Public record / Tickers / CPNG

CPNG — Coupang, Inc.

Both disclosure regimes on one name: who in Congress filed about CPNG, 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
2
all PTR rows naming CPNG
Members · 12m
1
0 buys · 1 sells · by trade date
Latest PTR
02-23
filed 2026-02-23
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

Jonathan L. Jackson · $15.0K–$50.0K

Sale · traded 2026-01-22 → filed 2026-02-23. Ranked over every CPNG row by the provable lower bound, never a point estimate.

1 member · 0 buys / 1 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

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 CPNG · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning CPNG
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-02-23Jonathan L. Jackson D–IL-1Sale · JT (jointly owned)Traded 01-22 +32d$15K–$50K
2024-08-12Jonathan L. Jackson D–IL-1Purchase · JT (jointly owned)Traded 07-03 +40d$15K–$50K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 2 ↗

Members active in CPNG

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing CPNG 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.
Jonathan L. Jackson D–IL-11−$50.0K to −$15.0K2

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

Congress ↔ notable managers · CPNG

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 · COUPANG INC

Merged timeline of congressional filings and notable-manager moves on CPNG
DateWhoChangeSize
2026-05-15Tiger Global Management 13Fadd+8,328,148 sh
2026-05-15D1 Capital Partners 13Fnew+11,611,741 sh
2026-05-15Miller Value Partners 13Fnew+62,528 sh
2026-05-15Moore Capital Management 13Fnew+16,668 sh
2026-05-15Soros Fund Management 13Ftrim−19,661 sh
2026-05-15Duquesne Family Office 13Ftrim−4,105,424 sh
2026-05-15Bridgewater Associates 13Fexit−84,210 sh
2026-05-15Altimeter Capital 13Fexit−15,676,794 sh

8 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 CPNG for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1SB INVESTMENT ADVISERS (UK) LTD$5.5B1
2BAILLIE GIFFORD & CO$2.3B1
3DODGE & COX$1.4B1
4BlackRock, Inc.$1.2B1
5MORGAN STANLEY$1.1B1
6Capital International Investors$836M1
7TIGER GLOBAL MANAGEMENT LLC$653M1
8Artisan Partners Limited Partnership$636M1
9Dragoneer Investment Group, LLC$526M1
10GREENOAKS CAPITAL PARTNERS LLC$485M1
11GEODE CAPITAL MANAGEMENT, LLC$470M1
12STATE STREET CORP$391M1
13MASSACHUSETTS INSTITUTE OF TECHNOLOGY$363M1
14Holocene Advisors, LP$342M1
15Assenagon Asset Management S.A.$323M1
16FMR LLC$312M1
17VANGUARD CAPITAL MANAGEMENT LLC$306M1
18EMINENCE CAPITAL, LP$293M1
19Foxhaven Asset Management, LP$280M1
20ABRAMS CAPITAL MANAGEMENT, L.P.$246M1
21Durable Capital Partners LP$243M1
22Kontiki Capital Management (HK) Ltd.$224M1
23Coronation Fund Managers Ltd.$222M1
24FIDUCIARY TRUST CO$220M1
25D1 Capital Partners L.P.$219M1
26WELLINGTON MANAGEMENT GROUP LLP$213M1
27HARRIS ASSOCIATES L P$188M1
28Madison Avenue Partners, LP$177M1
29GATES FOUNDATION TRUST$175M1
30SANDS CAPITAL MANAGEMENT, LLC$173M1
31Dorsal Capital Management, LP$149M1
32Point72 Asset Management, L.P.$147M1
33CHARLES SCHWAB INVESTMENT MANAGEMENT INC$145M1
34MASSACHUSETTS FINANCIAL SERVICES CO /MA/$144M1
35VANGUARD FIDUCIARY TRUST CO$142M1
36JACOBS LEVY EQUITY MANAGEMENT, INC$141M1
37NORTHERN TRUST CORP$117M1
38Palestra Capital Management LLC$115M1
39HMI Capital Management, L.P.$111M1
40MILLENNIUM MANAGEMENT LLC$109M1
41UBS Group AG$107M1
42Columbus Hill Capital Management, L.P.$105M1
43Sessa Capital IM, L.P.$98.0M1
44BANK OF AMERICA CORP /DE/$97.0M1
45D. E. Shaw & Co., Inc.$96.7M1
46Dream Peak Capital Ltd$94.0M1
47TREMBLANT CAPITAL GROUP$93.2M1
48ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$87.4M1
49DIMENSIONAL FUND ADVISORS LP$82.4M1
50Legal & General Group Plc$75.3M1
51VANGUARD PORTFOLIO MANAGEMENT LLC$71.6M1
52RDST Capital LLC$68.9M1
53SEI INVESTMENTS CO$67.5M1
54Nellore Capital Management LLC$63.1M1
55CITIGROUP INC$61.1M1
56Tree Line Advisors (Hong Kong) Ltd.$60.3M1
57Bank of New York Mellon Corp$60.0M1
58Nuveen, LLC$56.3M1
59AMERICAN CENTURY COMPANIES INC$56.1M1
60DEUTSCHE BANK AG\$54.4M1
61BAMCO INC /NY/$53.0M1
62RAYMOND JAMES FINANCIAL INC$42.8M1
63LONG WALK MANAGEMENT LP$40.8M1
64SUSQUEHANNA INTERNATIONAL GROUP, LLP$40.1M1
65Capital International, Inc./CA/$39.1M1
66AQR CAPITAL MANAGEMENT LLC$38.6M1
67Tiger Pacific Capital LP$36.0M1
68VANGUARD ASSET MANAGEMENT, Ltd$35.8M1
69WCM INVESTMENT MANAGEMENT, LLC$35.4M1
70Fund 1 Investments, LLC$31.5M1
71USS Investment Management Ltd$31.5M1
72CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$30.7M1
73JANE STREET GROUP, LLC$30.0M1
74CANADA PENSION PLAN INVESTMENT BOARD$27.9M1
75Gavilan Investment Partners LLC$27.7M1
76MIC Capital Management UK LLP$26.7M1
77Invesco Ltd.$25.8M1
78UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$25.7M1
79Park West Asset Management LLC$21.6M1
80SRS Investment Management, LLC$21.1M1
81Universal- Beteiligungs- und Servicegesellschaft mbH$21.0M1
82IEQ CAPITAL, LLC$20.6M1
83HSBC HOLDINGS PLC$20.6M1
84UNTITLED INVESTMENTS LP$20.5M1
85Whitebark Investors LP$20.2M1
86STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$19.9M1
87LIGHT STREET CAPITAL MANAGEMENT, LLC$19.9M1
88LAKEWOOD CAPITAL MANAGEMENT, LP$19.6M1
89Sands Capital Alternatives, LLC$19.1M1
90TFJ Management, LLC$18.4M1
91ShawSpring Partners LLC$17.1M1
92CITADEL ADVISORS LLC$17.1M1
93Skye Global Management LP$16.9M1
94National Philanthropic Trust$16.8M1
95MAKENA CAPITAL MANAGEMENT LLC$16.7M1
96Rubicon Global Capital Ltd$16.3M1
97GENERATION INVESTMENT MANAGEMENT LLP$16.2M1
98SORA INVESTORS LLC$14.8M1
99HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$14.8M1
100ROYAL BANK OF CANADA$14.6M1
101PointState Capital LP$13.9M1
102Quantinno Capital Management LP$13.8M1
103Bank Pictet & Cie (Europe) AG$12.8M1
104Vanguard Global Advisers, LLC$12.7M1
105NEW YORK STATE COMMON RETIREMENT FUND$12.4M1
106VOYA INVESTMENT MANAGEMENT LLC$12.2M1
107Saraza Management, LP$11.7M1
108CIBC Bancorp USA Inc.$11.7M1
109Jain Global LLC$11.5M1
110683 Capital Management, LLC$11.5M1
111Ancient Art, L.P.$11.2M1
112Ribbit Management Company, LLC$10.9M1
113ALLIANCEBERNSTEIN L.P.$10.4M1
114Mariner, LLC$10.0M1
115Illinois Municipal Retirement Fund$10.0M1
116Allspring Global Investments Holdings, LLC$9.8M1
117ROYAL LONDON ASSET MANAGEMENT LTD$9.7M1
118FEDERATED HERMES, INC.$9.6M1
119Man Group plc$9.6M1
120TB Capital Gestao de Recursos Ltda.$9.4M1
121Nishkama Capital, LLC$9.0M1
122EXCHANGE TRADED CONCEPTS, LLC$8.9M1
123LPL Financial LLC$8.4M1
124FIRST TRUST ADVISORS LP$8.3M1
125OSSIAM$7.8M1
126WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$7.8M1
127NATIXIS$6.9M1
128NLB Skladi, upravljanje premozenja, d.o.o.$6.8M1
129Edgestream Partners, L.P.$6.6M1
130ALLEN OPERATIONS LLC$6.1M1
131NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$6.0M1
132Luxor Capital Group, LP$5.9M1
133ENVESTNET ASSET MANAGEMENT INC$5.6M1
134Trivium Point Advisory, LLC$5.6M1
135BROWN ADVISORY INC$5.6M1
136Amundi$5.5M1
137Soviero Asset Management, LP$5.5M1
138FirstWave Capital Management LLC$5.3M1
139BANK OF NOVA SCOTIA$5.0M1
140WELLS FARGO & COMPANY/MN$5.0M1
141Tidal Investments LLC$4.9M1
142TWO SIGMA INVESTMENTS, LP$4.8M1
143Charles-Lim Capital Ltd$4.7M1
144Davidson Kahn Capital Management, LLC$4.7M1
145ExodusPoint Capital Management, LP$4.7M1
146Baker Avenue Asset Management, LP$4.6M1
147Silvant Capital Management LLC$4.4M1
148XPONANCE LLC$4.3M1
149HighTower Advisors, LLC$4.2M1
150Archon Partners LLC$4.2M1
151Aberdeen Group plc$4.1M1
152Utah Retirement Systems$4.0M1
153Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$3.9M1
154Private Advisor Group, LLC$3.9M1
155Ashoka WhiteOak Capital Pte Ltd$3.8M1
156BOOTHBAY FUND MANAGEMENT, LLC$3.8M1
157Kazazian Asset Management, LLC$3.8M1
158CLOVERFIELDS CAPITAL GROUP, LP$3.7M1
159Monolith Management Ltd$3.7M1
160INVESTMENT HOUSE LLC$3.5M1
161MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC$3.3M1
162Schonfeld Strategic Advisors LLC$3.3M1
163CHOREO, LLC$3.3M1
164Capital International Sarl$3.2M1
165Lane Generational LLC$3.2M1
166ProShare Advisors LLC$3.1M1
167GFS Advisors, LLC$3.0M1
