Filing Research | CPNG - COUPANG INC Institutional Holdings

Snapshot holdings

50 / 89 loaded

#		Instrument	quantity
1	Assenagon Asset Management S.A.	Shares	13.2MSH	$229.9M
2	Carrhae Capital LLP	Shares	2.2MSH	$38.2M
3	Bank Pictet & Cie (Europe) AG	Shares	668.0KSH	$11.6M
4	EXCHANGE TRADED CONCEPTS, LLC	Shares	459.3KSH	$8.0M
5	Oak Thistle LLC	Shares	361.4KSH	$6.3M
6	Davidson Kahn Capital Management, LLC	Shares	275.6KSH	$4.8M
7	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	Shares	208.6KSH	$3.6M
8	INVESTMENT HOUSE LLC	Shares	185.3KSH	$3.5M
9	Police & Firemen's Retirement System of New Jersey	Shares	185.2KSH	$3.2M
10	Wedmont Private Capital	Shares	139.7KSH	$2.6M
11	INSPIRION WEALTH ADVISORS, LLC	Shares	134.4KSH	$2.4M
12	SAPIENT CAPITAL LLC	Shares	128.5KSH	$2.2M
13	Leibman Financial Services, Inc.	Shares	122.9KSH	$2.1M
14	Avanza Fonder AB	Shares	119.8KSH	$2.1M
15	PARSONS CAPITAL MANAGEMENT INC/RI	Shares	107.7KSH	$1.9M
16	Sequoia Financial Advisors, LLC	Shares	89.5KSH	$1.6M
17	SALEM INVESTMENT COUNSELORS INC	Shares	79.1KSH	$1.4M
18	D.A. DAVIDSON & CO.	Shares	69.4KSH	$1.2M
19	Triumph Capital Management	Shares	64.8KSH	$1.1M
20	Hennion & Walsh Asset Management, Inc.	Shares	59.4KSH	$1.0M
21	Rathbones Group PLC	Shares	55.8KSH	$969.5K
22	HOWLAND CAPITAL MANAGEMENT LLC	Shares	52.0KSH	$903.9K
23	Heritage Wealth Management, Inc. /CA/	Shares	42.4KSH	$735.7K
24	180 WEALTH ADVISORS, LLC	Shares	39.2KSH	$681.4K
25	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	32.1KSH	$604.2K
26	Capstone Capital Management Ltd	Shares	27.5KSH	$476.9K
27	VERITY Wealth Advisors	Shares	26.4KSH	$459.0K
28	Ignite Planners, LLC	Shares	23.1KSH	$400.9K
29	Ballentine Partners, LLC	Shares	21.5KSH	$372.8K
30	E Fund Management (Hong Kong) Co., Ltd.	Shares	21.2KSH	$368.0K
31	IFP Advisors, Inc	Shares	19.4KSH	$337.5K
32	SIGNATUREFD, LLC	Shares	18.8KSH	$325.9K
33	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	18.1KSH	$315.0K
34	Linden Thomas Advisory Services, LLC	Shares	15.8KSH	$275.3K
35	Post Resch Tallon Group Inc.	Shares	12.4KSH	$216.3K
36	CATALYST PRIVATE WEALTH, LLC	Shares	12.2KSH	$212.0K
37	Aries Wealth Management	Shares	11.5KSH	$200.1K
38	Ledyard National Bank	Shares	11.1KSH	$192.0K
39	SBI Securities Co., Ltd.	Shares	6.9KSH	$119.5K
40	GAMMA Investing LLC	Shares	4.7KSH	$80.9K
41	Blue Trust, Inc.	Shares	3.2KSH	$56.4K
42	EverSource Wealth Advisors, LLC	Shares	2.9KSH	$51.0K
43	AdvisorNet Financial, Inc	Shares	2.9KSH	$49.9K
44	Mirae Asset Global Investments Co., Ltd.	Shares	2.8KSH	$49.1K
45	Farther Finance Advisors, LLC	Shares	2.7KSH	$46.1K
46	MassMutual Private Wealth & Trust, FSB	Shares	2.4KSH	$40.8K
47	Main Street Group, LTD	Shares	1.8KSH	$31.2K
48	Versant Capital Management, Inc	Shares	1.8KSH	$31.0K
49	WEBSTER BANK, N. A.	Shares	1.7KSH	$29.5K
50	LGT Financial Advisors LLC	Shares	1.6KSH	$27.8K

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Manager changes2026-06-30 vs 2026-03-31

