SOBOSOUTH BOW CORP
CUSIP 83671M105 · Yahoo Finance ↗ · Google Finance ↗
South Bow Corp (SOBO) has 297 institutional holders in Filings Flow’s 13F database, together reporting 132.07M shares worth $4.2B as of Q1 2026. The largest reported holders are Royal Bank Of Canada, Capital Research Global Investors, and FMR LLC.
Institutional Holders
297
Q1 2026
Reported Value
$4.2B
Ticker
SOBO
Quarters Tracked
3
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| PORTLAND INVESTMENT COUNSEL INC.$312M AUM | 10.36% | $32M | 970.1K | Q1 2026OLDER |
| Murchinson Ltd.$791M AUM | 7.27% | $57M | 1.73M | Q1 2026OLDER |
| Heathbridge Capital Management Ltd.$275M AUM | 4.07% | $11M | 337.2K | Q1 2026OLDER |
| VIEWPOINT INVESTMENT PARTNERS CORP$216M AUM | 2.33% | $5M | 159.5K | Q1 2026OLDER |
| Recurrent Investment Advisors LLC$1.7B AUM | 2.33% | $39M | 1.16M | Q1 2026OLDER |
| Ausbil Investment Management Ltd$201M AUM | 1.72% | $3M | 106.5K | Q1 2026OLDER |
| CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT$2.0B AUM | 1.43% | $29M | 865.5K | Q1 2026OLDER |
| THORNBURG INVESTMENT MANAGEMENT INC$9.6B AUM | 1.25% | $121M | 3.63M | Q1 2026OLDER |
| Bornite Capital Management LP$595M AUM | 1.05% | $11M | 400.0K | Q3 2025OLDER |
| INTACT INVESTMENT MANAGEMENT INC.$3.5B AUM | 1.01% | $35M | 1.07M | Q1 2026OLDER |
| Heronetta Management, L.P.$110M AUM | 1.00% | $2M | 46.5K | Q4 2025OLDER |
| Ninepoint Partners LP$904M AUM | 0.76% | $7M | 250.0K | Q4 2025OLDER |
| Steadtrust LLC$198M AUM | 0.60% | $1M | 33.9K | Q2 2026 |
| Triasima Portfolio Management inc.$661M AUM | 0.57% | $4M | 113.5K | Q1 2026OLDER |
| Timelo Investment Management Inc.$127M AUM | 0.53% | $666,400 | 20.0K | Q1 2026OLDER |
| MILLER HOWARD INVESTMENTS INC /NY$3.7B AUM | 0.48% | $18M | 527.8K | Q1 2026OLDER |
| Meixler Investment Management, Ltd.$186M AUM | 0.42% | $682,496 | 24.1K | Q3 2025OLDER |
| TORTOISE CAPITAL ADVISORS, L.L.C.$9.6B AUM | 0.33% | $32M | 960.1K | Q1 2026OLDER |
| SIG North Trading, ULC$5.0B AUM | 0.29% | $15M | 437.1K | Q1 2026OLDER |
| WESTWOOD HOLDINGS GROUP INC$13.7B AUM | 0.29% | $40M | 1.19M | Q1 2026OLDER |
| Purpose Unlimited Inc.$2.4B AUM | 0.27% | $7M | 195.8K | Q1 2026OLDER |
| Clearbridge Investments, LLC$114.9B AUM | 0.25% | $289M | 8.67M | Q1 2026OLDER |
| apricus wealth, LLC$205M AUM | 0.25% | $505,798 | 15.2K | Q1 2026OLDER |
| SCOTIA CAPITAL INC.$24.3B AUM | 0.24% | $59M | 1.79M | Q1 2026OLDER |
| Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM | 0.21% | $93M | 2.79M | Q1 2026OLDER |
| CIBC WORLD MARKET INC.$61.3B AUM | 0.19% | $114M | 3.44M | Q1 2026OLDER |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.18% | $62M | 1.93M | Q1 2026OLDER |
| Moors & Cabot, Inc.$2.3B AUM | 0.18% | $4M | 127.0K | Q1 2026OLDER |
| Greenline Partners, LLC$930M AUM | 0.18% | $2M | 49.5K | Q1 2026OLDER |
| Maryland State Retirement & Pension System$4.9B AUM | 0.17% | $8M | 255.3K | Q1 2026OLDER |
| BCV Asset Management Inc.$2.9B AUM | 0.15% | $4M | 133.7K | Q1 2026OLDER |
| Alberta Investment Management Corp$16.7B AUM | 0.15% | $25M | 742.9K | Q1 2026OLDER |
| Quantbot Technologies LP$2.4B AUM | 0.15% | $4M | 108.4K | Q1 2026OLDER |
| AIGEN INVESTMENT MANAGEMENT, LP$389M AUM | 0.14% | $879,710 | 22.3K | Q3 2025OLDER |
| CHELSEA COUNSEL CO$225M AUM | 0.13% | $291,220 | 8.6K | Q2 2026 |
| 111 Capital$406M AUM | 0.12% | $644,464 | 22.8K | Q3 2025OLDER |
| Twin Tree Management, LP$4.7B AUM | 0.12% | $6M | 170.8K | Q1 2026OLDER |
| Dynamic Technology Lab Private Ltd$615M AUM | 0.11% | $497,000 | 18.1K | Q4 2025OLDER |
