealth Advisors, LLC$212K1
463EVERMAY WEALTH MANAGEMENT LLC$212K1
464SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$212K1
465Apella Capital, LLC$211K1
466Parkside Financial Bank & Trust$210K1
467FOURPATH CAPITAL MANAGEMENT, LLC$209K1
468Focus Financial Network, Inc.$209K1
469BIP Wealth, LLC$208K1
470WEALTHSPAN PARTNERS, LLC$208K1
471Davis Investment Partners, LLC$205K1
472Ballentine Partners, LLC$205K1
473Klingman & Associates, LLC$203K1
474BLAIR WILLIAM & CO/IL$202K1
475D.A. DAVIDSON & CO.$202K1
476NICOLET BANKSHARES INC$201K1
477Larson Financial Group LLC$198K1
478UMB Bank, n.a.$194K1
479Wilmington Savings Fund Society, FSB$191K1
480FIL Ltd$189K1
481Smartleaf Asset Management LLC$175K1
482Siemens Fonds Invest GmbH$172K1
483Opal Wealth Advisors, LLC$156K1
484CHILTON CAPITAL MANAGEMENT LLC$154K1
485Pinnacle Wealth Planning Services, Inc.$147K1
486COHEN & STEERS, INC.$140K1
487Avanza Fonder AB$135K1
488Quarry LP$133K1
489PRIVATE TRUST CO NA$131K1
490JNBA Financial Advisors$126K1
491POM Investment Strategies, LLC$123K1
492Salomon & Ludwin, LLC$97.3K1
493Silvant Capital Management LLC$92.5K1
494Burk Holdings LLC$90.2K1
495USA FINANCIAL FORMULAS$88.5K1
496Hartford Financial Management Inc.$86.3K1
497Medallion Wealth Advisors, LLC$84.7K1
498Elequin Capital, LP$78.2K1
499CYBER HORNET ETFs LLC$77.6K1
500Cromwell Holdings LLC$76.0K1
Truncated by Public Filings. The published aggregate ranks the top 500 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)no rows
Congress net ($ bound)$0
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on CNP

RETAINED WINDOW · ACTIVE HITS

Zero hits on CNP in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for CNP · financials and macro

Financials — as filed PLANNED

CNP's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: CNP on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing