South BowSOBO
13F holders, Q1 2025 (March 31)299holders +14
66new positions
52sold out
3famous investors
$25.81avg. 13F price*
At the end of Q1 2025, 299 institutions reported holding South Bow Corp. (SOBO) in their 13F filings, up 14 from Q4 2024. 66 opened new positions and 52 sold out. The largest holders were FMR LLC ($495.6M), Capital International Investors ($447.6M) and Royal Bank of Canada ($428.8M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Steve Cohen (0.0% of Point72 Asset Management's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- South Bow Corp.
- CUSIP
- 83671M105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 66 | $208.3M |
| Exits | 52 | $153.4M |
All 13F filers, Q4 2024 → Q1 2025: 27,551,348 shares bought and 12,364,783 shares sold, net +15,186,565 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 299 holders
| FMR LLC | 0.03% | Reduce -0.8% | 19,400,713 | $495.6M |
| Capital International Investors | 0.09% | Add +31.1% | 17,525,137 | $447.6M |
| Royal Bank of Canada | 0.10% | Reduce -8.8% | 16,801,074 | $428.8M |
| T. Rowe Price Associates Inc. | 0.04% | Add +2.3% | 12,617,143 | $322.0M |
| Vanguard Group Inc. | 0.00% | Add +1.8% | 8,907,058 | $227.5M |
| Bank of Montreal | 0.08% | Add +6.7% | 5,708,946 | $145.9M |
| Murchinson Ltd. | 23.97% | New | 5,274,000 | $134.6M |
| ClearBridge Investments Ltd | 2.79% | Add +4.6% | 4,260,765 | $107.4M |
| Blackstone Inc. | 0.44% | Add +7.9% | 3,972,031 | $101.4M |
| Goldman Sachs Group Inc. | 0.02% | Add +187.2% | 3,851,407 | $98.3M |
| Cibc World Market Inc. | 0.19% | Add +59.5% | 3,214,773 | $82.1M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.15% | Add +17.6% | 2,765,548 | $70.6M |
| TD Asset Management Inc | 0.06% | Reduce -1.1% | 2,745,382 | $70.1M |
| Infrastructure Capital Advisors, LLC | 11.03% | Add +4964.7% | 1,112,162 | $64.6M |
| Legal & General Group Plc | 0.02% | Add +2.6% | 2,387,252 | $61.0M |
| Bank of Nova Scotia | 0.13% | Add +196.7% | 2,193,469 | $56.0M |
| Canada Pension Plan Investment Board | 0.05% | Reduce -23.8% | 2,050,000 | $52.4M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.11% | Add +66666566.7% | 2,000,000 | $51.1M |
| Bank of America Corp. | 0.00% | Reduce -8.3% | 1,936,604 | $49.4M |
| Scotia Capital Inc. | 0.24% | Add +1.1% | 1,734,937 | $44.2M |
| Toronto Dominion Bank | 0.11% | Reduce -15.7% | 1,684,841 | $43.0M |
| Invesco Ltd. | 0.01% | Add +112.9% | 1,619,641 | $41.3M |
| Manufacturers Life Insurance Company, The | 0.03% | Reduce -5.7% | 1,379,901 | $35.3M |
| Boston Partners | 0.04% | New | 1,294,731 | $32.8M |
| TD Waterhouse Canada Inc. | 0.26% | Add +26.3% | 1,243,326 | $31.4M |
| Tortoise Capital Advisors, L.L.C. | 0.37% | Add +0.8% | 1,205,314 | $30.8M |
| Norges Bank | 0.00% | Add +36.0% | 1,182,384 | $30.2M |
| Portland Investment Counsel Inc. | 8.89% | Reduce -2.7% | 1,146,228 | $29.3M |
| 1832 Asset Management L.P. | 0.05% | Reduce -4.1% | 1,072,088 | $27.4M |
| Bornite Capital Management LP | 7.04% | Reduce -1.5% | 1,071,000 | $27.3M |
| Jennison Associates LLC | 0.02% | Add +43.2% | 969,432 | $24.8M |
| Westwood Holdings Group Inc. | 0.19% | Add +155.6% | 964,309 | $24.6M |
| Barclays PLC | 0.01% | Add +1987.3% | 939,023 | $24.0M |
| Morgan Stanley | 0.00% | Add +5.5% | 839,020 | $21.4M |
| Miller Howard Investments Inc. | 0.66% | Add +87.8% | 817,558 | $20.9M |
