Public record / Tickers / CP

CP — CANADIAN PACIFIC KANSAS CITY LTD/CN

Both disclosure regimes on one name: who in Congress filed about CP, 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
19
all PTR rows naming CP
Members · 12m
1
4 buys · 0 sells · by trade date
Latest PTR
02-13
filed 2026-02-13
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

Gilbert Ray Cisneros, Jr. · $15.0K–$50.0K

Purchase · traded 2025-11-12 → filed 2025-12-15. Ranked over every CP row by the provable lower bound, never a point estimate.

1 member · 4 buys / 0 sells

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

9 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. 9 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING CP · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning CP
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-02-13Gilbert Ray Cisneros, Jr. D–CA-31PurchaseTraded 01-20 +24d$1K–$15K
2026-01-12Gilbert Ray Cisneros, Jr. D–CA-31PurchaseTraded 2025-12-10 +33d$1K–$15K
2025-12-15Gilbert Ray Cisneros, Jr. D–CA-31PurchaseTraded 11-17 +28d$1K–$15K
2025-12-15Gilbert Ray Cisneros, Jr. D–CA-31PurchaseTraded 11-12 +33d$15K–$50K
2025-09-18Thomas H. Kean, Jr. R–NJ-7PurchaseTraded 08-22 +27d$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 19 ↗

Members active in CP

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing CP in the trailing 12 months
MemberRowsNetNet disclosed flow for this ticker: purchases minus sales, computed as a net range on the disclosed amounts. A lower bound is provable, never a point.CommitteesNumber of committees the member sat on as of their latest trade date in the window, from the cc0-legislators roster snapshot. Context, never an allegation; jurisdiction overlap needs the sector join.
Gilbert Ray Cisneros, Jr. D–CA-314$18.0K to $95.0K2

1 members in the window · counts of disclosures, not dollars.

Congress ↔ notable managers · CP

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

new + add vs trim + exit, by shares · $ = reported value now, not the change · CANADIAN PACIFIC KANSAS CITY

Merged timeline of congressional filings and notable-manager moves on CP
DateWhoChangeSize
2026-05-15Gotham Asset Management 13Fnew+20,199 sh
2026-05-15TCI Fund Management 13Ftrim−1,132,500 sh
2026-05-15Bridgewater Associates 13Fexit−294,565 sh
2026-05-01Markel Group 13Fadd+9,000 sh

4 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

full holders view ↗
Top institutional holders of CP for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1ROYAL BANK OF CANADA$4.2B1
2TCI Fund Management Ltd$3.7B1
3VANGUARD CAPITAL MANAGEMENT LLC$1.9B1
4Invesco Ltd.$1.8B1
5FIL Ltd$1.7B1
6FMR LLC$1.6B1
7BANK OF MONTREAL /CAN/$1.5B1
8TD ASSET MANAGEMENT INC$1.5B1
9WCM INVESTMENT MANAGEMENT, LLC$1.2B1
10MACKENZIE FINANCIAL CORP$1.2B1
111832 Asset Management L.P.$1.1B1
12GEODE CAPITAL MANAGEMENT, LLC$701M1
13CAUSEWAY CAPITAL MANAGEMENT LLC$690M1
14MANUFACTURERS LIFE INSURANCE COMPANY, THE$637M1
15VANGUARD FIDUCIARY TRUST CO$625M1
16CIBC WORLD MARKET INC.$613M1
17Legal & General Group Plc$561M1
18Connor, Clark & Lunn Investment Management Ltd.$557M1
19NATIONAL BANK OF CANADA /FI/$555M1
20Veritas Asset Management LLP$539M1
21Janus Henderson Group Ltd.$531M1
22CIBC Asset Management Inc$522M1
23TD Waterhouse Canada Inc.$478M1
24DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$473M1
25Fiera Capital Corp$464M1
26MASSACHUSETTS FINANCIAL SERVICES CO /MA/$460M1
27CANADA PENSION PLAN INVESTMENT BOARD$432M1
28Rothschild & Co Wealth Management UK Ltd$414M1
29Allspring Global Investments Holdings, LLC$413M1
30Select Equity Group, L.P.$389M1
31MORGAN STANLEY$388M1
32FRANKLIN RESOURCES INC$369M1
33CANTILLON CAPITAL MANAGEMENT LLC$342M1
34BARCLAYS PLC$329M1
35Federation des caisses Desjardins du Quebec$297M1
36SCOTIA CAPITAL INC.$288M1
37Vanguard Global Advisers, LLC$285M1
38Swiss National Bank$237M1
39BANK OF AMERICA CORP /DE/$230M1
40Clearbridge Investments, LLC$225M1
41TORONTO DOMINION BANK$214M1
42PICTON MAHONEY ASSET MANAGEMENT$195M1
43NORTHERN TRUST CORP$190M1
44Findlay Park Partners LLP$182M1
45CHARLES SCHWAB INVESTMENT MANAGEMENT INC$181M1
46BANK OF NOVA SCOTIA$176M1
47CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$165M1
48DIMENSIONAL FUND ADVISORS LP$160M1
49THORNBURG INVESTMENT MANAGEMENT INC$160M1
50ALKEON CAPITAL MANAGEMENT LLC$158M1
51AGF MANAGEMENT LTD$156M1
52Mirova US LLC$153M1
53UBS Group AG$149M1
54BRISTOL JOHN W & CO INC /NY/$144M1
55Cardinal Capital Management, Inc.$131M1
56Amundi$128M1
57DEUTSCHE BANK AG\$122M1
58WELLS FARGO & COMPANY/MN$120M1
59UniSuper Management Pty Ltd$114M1
60VANGUARD ASSET MANAGEMENT, Ltd$114M1
61AMERICAN CENTURY COMPANIES INC$113M1
62Quilter Plc$109M1
63Consulta Ltd$106M1
64Baird Financial Group, Inc.$105M1
65SEI INVESTMENTS CO$102M1
66GUARDIAN CAPITAL LP$95.9M1
67Nuveen, LLC$94.9M1
68Alberta Investment Management Corp$91.8M1
69BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$89.6M1
70BCV Asset Management Inc.$88.0M1
71Aviso Financial Inc.$87.0M1
72ENVESTNET ASSET MANAGEMENT INC$82.9M1
73Maren Capital LLC$82.4M1
74Holocene Advisors, LP$76.8M1
75Addenda Capital Inc.$76.8M1
76AQR CAPITAL MANAGEMENT LLC$75.7M1
77RAYMOND JAMES FINANCIAL INC$69.0M1
78Vanguard Investments Australia, Ltd.$68.7M1
79Bank of New York Mellon Corp$65.7M1
80Focus Partners Wealth$61.2M1
81HighTower Advisors, LLC$57.9M1
82CI INVESTMENTS INC.$57.9M1
83Value Partners Investments Inc.$56.8M1
84BlackRock, Inc.$54.6M1
85LOCUST WOOD CAPITAL ADVISERS, LLC$51.2M1
86Allianz Asset Management GmbH$51.2M1
87London & Capital Asset Management Ltd$49.6M1
88Life Cycle Investment Partners Ltd$47.8M1
89DUFF & PHELPS INVESTMENT MANAGEMENT CO$46.5M1
90Port Capital LLC$44.2M1
91ALLIANCEBERNSTEIN L.P.$41.4M1
92PUBLIC SECTOR PENSION INVESTMENT BOARD$41.2M1
93Korea Investment CORP$40.1M1
94ROYAL LONDON ASSET MANAGEMENT LTD$38.7M1
95Northwest & Ethical Investments L.P.$37.4M1
96CITADEL ADVISORS LLC$36.0M1
97SUSQUEHANNA INTERNATIONAL GROUP, LLP$35.2M1
98WGI DM, LLC$34.9M1
99STATE STREET CORP$34.8M1
100Scheer, Rowlett & Associates Investment Management Ltd.$33.4M1
101Aberdeen Group plc$32.6M1
102APG Asset Management N.V.$31.7M1
103CIDEL ASSET MANAGEMENT INC$31.2M1
104Zurcher Kantonalbank (Zurich Cantonalbank)$29.9M1
105Ruffer LLP$29.5M1
106LAZARD ASSET MANAGEMENT LLC$28.9M1
107Pictet Asset Management Holding SA$28.2M1
108Minneapolis Portfolio Management Group, LLC$26.8M1
109HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$26.7M1
110YCG, LLC$26.6M1
111Corient Private Wealth LLC$25.7M1
112PACIFIC HEIGHTS ASSET MANAGEMENT LLC$25.6M1
113OSTERWEIS CAPITAL MANAGEMENT INC$25.3M1
114BANK OF NOVA SCOTIA TRUST CO$23.5M1
115STATE OF WISCONSIN INVESTMENT BOARD$22.2M1
116Foster Victor Wealth Advisors, LLC$21.2M1
117BARTLETT & CO. WEALTH MANAGEMENT LLC$20.2M1
118OMERS ADMINISTRATION Corp$19.6M1
119LPL Financial LLC$19.5M1
120CRAMER ROSENTHAL MCGLYNN LLC$19.4M1
121Georgetown University$18.3M1
122PINNACLE ASSOCIATES LTD$17.7M1
123BNP Paribas Asset Management Holding S.A.$17.0M1
124Pathstone Holdings, LLC$17.0M1
125Varma Mutual Pension Insurance Co$16.4M1
126Lansforsakringar Fondforvaltning AB (publ)$16.3M1
127Creative Planning$15.4M1
128Freshford Capital Management, LLC$14.9M1
129CITIGROUP INC$14.7M1
130Capital Wealth Planning, LLC$14.6M1
131CHANNING GLOBAL ADVISORS, LLC$14.6M1
132GROUPAMA ASSET MANAGMENT$14.6M1
133Eurizon Capital SGR S.p.A.$14.6M1
134Midwest Trust Co$14.5M1
135OPPENHEIMER ASSET MANAGEMENT INC.$14.0M1
136Skye Global Management LP$13.9M1
137NorthCrest Asset Manangement, LLC$13.5M1
138KIRR MARBACH & CO LLC /IN/$13.5M1
139OneDigital Investment Advisors LLC$13.3M1
140USS Investment Management Ltd$13.1M1
141Dilation Capital Management LP$12.6M1
142STIFEL FINANCIAL CORP$12.5M1
143Banque Transatlantique SA$12.3M1
144Walleye Capital LLC$12.3M1
145OPPENHEIMER & CO INC$11.9M1
146Woodbridge CO LTD$11.0M1
147Quantinno Capital Management LP$11.0M1
148SEB Asset Management AB$10.9M1
149Hillsdale Investment Management Inc.$10.9M1
150Coleford Investment Management Ltd.$10.6M1
151AMERIPRISE FINANCIAL INC$10.5M1
152Cannell & Spears LLC$10.4M1
153Ravenstone Capital Management Inc.$10.1M1
154Investment Management Corp of Ontario$10.1M1
155FIRST FOUNDATION ADVISORS$10.0M1
156Sone Capital Management, LLC$10.0M1
157Andra AP-fonden$9.6M1
158Mariner, LLC$9.6M1
159Prospera Financial Services Inc$9.3M1
160Heathbridge Capital Management Ltd.$9.2M1
161Qube Research & Technologies Ltd$9.1M1
162Y-Intercept (Hong Kong) Ltd$9.1M1
163Walter Public Investments Inc.$8.9M1
164Narwhal Capital Management$8.9M1
165UMB Bank, n.a.$8.7M1
166WELLINGTON MANAGEMENT GROUP LLP$8.6M1
167Cohen Klingenstein LLC$8.5M1
168Sienna Gestion$8.4M1
169Daiwa Securities Group Inc.$8.0M1
