SOBCF / South Bow Corporation - Kepemilikan Institusional - Penjual

South Bow Corporation
US ˙ OTCPK
HINDI NA ACTIVE ANG SIMBONG ITO

Kepemilikan Institusional dan Dana - Penjual

Halaman ini menampilkan lembaga, dana, dan pemegang saham utama yang telah mengurangi kepemilikan atau menutup posisi mereka pada periode pelaporan terakhir. Baris berwarna merah menunjukkan posisi yang telah ditutup. Klik ikon tautan untuk melihat riwayat transaksi lengkap.

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Tanggal File Sumber Investor Ketik Presyo ng Avg
(Silangan)		 Saham Δ Saham
(%)		 Dilaporkan
Nilai
($1000)		 Nilai Δ
(%)		 Alokasi Port
(%)
2025-05-05 13F Souders Financial Advisors 0 -100.00 0
2025-07-24 NP FIDJX - Fidelity SAI Sustainable Sector Fund 0 -100.00 0 -100.00
2025-08-22 NP Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 294,000 -12.94 7,632 -11.52
2025-05-13 13F Mondrian Investment Partners LTD 560,199 -14.51 20,593 -9.64
2025-08-28 NP IGE - iShares North American Natural Resources ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 46,763 -3.19 1,212 -1.70
2025-07-10 13F Exchange Traded Concepts, Llc 221,982 -3.04 5,752 -1.56
2025-08-18 13F Wolverine Trading, Llc 0 -100.00 0
2025-05-30 NP PRFDX - T. Rowe Price Equity Income Fund This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 354,818 -2.34 9,055 5.73
2025-05-08 13F Geneos Wealth Management Inc. 0 -100.00 0
2025-05-29 NP AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1 This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 37,613 -64.06 960 -61.11
2025-08-14 13F Harwood Advisory Group, LLC 0 -100.00 0 -100.00
2025-03-28 NP GIZAX - Invesco Global Infrastructure Fund Class A 11,865 -3.07 284 -7.21
2025-07-24 13F Us Bancorp \de\ 8,021 -18.20 208 -17.20
2025-05-15 13F Centerstone Investors, LLC 0 -100.00 0
2025-08-13 13F Bank Of Nova Scotia Trust Co 25,218 -12.24 653 -10.91
2025-08-13 13F Portland Investment Counsel Inc. 993,644 -13.31 25,804 -11.87
2025-05-12 13F Capital Research Global Investors 0 -100.00 0
2025-04-07 13F Nexus Investment Management ULC 0 -100.00 0
2025-05-15 13F Energy Income Partners, LLC 0 -100.00 0
2025-08-08 13F Alberta Investment Management Corp 0 -100.00 0
2025-08-14 13F MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 2,311,487 -16.42 59,891 -15.14
2025-07-31 13F Cardinal Point Capital Management, ULC 19,468 -10.53 504 -6.32
2025-08-14 13F PDT Partners, LLC 10,387 -88.83 269 -88.66
2025-05-14 13F South Plains Financial, Inc. 0 -100.00 0
2025-08-06 13F Golden State Wealth Management, LLC 34 -30.61 1 -100.00
2025-08-13 13F 1832 Asset Management L.P. 94,378 -91.20 2,445 -91.06
2025-07-16 13F Signaturefd, Llc 1,942 -13.50 50 -12.28
2025-08-18 13F Wolverine Trading, Llc Call 0 -100.00 0
2025-08-27 13F/A Squarepoint Ops LLC 0 -100.00 0 -100.00
2025-07-17 13F Park Place Capital Corp 6 -94.44 0 -100.00
2025-08-14 13F Cubist Systematic Strategies, LLC 0 -100.00 0
2025-08-22 NP FSRRX - Fidelity Strategic Real Return Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 798 -99.06 21 -99.08
2025-07-28 13F Td Asset Management Inc 1,466,721 -46.57 37,998 -45.81
2025-08-13 13F Invesco Ltd. 1,558,823 -3.76 40,389 -2.28
2025-08-13 13F Healthcare Of Ontario Pension Plan Trust Fund 1,870,000 -6.50 48,578 -4.94