168Massar Capital Management, LP$2.9M1
169Kerrisdale Advisers, LLC$2.8M1
170PANAGORA ASSET MANAGEMENT INC$2.8M1
171CEERA INVESTMENTS, LLC$2.7M1
172XTX Topco Ltd$2.7M1
173Lansforsakringar Fondforvaltning AB (publ)$2.7M1
174PARSONS CAPITAL MANAGEMENT INC/RI$2.7M1
175LGT Group Foundation$2.6M1
176INSPIRION WEALTH ADVISORS, LLC$2.5M1
177Federation des caisses Desjardins du Quebec$2.5M1
178CWM, LLC$2.5M1
179Walleye Trading LLC$2.5M1
180Wolfswood Holdings, LLC$2.4M1
181SAPIENT CAPITAL LLC$2.4M1
182Kinetic Partners Management, LP$2.3M1
183Marex Group Ltd$2.3M1
184State of Wyoming$2.3M1
185Quinn Opportunity Partners LLC$2.3M1
186Avanza Fonder AB$2.3M1
187Focus Partners Wealth$2.3M1
188Leibman Financial Services, Inc.$2.2M1
189Quadrature Capital Ltd$2.2M1
190Sepio Capital, LP$2.2M1
191Atom Investors LP$2.1M1
192Whitford Management LLC$2.1M1
193FIL Ltd$2.0M1
194Creative Planning$1.9M1
195M&T BANK CORP$1.9M1
196CREDIT AGRICOLE S A$1.9M1
197Altman Advisors, Inc.$1.8M1
198TD ASSET MANAGEMENT INC$1.8M1
199Oak Thistle LLC$1.8M1
200SALEM INVESTMENT COUNSELORS INC$1.8M1
201Corient Private Wealth LLC$1.7M1
202Adalta Capital Management LLC$1.7M1
203Summit Trail Advisors, LLC$1.6M1
204Walleye Capital LLC$1.6M1
205Cetera Investment Advisers$1.6M1
206Vanguard Personalized Indexing Management, LLC$1.6M1
207MACKENZIE FINANCIAL CORP$1.5M1
208MANUFACTURERS LIFE INSURANCE COMPANY, THE$1.5M1
209Triumph Capital Management$1.5M1
210IVY LANE CAPITAL MANAGEMENT, LLC$1.5M1
211Advisory Resource Group$1.5M1
212WORLDQUANT MILLENNIUM ADVISORS LLC$1.5M1
213OSAIC HOLDINGS, INC.$1.5M1
214PEAK6 LLC$1.5M1
215Vident Advisory, LLC$1.5M1
216Sequoia Financial Advisors, LLC$1.4M1
217LGT Fund Management Co Ltd.$1.4M1
218MERCER GLOBAL ADVISORS INC /ADV$1.4M1
219SOROS FUND MANAGEMENT LLC$1.4M1
220Cerity Partners LLC$1.4M1
221Delta Investment Management, LLC$1.4M1
222US BANCORP \DE\$1.3M1
223Pilgrim Partners Asia Pte Ltd$1.3M1
224D.A. DAVIDSON & CO.$1.3M1
225Stratos Wealth Advisors, LLC$1.3M1
226Krane Funds Advisors LLC$1.3M1
227North Dakota State Investment Board$1.3M1
228STIFEL FINANCIAL CORP$1.3M1
229Maryland State Retirement & Pension System$1.2M1
230STATE OF WISCONSIN INVESTMENT BOARD$1.2M1
231Wedmont Private Capital$1.2M1
232ANGELES WEALTH MANAGEMENT, LLC$1.2M1
233EVOKE WEALTH, LLC$1.2M1
234MILLER VALUE PARTNERS, LLC$1.2M1
235AZZAD ASSET MANAGEMENT INC /ADV$1.2M1
236Hennion & Walsh Asset Management, Inc.$1.1M1
237VPR Management LLC$1.1M1
238FRANKLIN RESOURCES INC$1.1M1
239PRINCIPAL FINANCIAL GROUP INC$1.1M1
240Freestone Capital Holdings, LLC$1.0M1
241Kestra Advisory Services, LLC$1.0M1
242Machina Capital S.A.S.$1000K1
243Pathstone Holdings, LLC$985K1
244HOWLAND CAPITAL MANAGEMENT LLC$983K1
245CIBC Asset Management Inc$979K1
246Keebeck Wealth Management$975K1
247IMC-Chicago, LLC$959K1
248K.J. Harrison & Partners Inc$950K1
249Wealth Enhancement Trust Services, Inc.$946K1
250GROUP ONE TRADING LLC$930K1
251Klingman & Associates, LLC$887K1
252Prospera Financial Services Inc$877K1
253AVIVA PLC$874K1
254Greenland Capital Management LP$869K1
255HighVista Strategies LLC$869K1
256Grace & Mercy Foundation, Inc.$868K1