170Maryland State Retirement & Pension System$8.0M1
171CENTRAL TRUST Co$7.9M1
172Covea Finance$7.9M1
173Choate Investment Advisors$7.8M1
174MILLENNIUM MANAGEMENT LLC$7.8M1
175Utah Retirement Systems$7.7M1
176BAILLIE GIFFORD & CO$7.7M1
177CLOVERFIELDS CAPITAL GROUP, LP$7.6M1
178Tidal Investments LLC$7.5M1
179SUSQUEHANNA ADVISORS GROUP, INC.$7.5M1
180GATEWAY INVESTMENT ADVISERS LLC$7.4M1
181SIMPLEX TRADING, LLC$7.2M1
182Westerkirk Capital Inc.$7.1M1
183Artemis Investment Management LLP$7.1M1
184Allworth Financial LP$7.0M1
185Gold Investment Management Ltd.$7.0M1
186Waratah Capital Advisors Ltd.$6.9M1
187Lombard Odier Asset Management (Europe) Ltd$6.9M1
188EAGLE GLOBAL ADVISORS LLC$6.6M1
189National Philanthropic Trust$6.5M1
190UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$6.3M1
191CREDIT AGRICOLE S A$6.2M1
192Swiss Life Asset Management Ltd$6.2M1
193LGT Fund Management Co Ltd.$6.2M1
194OSAIC HOLDINGS, INC.$6.1M1
195Blue Zone Wealth Advisors, LLC$6.1M1
196Stamos Capital Partners, L.P.$5.9M1
197Cetera Investment Advisers$5.7M1
198FIRST NATIONAL BANK OF OMAHA$5.5M1
199BLAIR WILLIAM & CO/IL$5.5M1
200Orion Porfolio Solutions, LLC$5.4M1
201SOROS CAPITAL MANAGEMENT LLC$5.4M1
202INTACT INVESTMENT MANAGEMENT INC.$5.4M1
203Squarepoint Ops LLC$5.3M1
204Compass Wealth Management LLC$5.3M1
205NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$5.3M1
206Saranac Partners Ltd$5.3M1
207Capital World Investors$5.2M1
208Beacon Pointe Advisors, LLC$5.2M1
209O'SHAUGHNESSY ASSET MANAGEMENT, LLC$5.1M1
210US BANCORP \DE\$5.0M1
211Vestmark Advisory Solutions, Inc.$5.0M1
212Harvest Portfolios Group Inc.$4.9M1
213M&T BANK CORP$4.9M1
214Cerity Partners LLC$4.8M1
215K.J. Harrison & Partners Inc$4.7M1
216MARKEL GROUP INC.$4.7M1
217SCHARF INVESTMENTS, LLC$4.6M1
218Cumberland Partners Ltd$4.4M1
219Summerhill Capital Management lnc.$4.3M1
220JANE STREET GROUP, LLC$4.3M1
221PCJ Investment Counsel Ltd.$4.2M1
222TRUIST FINANCIAL CORP$4.2M1
223FIFTH THIRD BANCORP$4.1M1
224Old West Investment Management, LLC$4.1M1
225Financiere des Professionnels - Fonds d'investissement inc.$4.0M1
226VICTORY CAPITAL MANAGEMENT INC$3.8M1
227BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$3.8M1
228WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$3.8M1
229Financial Partners Group, Inc$3.7M1
230FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$3.7M1
231EQUITABLE TRUST CO$3.6M1
232Coronation Fund Managers Ltd.$3.5M1
233SMA Capital LLC$3.5M1
234KEYBANK NATIONAL ASSOCIATION/OH$3.4M1
235TITAN GLOBAL CAPITAL MANAGEMENT USA LLC$3.4M1
236NISA INVESTMENT ADVISORS, LLC$3.3M1
237COMMERCE BANK$3.3M1
238Boston Common Asset Management, LLC$3.3M1
239Vanguard Personalized Indexing Management, LLC$3.3M1
240PRINCIPAL FINANCIAL GROUP INC$3.2M1
241COMMONWEALTH EQUITY SERVICES, LLC$3.2M1
242Concorde Financial Corp$3.2M1
243PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC$3.1M1
244Manhattan West Asset Management, LLC$3.1M1
245Kestra Advisory Services, LLC$3.0M1
246Cherokee Insurance Co$3.0M1
247Generali Asset Management SPA SGR$3.0M1
248SIG North Trading, ULC$3.0M1
249CIBC Bancorp USA Inc.$3.0M1
250MERIDIAN INVESTMENT COUNSEL INC.$2.9M1
251ELEVATION POINT WEALTH PARTNERS, LLC$2.9M1