2025-08-14 13F Alliancebernstein L.p. 40,831 -0.16 1,058 1.34
2025-06-24 NP SFNNX - Schwab Fundamental International Large Company Index Fund Institutional Shares This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 15,195 -30.85 375 -28.57
2025-08-14 13F Two Sigma Investments, Lp 147,721 -65.15 3,827 -64.62
2025-05-12 13F Jarislowsky, Fraser Ltd 0 -100.00 0
2025-08-15 13F Ewing Morris & Co. Investment Partners Ltd. 0 -100.00 0
2025-05-14 13F Capital Fund Management S.a. 0 -100.00 0
2025-08-12 13F Franklin Resources Inc 93,385 -36.81 2,426 -35.74
2025-08-11 13F Citigroup Inc 17,051 -9.95 442 -8.70
2025-08-12 13F Manchester Capital Management LLC 0 -100.00 0
2025-08-07 13F Zurcher Kantonalbank (Zurich Cantonalbank) 44,390 -26.13 1,150 -25.03
2025-05-14 13F REAP Financial Group, LLC 0 -100.00 0
2025-07-29 NP JIEMX - Equity Income Fund Class NAV 57,845 -77.16 1,499 -77.76
2025-05-15 13F Polar Asset Management Partners Inc. 0 -100.00 0 -100.00
2025-05-15 13F Cohen & Steers, Inc. 0 -100.00 0
2025-05-12 13F Sandy Spring Bank 0 -100.00 0
2025-08-01 13F Lipe & Dalton 10,269 -2.08 0
2025-08-14 13F Vident Advisory, LLC 69,103 -12.41 1,790 -11.17
2025-05-20 NP FLCA - Franklin FTSE Canada ETF 43,860 -1.34 1,120 6.87
2025-08-14 13F Tortoise Capital Advisors, L.l.c. 931,547 -22.71 24,136 -21.53
2025-05-14 13F First Trust Advisors Lp 0 -100.00 0
2025-08-12 13F Rhumbline Advisers 1,341 -2.47 35 -2.86
2025-08-11 13F TD Waterhouse Canada Inc. 1,222,897 -1.64 31,366 -0.12
2025-08-05 13F Simplex Trading, Llc Call 500 -98.46 0
2025-07-31 13F Glass Jacobson Investment Advisors llc 0 -100.00 0
2025-08-14 13F Greenline Partners, LLC 52,206 -6.62 1,353 -5.19
2025-08-11 13F Principal Securities, Inc. 39 -20.41 1 0.00
2025-04-24 13F Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 0 -100.00 0
2025-08-11 13F FSC Wealth Advisors, LLC 0 -100.00 0
2025-08-26 NP IGF - iShares Global Infrastructure ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 577,413 -1.54 14,989 0.06
2025-08-12 13F Nuveen, LLC 155,622 -13.95 4,032 -12.73
2025-07-14 13F AdvisorNet Financial, Inc 118 -52.23 3 -50.00
2025-06-26 NP FDVLX - Fidelity Value Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 846,300 -4.52 20,903 -1.46
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class 78,300 -5.09 2,033 -3.56
2025-08-14 13F Bnp Paribas Arbitrage, Sa 0 -100.00 0
2025-08-12 13F PSI Advisors, LLC 0 -100.00 0
2025-08-07 13F Tacita Capital Inc 0 -100.00 0
2025-04-28 13F First Bank & Trust 0 -100.00 0
2025-08-14 13F Canada Pension Plan Investment Board 1,700,000 -17.07 44,159 -15.69
2025-08-12 13F Jpmorgan Chase & Co 39,133 -86.25 1,014 -86.05
2025-08-28 NP QCSTRX - Stock Account Class R1 163,003 -9.87 4,231 -8.42
2025-08-12 13F Charles Schwab Investment Management Inc 421,686 -15.39 10,925 -14.17
2025-08-25 NP IGAAX - International Growth and Income Fund Class A 113,818 -25.63 2,955 -24.43
2025-05-15 13F Evergreen Capital Management Llc 0 -100.00 0
2025-08-13 13F Capital International Investors 15,395,507 -12.15 399,656 -10.71
2025-05-30 NP QAAHCX - T. Rowe Price Equity Income Portfolio This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 0 -100.00 0 -100.00
2025-08-14 13F UBS Group AG 195,858 -29.41 5,075 -28.33
2025-08-14 13F Smartleaf Asset Management LLC 34 -52.78 1 -100.00
