Public record / Tickers / CPT

CPT — CAMDEN PROPERTY TRUST

Both disclosure regimes on one name: who in Congress filed about CPT, 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
3
all PTR rows naming CPT
Members · 12m
1
1 buys · 0 sells · by trade date
Latest PTR
07-21
filed 2026-07-21
13F holders
463
top-463 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

Daniel S. Goldman · $15.0K–$50.0K

Sale · traded 2023-04-10 → filed 2023-05-19. Ranked over every CPT row by the provable lower bound, never a point estimate.

1 member · 1 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.

1 row filed past 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

2 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. 2 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING CPT · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning CPT
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-07-21Alan Armstrong R–OKPurchaseTraded 03-27 LATE·116d$1K–$15K
2025-05-14Julie Johnson D–TX-32Sale · JT (jointly owned)Traded 04-01 +43d$1K–$15K
2023-05-19Daniel S. Goldman D–NY-10SaleTraded 04-10 +39d$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 3 ↗

Members active in CPT

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing CPT 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.
Alan Armstrong R–OK1$1.0K to $15.0K2

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

Congress ↔ notable managers · CPT

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

Congress · last 90 days

Buyers
1 Alan Armstrong R–OK $1K–$15K
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 $14.3M held

new + add vs trim + exit, by shares · $ = reported value now, not the change · CAMDEN PPTY TR

Merged timeline of congressional filings and notable-manager moves on CPT
DateWhoChangeSize
2026-07-21Alan Armstrong CongressPurchase$1K–$15K
2026-05-15Gotham Asset Management 13Fadd+47,474 sh
2026-05-15Viking Global Investors 13Ftrim−49,101 sh
2026-05-15Moore Capital Management 13Fexit−55,840 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