252BANQUE PICTET & CIE SA$2.9M1
253INTECH INVESTMENT MANAGEMENT LLC$2.9M1
254AlTi Global, Inc.$2.8M1
255Curi Capital, LLC$2.8M1
256Act Two Investors LLC$2.8M1
257Ensign Peak Advisors, Inc$2.7M1
258Rockefeller Capital Management L.P.$2.7M1
259First Washington CORP$2.6M1
260Redmond Asset Management, LLC$2.4M1
261Meixler Investment Management, Ltd.$2.4M1
262Sanctuary Advisors, LLC$2.4M1
263Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$2.4M1
264MML INVESTORS SERVICES, LLC$2.4M1
265CONGRESS ASSET MANAGEMENT CO$2.4M1
266&PARTNERS$2.4M1
267Hudson Bay Capital Management LP$2.4M1
268Lindsell Train Ltd$2.4M1
269Boston Partners$2.3M1
270Callan Family Office, LLC$2.3M1
271GLENMEDE TRUST CO NA$2.3M1
272Windmill Hill Asset Management Ltd$2.3M1
273CHOREO, LLC$2.2M1
274Diligent Investors, LLC$2.2M1
275GHP Investment Advisors, Inc.$2.1M1
276Crossmark Global Holdings, Inc.$2.1M1
277Laird Norton Wetherby Trust Company, LLC$2.1M1
278Evelyn Partners Investment Management LLP$2.0M1
279Institute for Wealth Management, LLC.$2.0M1
280D.A. DAVIDSON & CO.$2.0M1
281NewEdge Advisors, LLC$2.0M1
282Assenagon Asset Management S.A.$1.9M1
283Chesley Taft & Associates LLC$1.9M1
284Waterfront Wealth Inc.$1.8M1
285Havemeyer Place LP$1.7M1
286Vise Technologies, Inc.$1.7M1
287EXENCIAL WEALTH ADVISORS, LLC$1.7M1
288PRELUDE CAPITAL MANAGEMENT, LLC$1.7M1
289Metis Global Partners, LLC$1.7M1
290Atria Investments, Inc$1.6M1
291Summit Trail Advisors, LLC$1.6M1
292Snowden Capital Advisors LLC$1.6M1
293Guardian Partners Inc.$1.6M1
294BEACONLIGHT CAPITAL, LLC$1.6M1
295Moors & Cabot, Inc.$1.6M1
296Gotham Asset Management, LLC$1.6M1
297ASR Vermogensbeheer N.V.$1.6M1
298KESTRA PRIVATE WEALTH SERVICES, LLC$1.6M1
299Signature Wealth Management Group$1.6M1
300Purpose Unlimited Inc.$1.5M1
301NewEdge Wealth, LLC$1.5M1
302Asset One Wealth Management LLC$1.5M1
303Verition Fund Management LLC$1.5M1
304QUADRANT CAPITAL GROUP LLC$1.5M1
305MERCER GLOBAL ADVISORS INC /ADV$1.5M1
306Harbor Advisors LLC$1.5M1
307GC Wealth Management RIA, LLC$1.5M1
308Frank, Rimerman Advisors LLC$1.4M1
309Vident Advisory, LLC$1.4M1
310EagleClaw Capital Managment, LLC$1.4M1
311Union Bancaire Privee, UBP SA$1.4M1
312JENNISON ASSOCIATES LLC$1.4M1
313Circle Wealth Management, LLC$1.4M1
314SHELTON WEALTH MANAGEMENT, LLC$1.3M1
315LEVEL FOUR ADVISORY SERVICES, LLC$1.3M1
316Sustainable Insight Capital Management, LLC$1.3M1
317Private Advisor Group, LLC$1.3M1
318GeoWealth Management, LLC$1.3M1
319Granite Investment Partners, LLC$1.3M1
320AustralianSuper Pty Ltd$1.3M1
321New England Research & Management, Inc.$1.3M1
322IEQ CAPITAL, LLC$1.3M1
323Hamrick Investment Counsel, llc$1.2M1
324SIGNATUREFD, LLC$1.2M1
325PERSONAL CFO SOLUTIONS, LLC$1.2M1
326Lombard Odier Asset Management (Switzerland) SA$1.2M1
327Farringdon Capital, Ltd.$1.2M1
328Magnetar Financial LLC$1.2M1
329NATIXIS$1.2M1
330CONWAY CAPITAL MANAGEMENT, INC.$1.2M1
331SANDERS MORRIS HARRIS LLC$1.2M1
332Sequoia Financial Advisors, LLC$1.2M1
333BECKER CAPITAL MANAGEMENT INC$1.2M1
334Medallion Wealth Advisors, LLC$1.2M1
335HANCOCK WHITNEY CORP$1.2M1
336Banque Cantonale Vaudoise$1.2M1
337CONNABLE OFFICE INC$1.1M1
338Chicago Capital, LLC$1.1M1