2025-08-13 13F Pictet Asset Management Holding SA 595,752 -0.41 15,434 1.02
2025-04-28 NP John Hancock Funds II - International Strategic Equity Allocation Fund Class NAV 739 -97.25 20 -97.29
2025-07-18 13F Gold Investment Management Ltd. 217 -0.46 6 0.00
2025-05-05 13F Transce3nd, LLC 0 -100.00 0
2025-03-27 NP TMLAX - Transamerica MLP & Energy Income A 0 -100.00 0 -100.00
2025-07-21 13F Hennessy Advisors Inc 0 -100.00 0
2025-08-12 13F Coldstream Capital Management Inc 0 -100.00 0
2025-05-05 13F Lindbrook Capital, Llc 171 -98.66 4 -98.67
2025-08-12 13F Advisors Asset Management, Inc. 7,770 -1.92 201 -0.50
2025-08-14 13F FIL Ltd 270,627 -20.78 7,025 -19.49
2025-07-11 13F Viking Fund Management Llc 2,400 -92.36 62 -92.26
2025-08-14 13F Jane Street Group, Llc Put 0 -100.00 0
2025-07-31 13F Nisa Investment Advisors, Llc 0 -100.00 0
2025-05-15 13F Merewether Investment Management, LP 0 -100.00 0
2025-07-08 13F Parallel Advisors, LLC 366 -19.56 9 -18.18
2025-08-25 NP ALEFX - ALPS/Alerian Energy Infrastructure Portfolio Class I 181,378 -15.55 4,708 -14.18
2025-08-14 13F Citadel Advisors Llc Call 25,100 -44.12 650 -43.28
2025-08-14 13F Citadel Advisors Llc Put 8,000 -73.46 207 -73.08
2025-07-29 NP PRPAX - PGIM Jennison MLP Fund Class A 541,488 -24.74 14,035 -26.70
2025-08-07 13F Bornite Capital Management LP 400,000 -62.65 10,364 -62.08
2025-08-08 13F Pnc Financial Services Group, Inc. 6,427 -23.69 167 -22.43
2025-08-13 13F Northern Trust Corp 134,451 -7.03 3,484 -5.61
2025-08-22 NP FWATX - Fidelity Advisor Multi-Asset Income Fund Class A This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 165,000 -87.61 4,283 -87.41
2025-08-11 13F Duff & Phelps Investment Management Co 0 -100.00 0
2025-08-14 13F Boston Private Wealth Llc 0 -100.00 0
2025-05-15 13F Gluskin Sheff & Assoc Inc 0 -100.00 0
2025-07-24 NP FPURX - Fidelity Puritan Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 434,085 -0.03 11,251 -2.63
2025-05-15 13F Lazard Asset Management Llc 0 -100.00 0
2025-08-05 13F Bank Of Montreal /can/ Call 0 -100.00 0 -100.00
2025-07-28 13F Generali Asset Management SPA SGR 935 -65.55 33 -66.67
2025-08-22 NP QBA2Q - Balanced Portfolio Initial Class 89,800 -7.99 2,331 -6.50
2025-08-14 13F/A Barclays Plc 870,858 -7.26 23 -4.35
2025-08-14 13F Investment Management Corp of Ontario 24,418 -2.79 633 -1.40
2025-08-12 13F Prudential Financial Inc 11,070 -26.74 287 -25.71
2025-08-14 13F Axa S.a. 0 -100.00 0
2025-08-14 13F GWM Advisors LLC 231 -26.20 6 -28.57
2025-07-25 13F Cwm, Llc 365 -7.12 0
2025-08-13 13F Millstone Evans Group, LLC 19 -89.02 0 -100.00
2025-08-14 13F Murchinson Ltd. 1,231,600 -76.65 31,911 -76.29
2025-08-13 13F Quadrant Capital Group Llc 0 -100.00 0
2025-06-26 NP PGJAX - PGIM Jennison Global Infrastructure Fund Class A 9,241 -53.33 228 -51.80
2025-06-26 NP FAVFX - Fidelity Advisor Value Fund Class A This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 34,550 -3.89 853 -0.81
2025-08-01 13F Envestnet Asset Management Inc 17,488 -25.36 453 -24.12
2025-07-24 NP FBALX - Fidelity Balanced Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 659,700 -10.46 17,099 -12.80
2025-07-31 13F CNB Bank 338 -35.25 9 -38.46
2025-08-14 13F Van Eck Associates Corp 181,506 -5.78 5 0.00