Top institutional holders of CPT for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$989M1
2VANGUARD PORTFOLIO MANAGEMENT LLC$862M1
3FMR LLC$690M1
4STATE STREET CORP$667M1
5VANGUARD CAPITAL MANAGEMENT LLC$655M1
6VIKING GLOBAL INVESTORS LP$461M1
7Invesco Ltd.$397M1
8MAVERICK CAPITAL LTD$182M1
9NORTHERN TRUST CORP$180M1
10CHARLES SCHWAB INVESTMENT MANAGEMENT INC$164M1
11DIMENSIONAL FUND ADVISORS LP$156M1
12Nuveen, LLC$150M1
13Holocene Advisors, LP$139M1
14MORGAN STANLEY$129M1
15DEUTSCHE BANK AG\$125M1
16JENNISON ASSOCIATES LLC$118M1
17TWO SIGMA INVESTMENTS, LP$110M1
18JACOBS LEVY EQUITY MANAGEMENT, INC$110M1
19BANK OF AMERICA CORP /DE/$89.6M1
20UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$73.8M1
21Legal & General Group Plc$67.6M1
22VANGUARD FIDUCIARY TRUST CO$56.8M1
23WELLINGTON MANAGEMENT GROUP LLP$54.6M1
24Quantinno Capital Management LP$49.4M1
25HSBC HOLDINGS PLC$47.2M1
26RENAISSANCE TECHNOLOGIES LLC$45.6M1
27CORDA Investment Management, LLC.$41.7M1
28PRINCIPAL FINANCIAL GROUP INC$40.6M1
29TEACHER RETIREMENT SYSTEM OF TEXAS$40.4M1
30Long Pond Capital, LP$39.2M1
31CITIGROUP INC$36.4M1
32FIRST TRUST ADVISORS LP$35.4M1
33Solel Partners LP$31.9M1
34ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$27.7M1
35APG Asset Management US Inc.$26.0M1
36Aberdeen Group plc$25.7M1
37UBS Group AG$24.9M1
38AMERICAN CENTURY COMPANIES INC$24.4M1
39AQR CAPITAL MANAGEMENT LLC$24.1M1
40Apollo Management Holdings, L.P.$24.0M1
41NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$23.7M1
42Investure, LLC$23.2M1
43Vanguard Global Advisers, LLC$21.2M1
44Mitsubishi UFJ Asset Management Co., Ltd.$20.8M1
45Swiss National Bank$20.6M1
46PANAGORA ASSET MANAGEMENT INC$20.5M1
47CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$18.6M1
48HEARTLAND ADVISORS INC$18.3M1
49FRANKLIN RESOURCES INC$18.1M1
50Nixon Capital, LLC$17.5M1
51ENVESTNET ASSET MANAGEMENT INC$16.6M1
52Asset Management One Co., Ltd.$16.4M1
53NOMURA ASSET MANAGEMENT CO LTD$16.0M1
54Coronation Fund Managers Ltd.$15.6M1
55DAVIDSON INVESTMENT ADVISORS$15.5M1
56ALLIANCEBERNSTEIN L.P.$15.4M1
57ROYAL BANK OF CANADA$15.0M1
58TOWN LANE MANAGEMENT LP$14.7M1
59WELLS FARGO & COMPANY/MN$14.6M1
60Gotham Asset Management, LLC$14.3M1
61Hazelview Securities Inc.$14.2M1
62Allianz Asset Management GmbH$14.2M1
63Universal- Beteiligungs- und Servicegesellschaft mbH$14.0M1
64VICTORY CAPITAL MANAGEMENT INC$13.8M1
65STATE OF WISCONSIN INVESTMENT BOARD$13.5M1
66CIBC Asset Management Inc$13.1M1
67Waterfall Asset Management, LLC$12.9M1
68HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$12.1M1
69Tidal Investments LLC$11.0M1
70U.S. Capital Wealth Advisors, LLC$10.7M1
71CAPITOLIS LIQUID GLOBAL MARKETS LLC$10.4M1
72MACQUARIE GROUP LTD$10.2M1
73CHILTON CAPITAL MANAGEMENT LLC$10.1M1
74State of New Jersey Common Pension Fund D$10.1M1
75Hudson Bay Capital Management LP$9.5M1
76Cerity Partners LLC$9.5M1
77JANE STREET GROUP, LLC$9.5M1
78Vanguard Investments Australia, Ltd.$9.4M1
79VANGUARD ASSET MANAGEMENT, Ltd$9.2M1
80Empyrean Capital Partners, LP$9.2M1
81Calamos Advisors LLC$9.2M1
82MILLENNIUM MANAGEMENT LLC$9.0M1
83Connor, Clark & Lunn Investment Management Ltd.$8.9M1
84MANUFACTURERS LIFE INSURANCE COMPANY, THE$8.9M1
85STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$8.7M1
86Zurcher Kantonalbank (Zurich Cantonalbank)$8.5M1
87DigitalBridge Group, Inc.$8.5M1
88Corient Private Wealth LLC$8.4M1
89BANK OF MONTREAL /CAN/$8.3M1
90SEI INVESTMENTS CO$8.0M1
91Retirement Systems of Alabama$7.8M1
92Amundi$7.8M1