257JT Stratford LLC$857K1
258LGL PARTNERS, LLC$850K1
259Vanguard Investments Australia, Ltd.$818K1
260Heritage Wealth Management, Inc. /CA/$804K1
261SCOTIA CAPITAL INC.$802K1
262Janus Henderson Group Ltd.$747K1
263TRUIST FINANCIAL CORP$744K1
264Institute for Wealth Management, LLC.$713K1
265Empower Advisory Group, LLC$708K1
266General Catalyst Group Management, LLC$692K1
267COMMONWEALTH EQUITY SERVICES, LLC$686K1
268Hunting Hill Global Capital, LLC$684K1
269LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$672K1
270180 WEALTH ADVISORS, LLC$671K1
271Bleakley Financial Group, LLC$658K1
272RAHLFS CAPITAL, LLC$642K1
273Rockefeller Capital Management L.P.$635K1
274Sand Hill Global Advisors, LLC$625K1
275Beacon Pointe Advisors, LLC$613K1
276Daiwa Securities Group Inc.$607K1
277Callan Family Office, LLC$603K1
278INCEPTIONR LLC$595K1
279PRUDENTIAL FINANCIAL INC$577K1
280NATIONAL BANK OF CANADA /FI/$567K1
281Frank, Rimerman Advisors LLC$551K1
282O'SHAUGHNESSY ASSET MANAGEMENT, LLC$549K1
283Voleon Capital Management LP$545K1
284OneDigital Investment Advisors LLC$537K1
285SCHRODER INVESTMENT MANAGEMENT GROUP$535K1
286Vise Technologies, Inc.$526K1
287Arcus Capital Partners, LLC$517K1
288KEYBANK NATIONAL ASSOCIATION/OH$517K1
289Global Endowment Management, LP$513K1
290RMR Capital Management, LLC$511K1
291Legacy Wealth Asset Management, LLC$510K1
292LEVEL FOUR ADVISORY SERVICES, LLC$507K1
293Axiom Investment Management LLC$502K1
294Perigon Wealth Management, LLC$501K1
295Meeder Advisory Services, Inc.$452K1
296Sovran Advisors, LLC$427K1
297Concurrent Investment Advisors, LLC$424K1
298Pekin Hardy Strauss, Inc.$413K1
299NewEdge Advisors, LLC$413K1
300Jasper Ridge Partners, L.P.$411K1
301BANK OF MONTREAL /CAN/$408K1
302Empowered Funds, LLC$405K1
303Merit Financial Group, LLC$404K1
304MRP Capital Investments, LLC$396K1
305Ignite Planners, LLC$395K1
306INTERCAPITAL, LLC$393K1
307Comprehensive Financial Management LLC$388K1
308PDS Planning, Inc$386K1
309ArchPoint Investors$378K1
310Samalin Investment Counsel, LLC$369K1
311GUGGENHEIM CAPITAL LLC$364K1
312INTEGRITY ALLIANCE, LLC.$355K1
313PUBLIC SECTOR PENSION INVESTMENT BOARD$350K1
314Frec Markets, Inc.$342K1
315Cambria Investment Management, L.P.$336K1
316United Advisor Group, LLC$336K1
317JUPITER ASSET MANAGEMENT LTD$331K1
318FIRST MANHATTAN CO. LLC.$329K1
319Endowment Wealth Management, Inc.$327K1
320OPPENHEIMER & CO INC$325K1
321NewEdge Wealth, LLC$319K1
322MOORE CAPITAL MANAGEMENT, LP$315K1
323Leonteq Securities AG$313K1
324Inspire Advisors, LLC$312K1
325Ballentine Partners, LLC$309K1
326Aspex Management (HK) Ltd$303K1
327Linden Thomas Advisory Services, LLC$302K1
328Focus Partners Advisor Solutions, LLC$301K1
329EntryPoint Capital, LLC$288K1
330Eurizon Capital SGR S.p.A.$283K1
331UNITED CAPITAL FINANCIAL ADVISORS, LLC$275K1
332BNP Paribas Asset Management Holding S.A.$274K1
333Shade Tree Advisors LLC$273K1
334PCM Encore, LLC$268K1
335MANE GLOBAL CAPITAL MANAGEMENT LP$268K1
336Financial Sense Advisors, Inc.$267K1
337CATALYST PRIVATE WEALTH, LLC$264K1
338Lido Advisors, LLC$262K1
339Vontobel Holding Ltd.$260K1