339Fortune Financial Advisors, LLC$1.1M1
340Carnegie Investment Counsel$1.1M1
341CWM, LLC$1.1M1
342KING LUTHER CAPITAL MANAGEMENT CORP$1.1M1
343CALDWELL SUTTER CAPITAL, INC.$1.0M1
344FIRST MANHATTAN CO. LLC.$1.0M1
345Austin Asset Management Co Inc$1.0M1
346Clearstead Advisors, LLC$1.0M1
347Parrish Capital LLC$990K1
348Quad-Cities Investment Group, LLC$985K1
349MARIETTA INVESTMENT PARTNERS LLC$979K1
350Calamos Advisors LLC$974K1
351Mayflower Financial Advisors, LLC$965K1
352Modern Wealth Management, LLC$950K1
353Accretive Wealth Partners, LLC$946K1
354Brookstone Capital Management$941K1
355Altshuler Shaham Ltd$926K1
356Formidable Asset Management, LLC$921K1
357Apollon Wealth Management, LLC$921K1
358Numerai GP LLC$917K1
359Wealthcare Advisory Partners LLC$915K1
360Cresset Asset Management, LLC$907K1
361Merit Financial Group, LLC$904K1
362Annis Gardner Whiting Capital Advisors, LLC$900K1
363Corps Capital Advisors, LLC$896K1
364Steward Partners Investment Advisory, LLC$888K1
365SECURED RETIREMENT ADVISORS, LLC$871K1
366Compound Planning, Inc.$845K1
367Alamea Verwaltungs GmbH$840K1
368Waverly Advisors, LLC$831K1
369Cardinal Point Capital Management ULC$830K1
370Indivisible Partners$830K1
371Tuttle Capital Management, LLC$825K1
372FIRST TRUST ADVISORS LP$813K1
373Sterling Capital Management LLC$804K1
374Legacy Financial Strategies, LLC$802K1
375Independent Solutions Wealth Management, LLC$795K1
376BROWN ADVISORY INC$794K1
377Evelyn Partners Investment Management Services Ltd$793K1
378Geneos Wealth Management Inc.$779K1
379COLDSTREAM CAPITAL MANAGEMENT INC$778K1
380Ethic Inc.$777K1
381Composition Wealth, LLC$771K1
382QRG CAPITAL MANAGEMENT, INC.$746K1
383Concurrent Investment Advisors, LLC$735K1
384Forvis Mazars Wealth Advisors, LLC$730K1
385UNITED CAPITAL FINANCIAL ADVISORS, LLC$728K1
386Summit Financial, LLC$727K1
387Tower Research Capital LLC (TRC)$725K1
388Waldron Private Wealth LLC$722K1
389Turtle Creek Wealth Advisors, LLC$714K1
390Asset Management Group, Inc.$712K1
391ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC$709K1
392Private Capital Advisors, Inc.$708K1
393DigitalBridge Group, Inc.$708K1
394ASPIRIANT, LLC$697K1
395JOHNSON INVESTMENT COUNSEL INC$695K1
396Legacy Wealth Asset Management, LLC$692K1
397First Affirmative Financial Network$690K1
398STEPHENS INC /AR/$686K1
399Pinnacle Wealth Planning Services, Inc.$680K1
400Meriwether Wealth & Planning, LLC$675K1
401Mesirow Financial Investment Management, Inc.$670K1
402Harbour Capital Advisors, LLC$664K1
403CHESAPEAKE CAPITAL CORP /IL/$662K1
404World Investment Advisors$656K1
405EP Wealth Advisors, LLC$656K1
406Chicago Partners Investment Group LLC$647K1
407PRINCETON CAPITAL MANAGEMENT LLC$647K1
408MGO ONE SEVEN LLC$644K1
409Jefferies Financial Group Inc.$641K1
410Independence Bank of Kentucky$639K1
411HB Wealth Management, LLC$636K1
412REGIONS FINANCIAL CORP$627K1
413Bristol Gate Capital Partners Inc.$603K1
414Dynamic Technology Lab Private Ltd$602K1
415BFSG, LLC$596K1
416Ewing Morris & Co. Investment Partners Ltd.$595K1
417YOUSIF CAPITAL MANAGEMENT, LLC$587K1
418FIDUCIARY TRUST CO$577K1
419RFG Advisory, LLC$577K1
420Triasima Portfolio Management inc.$576K1