2025-08-13 13F EverSource Wealth Advisors, LLC 410 -19.61 11 -23.08
2025-08-13 13F Cerity Partners LLC 0 -100.00 0
2025-06-26 NP DIHP - Dimensional International High Profitability ETF 1 -99.65 0 -100.00
2025-08-14 13F Point72 Asia (Singapore) Pte. Ltd. 0 -100.00 0
2025-08-13 13F Beutel, Goodman & Co Ltd. 10 -99.28 0
2025-07-15 13F Fortitude Family Office, LLC 2 -92.00 0
2025-08-14 13F Blackstone Group Inc 3,909,570 -1.57 101,297 -0.07
2025-07-15 13F Public Employees Retirement System Of Ohio 61,273 -11.67 1,588 -10.33
2025-08-11 13F HighTower Advisors, LLC 62,781 -44.33 1,627 -43.48
2025-07-24 NP FCVSX - Fidelity Convertible Securities Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 152,900 -19.10 3,963 -21.20
2025-06-26 NP ISCF - iShares Edge MSCI Multifactor Intl Small-Cap ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 10,948 -43.77 270 -41.94
2025-08-04 13F Spire Wealth Management 214 -50.69 6 -54.55
2025-08-14 13F Toronto Dominion Bank Call 8,100 -97.39 210 -97.35
2025-06-26 NP FNSTX - Fidelity Infrastructure Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 7,400 -7.50 183 -8.54
2025-08-07 13F Scheer, Rowlett & Associates Investment Management Ltd. 0 -100.00 0
2025-08-14 13F Fmr Llc 13,391,111 -30.98 347,614 -29.86
2025-08-28 NP Amplify ETF Trust - Amplify Natural Resources Dividend Income ETF 10,762 -25.46 279 -24.46
2025-06-26 NP DFALX - Large Cap International Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2 -100.00 0 -100.00
2025-07-24 NP FBKFX - Fidelity Balanced K6 Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 26,587 -7.11 689 -9.46
2025-05-14 13F HITE Hedge Asset Management LLC 0 -100.00 0
2025-08-15 13F Morgan Stanley 751,458 -10.44 19,470 -9.07
2025-05-07 13F Evermay Wealth Management Llc 0 -100.00 0
2025-08-11 13F Cornerstone Planning Group LLC 22 -50.00 1 -100.00
2025-08-14 13F Group One Trading, L.p. Call 700 -98.13 18 -98.11
2025-08-14 13F Zimmer Partners, LP 126,000 -28.00 3,272 -26.82
2025-04-16 13F Compagnie Lombard Odier SCmA 0 -100.00 0
2025-05-12 13F Capital World Investors 0 -100.00 0
2025-07-21 13F Kennebec Savings Bank 20 -80.20 1 -100.00
2025-07-09 13F Massmutual Trust Co Fsb/adv 347 -19.68 9 -27.27
2025-08-15 13F Brookfield Asset Management Inc. 38 -99.99 1 -100.00
2025-08-13 13F Arrowstreet Capital, Limited Partnership 0 -100.00 0
2025-07-10 13F Global Financial Private Client, LLC 0 -100.00 0
2025-07-17 13F Sound Income Strategies, LLC 20 -58.33 1 -100.00
2025-07-28 13F Harbour Investments, Inc. 453 -9.40 12 -8.33
2025-07-24 13F IFP Advisors, Inc 137 -46.90 4 -50.00
2025-08-01 13F Motco 0 -100.00 0
2025-08-06 13F True Wealth Design, LLC 5 -37.50 0
2025-05-15 13F Verition Fund Management LLC 0 -100.00 0 -100.00
2025-05-15 13F Glenmede Trust Co Na 0 -100.00 0
2025-08-01 13F Jennison Associates Llc 563,522 -41.87 14,639 -40.91
2025-08-12 13F Swiss National Bank 400,620 -1.01 10,360 0.14
2025-03-31 NP FKIDX - Fidelity Diversified International K6 Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 231,954 -3.43 5,551 -7.47
2025-08-08 13F Cetera Investment Advisers 9,162 -18.55 237 -17.42
2025-05-13 13F M&G Plc 0 -100.00 0
2025-08-14 13F Susquehanna International Group, Llp Put 98,000 -12.50 2,539 -11.16
2025-05-05 13F Kayne Anderson Capital Advisors Lp 0 -100.00 0
