South BowSOBO
13F holders, Q2 2025 (June 30)288holders −11
30new positions
41sold out
4famous investors
$25.94avg. 13F price*
At the end of Q2 2025, 288 institutions reported holding South Bow Corp. (SOBO) in their 13F filings, down 11 from Q1 2025. 30 opened new positions and 41 sold out. The largest holders were Royal Bank of Canada ($635.5M), Capital International Investors ($399.7M) and FMR LLC ($347.6M). 4 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- South Bow Corp.
- CUSIP
- 83671M105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 30 | $80.1M |
| Exits | 41 | $33.2M |
All 13F filers, Q1 2025 → Q2 2025: 20,636,135 shares bought and 23,804,112 shares sold, net −3,167,977 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 288 holders
| Royal Bank of Canada | 0.12% | Add +46.0% | 24,526,445 | $635.5M |
| Capital International Investors | 0.07% | Reduce -12.2% | 15,395,507 | $399.7M |
| FMR LLC | 0.02% | Reduce -31.0% | 13,391,111 | $347.6M |
| T. Rowe Price Associates Inc. | 0.04% | Add +1.6% | 12,816,300 | $332.1M |
| Vanguard Group Inc. | 0.00% | Reduce -6.4% | 8,340,205 | $216.5M |
| Goldman Sachs Group Inc. | 0.03% | Add +74.8% | 6,732,753 | $174.4M |
| Bank of Montreal | 0.08% | Add +7.5% | 6,136,658 | $159.4M |
| ClearBridge Investments Ltd | 3.44% | Add +42.0% | 6,048,760 | $156.7M |
| Blackstone Inc. | 0.46% | Reduce -1.6% | 3,909,570 | $101.3M |
| Cibc World Market Inc. | 0.18% | Reduce -2.1% | 3,147,016 | $81.8M |
| Bank of Nova Scotia | 0.13% | Add +7.1% | 2,348,554 | $60.9M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.12% | Reduce -16.4% | 2,311,487 | $59.9M |
| Bank of America Corp. | 0.00% | Add +15.7% | 2,241,103 | $58.1M |
| Legal & General Group Plc | 0.01% | Reduce -9.8% | 2,153,053 | $55.8M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.10% | Reduce -6.5% | 1,870,000 | $48.6M |
| Scotia Capital Inc. | 0.21% | Add +1.7% | 1,764,327 | $45.5M |
| Canada Pension Plan Investment Board | 0.04% | Reduce -17.1% | 1,700,000 | $44.2M |
| Thornburg Investment Management Inc. | 0.56% | Add +114.5% | 1,656,020 | $43.0M |
| Recurrent Investment Advisors LLC | 3.37% | New | 1,604,864 | $41.7M |
| Invesco Ltd. | 0.01% | Reduce -3.8% | 1,558,823 | $40.4M |
| CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT | 2.40% | Add +650.4% | 1,526,100 | $39.5M |
| Boston Partners | 0.04% | Add +16.4% | 1,507,499 | $39.2M |
| TD Asset Management Inc | 0.03% | Reduce -46.6% | 1,466,721 | $38.0M |
| Manufacturers Life Insurance Company, The | 0.03% | Add +0.2% | 1,382,412 | $35.8M |
| Murchinson Ltd. | 18.10% | Reduce -76.7% | 1,231,600 | $31.9M |
| TD Waterhouse Canada Inc. | 0.22% | Reduce -1.6% | 1,222,897 | $31.4M |
| Westwood Holdings Group Inc. | 0.21% | Add +15.0% | 1,109,346 | $28.7M |
| Norges Bank | 0.00% | Reduce -14.5% | 1,010,469 | $26.2M |
| Dimensional Fund Advisors LP | 0.01% | Add +51.2% | 1,009,839 | $26.2M |
| Portland Investment Counsel Inc. | 7.59% | Reduce -13.3% | 993,644 | $25.8M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.09% | Add +25.1% | 990,941 | $25.8M |
| Toronto Dominion Bank | 0.05% | Reduce -43.3% | 956,039 | $24.8M |
| Tortoise Capital Advisors, L.L.C. | 0.31% | Reduce -22.7% | 931,547 | $24.1M |
| Barclays PLC | 0.01% | Reduce -7.3% | 870,858 | $22.6M |
| Intact Investment Management Inc. | 0.70% | Add +14.8% | 800,360 | $20.8M |
| Morgan Stanley | 0.00% | Reduce -10.4% | 751,458 | $19.5M |
| Miller Howard Investments Inc. | 0.61% | Reduce -8.7% | 746,599 | $19.3M |
| Pictet Asset Management Holding SA | 0.02% | Reduce -0.4% | 595,752 | $15.4M |
| National Bank of Canada | 0.02% | Add +4.8% | 595,879 | $15.3M |
| Jennison Associates LLC | 0.01% | Reduce -41.9% | 563,522 | $14.6M |
| Mackenzie Financial Corp. | 0.02% | Reduce -32.1% | 489,579 | $12.7M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -15.4% | 421,686 | $10.9M |