340Lombard Odier Asset Management (USA) Corp$258K1
341BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$255K1
342Resonant Capital Advisors, LLC$254K1
343Rafferty Asset Management, LLC$253K1
344Sanctuary Advisors, LLC$247K1
345MIRABELLA FINANCIAL SERVICES LLP$246K1
346SIGNATUREFD, LLC$242K1
347WINTON GROUP Ltd$235K1
348MACQUARIE GROUP LTD$235K1
349Knollwood Investment Advisory, LLC$234K1
350PRELUDE CAPITAL MANAGEMENT, LLC$234K1
351INSIGNEO ADVISORY SERVICES, LLC$232K1
352CAPSTONE INVESTMENT ADVISORS, LLC$227K1
353Oakum Bay Capital LLC$227K1
354Pallas Capital Advisors LLC$224K1
355Aries Wealth Management$217K1
356Perbak Capital Partners LLP$212K1
357DIMENSION CAPITAL MANAGEMENT LLC$211K1
358Steele Capital Management, Inc.$210K1
359Krilogy Financial LLC$209K1
360THORNBURG INVESTMENT MANAGEMENT INC$209K1
361FIFTH THIRD BANCORP$204K1
362Retirement Planning Co of New England, Inc.$199K1
363Advisors Asset Management, Inc.$190K1
364NTV ASSET MANAGEMENT LLC$189K1
365Allworth Financial LP$169K1
366Wilmington Savings Fund Society, FSB$168K1
367NOMURA ASSET MANAGEMENT CO LTD$157K1
368ASSETMARK, INC$115K1
369QUADRANT CAPITAL GROUP LLC$115K1
370MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$108K1
371Smartleaf Asset Management LLC$108K1
372Banque Cantonale Vaudoise$99.0K1
373Geneos Wealth Management Inc.$96.3K1
374Tower Research Capital LLC (TRC)$95.6K1
375Quarry LP$64.5K1
376TD Waterhouse Canada Inc.$58.9K1
377Mirae Asset Global Investments Co., Ltd.$55.7K1
378Blue Trust, Inc.$53.4K1
379Duquesne Family Office LLC$50.4K1
380Steward Partners Investment Advisory, LLC$50.4K1
381Aster Capital Management (DIFC) Ltd$47.5K1
382Twin Lakes Capital Management, LLC$45.1K1
383Rakuten Securities, Inc.$37.9K1
384Larson Financial Group LLC$36.2K1
385EFG International AG$34.9K1
386SHP Wealth Management$33.6K1
387WEBSTER BANK, N. A.$32.1K1
388Pinnacle Wealth Planning Services, Inc.$31.1K1
389LGT Financial Advisors LLC$30.2K1
390MCF Advisors LLC$28.7K1
391MAI Capital Management$26.3K1
392Bayforest Capital Ltd$25.2K1
393Financial Perspectives, Inc$22.1K1
394Clearstead Advisors, LLC$20.7K1
395Stone House Investment Management, LLC$18.9K1
396Asset Dedication, LLC$18.7K1
397Resona Asset Management Co.,Ltd.$17.1K1
398CVA Family Office, LLC$15.6K1
399Destiny Wealth Partners, LLC$15.3K1
400CENTRAL TRUST Co$14.8K1
401Owl Creek Wealth Partners LLC$13.6K1
402Caitong International Asset Management Co., Ltd$13.4K1
403MEEDER ASSET MANAGEMENT INC$13.1K1
404Private Wealth Management Group, LLC$12.9K1
405Bell Investment Advisors, Inc$12.7K1
406Kemnay Advisory Services Inc.$12.4K1
407AMS Capital Ltda$12.0K1
408Parkside Financial Bank & Trust$11.8K1
409Treasurer of the State of North Carolina$10.6K1
410MATHER GROUP, LLC.$10.2K1
411Manchester Capital Management LLC$9.8K1
412MCGUIRE CAPITAL ADVISORS INC$8.5K1
413Union Bancaire Privee, UBP SA$8.0K1
414Kilter Group LLC$4.7K1
415True Wealth Design, LLC$4.7K1
416Keystone Financial Group, Inc.$3.8K1
417Itau Unibanco Holding S.A.$3.6K1
418JFS WEALTH ADVISORS, LLC$3.6K1
419Activest Wealth Management$3.5K1
420Transamerica Financial Advisors, LLC$3.1K1
421Cromwell Holdings LLC$3.0K1
