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 2026-10-01 13:54 UTCno price data — a disclosure record, not a chart

Jonathan L. Jackson · $15.0K–$50.0K

SELL · 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
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-02-23Jonathan L. Jackson D–IL-1SELL JT (jointly owned)Traded 01-22 +32d$15K–$50K
2024-08-12Jonathan L. Jackson D–IL-1BUY JT (jointly owned)Traded 07-03 +40d$15K–$50K
Each 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 2026-10-01
Members disclosing CPNG in the trailing 12 months
MemberRowsNet 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.Number 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 2026-07-03 → 2026-10-01 · 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 · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · 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
#FilerValueSecuritiesFlagsSrc
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— value not disclosed1
463Jefferies Financial Group Inc.— value not disclosed1
464VANGUARD GROUP INC— value not disclosed1
465&PARTNERS— value not disclosed1
466GLENMEDE TRUST CO NA— value not disclosed1
467MML INVESTORS SERVICES, LLC— value not disclosed1
468ALTFEST L J & CO INC— value not disclosed1
469HARBOUR INVESTMENTS, INC.— value not disclosed1
470PRUDENTIAL PLC— value not disclosed1
471COMERICA BANK— value not disclosed1
472HM PAYSON & CO— value not disclosed1
473MAVERICK CAPITAL LTD— value not disclosed1
474TORONTO DOMINION BANK— value not disclosed1
475RENAISSANCE TECHNOLOGIES LLC— value not disclosed1
476ALBION FINANCIAL GROUP /UT— value not disclosed1
477CLARK ESTATES INC/NY— value not disclosed1
478CIBC WORLD MARKETS CORP— value not disclosed1
479PARK AVENUE SECURITIES LLC— value not disclosed1
480COLDSTREAM CAPITAL MANAGEMENT INC— value not disclosed1
481COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS— value not disclosed1
482CHESAPEAKE CAPITAL CORP /IL/— value not disclosed1
483RBF Capital, LLC— value not disclosed1
484COOKSON PEIRCE & CO INC— value not disclosed1
485LAZARD ASSET MANAGEMENT LLC— value not disclosed1
486BALYASNY ASSET MANAGEMENT L.P.— value not disclosed1
487PLATINUM INVESTMENT MANAGEMENT LTD— value not disclosed1
488DELTEC ASSET MANAGEMENT LLC— value not disclosed1
489ALGERT GLOBAL LLC— value not disclosed1
490CIBC Private Wealth Group LLC— value not disclosed1
491Covenant Partners, LLC— value not disclosed1
492Graham Capital Management, L.P.— value not disclosed1
493Allen Investment Management, LLC— value not disclosed1
494Clearbridge Investments, LLC— value not disclosed1
495Bridgewater Associates, LP— value not disclosed1
496Orion Porfolio Solutions, LLC— value not disclosed1
497GSA CAPITAL PARTNERS LLP— value not disclosed1
498NORGES BANK— value not disclosed1
499Newbrook Capital Advisors LP— value not disclosed1
500Blackstone Inc.— value not disclosed1
Truncated by Public Filings. Every one of the 461 13F filers reporting this share class for the quarter is listed. methodology §13F ↗
§ derived by Public Filings from this build's reviewed ticker-mapping holders list for this share class; that list carries each holder's share count, share change and filed date, which this table does not show, but no document links — 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