2025-08-14 13F Ubs Asset Management Americas Inc 198,486 -0.28 5,143 1.24
2025-08-14 13F Susquehanna International Group, Llp Call 49,900 -51.27 1,293 -50.55
2025-05-14 13F Dixon Mitchell Investment Counsel Inc. 0 -100.00 0
2025-03-31 NP FSMVX - Fidelity Mid Cap Value Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 254,300 -10.93 6,086 -14.64
2025-08-14 13F Two Sigma Advisers, Lp 121,400 -44.62 3,145 -43.77
2025-08-14 13F Infrastructure Capital Advisors, Llc 22,486 -97.98 583 -99.10
2025-08-13 13F Burgundy Asset Management Ltd. 8,272 -59.83 214 -59.32
2025-08-14 13F Federation des caisses Desjardins du Quebec 280,960 -16.65 7,240 -15.80
2025-08-07 13F Acadian Asset Management Llc 0 -100.00 0
2025-08-12 13F MAI Capital Management 394 -15.45 10 -9.09
2025-08-14 13F CIBC Asset Management Inc 303,663 -14.12 7,880 -12.79
2025-08-12 13F O'shaughnessy Asset Management, Llc 7,729 -4.85 200 -3.38
2025-08-13 13F Russell Investments Group, Ltd. 112,499 -5.45 2,915 -4.11
2025-08-06 13F First Horizon Advisors, Inc. 195 -21.69 5 -16.67
2025-08-05 13F K.J. Harrison & Partners Inc 11,166 -12.75 289 -11.62
2025-08-14 13F Wells Fargo & Company/mn 15,065 -4.95 391 -3.46
2025-08-14 13F Wiley Bros.-aintree Capital, Llc 12,756 -13.24 331 -13.84
2025-08-13 13F Capital International Inc /ca/ 33,713 -24.86 875 -23.58
2025-08-11 13F Premier Fund Managers Ltd 0 -100.00 0
2025-08-25 NP AMERICAN FUNDS INSURANCE SERIES - International Growth and Income Fund Class 1 This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2,470 -26.36 64 -24.71
2025-06-26 NP BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 3,713 -85.74 92 -85.39
2025-08-04 13F Assetmark, Inc 1,288 -4.80 33 -2.94
2025-08-21 NP MXEQX - Great-West Large Cap Value Fund Investor Class 131,312 -6.07 3,409 -4.54
2025-08-27 NP BBVLX - Bridge Builder Large Cap Value Fund 671,400 -7.84 17,429 -6.33
2025-08-14 13F Toroso Investments, LLC 10,762 -25.46 279 -24.46
2025-08-14 13F Toronto Dominion Bank 956,039 -43.26 24,833 -42.31
2025-08-07 13F Aviva Plc 0 -100.00 0
2025-06-27 NP IENAX - INVESCO Energy Fund Class A 569,061 -24.87 14,055 -22.46
2025-08-07 13F/A Tortoise Investment Management, LLC 0 -100.00 0
2025-06-26 NP FSLCX - Fidelity Small Cap Stock Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 113,685 -15.91 2,808 -13.23
2025-08-14 13F DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0 -100.00 0
2025-04-30 13F Synergy Investment Management, LLC 0 -100.00 0
2025-08-14 13F SIG North Trading, ULC 0 -100.00 0 -100.00
2025-08-15 13F Tower Research Capital LLC (TRC) 974 -75.15 25 -75.00
2025-08-13 13F Mackenzie Financial Corp 489,579 -32.10 12,717 -30.95
2025-05-06 13F Fractal Investments LLC 0 -100.00 0
2025-08-12 13F Global Retirement Partners, LLC 344 -18.10 9 -11.11
2025-06-27 13F/A Goldman Sachs Group Inc Put 0 -100.00 0 -100.00
2025-07-31 13F Oppenheimer & Co Inc 32,858 -37.91 851 -36.96
2025-04-28 NP CWGIX - CAPITAL WORLD GROWTH & INCOME FUND Class A This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 0 -100.00 0 -100.00
2025-08-11 13F Hexagon Capital Partners LLC 0 -100.00 0
2025-05-14 13F BOK Financial Private Wealth, Inc. 0 -100.00 0
2025-03-28 NP AWSHX - WASHINGTON MUTUAL INVESTORS FUND Class A 635,691 -64.44 15,193 -65.95