| Mondrian Investment Partners LTD | 0.35% | Reduce -14.5% | 560,199 | $20.6M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.09% | Add +5.4% | 792,153 | $20.2M |
| Thornburg Investment Management Inc. | 0.28% | New | 772,102 | $19.7M |
| Brookfield Corp | 0.03% | Reduce -13.4% | 746,077 | $19.0M |
| Mackenzie Financial Corp. | 0.03% | Reduce -36.6% | 721,065 | $18.4M |
| Intact Investment Management Inc. | 0.61% | Add +122.4% | 697,060 | $17.8M |
| Dimensional Fund Advisors LP | 0.00% | Add +0.0% | 667,981 | $17.1M |
| Pictet Asset Management Holding SA | 0.02% | Add +0.1% | 598,192 | $15.3M |
| National Bank of Canada | 0.02% | Add +21.2% | 568,592 | $14.4M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -7.0% | 498,360 | $12.7M |
| Two Sigma Investments, LP | 0.02% | Reduce -27.3% | 423,904 | $10.8M |
| Swiss National Bank | 0.01% | Reduce -1.3% | 404,720 | $10.3M |
| Scheer, Rowlett & Associates Investment Management Ltd. | 0.76% | Add +2.9% | 402,934 | $10.3M |
| CIBC Asset Management Inc | 0.03% | Add +11.7% | 353,605 | $9.0M |
| FIL Ltd | 0.01% | Reduce -49.0% | 341,627 | $8.7M |
| Federation des caisses Desjardins du Quebec | 0.04% | Add +17.8% | 337,068 | $8.6M |
| Duff & Phelps Investment Management Co. | 0.10% | Reduce -27.6% | 323,467 | $8.3M |
| JPMorgan Chase & Co. | 0.00% | Add +56.5% | 284,520 | $7.3M |
| UBS Group AG | 0.00% | Add +108.0% | 277,461 | $7.1M |
| Maryland State Retirement & Pension System | 0.16% | Add +1.5% | 264,886 | $6.8M |
| SIG North Trading, ULC | 1.30% | Add +261.7% | 250,670 | $6.4M |
| Exchange Traded Concepts, LLC | 0.10% | Reduce -0.6% | 228,931 | $5.8M |
| Capital Group Private Client Services, Inc. | 0.06% | Reduce -3.8% | 227,852 | $5.8M |
| Catalyst Capital Advisors LLC | 0.12% | Add +6.8% | 224,579 | $5.7M |
| Two Sigma Advisers, LP | 0.01% | No change | 219,200 | $5.6M |
| CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT | 0.32% | Reduce -29.4% | 203,371 | $5.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +17.4% | 199,035 | $5.1M |
| Van Eck Associates Corp. | 0.01% | Add +7.9% | 192,637 | $4.9M |
| Nuveen, LLC | 0.00% | — | 180,860 | $4.6M |
| Zimmer Partners, LP | 0.09% | New | 175,000 | $4.5M |
| Geode Capital Management, LLC | 0.00% | Reduce -21.2% | 160,507 | $4.1M |
| BlackRock, Inc. | 0.00% | Reduce -2.9% | 149,063 | $3.8M |
| Alberta Investment Management Corp | 0.03% | No change | 148,328 | $3.8M |
| Franklin Resources Inc. | 0.00% | Reduce -1.8% | 147,778 | $3.8M |
| Northern Trust Corp. | 0.00% | Add +0.6% | 144,611 | $3.7M |
| Ausbil Investment Management Ltd | 1.99% | New | 127,356 | $3.3M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -10.4% | 118,989 | $3.0M |
| Moors & Cabot, Inc. | 0.15% | Add +8.8% | 118,526 | $3.0M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.02% | Add +25.8% | 117,148 | $3.0M |
| Triasima Portfolio Management inc. | 0.59% | Add +243.2% | 116,885 | $3.0M |
| HighTower Advisors, LLC | 0.00% | Add +0.4% | 112,769 | $2.9M |
| Macquarie Group Ltd. | 0.00% | Add +11887.5% | 77,439 | $2.8M |
| Deutsche Bank AG | 0.00% | Reduce -0.6% | 98,345 | $2.5M |
| Neuberger Berman Group LLC | 0.00% | Reduce -24.3% | 96,447 | $2.5M |
| PDT Partners, LLC | 0.17% | Add +792.9% | 92,989 | $2.4M |
| American Century Companies Inc. | 0.00% | Add +5.9% | 91,625 | $2.3M |
| Capital International Sarl | 0.05% | Add +31.0% | 88,958 | $2.3M |
| Vident Advisory, LLC | 0.03% | Reduce -21.6% | 78,894 | $2.0M |
| apricus wealth, LLC | 1.11% | Add +23.0% | 73,239 | $1.9M |