93FIRST NATIONAL BANK OF OMAHA$7.7M1
94CARRONADE CAPITAL MANAGEMENT, LP$7.6M1
95RAYMOND JAMES FINANCIAL INC$7.4M1
96XTX Topco Ltd$7.3M1
97PRUDENTIAL FINANCIAL INC$7.2M1
98COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$7.0M1
99Socorro Asset Management LP$7.0M1
100Fielder Capital Group LLC$7.0M1
101Argosy-Lionbridge Management, LLC$7.0M1
102Walleye Capital LLC$6.6M1
103ADAGE CAPITAL PARTNERS GP, L.L.C.$6.6M1
104WINTON GROUP Ltd$6.3M1
105MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$6.1M1
106BARINGS LLC$5.8M1
107Janus Henderson Group Ltd.$5.7M1
108Daiwa Securities Group Inc.$5.7M1
109SUSQUEHANNA INTERNATIONAL GROUP, LLP$5.5M1
110EMG Holdings, L.P.$5.4M1
111CIBC Bancorp USA Inc.$5.4M1
112FIL Ltd$5.4M1
113Y-Intercept (Hong Kong) Ltd$5.3M1
114CI INVESTMENTS INC.$5.2M1
115Alyeska Investment Group, L.P.$5.1M1
116Chevy Chase Trust Holdings, LLC$5.0M1
117Vert Asset Management LLC$4.9M1
118D. E. Shaw & Co., Inc.$4.6M1
119Resona Asset Management Co.,Ltd.$4.6M1
120APG Asset Management N.V.$4.4M1
121Creative Planning$4.1M1
122UniSuper Management Pty Ltd$3.7M1
123EXCHANGE TRADED CONCEPTS, LLC$3.7M1
124GSI Capital Advisors LLC$3.4M1
125Oak Thistle LLC$3.4M1
126NEOS Investment Management LLC$3.4M1
127ONTARIO TEACHERS PENSION PLAN BOARD$3.3M1
128ProShare Advisors LLC$3.2M1
129STOREBRAND ASSET MANAGEMENT AS$3.1M1
130BOOTHBAY FUND MANAGEMENT, LLC$3.1M1
131TORONTO DOMINION BANK$3.0M1
132Rockefeller Capital Management L.P.$3.0M1
133STIFEL FINANCIAL CORP$3.0M1
134WOLVERINE ASSET MANAGEMENT LLC$3.0M1
135Verition Fund Management LLC$3.0M1
136Robeco Institutional Asset Management B.V.$3.0M1
137FIRST MANHATTAN CO. LLC.$2.9M1
138PUBLIC SECTOR PENSION INVESTMENT BOARD$2.9M1
139MERCER GLOBAL ADVISORS INC /ADV$2.9M1
140Arizona State Retirement System$2.9M1
141Metis Global Partners, LLC$2.8M1
142LPL Financial LLC$2.8M1
143CITADEL ADVISORS LLC$2.8M1
144NATIONAL BANK OF CANADA /FI/$2.8M1
145Czech National Bank$2.8M1
146Sumitomo Mitsui DS Asset Management Company, Ltd$2.7M1
147WATERS PARKERSON & CO., LLC$2.7M1
148STATE OF MICHIGAN RETIREMENT SYSTEM$2.6M1
149NEW YORK LIFE INVESTMENT MANAGEMENT LLC$2.6M1
150Cannell & Spears LLC$2.3M1
151TRILLIUM ASSET MANAGEMENT, LLC$2.3M1
152Mirae Asset Global Investments Co., Ltd.$2.3M1
153Pictet Asset Management Holding SA$2.2M1
154VOYA INVESTMENT MANAGEMENT LLC$2.0M1
155New Age Alpha Advisors, LLC$1.9M1
156Federation des caisses Desjardins du Quebec$1.9M1
157INCEPTIONR LLC$1.9M1
158TD ASSET MANAGEMENT INC$1.7M1
159M&T BANK CORP$1.7M1
160TRUIST FINANCIAL CORP$1.7M1
161IFM Investors Pty Ltd$1.7M1
162Utah Retirement Systems$1.7M1
163Telos Capital Management, Inc.$1.7M1
164O'SHAUGHNESSY ASSET MANAGEMENT, LLC$1.6M1
165NISSAY ASSET MANAGEMENT CORP /JAPAN$1.6M1
166Allspring Global Investments Holdings, LLC$1.6M1
167MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$1.6M1
168AMG National Trust Bank$1.6M1
169Havemeyer Place LP$1.5M1
170Arax Advisory Partners$1.5M1
171TT Capital Management LLC$1.5M1
172XPONANCE LLC$1.5M1
173Odyssean, LLC$1.3M1
174Focus Partners Wealth$1.3M1
175Presima Securities ULC$1.3M1
176FOX RUN MANAGEMENT, L.L.C.$1.3M1
177OSAIC HOLDINGS, INC.$1.2M1
178GRAHAM CAPITAL WEALTH MANAGEMENT, LLC$1.2M1
179PRELUDE CAPITAL MANAGEMENT, LLC$1.2M1
180Swiss Life Asset Management Ltd$1.2M1
181OREGON PUBLIC EMPLOYEES RETIREMENT FUND$1.2M1
182GUGGENHEIM CAPITAL LLC$1.1M1
183Engineers Gate Manager LP$1.1M1
184Norinchukin Bank, The$1.1M1
185Vanguard Personalized Indexing Management, LLC$1.1M1
186Summit Trail Advisors, LLC$1.0M1
187Chicago Capital, LLC$1.0M1
188NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$1.0M1
189Fieldview Capital Management, LLC$1.0M1
190Caprock Group, LLC$998K1
191Rakuten Investment Management, Inc.$996K1
192Rafferty Asset Management, LLC$993K1
193AZZAD ASSET MANAGEMENT INC /ADV$992K1
194Freestone Capital Holdings, LLC$979K1
195OPPENHEIMER ASSET MANAGEMENT INC.$968K1
196Pathstone Holdings, LLC$965K1
197Sanctuary Advisors, LLC$950K1
198Moran Wealth Management, LLC$934K1
199Cetera Investment Advisers$927K1
200PARK CIRCLE Co$908K1
201Jain Global LLC$901K1
202JOHNSON INVESTMENT COUNSEL INC$877K1
203GoodHaven Capital Management, LLC$857K1
204Inspire Investing, LLC$820K1
205Ashton Thomas Private Wealth, LLC$799K1
206Edgestream Partners, L.P.$791K1
207IMC-Chicago, LLC$783K1
208Greenland Capital Management LP$781K1
209Hummer Financial Advisory Services Inc$779K1
210WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$778K1
211LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$773K1
212Naviter Wealth, LLC$743K1
213Vanderbilt University$719K1
214BANK OF NOVA SCOTIA$687K1
215GATEWAY INVESTMENT ADVISERS LLC$682K1
216MML INVESTORS SERVICES, LLC$666K1
217DRW Securities, LLC$655K1
218Polymer Capital Management (US) LLC$629K1
219Kera Capital Partners, Inc.$625K1
220GROUPAMA ASSET MANAGMENT$615K1
221MIZUHO SECURITIES USA LLC$610K1
222MQS Management LLC$604K1
223KESTRA PRIVATE WEALTH SERVICES, LLC$599K1
224Purpose Unlimited Inc.$589K1
225Sawyer & Company, Inc$588K1
226Jefferies Financial Group Inc.$586K1
227MAI Capital Management$582K1
228Vident Advisory, LLC$577K1
229WORLDQUANT MILLENNIUM ADVISORS LLC$576K1
230PRINCIPAL SECURITIES, INC.$562K1
231BNP Paribas Asset Management Holding S.A.$562K1
232Inscription Capital, LLC$558K1
233ExodusPoint Capital Management, LP$544K1
234DoubleLine ETF Adviser LP$540K1
235Legacy Wealth Asset Management, LLC$534K1
236Ensign Peak Advisors, Inc$524K1
237Cooper Financial Group$521K1
238Maryland State Retirement & Pension System$510K1
239Orion Porfolio Solutions, LLC$491K1
240&PARTNERS$487K1
241Envestnet Portfolio Solutions, Inc.$486K1
242Crossmark Global Holdings, Inc.$484K1
243Kestra Advisory Services, LLC$474K1
244Frec Markets, Inc.$471K1
245Turtle Creek Wealth Advisors, LLC$467K1
246IEQ CAPITAL, LLC$466K1
247SNOWWATER INVESTMENT PARTNERS, LLC$461K1
248Baird Financial Group, Inc.$454K1
249HighTower Advisors, LLC$453K1
250Chicago Partners Investment Group LLC$451K1
251CWM, LLC$448K1
252US BANCORP \DE\$438K1
253Sovereign's Capital Management, LLC$425K1
254MACKENZIE FINANCIAL CORP$423K1
255FIFTH THIRD BANCORP$421K1
256MUFG Securities EMEA plc$414K1
257BAILARD, INC.$404K1
258Advisory Alpha, LLC$400K1
259CHOREO, LLC$399K1
260State of Wyoming$378K1
261EVERGREEN CAPITAL MANAGEMENT LLC$377K1
262Brookwood Investment Group LLC$374K1
263OMERS ADMINISTRATION Corp$372K1
264Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$371K1
265Sequoia Financial Advisors, LLC$369K1
266COMMERCE BANK$367K1
267ALPS ADVISORS INC$351K1
268GTS SECURITIES LLC$339K1
269COMMONWEALTH EQUITY SERVICES, LLC$339K1
270Apollon Wealth Management, LLC$338K1
271First National Advisers, LLC$337K1
272NOMURA HOLDINGS INC$333K1
273NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$323K1
274Wealthfront Advisers LLC$321K1
275CREDIT AGRICOLE S A$309K1
276NewEdge Wealth, LLC$306K1
277North Dakota State Investment Board$301K1
278MOODY ALDRICH PARTNERS LLC$300K1
279SILVIA MCCOLL WEALTH MANAGEMENT, LLC$297K1
280Brevan Howard Capital Management LP$296K1
281BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$289K1
