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

Daniel S. Goldman · $15.0K–$50.0K

SELL · 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
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-07-21Alan Armstrong R–OKBUYTraded 03-27 LATE·116d$1K–$15K
2025-05-14Julie Johnson D–TX-32SELL JT (jointly owned)Traded 04-01 +43d$1K–$15K
2023-05-19Daniel S. Goldman D–NY-10SELLTraded 04-10 +39d$15K–$50K
Each 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 2026-10-01
Members disclosing CPT 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.
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 2026-07-03 → 2026-10-01 · 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 CongressBUY$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 · 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 CPT for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
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— value not disclosed1
398HARBOUR INVESTMENTS, INC.— value not disclosed1
399HOWARD HUGHES MEDICAL INSTITUTE— value not disclosed1
400ROYAL LONDON ASSET MANAGEMENT LTD— value not disclosed1
401LINCOLN CAPITAL CORP— value not disclosed1
402CAISSE DE DEPOT ET PLACEMENT DU QUEBEC— value not disclosed1
403DOLIVER ADVISORS, LP— value not disclosed1
404ING GROEP NV— value not disclosed1
405CIBC WORLD MARKETS CORP— value not disclosed1
406D.A. DAVIDSON & CO.— value not disclosed1
407PROFUND ADVISORS LLC— value not disclosed1
408NATIXIS— value not disclosed1
409ALGERT GLOBAL LLC— value not disclosed1
410CANADA PENSION PLAN INVESTMENT BOARD— value not disclosed1
411CIBC Private Wealth Group LLC— value not disclosed1
412Linscomb Wealth, Inc.— value not disclosed1
413Mariner, LLC— value not disclosed1
414NORGES BANK— value not disclosed1
415CIBC WORLD MARKET INC.— value not disclosed1
416Korea Investment CORP— value not disclosed1
417INTACT INVESTMENT MANAGEMENT INC.— value not disclosed1
418MOORE CAPITAL MANAGEMENT, LP— value not disclosed1
419TWO SIGMA ADVISERS, LP— value not disclosed1
420Cambria Investment Management, L.P.— value not disclosed1
421Tower Research Capital LLC (TRC)— value not disclosed1
422Dynamic Technology Lab Private Ltd— value not disclosed1
423MANGROVE PARTNERS IM, LLC— value not disclosed1
424HEFFERNAN ADVISORY, INC— value not disclosed1
425GRS Advisors, LLC— value not disclosed1
426Bank Julius Baer & Co. Ltd, Zurich— value not disclosed1
427LMR Partners LLP— value not disclosed1
428Merit Financial Group, LLC— value not disclosed1
429True North Advisors, LLC— value not disclosed1
430BRASADA CAPITAL MANAGEMENT, LP— value not disclosed1
431Traynor Capital Management, Inc.— value not disclosed1
432Verdence Capital Advisors LLC— value not disclosed1
433DV Trading LLC— value not disclosed1
434Pinnacle Wealth Planning Services, Inc.— value not disclosed1
435Atom Investors LP— value not disclosed1
436Global Retirement Partners, LLC— value not disclosed1
437Pasadena Private Wealth, LLC— value not disclosed1
438Cresset Asset Management, LLC— value not disclosed1
439CBIZ Investment Advisory Services, LLC— value not disclosed1
440CERTUITY, LLC— value not disclosed1
441Sage Mountain Advisors LLC— value not disclosed1
442DV EQUITIES, LLC— value not disclosed1
443CHILDRESS CAPITAL ADVISORS, LLC— value not disclosed1
444TECTONIC ADVISORS LLC— value not disclosed1
445AlphaQuest LLC— value not disclosed1
446Bell Investment Advisors, Inc— value not disclosed1
447SageView Advisory Group, LLC— value not disclosed1
448Harvest Portfolios Group Inc.— value not disclosed1
449Warwick Investment Management, Inc.— value not disclosed1
450Callan Family Office, LLC— value not disclosed1
451Cape Investment Advisory, Inc.— value not disclosed1
452Dunhill Financial, LLC— value not disclosed1
453Stephens Consulting, LLC— value not disclosed1
454QRG CAPITAL MANAGEMENT, INC.— value not disclosed1
455Freestone Grove Partners LP— value not disclosed1
456LANDMARK INVESTMENT PARTNERS, L.P.— value not disclosed1
457Glen Eagle Advisors, LLC— value not disclosed1
458IMG Wealth Management, Inc.— value not disclosed1
459Wealth Watch Advisors, INC— value not disclosed1
460Generali Asset Management SPA SGR— value not disclosed1
461OPTIMA CAPITAL LLC— value not disclosed1
462VARCOV Co.— value not disclosed1
463Fideuram Asset Management (Ireland) dac— value not disclosed1
Truncated by Public Filings. Every one of the 396 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)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