2025-08-14 13F Point72 Asset Management, L.P. 0 -100.00 0
2025-04-29 13F Financial Counselors Inc 0 -100.00 0
2025-08-01 13F Chilton Capital Management Llc 0 -100.00 0
2025-06-26 NP MSTQX - Morningstar U.S. Equity Fund 7,643 -31.27 189 -29.32
2025-08-12 13F Legal & General Group Plc 2,153,053 -9.81 55,782 -8.52
2025-05-15 13F Nfj Investment Group, Llc 0 -100.00 0
2025-07-30 NP FSAKX - Strategic Advisers U.S. Total Stock Fund 53,000 -21.83 1,374 -23.89
2025-05-02 13F Whittier Trust Co 0 -100.00 0
2025-07-23 13F Maryland State Retirement & Pension System 253,568 -4.27 6,591 -2.56
2025-04-24 13F Trust Co Of Vermont 0 -100.00 0
2025-05-15 13F Utah Retirement Systems 0 -100.00 0
2025-07-30 13F Whittier Trust Co Of Nevada Inc 506 -12.91 13 -7.14
2025-08-13 13F Amundi 0 -100.00 0
2025-08-28 NP GII - SPDR(R) S&P GLOBAL INFRASTRUCTURE ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 42,267 -11.92 1,095 -10.61
2025-04-29 13F Raleigh Capital Management Inc. 0 -100.00 0
2025-08-14 13F CIBC World Markets Inc. 3,147,016 -2.11 81,757 -0.47
2025-08-08 13F Wiser Advisor Group LLC 0 -100.00 0
2025-08-05 13F Meixler Investment Management, Ltd. 26,190 -4.95 679 -3.56
2025-06-26 NP FKICX - Fidelity Small Cap Stock K6 Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,301 -32.70 32 -30.43
2025-08-26 NP FMGIX - Frontier MFG Core Infrastructure Fund Institutional Class 20,476 -31.61 532 -30.50
2025-08-05 13F Bank Of Montreal /can/ Put 0 -100.00 0 -100.00
2025-08-05 13F GPS Wealth Strategies Group, LLC 74 -35.09 2 -50.00
2025-05-13 13F Sit Investment Associates Inc 0 -100.00 0
2025-03-31 NP FCMVX - Fidelity Mid Cap Value K6 Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 3,700 -17.78 89 -21.43
2025-07-25 NP FNDF - Schwab Fundamental International Large Company Index ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 70,982 -31.73 1,836 -33.91
2025-07-15 13F SJS Investment Consulting Inc. 0 -100.00 0
2025-08-13 13F Hsbc Holdings Plc 0 -100.00 0
2025-07-11 13F Miller Howard Investments Inc /ny 746,599 -8.68 19,344 -7.29
2025-05-15 13F Beaird Harris Wealth Management, LLC 0 -100.00 0
2025-05-14 13F Group One Trading, L.p. 0 -100.00 0 -100.00
2025-08-19 13F National Asset Management, Inc. 0 -100.00 0
2025-05-15 13F Yaupon Capital Management LP 0 -100.00 0
2025-08-26 NP EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB 20,305 -20.56 527 -19.17
2025-07-30 NP FCTDX - Strategic Advisers Fidelity U.S. Total Stock Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 518,900 -3.24 13,449 -5.76
2025-08-07 13F Guardian Partners Inc. 15,795 -12.13 415 -3.26
2025-07-17 13F Hanson & Doremus Investment Management 0 -100.00 0
2025-06-27 NP PXF - Invesco FTSE RAFI Developed Markets ex-U.S. ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 18,245 -26.10 450 -24.16
2025-04-22 NP EIPI - FT Energy Income Partners Enhanced Income ETF 49,918 -13.99 1,329 -12.05
2025-08-13 13F Capital Group Private Client Services, Inc. 223,744 -1.80 5,807 -0.21
2025-05-15 13F Royal Bank Of Canada Put 0 -100.00 0 -100.00
2025-08-21 NP EINC - VanEck Vectors Energy Income ETF 125,087 -11.12 3,241 -9.75
2025-08-11 13F Vanguard Group Inc 8,340,205 -6.36 216,503 -4.85
Other Listings
CA:SOBO CA$ 38.27
US:SOBO US$ 27.67
DE:R8M
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