| TCW Group Inc. | 0.02% | New | 71,000 | $1.8M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -6.2% | 69,366 | $1.8M |
| Commonwealth Equity Services, LLC | 0.00% | Add +230.9% | 67,649 | $1.7M |
| Heronetta Management, L.P. | 0.92% | Add +14.8% | 46,497 | $1.7M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +4.3% | 60,090 | $1.5M |
| Greenline Partners, LLC | 0.21% | Reduce -3.7% | 55,907 | $1.4M |
| Oppenheimer & Co. Inc. | 0.02% | New | 52,920 | $1.4M |
| Capital International Ltd. | 0.06% | Add +28.9% | 51,976 | $1.3M |
| Capital International, Inc. | 0.01% | Reduce -21.1% | 44,868 | $1.1M |
| Renaissance Technologies | 0.00% | New | 44,500 | $1.1M |
| D. E. Shaw & Co. | 0.00% | Reduce -43.6% | 42,728 | $1.1M |
| Alliancebernstein L.P. | 0.00% | Reduce -79.9% | 40,895 | $1.0M |
| B. Riley Wealth Advisors, Inc. | 0.03% | Add +39.2% | 39,850 | $1.0M |
| Acadian Asset Management LLC | 0.00% | New | 34,700 | $885K |
| Squarepoint Ops LLC | 0.00% | New | 34,069 | $869K |
| XTX Topco Ltd | 0.04% | New | 33,936 | $866K |
| HSBC Holdings PLC | 0.00% | Reduce -7.2% | 31,663 | $811K |
| Viking Fund Management LLC | 0.12% | No change | 31,400 | $801K |
| Premier Fund Managers Ltd | 0.03% | No change | 30,000 | $781K |
| Silvercrest Asset Management Group LLC | 0.01% | Add +38.1% | 29,792 | $760K |
| Bank of Nova Scotia Trust Co. | 0.08% | Reduce -42.0% | 28,735 | $733K |
| Meixler Investment Management, Ltd. | 0.49% | Reduce -4.9% | 27,555 | $703K |
| Mutual Advisors, LLC | 0.02% | Add +23.5% | 27,505 | $685K |
| Investment Management Corp of Ontario | 0.01% | Add +26.1% | 25,118 | $641K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -18.3% | 23,429 | $598K |
| Ameriprise Financial Inc. | 0.00% | New | 23,304 | $595K |
| Amundi | 0.00% | New | 23,312 | $588K |
| CenterBook Partners LP | 0.04% | Reduce -94.8% | 22,763 | $581K |
| Point72 Asset Management | 0.00% | New | 20,641 | $546K |
| Cardinal Point Capital Management ULC | 0.05% | New | 21,759 | $538K |
| ProShare Advisors LLC | 0.00% | Reduce -11.5% | 20,882 | $533K |
| Burgundy Asset Management Ltd. | 0.01% | New | 20,595 | $527K |
| Citigroup Inc. | 0.00% | Add +30.0% | 18,935 | $484K |
| Jane Street Group, LLC | 0.00% | Reduce -96.8% | 17,158 | $438K |
| LPL Financial LLC | 0.00% | Reduce -28.2% | 17,159 | $438K |
| Guardian Partners Inc. | 0.04% | Reduce -39.4% | 17,975 | $430K |
| Aigen Investment Management, LP | 0.07% | New | 11,449 | $421K |
| Allianz Asset Management GmbH | 0.00% | New | 16,352 | $418K |
| Wells Fargo & Company | 0.00% | Reduce -23.5% | 15,849 | $405K |
| Americana Partners, LLC | 0.02% | No change | 15,370 | $392K |
| Prudential Financial Inc. | 0.00% | New | 15,110 | $386K |
| &partners | 0.00% | Reduce -17.4% | 14,703 | $384K |
| Spirit of America Management Corp. | 0.08% | No change | 14,765 | $377K |
| Y-Intercept (Hong Kong) Ltd | 0.03% | New | 14,650 | $374K |
| Tidal Investments LLC | 0.00% | Reduce -17.7% | 14,437 | $368K |
| Jones Financial Companies LLLP | 0.00% | Add +16.8% | 13,856 | $363K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | New | 13,949 | $356K |
| Metis Global Partners, LLC | 0.01% | Add +6.7% | 12,840 | $328K |
| K.J. Harrison & Partners Inc | 0.06% | Reduce -21.0% | 12,798 | $327K |
| Tacita Capital Inc | 0.24% | No change | 12,796 | $327K |
| Ewing Morris & Co. Investment Partners Ltd. | 0.10% | Add +20.6% | 8,297 | $311K |