| DIVIDEND ASSETS CAPITAL, LLC$501M AUM | 0.11% | $548,447 | 16.5K | Q1 2026OLDER |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM | 0.10% | $74M | 2.23M | Q1 2026OLDER |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$62.2B AUM | 0.10% | $55M | 1.95M | Q3 2025OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.10% | $553M | 16.61M | Q1 2026OLDER |
| AXQ CAPITAL, LP$777M AUM | 0.10% | $744,236 | 22.3K | Q1 2026OLDER |
| Blackstone Inc.$25.6B AUM | 0.09% | $23M | 697.2K | Q1 2026OLDER |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY$507M AUM | 0.09% | $458,650 | 13.8K | Q1 2026OLDER |
| Diametric Capital, LP$385M AUM | 0.09% | $243,888 | 8.6K | Q3 2025OLDER |
| Capital Group Investment Management Pte. Ltd.$585M AUM | 0.09% | $500,721 | 15.1K | Q1 2026OLDER |
| CAPITAL INTERNATIONAL LTD /CA/$2.7B AUM | 0.08% | $2M | 67.5K | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.08% | $221M | 6.64M | Q1 2026OLDER |
| Sovereign Investment Advisors, LLC$472M AUM | 0.08% | $371,976 | 11.0K | Q1 2026OLDER |
| Catalyst Capital Advisors LLC$5.4B AUM | 0.08% | $4M | 121.7K | Q1 2026OLDER |
| Capital International Sarl$6.1B AUM | 0.07% | $4M | 125.6K | Q1 2026OLDER |
| Numerai GP LLC$997M AUM | 0.07% | $673,097 | 20.2K | Q1 2026OLDER |
| BANK OF NOVA SCOTIA TRUST CO$1.2B AUM | 0.07% | $778,222 | 23.4K | Q1 2026OLDER |
| SeaCrest Wealth Management, LLC$903M AUM | 0.06% | $586,993 | 16.7K | Q2 2026 |
| OMERS ADMINISTRATION Corp$15.6B AUM | 0.06% | $9M | 330.0K | Q4 2025OLDER |
| TD ASSET MANAGEMENT INC$123.2B AUM | 0.06% | $79M | 2.38M | Q1 2026OLDER |
| TORONTO DOMINION BANK$69.7B AUM | 0.06% | $41M | 1.24M | Q1 2026OLDER |
| BASSO CAPITAL MANAGEMENT, L.P.$163M AUM | 0.05% | $89,098 | 2.7K | Q1 2026OLDER |
| Capital Research Global Investors$644.6B AUM | 0.05% | $342M | 10.28M | Q1 2026OLDER |
| EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM | 0.05% | $7M | 214.8K | Q1 2026OLDER |
| CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM | 0.05% | $76M | 2.30M | Q1 2026OLDER |
| Quadrature Capital Ltd$8.4B AUM | 0.05% | $4M | 119.7K | Q1 2026OLDER |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$2.7B AUM | 0.05% | $1M | 37.3K | Q1 2026OLDER |
| Boston Partners$95.5B AUM | 0.04% | $41M | 1.24M | Q1 2026OLDER |
| VIKING FUND MANAGEMENT LLC$976M AUM | 0.04% | $399,840 | 12.0K | Q1 2026OLDER |
| Guardian Partners Inc.$1.2B AUM | 0.04% | $462,964 | 13.9K | Q1 2026OLDER |
| Cardinal Point Capital Management ULC$1.8B AUM | 0.04% | $678,802 | 19.3K | Q2 2026 |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.04% | $46M | 1.39M | Q1 2026OLDER |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.04% | $43M | 1.29M | Q1 2026OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.04% | $10M | 307.2K | Q1 2026OLDER |
| Graham Capital Management, L.P.$4.1B AUM | 0.04% | $1M | 44.4K | Q1 2026OLDER |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$17.0B AUM | 0.03% | $6M | 178.0K | Q1 2026OLDER |
| Capital International Investors$426.5B AUM | 0.03% | $144M | 4.31M | Q1 2026OLDER |
| Capital Group Private Client Services, Inc.$5.9B AUM | 0.03% | $2M | 59.4K | Q1 2026OLDER |
| Roxbury Financial LLC$126M AUM | 0.03% | $39,685 | 1.1K | Q2 2026 |
| TCW GROUP INC$13.3B AUM | 0.03% | $4M | 125.1K | Q1 2026OLDER |
| Aquatic Capital Management LLC$3.5B AUM | 0.03% | $1M | 37.8K | Q4 2025OLDER |
| CIBC Asset Management Inc$40.9B AUM | 0.03% | $11M | 340.1K | Q1 2026OLDER |