50 / 105 loaded

#		Instrument
1	Carrhae Capital LLP new	Shares	+2.2M	+$38.2M	$38.2M
2	Oak Thistle LLC added	Shares	+265.5K	+$4.5M	$6.3M
3	Wedmont Private Capital added	Shares	+78.0K	+$1.4M	$2.6M
4	Capstone Capital Management Ltd new	Shares	+27.5K	+$476.9K	$476.9K
5	E Fund Management (Hong Kong) Co., Ltd. new	Shares	+21.2K	+$368.0K	$368.0K
6	Post Resch Tallon Group Inc. new	Shares	+12.4K	+$216.3K	$216.3K
7	Sequoia Financial Advisors, LLC added	Shares	+13.7K	+$122.8K	$1.6M
8	Davidson Kahn Capital Management, LLC added	Shares	+27.0K	+$87.7K	$4.8M
9	SIGNATUREFD, LLC added	Shares	+6.0K	+$84.3K	$325.9K
10	Ballentine Partners, LLC added	Shares	+5.1K	+$63.8K	$372.8K
11	SBI Securities Co., Ltd. added	Shares	+1.8K	+$23.4K	$119.5K
12	180 WEALTH ADVISORS, LLC added	Shares	+3.7K	+$10.0K	$681.4K
13	Ignite Planners, LLC added	Shares	+2.1K	+$5.7K	$400.9K
14	Bogart Wealth, LLC added	Shares	+265	+$4.5K	$6.2K
15	Cromwell Holdings LLC added	Shares	+264	+$4.3K	$7.3K
16	ELEVATION WEALTH PARTNERS, LLC new	Shares	+185	+$3.2K	$3.2K
17	Blue Trust, Inc. added	Shares	+420	+$3.0K	$56.4K
18	Physician Wealth Advisors, Inc. added	Shares	+155	+$2.6K	$3.5K
19	Creative Capital Management Investments LLC new	Shares	+44	+$764	$764
20	Hughes Financial Services, LLC added	Shares	+32	+$512	$1.1K
21	Aspect Partners, LLC added	Shares	+33	+$192	$5.0K
22	Handelsbanken Fonder AB added	Shares	+65.0K	+$166	$12.2K
23	LRI Investments, LLC added	Shares	+27	+$91	$4.8K
24	Ulland Investment Advisors, LLC new	Shares	+3.6K	+$63	$63
25	DiNuzzo Private Wealth, Inc. added	Shares	+4	+$17	$678
26	FNY Investment Advisers, LLC new	CALL	+25	$0	$0
27	INVESTMENT HOUSE LLC unchanged	Shares	0	$0	$3.5M
28	CX Institutional trimmed	Shares	-492	-$20	$117
29	CIGNA INVESTMENTS INC /NEW trimmed	Shares	-670	-$27	$175
30	HIGHLINE WEALTH PARTNERS LLC unchanged	Shares	0	-$43	$486
31	Essential Investment Partners LLC unchanged	Shares	0	-$45	$521
32	VISION FINANCIAL MARKETS LLC unchanged	Shares	0	-$75	$1.8K
33	Wilkerson Advisory Group LLC exited	Shares	-5	-$94	$0
34	TFC Financial Management, Inc. trimmed	Shares	-5	-$98	$35
35	BARRETT & COMPANY, INC. unchanged	Shares	0	-$151	$1.7K
36	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	-$211	$2.4K
37	Grove Bank & Trust unchanged	Shares	0	-$231	$2.7K
38	1015 Capital Partners, LLC trimmed	Shares	-12	-$241	$174
39	Nvest Wealth Strategies, Inc. exited	Shares	-14	-$265	$0
40	Union Bancaire Privee, UBP SA unchanged	Shares	0	-$268	$7.7K
41	Keystone Financial Group, Inc. unchanged	Shares	0	-$302	$3.5K
42	TopTier Wealth Management, LLC exited	Shares	-22	-$415	$0
43	Quaker Wealth Management, LLC trimmed	Shares	-22	-$445	$348
44	AMALGAMATED BANK trimmed	Shares	-17.5K	-$472	$1.6K
45	Lodestone Wealth Management LLC unchanged	Shares	0	-$604	$6.9K
46	SJS Investment Consulting Inc. trimmed	Shares	-35	-$744	$956
47	THOMPSON INVESTMENT MANAGEMENT, INC. unchanged	Shares	0	-$868	$10.0K
48	JFS WEALTH ADVISORS, LLC trimmed	Shares	-37	-$927	$2.6K
49	CoreCap Advisors, LLC trimmed	Shares	-47	-$937	$573
50	Clayton Financial Group LLC exited	Shares	-50	-$944	$0

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