| Hennessy Advisors Inc. | 0.01% | Add +1.8% | 11,910 | $304K |
| Arrowstreet Capital, Limited Partnership | 0.00% | Reduce -74.5% | 11,415 | $292K |
| BNP Paribas Financial Markets | 0.00% | Add +841.1% | 11,397 | $291K |
| Shell Asset Management Co. | 0.01% | Add +3.6% | 11,336 | $290K |
| Cetera Investment Advisers | 0.00% | Add +15.0% | 11,248 | $287K |
| Susquehanna International Group, LLP | 0.00% | Reduce -41.1% | 11,102 | $283K |
| Capital Group Investment Management Pte. LTD. | 0.06% | New | 10,868 | $278K |
| US Bancorp \de | 0.00% | Reduce -38.1% | 9,806 | $250K |
| Quantinno Capital Management LP | 0.00% | New | 9,697 | $248K |
| Wolverine Trading, LLC | 0.01% | New | 9,438 | $247K |
| Chelsea Counsel Co. | 0.12% | No change | 8,630 | $225K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -9.6% | 8,422 | $215K |
| Cerity Partners LLC | 0.00% | New | 8,261 | $211K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 8,123 | $207K |
| Aviva PLC | 0.00% | New | 8,003 | $205K |
| Creative Planning | 0.00% | Add +1494.4% | 7,940 | $203K |
| Advisors Asset Management, Inc. | 0.00% | Add +80.4% | 7,922 | $202K |
| Lipe & Dalton | 0.10% | Reduce -0.4% | 10,487 | $186K |
| AXA S.A. | 0.00% | Reduce -47.5% | 7,139 | $182K |
| Aviso Financial Inc. | 0.01% | Reduce -7.6% | 4,502 | $115K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | Reduce -2.4% | 4,000 | $102K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +164.6% | 3,919 | $100K |
| Generali Asset Management SPA SGR | 0.00% | Add +7.4% | 2,714 | $100K |
| Osaic Holdings, Inc. | 0.00% | Add +16.9% | 3,532 | $90K |
| Cubist Systematic Strategies, LLC | 0.00% | New | 3,204 | $85K |
| Simplex Trading, LLC | 0.00% | Add +73.5% | 3,310 | $84K |
| Quadrant Capital Group LLC | 0.00% | Add +491.6% | 3,171 | $81K |
| Parkside Financial Bank & Trust | 0.01% | Add +323.5% | 3,079 | $79K |
| Basso Capital Management, L.P. | 0.06% | No change | 2,674 | $68K |
| Signaturefd, LLC | 0.00% | Reduce -23.0% | 2,245 | $57K |
| CENTRAL TRUST Co | 0.00% | No change | 2,057 | $52K |
| Canal Insurance CO | 0.01% | No change | 2,000 | $51K |
| CIBC Private Wealth Group LLC | 0.00% | New | 2,329 | $51K |
| Manitou Investment Management Ltd. | 0.01% | No change | 1,700 | $43K |
| Natixis | 0.00% | Reduce -71.0% | 1,468 | $38K |
| Rhumbline Advisers | 0.00% | Reduce -6.0% | 1,375 | $35K |
| Beutel, Goodman & Co Ltd. | 0.00% | New | 1,395 | $35K |
| Assetmark, Inc. | 0.00% | Reduce -2.2% | 1,353 | $35K |
| Louisbourg Investments Inc. | 0.01% | New | 1,195 | $31K |
| Roxbury Financial LLC | 0.03% | Add +1.4% | 1,145 | $30K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 809 | $21K |
| Manchester Capital Management LLC | 0.00% | Add +37.2% | 756 | $19K |
| Eastern Bank | 0.00% | New | 700 | $18K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 621 | $16K |
| Caitong International Asset Management Co., Ltd | 0.01% | New | 620 | $16K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 581 | $15K |
| Vision Financial Markets LLC | 0.02% | No change | 570 | $15K |
| Cromwell Holdings LLC | 0.01% | No change | 539 | $14K |
| CNB Bank | 0.01% | New | 522 | $13K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +11.6% | 510 | $13K |
| Harbour Investments, Inc. | 0.00% | Add +2.0% | 500 | $13K |
| Wiser Advisor Group LLC | 0.02% | Reduce -56.9% | 489 | $12K |
| MAI Capital Management | 0.00% | Reduce -3.9% | 466 | $12K |