| FourThought Financial Partners, LLC$1.2B AUM | 0.03% | $311,416 | 11.0K | Q3 2025OLDER |
| Trexquant Investment LP$13.9B AUM | 0.02% | $3M | 99.4K | Q4 2025OLDER |
| Magnetar Financial LLC$9.8B AUM | 0.02% | $2M | 70.3K | Q1 2026OLDER |
| XTX Topco Ltd$5.8B AUM | 0.02% | $891,292 | 32.4K | Q4 2025OLDER |
| BROOKFIELD Corp /ON/$74.2B AUM | 0.02% | $17M | 517.2K | Q1 2026OLDER |
| Vanguard Global Advisers, LLC$186.5B AUM | 0.02% | $42M | 1.27M | Q1 2026OLDER |
| Rakuten Investment Management, Inc.$49.2B AUM | 0.02% | $6M | 25.1K | Q3 2025OLDER |
| DIMENSIONAL FUND ADVISORS LP$481.4B AUM | 0.02% | $97M | 2.91M | Q1 2026OLDER |
| PRICE T ROWE ASSOCIATES INC /MD/$865M AUM | 0.02% | $174,501 | 5.24M | Q1 2026OLDER |
| Vident Advisory, LLC$11.7B AUM | 0.02% | $2M | 70.4K | Q1 2026OLDER |
| MACKENZIE FINANCIAL CORP$83.3B AUM | 0.02% | $17M | 496.3K | Q1 2026OLDER |
| Investment Management Corp of Ontario$7.8B AUM | 0.02% | $1M | 41.4K | Q1 2026OLDER |
| Northwest & Ethical Investments L.P.$4.3B AUM | 0.02% | $750,044 | 22.6K | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.02% | $322M | 9.67M | Q1 2026OLDER |
| Metis Global Partners, LLC$4.1B AUM | 0.02% | $677,142 | 20.4K | Q1 2026OLDER |
| Entropy Technologies, LP$2.2B AUM | 0.02% | $220,662 | 7.8K | Q3 2025OLDER |
| PEAK6 LLC$42.6B AUM | 0.02% | $7M | 200.0K | Q1 2026OLDER |
| AMERICAN CENTURY COMPANIES INC$194.3B AUM | 0.02% | $30M | 909.7K | Q1 2026OLDER |
| VANGUARD FIDUCIARY TRUST CO$396.1B AUM | 0.02% | $61M | 1.82M | Q1 2026OLDER |
| OPPENHEIMER & CO INC$8.2B AUM | 0.02% | $1M | 37.8K | Q1 2026OLDER |
| Vanguard Investments Australia, Ltd.$34.6B AUM | 0.02% | $5M | 156.5K | Q1 2026OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.01% | $15M | 532.7K | Q4 2025OLDER |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.01% | $16M | 491.5K | Q1 2026OLDER |
| Man Group plc$55.1B AUM | 0.01% | $8M | 236.9K | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.01% | $3M | 86.7K | Q1 2026OLDER |
| VISION FINANCIAL MARKETS LLC$102M AUM | 0.01% | $13,995 | 420 | Q1 2026OLDER |
| Legal & General Group Plc$432.4B AUM | 0.01% | $58M | 1.76M | Q1 2026OLDER |
| Americana Partners, LLC$3.9B AUM | 0.01% | $434,817 | 15.4K | Q3 2025OLDER |
| BANK OF NOVA SCOTIA$57.2B AUM | 0.01% | $7M | 222.9K | Q1 2026OLDER |
| CIDEL ASSET MANAGEMENT INC$2.1B AUM | 0.01% | $261,610 | 7.4K | Q2 2026 |
| TECTONIC ADVISORS LLC$1.9B AUM | 0.01% | $229,518 | 6.9K | Q1 2026OLDER |
| KELLEHER FINANCIAL ADVISORS$395M AUM | 0.01% | $51,369 | 1.9K | Q4 2025OLDER |
| CenterBook Partners LP$1.9B AUM | 0.01% | $208,417 | 6.3K | Q1 2026OLDER |
| Manitou Investment Management Ltd.$538M AUM | 0.01% | $59,908 | 1.7K | Q2 2026 |
| Mutual Advisors, LLC$4.7B AUM | 0.01% | $508,993 | 15.3K | Q1 2026OLDER |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM | 0.01% | $3M | 80.7K | Q1 2026OLDER |
| PICTON MAHONEY ASSET MANAGEMENT$13.5B AUM | 0.01% | $1M | 43.9K | Q1 2026OLDER |
| Capital International, Inc./CA/$13.0B AUM | 0.01% | $1M | 41.0K | Q1 2026OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.01% | $17M | 522.8K | Q1 2026OLDER |
| Schonfeld Strategic Advisors LLC$14.2B AUM | 0.01% | $1M | 43.3K | Q1 2026OLDER |
| Parkside Financial Bank & Trust$1.3B AUM | 0.01% | $129,749 | 3.9K | Q1 2026OLDER |
| Sageworth Trust Co$2.3B AUM | 0.01% | $207,983 | 6.2K | Q1 2026OLDER |
| GTS SECURITIES LLC$2.8B AUM | 0.01% | $245,252 | 8.9K | Q4 2025OLDER |
| Cromwell Holdings LLC$223M AUM | 0.01% | $15,518 | 539 | Q3 2025OLDER |
| Swiss National Bank$173.8B AUM | 0.01% | $14M | 412.3K | Q1 2026OLDER |