421Hilltop Holdings Inc.$572K1
422Stratos Wealth Partners, LTD.$563K1
423Platform Technology Partners$563K1
424IHT Wealth Management, LLC$562K1
425WULFF, HANSEN & CO.$554K1
426MCF Advisors LLC$552K1
427Atlantic Union Bankshares Corp$552K1
428Affinity Capital Advisors, LLC$546K1
429MAI Capital Management$537K1
430Wilmington Savings Fund Society, FSB$536K1
431Waycross Investment Management Co$535K1
432CONTINENTAL INVESTORS SERVICES, INC.$533K1
433Candriam S.C.A.$532K1
434Quantum Portfolio Management LLC$531K1
435Vontobel Holding Ltd.$529K1
436FOX RUN MANAGEMENT, L.L.C.$514K1
437RITHOLTZ WEALTH MANAGEMENT$508K1
438Sound View Wealth Advisors Group, LLC$504K1
439Silphium Asset Management Ltd$497K1
440Sound Stewardship, LLC$495K1
441Midwest Financial Group LLC$494K1
442Dakota Wealth Management$490K1
443WEALTH ALLIANCE, LLC$489K1
444Summit Asset Management, LLC$472K1
445DOVER ADVISORS, LLC$466K1
446VIAWEALTH, LLC$466K1
447DAVENPORT & Co LLC$463K1
448Headlands Technologies LLC$461K1
449Intesa Sanpaolo Wealth Management$460K1
450VOYA INVESTMENT MANAGEMENT LLC$460K1
451First City Capital Management, Inc.$449K1
452Morey & Quinn Wealth Partners, LLC$446K1
453Alchemi Wealth, LLC$445K1
454Jain Global LLC$441K1
455Leonteq Securities AG$437K1
456TRED AVON FAMILY WEALTH, LLC$436K1
457Ariadne Wealth Management, LP$431K1
458Quarry LP$429K1
459Groupe la Francaise$429K1
460Twin Tree Management, LP$420K1
461VISTA INVESTMENT PARTNERS LLC$411K1
462Walker Asset Management, LLC$410K1
463ALERUS FINANCIAL NA$409K1
464OXFORD ASSET MANAGEMENT LLP$404K1
465Krilogy Financial LLC$401K1
466Pictet North America Advisors SA$399K1
467Citizens National Bank Trust Department$397K1
468Sargent Investment Group, LLC$394K1
469Alpine Fox Capital LLC$393K1
470Caprock Group, LLC$393K1
471Dana Investment Advisors, Inc.$392K1
472Brooklyn Investment Group$384K1
473Rehmann Capital Advisory Group$382K1
474PDS Planning, Inc$378K1
475Essex Financial Services, Inc.$376K1
476Focus Partners Advisor Solutions, LLC$374K1
477South Street Advisors LLC$374K1
478XXI WEALTH, LLC$371K1
479Obermeyer Wealth Partners$369K1
480Key FInancial Inc$367K1
481Keel Point, LLC$365K1
482State of Wyoming$363K1
483OAKLAND FINANCIAL CORP$363K1
484Independent Advisor Alliance$360K1
485Savant Capital, LLC$360K1
486Arista Wealth Management, LLC$357K1
487Barnett & Company, Inc.$356K1
488DV Trading LLC$355K1
489Bridgewater Advisors Inc.$351K1
490Caitong International Asset Management Co., Ltd$351K1
491XML Financial, LLC$340K1
492Tradewinds, LLC.$340K1
493Storgate, LLC$337K1
494Ascentis Independent Advisors$336K1
495Legacy Bridge, LLC$333K1
496PRINCIPAL SECURITIES, INC.$333K1
497Evelyn Partners Investment Management (Europe) Ltd$333K1
498Whalen Wealth Management Inc.$326K1
499Foster Group, Inc.$326K1
500Leslie Global Wealth, LLC$326K1
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)4 buy / 0 sell
Congress net ($ bound)$18.0K to $95.0K
Filers net (actions)not in build
Filers net ($ 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 CP

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for CP · financials and macro

Financials — as filed PLANNED

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