422Grove Bank & Trust$2.9K1
423Advocate Investing Services LLC$2.7K1
424FARMERS & MERCHANTS INVESTMENTS INC$2.6K1
425UMB Bank, n.a.$2.5K1
426Prudent Man Investment Management, Inc.$2.4K1
427WPG Advisers, LLC$2.3K1
428SouthState Bank Corp$2.3K1
429Glen Eagle Advisors, LLC$2.3K1
430VANGUARD ADVISERS INC$2.2K1
431Meramec Financial Planners, LLC$2.2K1
432BARRETT & COMPANY, INC.$1.9K1
433VISION FINANCIAL MARKETS LLC$1.9K1
434SJS Investment Consulting Inc.$1.7K1
435Virtu Financial LLC$1.4K1
436DekaBank Deutsche Girozentrale$1.3K1
437JPL Wealth Management, LLC$1.2K1
438Vermillion Wealth Management, Inc.$1.2K1
439Clayton Financial Group LLC$9441
440Physician Wealth Advisors, Inc.$9071
441Quaker Wealth Management, LLC$7931
442American Capital Advisory, LLC$7931
443DiNuzzo Private Wealth, Inc.$6611
444Maxi Investments CY Ltd$6571
445Atlantic Union Bankshares Corp$6421
446Penserra Capital Management LLC$5741
447INGALLS & SNYDER LLC$5721
448Rialto Wealth Management, LLC$5101
449TopTier Wealth Management, LLC$4151
450Investors Portfolio Services LLC$3371
451Intentional Wealth Strategies, LLC$3211
452Investor's Fiduciary Advisor Network, LLC$3061
453Nvest Wealth Strategies, Inc.$2651
454MV CAPITAL MANAGEMENT, INC.$1891
455Godfrey Financial Associates, Inc.$1891
456TFC Financial Management, Inc.$1331
457Seneschal Advisors, LLC$1331
458Harel Insurance Investments & Financial Services Ltd.$761
459HFM Investment Advisors, LLC$571
460VAN ECK ASSOCIATES CORP$471
461VALLEY NATIONAL ADVISERS INC$11
462JENNISON ASSOCIATES LLC$01
463Jefferies Financial Group Inc.$01
464VANGUARD GROUP INC$01
465&PARTNERS$01
466GLENMEDE TRUST CO NA$01
467MML INVESTORS SERVICES, LLC$01
468ALTFEST L J & CO INC$01
469HARBOUR INVESTMENTS, INC.$01
470PRUDENTIAL PLC$01
471COMERICA BANK$01
472HM PAYSON & CO$01
473MAVERICK CAPITAL LTD$01
474TORONTO DOMINION BANK$01
475RENAISSANCE TECHNOLOGIES LLC$01
476ALBION FINANCIAL GROUP /UT$01
477CLARK ESTATES INC/NY$01
478CIBC WORLD MARKETS CORP$01
479PARK AVENUE SECURITIES LLC$01
480COLDSTREAM CAPITAL MANAGEMENT INC$01
481COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$01
482CHESAPEAKE CAPITAL CORP /IL/$01
483RBF Capital, LLC$01
484COOKSON PEIRCE & CO INC$01
485LAZARD ASSET MANAGEMENT LLC$01
486BALYASNY ASSET MANAGEMENT L.P.$01
487PLATINUM INVESTMENT MANAGEMENT LTD$01
488DELTEC ASSET MANAGEMENT LLC$01
489ALGERT GLOBAL LLC$01
490CIBC Private Wealth Group LLC$01
491Covenant Partners, LLC$01
492Graham Capital Management, L.P.$01
493Allen Investment Management, LLC$01
494Clearbridge Investments, LLC$01
495Bridgewater Associates, LP$01
496Orion Porfolio Solutions, LLC$01
497GSA CAPITAL PARTNERS LLP$01
498NORGES BANK$01
499Newbrook Capital Advisors LP$01
500Blackstone Inc.$01
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)0 buy / 1 sell
Congress net ($ bound)−$50.0K to −$15.0K
Filers net (actions)not in build
Filers net ($ 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 CPNG

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for CPNG · financials and macro

Financials — as filed PLANNED

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