| Vanguard Personalized Indexing Management, LLC$10.2B AUM | 0.01% | $800,080 | 24.0K | Q1 2026OLDER |
| Invesco Ltd.$653.3B AUM | 0.01% | $51M | 1.52M | Q1 2026OLDER |
| FIL Ltd$128.7B AUM | 0.01% | $10M | 293.6K | Q1 2026OLDER |
| LOUISBOURG INVESTMENTS INC.$529M AUM | 0.01% | $39,676 | 1.2K | Q1 2026OLDER |
| BARCLAYS PLC$416.3B AUM | 0.01% | $31M | 936.0K | Q1 2026OLDER |
| Aviso Financial Inc.$2.8B AUM | 0.01% | $207,653 | 6.2K | Q1 2026OLDER |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM | 0.01% | $2M | 66.7K | Q1 2026OLDER |
| ALPS ADVISORS INC$21.3B AUM | 0.01% | $1M | 40.7K | Q1 2026OLDER |
| Innovative Asset Advisors Group, LLC$173M AUM | 0.01% | $11,025 | 326 | Q1 2026OLDER |
| Y-Intercept (Hong Kong) Ltd$5.1B AUM | 0.01% | $311,768 | 8.8K | Q2 2026 |
| Engineers Gate Manager LP$8.0B AUM | 0.01% | $464,248 | 13.9K | Q1 2026OLDER |
| SILVERCREST ASSET MANAGEMENT GROUP LLC$13.8B AUM | 0.01% | $780,388 | 23.4K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.01% | $47M | 1.41M | Q1 2026OLDER |
| VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM | 0.00% | $199M | 5.97M | Q1 2026OLDER |
| Harbor Asset Planning, Inc.$119M AUM | 0.00% | $5,864 | 176 | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $66M | 1.99M | Q1 2026OLDER |
| VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM | 0.00% | $5M | 157.7K | Q1 2026OLDER |
| VAN ECK ASSOCIATES CORP$133M AUM | 0.00% | $5,919 | 177.9K | Q1 2026OLDER |
| Olistico Wealth, LLC$234M AUM | 0.00% | $9,861 | 280 | Q2 2026 |
| Centiva Capital, LP$13.6B AUM | 0.00% | $518,139 | 18.9K | Q4 2025OLDER |
| CITY HOLDING CO$800M AUM | 0.00% | $33,310 | 1.0K | Q1 2026OLDER |
| Signature Equity Partners, LLC$186M AUM | 0.00% | $7,746 | 232 | Q1 2026OLDER |
| Advisors Asset Management, Inc.$6.0B AUM | 0.00% | $237,138 | 7.1K | Q1 2026OLDER |
| Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM | 0.00% | $2M | 53.7K | Q1 2026OLDER |
| 1620 INVESTMENT ADVISORS, INC.$148M AUM | 0.00% | $5,331 | 160 | Q1 2026OLDER |
| 1832 Asset Management L.P.$108.8B AUM | 0.00% | $4M | 115.4K | Q1 2026OLDER |
| LAZARD ASSET MANAGEMENT LLC$60.8B AUM | 0.00% | $2M | 64.2K | Q1 2026OLDER |
| Camelot Portfolios, LLC$143M AUM | 0.00% | $5,646 | 206 | Q4 2025OLDER |
| VANGUARD GROUP INC$6.90T AUM | 0.00% | $238M | 8.67M | Q4 2025OLDER |
| Galibier Capital Management Ltd.$300M AUM | 0.00% | $10,274 | 363 | Q3 2025OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $2M | 71.4K | Q1 2026OLDER |
| United Community Bank$300M AUM | 0.00% | $8,626 | 314 | Q4 2025OLDER |
| Physician Wealth Advisors, Inc.$719M AUM | 0.00% | $23,324 | 700 | Q1 2026OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.00% | $7M | 222.4K | Q1 2026OLDER |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.00% | $101,661 | 3.1K | Q1 2026OLDER |
| Aventura Private Wealth, LLC$273M AUM | 0.00% | $8,197 | 246 | Q1 2026OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $3M | 82.9K | Q1 2026OLDER |
| Triumph Capital Management$491M AUM | 0.00% | $14,374 | 425 | Q1 2026OLDER |
| Gen-Wealth Partners Inc$317M AUM | 0.00% | $9,130 | 274 | Q1 2026OLDER |
| AGF MANAGEMENT LTD$22.3B AUM | 0.00% | $632,869 | 19.0K | Q1 2026OLDER |
| Basecamp Wealth Advisors LLC$469M AUM | 0.00% | $11,977 | 436 | Q2 2026 |
| CNB Bank$238M AUM | 0.00% | $6,031 | 181 | Q1 2026OLDER |
| Mondrian Investment Partners LTD$6.7B AUM | 0.00% | $166,469 | 3.6K | Q1 2026OLDER |