282Lido Advisors, LLC$286K1
283Compound Planning, Inc.$285K1
284INVESTMENT ADVISORY SERVICES INC /TX /ADV$274K1
285Baker Avenue Asset Management, LP$271K1
286Militia Capital Management LLC$269K1
287Squarepoint Ops LLC$268K1
288SECURIAN ASSET MANAGEMENT, INC$267K1
289WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$259K1
290BTG Pactual Asset Management US LLC$252K1
291Safe Harbor Family Capital, LLC$251K1
292HUB Investment Partners, LLC$250K1
293Joel Isaacson & Co., LLC$244K1
294Optas, LLC$229K1
295PATTON FUND MANAGEMENT, INC.$226K1
296FIRST FINANCIAL BANKSHARES INC$225K1
297QUADRANT CAPITAL GROUP LLC$224K1
298GROUP ONE TRADING LLC$224K1
299COLDSTREAM CAPITAL MANAGEMENT INC$220K1
300Formidable Asset Management, LLC$220K1
301Americana Partners, LLC$219K1
302Meeder Advisory Services, Inc.$219K1
303Steward Partners Investment Advisory, LLC$217K1
304BBR PARTNERS, LLC$216K1
305EP Wealth Advisors, LLC$213K1
306Concurrent Investment Advisors, LLC$209K1
307AlTi Global, Inc.$209K1
308Snowden Capital Advisors LLC$205K1
309Klingman & Associates, LLC$205K1
310BW Gestao de Investimentos Ltda.$203K1
311SIGNATUREFD, LLC$203K1
312Bayforest Capital Ltd$194K1
313Virtus Investment Advisers, LLC$187K1
314Smartleaf Asset Management LLC$158K1
315TEMA ETFS LLC$156K1
316Parkside Financial Bank & Trust$132K1
317Eurizon Capital SGR S.p.A.$128K1
318Wilmington Savings Fund Society, FSB$126K1
319Quarry LP$121K1
320Avalon Trust Co$72.1K1
321Allworth Financial LP$50.4K1
322Founders Capital Management$46.4K1
323FEDERATED HERMES, INC.$42.4K1
324MATHER GROUP, LLC.$42.2K1
325SUMMIT SECURITIES GROUP LLC$41.6K1
326Mowery & Schoenfeld Wealth Management, LLC$39.4K1
327Caitong International Asset Management Co., Ltd$39.2K1
328PROSPERITY BANCSHARES INC$37.6K1
329Cromwell Holdings LLC$35.2K1
330DT Investment Partners, LLC$33.2K1
331Larson Financial Group LLC$33.0K1
332SALEM INVESTMENT COUNSELORS INC$33.0K1
333Itau Unibanco Holding S.A.$32.4K1
334DUNCKER STREETT & CO INC$24.4K1
335American Capital Advisory, LLC$23.0K1
336True Wealth Design, LLC$21.5K1
337CANADA LIFE ASSURANCE Co$19.5K1
338JNBA Financial Advisors$19.1K1
339BARD ASSOCIATES INC$18.7K1
340CVA Family Office, LLC$17.6K1
341Trifecta Capital Advisors, LLC$16.3K1
342ASSETMARK, INC$14.6K1
343FINANCIAL CONSULATE, INC$14.6K1
344UMB Bank, n.a.$13.9K1
345CENTRAL TRUST Co$9.8K1
346SHP Wealth Management$9.8K1
347REAP Financial Group, LLC$9.8K1
348Prestige Wealth Management Group LLC$8.6K1
349Owl Creek Wealth Partners LLC$8.1K1
350Dogwood Wealth Management LLC$6.8K1
351DekaBank Deutsche Girozentrale$6.6K1
352Manchester Capital Management LLC$6.4K1
353State of Alaska, Department of Revenue$6.2K1
354SJS Investment Consulting Inc.$5.6K1
355ELEVATION WEALTH PARTNERS, LLC$5.0K1
356MV CAPITAL MANAGEMENT, INC.$4.8K1
357Treasurer of the State of North Carolina$4.4K1
358Spire Wealth Management$4.3K1
359Blue Trust, Inc.$3.9K1
360Clearstead Advisors, LLC$3.0K1
361Annis Gardner Whiting Capital Advisors, LLC$2.6K1
362THRIVENT FINANCIAL FOR LUTHERANS$2.5K1
363HRT FINANCIAL LP$2.3K1
364Investors Research Corp$2.1K1
365JPL Wealth Management, LLC$2.1K1
366Vestcor Inc$2.0K1
367Transamerica Financial Advisors, LLC$2.0K1
368Clayton Financial Group LLC$1.9K1
369Kilter Group LLC$1.9K1
370Aurora Investment Managers, LLC.$1.8K1
371WEBSTER BANK, N. A.$1.6K1
372SouthState Bank Corp$1.5K1
373Grove Bank & Trust$1.5K1
374TFC Financial Management, Inc.$1.5K1
375Clark Wealth Partners$9881
376Physician Wealth Advisors, Inc.$9771