| Credit Agricole S A | 0.00% | New | 460 | $12K |
| Parallel Advisors, LLC | 0.00% | Reduce -4.6% | 455 | $12K |
| Spire Wealth Management | 0.00% | Add +102.8% | 434 | $11K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -95.2% | 432 | $11K |
| Aventura Private Wealth, LLC | 0.01% | Reduce -18.9% | 409 | $10K |
| Cwm, LLC | 0.00% | Reduce -20.9% | 393 | $10K |
| Galibier Capital Management Ltd. | 0.00% | No change | 363 | $9K |
| JCIC Asset Management Inc. | 0.00% | Add +420.3% | 359 | $9K |
| Blue Trust, Inc. | 0.00% | No change | 336 | $9K |
| Ridgewood Investments LLC | 0.00% | New | 332 | $8K |
| Rakuten Investment Management, Inc. | 0.00% | — | 310 | $8K |
| NewEdge Advisors, LLC | 0.00% | No change | 313 | $8K |
| Arax Advisory Partners | 0.00% | Add +822.6% | 286 | $7K |
| Pacifica Partners Inc. | 0.00% | No change | 285 | $7K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +31.3% | 281 | $7K |
| Olistico Wealth, LLC | 0.00% | New | 280 | $7K |
| Bollard Group LLC | 0.00% | No change | 416 | $7K |
| Gen-Wealth Partners Inc | 0.00% | No change | 274 | $7K |
| Archer Investment Corp | 0.00% | No change | 265 | $7K |
| IFP Advisors, Inc | 0.00% | Reduce -7.2% | 258 | $7K |
| Darwin Wealth Management, LLC | 0.00% | No change | 276 | $7K |
| First Horizon Advisors, Inc. | 0.00% | Add +159.4% | 249 | $6K |
| AdvisorNet Financial, Inc | 0.00% | New | 247 | $6K |
| Hanson & Doremus Investment Management | 0.00% | New | 226 | $6K |
| Bogart Wealth, LLC | 0.00% | No change | 228 | $6K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 222 | $6K |
| SVB Wealth LLC | 0.00% | New | 224 | $6K |
| Gold Investment Management Ltd. | 0.00% | No change | 218 | $6K |
| Allworth Financial LP | 0.00% | Reduce -31.4% | 219 | $5K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.00% | New | 203 | $5K |
| Chilton Capital Management LLC | 0.00% | No change | 210 | $5K |
| Arcadia Investment Management Corp. | 0.00% | No change | 200 | $5K |
| Hexagon Capital Partners LLC | 0.00% | Add +44.3% | 189 | $5K |
| Coldstream Capital Management Inc. | 0.00% | New | 186 | $5K |
| Millstone Evans Group, LLC | 0.00% | New | 173 | $4K |
| Lindbrook Capital, LLC | 0.00% | Reduce -98.7% | 171 | $4K |
| 1620 Investment Advisors, Inc. | 0.00% | No change | 160 | $4K |
| Versant Capital Management, Inc | 0.00% | New | 141 | $4K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 134 | $3K |
| SBI Securities Co., Ltd. | 0.00% | New | 136 | $3K |
| Lanark Financial, Inc. | 0.00% | — | 126 | $3K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 114 | $3K |
| Park Place Capital Corp | 0.00% | New | 108 | $3K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.00% | No change | 105 | $3K |
| Kennebec Savings Bank | 0.00% | New | 101 | $3K |
| Rogco, LP | 0.00% | No change | 100 | $3K |
| Hartford Financial Management Inc. | 0.00% | No change | 98 | $3K |
| Smallwood Wealth Investment Management, LLC | 0.00% | New | 97 | $2K |
| Farther Finance Advisors, LLC | 0.00% | New | 91 | $2K |
| Ravenstone Capital Management Inc. | 0.00% | New | 90 | $2K |
| Global Financial Private Client, LLC | 0.00% | New | 86 | $2K |
| SIMA Wealth Partners, LLC | 0.00% | New | 85 | $2K |
| Kozak & Associates, Inc. | 0.00% | New | 92 | $2K |
| Duncker Streett & Co. Inc. | 0.00% | No change | 80 | $2K |
| Hemington Wealth Management | 0.00% | No change | 79 | $2K |
| Bessemer Group Inc. | 0.00% | Add +159.1% | 57 | $2K |