| Pacifica Partners Inc.$301M AUM | 0.00% | $7,468 | 225 | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $42M | 1.51M | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $15M | 459.8K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $2M | 69.4K | Q1 2026OLDER |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.00% | $16M | 484.4K | Q1 2026OLDER |
| Tidal Investments LLC$47.4B AUM | 0.00% | $1M | 33.4K | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.00% | $268,421 | 8.1K | Q1 2026OLDER |
| Burgundy Asset Management Ltd.$10.6B AUM | 0.00% | $229,103 | 8.3K | Q3 2025OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $24,090 | 723 | Q1 2026OLDER |
| JCIC Asset Management Inc.$326M AUM | 0.00% | $6,806 | 205 | Q1 2026OLDER |
| GILPIN WEALTH MANAGEMENT, LLC$126M AUM | 0.00% | $2,599 | 78 | Q1 2026OLDER |
| Swiss Life Asset Management Ltd$20.4B AUM | 0.00% | $414,510 | 12.5K | Q1 2026OLDER |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.00% | $32M | 879.1K | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $63,066 | 1.9K | Q1 2026OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.00% | $38,807 | 1.4K | Q4 2025OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.00% | $1M | 34.9K | Q1 2026OLDER |
| Gold Investment Management Ltd.$323M AUM | 0.00% | $5,849 | 176 | Q1 2026OLDER |
| Smallwood Wealth Investment Management, LLC$190M AUM | 0.00% | $3,232 | 97 | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $26M | 770.1K | Q1 2026OLDER |
| ExodusPoint Capital Management, LP$12.6B AUM | 0.00% | $203,252 | 6.1K | Q1 2026OLDER |
| SWAN Capital LLC$272M AUM | 0.00% | $4,017 | 142 | Q3 2025OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.00% | $247,779 | 9.0K | Q1 2026OLDER |
| Pictet Asset Management Holding SA$94.8B AUM | 0.00% | $1M | 43.0K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $11M | 336.5K | Q1 2026OLDER |
| Brevan Howard Capital Management LP$11.3B AUM | 0.00% | $318,433 | 11.3K | Q3 2025OLDER |
| Nuveen, LLC$369.3B AUM | 0.00% | $5M | 155.6K | Q1 2026OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $6M | 167.5K | Q1 2026OLDER |
| CENTRAL TRUST Co$5.1B AUM | 0.00% | $68,540 | 2.1K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $97,746 | 2.9K | Q1 2026OLDER |
| Bruce G. Allen Investments, LLC$153M AUM | 0.00% | $1,966 | 59 | Q1 2026OLDER |
| CAPSTONE INVESTMENT ADVISORS, LLC$57.4B AUM | 0.00% | $732,040 | 22.0K | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $236,272 | 7.1K | Q1 2026OLDER |
| TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA$298M AUM | 0.00% | $3,486 | 105 | Q1 2026OLDER |
| ProShare Advisors LLC$67.5B AUM | 0.00% | $784,408 | 23.6K | Q1 2026OLDER |
| ARCADIA INVESTMENT MANAGEMENT CORP/MI$584M AUM | 0.00% | $6,664 | 200 | Q1 2026OLDER |
| DEUTSCHE BANK AG\$302.7B AUM | 0.00% | $3M | 102.8K | Q1 2026OLDER |
| ROGCO, LP$300M AUM | 0.00% | $3,332 | 100 | Q1 2026OLDER |
| Hara Capital LLC$200M AUM | 0.00% | $2,131 | 63 | Q1 2026OLDER |
| Synergy Investment Management, LLC$306M AUM | 0.00% | $3,199 | 96 | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $49,780 | 1.5K | Q1 2026OLDER |
| North Capital, Inc.$118M AUM | 0.00% | $1,301 | 46 | Q3 2025OLDER |
| Hilltop National Bank$468M AUM | 0.00% | $4,616 | 131 | Q2 2026 |
| Neuberger Berman Group LLC$131.4B AUM | 0.00% | $1M | 37.7K | Q1 2026OLDER |
| Generali Asset Management SPA SGR$4.8B AUM | 0.00% | $45,817 | 990 | Q1 2026OLDER |
| Fiera Capital Corp$29.2B AUM | 0.00% | $298,291 | 10.8K | Q4 2025OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $60,697 | 1.8K | Q1 2026OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $59,243 | 1.8K | Q1 2026OLDER |
| STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM | 0.00% | $388,665 | 11.7K | Q1 2026OLDER |
| Verition Fund Management LLC$15.4B AUM | 0.00% | $212,826 | 7.5K | Q3 2025OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $6M | 169.7K | Q1 2026OLDER |
| Hartford Financial Management Inc.$392M AUM | 0.00% | $3,266 | 98 | Q1 2026OLDER |
| Squarepoint Ops LLC$85.1B AUM | 0.00% | $638,511 | 19.2K | Q1 2026OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $59,061 | 2.1K | Q4 2025OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $3M | 83.4K | Q1 2026OLDER |
| Colonial Trust Co / SC$735M AUM | 0.00% | $5,331 | 160 | Q1 2026OLDER |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.00% | $944,988 | 28.4K | Q1 2026OLDER |
| ESL Trust Services, LLC$524M AUM | 0.00% | $3,332 | 100 | Q1 2026OLDER |
| MARSHALL WACE, LLP$100.4B AUM | 0.00% | $623,115 | 22.0K | Q3 2025OLDER |
| Creative Planning$147.4B AUM | 0.00% | $916,533 | 27.5K | Q1 2026OLDER |
| Hilton Head Capital Partners, LLC$177M AUM | 0.00% | $1,066 | 32 | Q1 2026OLDER |
| Kennebec Savings Bank$111M AUM | 0.00% | $666 | 20 | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $561,575 | 16.9K | Q1 2026OLDER |
| Cornerstone Financial Management LLC$109M AUM | 0.00% | $633 | 19 | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $2M | 55.4K | Q1 2026OLDER |
| CGC Financial Services, LLC$346M AUM | 0.00% | $1,899 | 57 | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $17,160 | 515 | Q1 2026OLDER |
| Garton & Associates Financial Advisors LLC$122M AUM | 0.00% | $961 | 35 | Q4 2025OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $321,634 | 9.7K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $356,225 | 10.7K | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.00% | $14,052 | 422 | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $28,289 | 849 | Q2 2026 |
| DUNCKER STREETT & CO INC$526M AUM | 0.00% | $2,666 | 80 | Q1 2026OLDER |
| Capital World Investors$732.9B AUM | 0.00% | $4M | 109.6K | Q1 2026OLDER |
| Pinnacle Bancorp, Inc.$339M AUM | 0.00% | $1,666 | 50 | Q1 2026OLDER |
| Wilmington Savings Fund Society, FSB$4.2B AUM | 0.00% | $20,092 | 603 | Q1 2026OLDER |
| Allianz Asset Management GmbH$95.4B AUM | 0.00% | $447,297 | 13.5K | Q1 2026OLDER |
| PRINCIPAL FINANCIAL GROUP INC$187.2B AUM | 0.00% | $850,752 | 25.7K | Q1 2026OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.00% | $4,966 | 141 | Q2 2026 |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $950,349 | 28.6K | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $894,411 | 26.1K | Q1 2026OLDER |
| CALDWELL SUTTER CAPITAL, INC.$246M AUM | 0.00% | $1,033 | 31 | Q1 2026OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $3M | 95.3K | Q1 2026OLDER |
| Manchester Capital Management LLC$694M AUM | 0.00% | $2,866 | 86 | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $1M | 44.3K | Q1 2026OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $728,269 | 25.7K | Q3 2025OLDER |
| Millstone Evans Group, LLC$167M AUM | 0.00% | $633 | 19 | Q1 2026OLDER |
| EASTERN BANK$6.5B AUM | 0.00% | $24,668 | 700 | Q2 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $3M | 100.7K | Q1 2026OLDER |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $505,864 | 15.2K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $288,444 | 8.7K | Q1 2026OLDER |