377Sachetta, LLC$9771
378Private Wealth Management Group, LLC$9771
379Rialto Wealth Management, LLC$9771
380Intentional Wealth Strategies, LLC$9771
381Beaird Harris Wealth Management, LLC$9391
382PICTON MAHONEY ASSET MANAGEMENT$8791
383Sunrise Financial Services, LLC$8791
384KBC Group NV$7951
385ALBION FINANCIAL GROUP /UT$7821
386Signature Equity Partners, LLC$7451
387Penserra Capital Management LLC$4931
388ACADIAN ASSET MANAGEMENT LLC$3321
389Synergy Investment Management, LLC$2931
390PARK AVENUE SECURITIES LLC$2341
391MidFirst Bank$981
392Employees Retirement System of Texas$851
393Capital Analysts, LLC$81
394Smithfield Trust Co$61
395Capital Advisors, Ltd. LLC$11
396Avion Wealth$01
397VANGUARD GROUP INC$01
398HARBOUR INVESTMENTS, INC.$01
399HOWARD HUGHES MEDICAL INSTITUTE$01
400ROYAL LONDON ASSET MANAGEMENT LTD$01
401LINCOLN CAPITAL CORP$01
402CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$01
403DOLIVER ADVISORS, LP$01
404ING GROEP NV$01
405CIBC WORLD MARKETS CORP$01
406D.A. DAVIDSON & CO.$01
407PROFUND ADVISORS LLC$01
408NATIXIS$01
409ALGERT GLOBAL LLC$01
410CANADA PENSION PLAN INVESTMENT BOARD$01
411CIBC Private Wealth Group LLC$01
412Linscomb Wealth, Inc.$01
413Mariner, LLC$01
414NORGES BANK$01
415CIBC WORLD MARKET INC.$01
416Korea Investment CORP$01
417INTACT INVESTMENT MANAGEMENT INC.$01
418MOORE CAPITAL MANAGEMENT, LP$01
419TWO SIGMA ADVISERS, LP$01
420Cambria Investment Management, L.P.$01
421Tower Research Capital LLC (TRC)$01
422Dynamic Technology Lab Private Ltd$01
423MANGROVE PARTNERS IM, LLC$01
424HEFFERNAN ADVISORY, INC$01
425GRS Advisors, LLC$01
426Bank Julius Baer & Co. Ltd, Zurich$01
427LMR Partners LLP$01
428Merit Financial Group, LLC$01
429True North Advisors, LLC$01
430BRASADA CAPITAL MANAGEMENT, LP$01
431Traynor Capital Management, Inc.$01
432Verdence Capital Advisors LLC$01
433DV Trading LLC$01
434Pinnacle Wealth Planning Services, Inc.$01
435Atom Investors LP$01
436Global Retirement Partners, LLC$01
437Pasadena Private Wealth, LLC$01
438Cresset Asset Management, LLC$01
439CBIZ Investment Advisory Services, LLC$01
440CERTUITY, LLC$01
441Sage Mountain Advisors LLC$01
442DV EQUITIES, LLC$01
443CHILDRESS CAPITAL ADVISORS, LLC$01
444TECTONIC ADVISORS LLC$01
445AlphaQuest LLC$01
446Bell Investment Advisors, Inc$01
447SageView Advisory Group, LLC$01
448Harvest Portfolios Group Inc.$01
449Warwick Investment Management, Inc.$01
450Callan Family Office, LLC$01
451Cape Investment Advisory, Inc.$01
452Dunhill Financial, LLC$01
453Stephens Consulting, LLC$01
454QRG CAPITAL MANAGEMENT, INC.$01
455Freestone Grove Partners LP$01
456LANDMARK INVESTMENT PARTNERS, L.P.$01
457Glen Eagle Advisors, LLC$01
458IMG Wealth Management, Inc.$01
459Wealth Watch Advisors, INC$01
460Generali Asset Management SPA SGR$01
461OPTIMA CAPITAL LLC$01
462VARCOV Co.$01
463Fideuram Asset Management (Ireland) dac$01
Truncated by Public Filings. The published aggregate ranks the top 463 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)1 buy / 0 sell
Congress net ($ bound)$1.0K 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 CPT

RETAINED WINDOW · ACTIVE HITS
Signal hits naming CPT
KindRuleHits
FIRST FILINGfirst disclosure of this ticker by this member within the corpus — era-scoped: coverage begins 2014-01-03, so an earlier first disclosure cannot be seen and is not claimed against1 hit

Every rule, with its definition →

Planned modules for CPT · financials and macro

Financials — as filed PLANNED

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