| Smartleaf Asset Management LLC | 0.00% | No change | 72 | $2K |
| FSC Wealth Advisors, LLC | 0.00% | No change | 73 | $2K |
| Fifth Third Bancorp | 0.00% | No change | 66 | $2K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -44.8% | 64 | $2K |
| Hara Capital LLC | 0.00% | No change | 63 | $2K |
| ESL Trust Services, LLC | 0.00% | No change | 60 | $2K |
| Colonial Trust Co / SC | 0.00% | No change | 60 | $2K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 58 | $1K |
| CGC Financial Services, LLC | 0.00% | No change | 57 | $1K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 52 | $1K |
| Bruce G. Allen Investments, LLC | 0.00% | New | 51 | $1K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 50 | $1K |
| Golden State Wealth Management, LLC | 0.00% | Reduce -25.8% | 49 | $1K |
| Kiker Wealth Management, LLC | 0.00% | New | 49 | $1K |
| Sound Income Strategies, LLC | 0.00% | Add +50.0% | 48 | $1K |
| North Capital, Inc. | 0.00% | — | 46 | $1K |
| Principal Securities, Inc. | 0.00% | No change | 49 | $1K |
| Cornerstone Planning Group LLC | 0.00% | No change | 44 | $1K |
| Colonial Trust Advisors | 0.00% | No change | 42 | $1K |
| SJS Investment Consulting Inc. | 0.00% | New | 40 | $1K |
| Pin Oak Investment Advisors Inc. | 0.00% | New | 52 | $1K |
| CX Institutional | 0.00% | New | 58 | $1K |
| Rothschild Investment LLC | 0.00% | No change | 38 | $971 |
| Financial Gravity Asset Management, Inc. | 0.00% | — | 38 | $970 |
| Rialto Wealth Management, LLC | 0.00% | No change | 31 | $792 |
| Godsey & Gibb, Inc. | 0.00% | No change | 31 | $792 |
| JNBA Financial Advisors | 0.00% | No change | 31 | $792 |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 31 | $791 |
| Motco | 0.00% | New | 31 | $791 |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 30 | $708 |
| GAMMA Investing LLC | 0.00% | No change | 27 | $689 |
| Fortitude Family Office, LLC | 0.00% | New | 25 | $638 |
| PSI Advisors, LLC | 0.00% | Reduce -82.3% | 23 | $587 |
| Larson Financial Group LLC | 0.00% | No change | 21 | $536 |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | New | 20 | $511 |
| Kelly Lawrence W & Associates Inc. | 0.00% | No change | 20 | $510 |
| Anchor Investment Management, LLC | 0.00% | No change | 20 | $510 |
| Salem Investment Counselors Inc. | 0.00% | No change | 19 | $495 |
| YANKCOM Partnership | 0.00% | Reduce -99.3% | 18 | $459 |
| CVA Family Office, LLC | 0.00% | New | 17 | $434 |
| Asset Dedication, LLC | 0.00% | No change | 12 | $307 |
| Main Street Group, LTD | 0.00% | No change | 10 | $256 |
| Raffa Wealth Management, LLC | 0.00% | No change | 9 | $230 |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 9 | $230 |
| True Wealth Design, LLC | 0.00% | No change | 8 | $205 |
| Dakota Community Bank & Trust NA | 0.00% | New | 7 | $179 |
| Sierra Ocean, LLC | 0.00% | Reduce -30.0% | 7 | $179 |
| Beacon Capital Management, LLC | 0.00% | New | 7 | $179 |
| ORG Partners LLC | 0.00% | No change | 7 | $178 |
| Key Financial Inc | 0.00% | No change | 4 | $102 |
| Private Wealth Asset Management, LLC | 0.00% | — | 3 | $77 |
| Bell Investment Advisors, Inc | 0.00% | Reduce -83.3% | 2 | $52 |
| Danske Bank A/S | 0.00% | No change | 1 | $26 |
| GW&K Investment Management, LLC | 0.00% | New | 1 | $0 |
| Avion Wealth | 0.00% | New | 16 | $0 |
"% of holder's portfolio" is SOBO's weight in each manager's 13F, not the share of South Bow Corp. the manager owns.