| MCGUIRE CAPITAL ADVISORS INC$156M AUM | 0.00% | $500 | 15 | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.00% | $4,198 | 126 | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $8,462 | 247 | Q1 2026OLDER |
| Vision Retirement, LLC$373M AUM | 0.00% | $1,099 | 40 | Q1 2026OLDER |
| Archer Investment Corp$469M AUM | 0.00% | $1,333 | 40 | Q1 2026OLDER |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.00% | $812,837 | 29.6K | Q1 2026OLDER |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM | 0.00% | $633 | 19 | Q1 2026OLDER |
| Bogart Wealth, LLC$2.6B AUM | 0.00% | $6,263 | 228 | Q4 2025OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $60,673 | 2.2K | Q4 2025OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $197,921 | 5.9K | Q1 2026OLDER |
| Cornerstone Planning Group LLC$749M AUM | 0.00% | $1,766 | 50 | Q1 2026OLDER |
| YANKCOM Partnership$243M AUM | 0.00% | $510 | 18 | Q3 2025OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $7,910 | 237 | Q1 2026OLDER |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.00% | $2,094 | 74 | Q3 2025OLDER |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM | 0.00% | $401,106 | 12.0K | Q1 2026OLDER |
| Spire Wealth Management$3.3B AUM | 0.00% | $7,048 | 200 | Q2 2026 |
| AdvisorNet Financial, Inc$1.9B AUM | 0.00% | $4,026 | 121 | Q1 2026OLDER |
| Rialto Wealth Management, LLC$445M AUM | 0.00% | $852 | 31 | Q4 2025OLDER |
| MTM Investment Management, LLC$316M AUM | 0.00% | $600 | 18 | Q1 2026OLDER |
| HHM Wealth Advisors, LLC$996M AUM | 0.00% | $1,833 | 52 | Q2 2026 |
| FIRST HORIZON CORP$2.4B AUM | 0.00% | $4,332 | 130 | Q1 2026OLDER |
| NATIXIS$28.0B AUM | 0.00% | $49,145 | 1.5K | Q1 2026OLDER |
| Cache Advisors, LLC$1.2B AUM | 0.00% | $1,302 | 28 | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $788,094 | 23.8K | Q2 2026 |
| Bell Investment Advisors, Inc$639M AUM | 0.00% | $900 | 27 | Q1 2026OLDER |
| KELLY LAWRENCE W & ASSOCIATES INC/CA$360M AUM | 0.00% | $566 | 20 | Q3 2025OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $7,692 | 280 | Q4 2025OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $311,894 | 9.4K | Q1 2026OLDER |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 0.00% | $4,969 | 141 | Q2 2026 |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $213,440 | 6.4K | Q1 2026OLDER |
| Bare Financial Services, Inc$378M AUM | 0.00% | $466 | 14 | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $69,056 | 2.1K | Q1 2026OLDER |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.00% | $1,133 | 34 | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $7M | 200.2K | Q1 2026OLDER |
| Godfrey Financial Associates, Inc.$117M AUM | 0.00% | $133 | 4 | Q1 2026OLDER |
| GROUP ONE TRADING LLC$52.2B AUM | 0.00% | $56,078 | 1.7K | Q1 2026OLDER |
| Lodestone Wealth Management LLC$252M AUM | 0.00% | $267 | 8 | Q1 2026OLDER |
| BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM | 0.00% | $7,808 | 222 | Q1 2026OLDER |
| Main Street Group, LTD$340M AUM | 0.00% | $333 | 10 | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.00% | $1,488 | 53 | Q3 2025OLDER |
| Ritter Daniher Financial Advisory LLC / DE$657M AUM | 0.00% | $550 | 20 | Q4 2025OLDER |
| SBI Securities Co., Ltd.$3.6B AUM | 0.00% | $3,365 | 101 | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $44,382 | 1.3K | Q1 2026OLDER |
| GODSEY & GIBB, INC$1.1B AUM | 0.00% | $1,033 | 31 | Q1 2026OLDER |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.00% | $1,600 | 48 | Q1 2026OLDER |
| JNBA Financial Advisors$1.2B AUM | 0.00% | $1,033 | 31 | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $8,748 | 270 | Q1 2026OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $1,304 | 39 | Q1 2026OLDER |
| Amundi$367.1B AUM | 0.00% | $296,548 | 8.9K | Q1 2026OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $47,193 | 1.7K | Q4 2025OLDER |
| Ascentis Independent Advisors$1.3B AUM | 0.00% | $999 | 30 | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $2,666 | 80 | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $11,825 | 353 | Q1 2026OLDER |
| CVA Family Office, LLC$950M AUM | 0.00% | $566 | 17 | Q1 2026OLDER |
| Caitong International Asset Management Co., Ltd$541M AUM | 0.00% | $85 | 3 | Q3 2025OLDER |
| Anchor Investment Management, LLC$1.2B AUM | 0.00% | $666 | 20 | Q1 2026OLDER |
| Sterling Capital Management LLC$5.3B AUM | 0.00% | $2,799 | 84 | Q1 2026OLDER |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.00% | $2,747 | 100 | Q4 2025OLDER |
| True Wealth Design, LLC$360M AUM | 0.00% | $167 | 5 | Q1 2026OLDER |
| Park Place Capital Corp$499M AUM | 0.00% | $200 | 6 | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $7,385 | 222 | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $8,997 | 270 | Q1 2026OLDER |
| Scarborough Advisors, LLC$914M AUM | 0.00% | $333 | 10 | Q1 2026OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.00% | $951 | 27 | Q2 2026 |
| ORG Partners LLC$568M AUM | 0.00% | $192 | 7 | Q4 2025OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $648 | 20 | Q1 2026OLDER |
| RHUMBLINE ADVISERS$116.9B AUM | 0.00% | $34,382 | 1.0K | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $549 | 20 | Q4 2025OLDER |
| Asset Dedication, LLC$1.4B AUM | 0.00% | $400 | 12 | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $7,548 | 227 | Q2 2026 |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $497 | 15 | Q1 2026OLDER |
| TUCKER ASSET MANAGEMENT LLC$343M AUM | 0.00% | $82 | 3 | Q4 2025OLDER |
| Key FInancial Inc$562M AUM | 0.00% | $133 | 4 | Q1 2026OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $4,244 | 150 | Q3 2025OLDER |
| MACQUARIE GROUP LTD$16.8B AUM | 0.00% | $18,273 | 646 | Q3 2025OLDER |
| Guerra Advisors Inc$271M AUM | 0.00% | $57 | 2 | Q3 2025OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $7,764 | 233 | Q1 2026OLDER |
| SALEM INVESTMENT COUNSELORS INC$3.4B AUM | 0.00% | $643 | 19 | Q1 2026OLDER |
| Golden State Wealth Management, LLC$915M AUM | 0.00% | $167 | 5 | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $1,103 | 39 | Q3 2025OLDER |
| BROWN BROTHERS HARRIMAN & CO$18.6B AUM | 0.00% | $3,099 | 93 | Q1 2026OLDER |
| Fortitude Family Office, LLC$448M AUM | 0.00% | $67 | 2 | Q1 2026OLDER |
| Kozak & Associates, Inc.$576M AUM | 0.00% | $66 | 2 | Q1 2026OLDER |
| FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM | 0.00% | $466 | 14 | Q1 2026OLDER |
| Stone House Investment Management, LLC$558M AUM | 0.00% | $67 | 2 | Q1 2026OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $933 | 28 | Q1 2026OLDER |
| MATHER GROUP, LLC.$10.0B AUM | 0.00% | $1,016 | 30 | Q1 2026OLDER |
| Private Wealth Asset Management, LLC$935M AUM | 0.00% | $85 | 3 | Q3 2025OLDER |
| TD PRIVATE CLIENT WEALTH LLC$4.8B AUM | 0.00% | $431 | 13 | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $1,867 | 66 | Q3 2025OLDER |
| Crewe Advisors LLC$1.2B AUM | 0.00% | $67 | 2 | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $17,726 | 532 | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $4,339 | 130 | Q1 2026OLDER |
| NFJ INVESTMENT GROUP, LLC$2.6B AUM | — | $0 | 0 | Q4 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.