| Bornite Capital Management LP | 1.04% | Reduce -62.6% | 400,000 | $10.4M |
| Swiss National Bank | 0.01% | Reduce -1.0% | 400,620 | $10.4M |
| Jane Street Group, LLC | 0.01% | Add +1790.6% | 324,392 | $8.4M |
| CIBC Asset Management Inc | 0.02% | Reduce -14.1% | 303,663 | $7.9M |
| Ninepoint Partners LP | 1.50% | New | 300,000 | $7.8M |
| Federation des caisses Desjardins du Quebec | 0.03% | Reduce -16.6% | 280,960 | $7.2M |
| FIL Ltd | 0.01% | Reduce -20.8% | 270,627 | $7.0M |
| Maryland State Retirement & Pension System | 0.14% | Reduce -4.3% | 253,568 | $6.6M |
| Catalyst Capital Advisors LLC | 0.12% | No change | 224,579 | $5.8M |
| Capital Group Private Client Services, Inc. | 0.05% | Reduce -1.8% | 223,744 | $5.8M |
| Exchange Traded Concepts, LLC | 0.07% | Reduce -3.0% | 221,982 | $5.8M |
| Heathbridge Capital Management Ltd. | 2.16% | New | 207,600 | $5.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -0.3% | 198,486 | $5.1M |
| UBS Group AG | 0.00% | Reduce -29.4% | 195,858 | $5.1M |
| Van Eck Associates Corp. | 0.01% | Reduce -5.8% | 181,506 | $4.7M |
| Geode Capital Management, LLC | 0.00% | Add +7.5% | 172,491 | $4.5M |
| American Century Companies Inc. | 0.00% | Add +84.4% | 168,920 | $4.4M |
| Renaissance Technologies | 0.01% | Add +268.3% | 163,880 | $4.2M |
| BlackRock, Inc. | 0.00% | Add +7.4% | 160,037 | $4.1M |
| Nuveen, LLC | 0.00% | Reduce -13.9% | 155,622 | $4.0M |
| Voloridge Investment Management, LLC | 0.01% | New | 155,487 | $4.0M |
| Alberta Investment Management Corp | 0.03% | No change | 148,328 | $3.9M |
| Two Sigma Investments, LP | 0.01% | Reduce -65.2% | 147,721 | $3.8M |
| Northern Trust Corp. | 0.00% | Reduce -7.0% | 134,451 | $3.5M |
| Qube Research & Technologies Ltd | 0.00% | New | 133,917 | $3.5M |
| Quantbot Technologies LP | 0.09% | New | 129,551 | $3.4M |
| Ausbil Investment Management Ltd | 1.93% | No change | 127,356 | $3.3M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.02% | Add +7.8% | 126,345 | $3.3M |
| Zimmer Partners, LP | 0.07% | Reduce -28.0% | 126,000 | $3.3M |
| Two Sigma Advisers, LP | 0.01% | Reduce -44.6% | 121,400 | $3.1M |
| Moors & Cabot, Inc. | 0.14% | Add +1.6% | 120,426 | $3.1M |
| Capital International Sarl | 0.06% | Add +35.2% | 120,309 | $3.1M |
| Triasima Portfolio Management inc. | 0.55% | No change | 116,885 | $3.0M |
| Macquarie Group Ltd. | 0.00% | Add +8.0% | 83,614 | $2.9M |
| TCW Group Inc. | 0.02% | Add +58.6% | 112,600 | $2.9M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -5.5% | 112,499 | $2.9M |
| Corigliano Investment Advisers, LLC | 0.90% | New | 110,000 | $2.9M |
| Neuberger Berman Group LLC | 0.00% | Add +6.7% | 102,879 | $2.7M |
| Deutsche Bank AG | 0.00% | Add +1.8% | 100,079 | $2.6M |
| 1832 Asset Management L.P. | 0.00% | Reduce -91.2% | 94,378 | $2.4M |
| Franklin Resources Inc. | 0.00% | Reduce -36.8% | 93,385 | $2.4M |
| XTX Topco Ltd | 0.09% | Add +142.9% | 82,425 | $2.1M |
| apricus wealth, LLC | 1.13% | Add +2.3% | 74,894 | $1.9M |
| Trexquant Investment LP | 0.02% | New | 72,857 | $1.9M |
| Vident Advisory, LLC | 0.02% | Reduce -12.4% | 69,103 | $1.8M |
| Commonwealth Equity Services, LLC | 0.00% | Add +1.7% | 68,821 | $1.8M |
| D. E. Shaw & Co. | 0.00% | Add +46.6% | 62,632 | $1.6M |
| HighTower Advisors, LLC | 0.00% | Reduce -44.3% | 62,781 | $1.6M |
| Heronetta Management, L.P. | 0.90% | No change | 46,497 | $1.6M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -11.7% | 61,273 | $1.6M |
| Quadrature Capital Ltd | 0.03% | New | 60,698 | $1.6M |
| Raymond James Financial Inc. | 0.00% | New | 57,794 | $1.5M |
| Greenline Partners, LLC | 0.18% | Reduce -6.6% | 52,206 | $1.4M |
| Capital International Ltd. | 0.05% | No change | 51,976 | $1.3M |
| CenterBook Partners LP | 0.06% | Add +97.3% | 44,906 | $1.2M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Reduce -26.1% | 44,390 | $1.2M |
| Millennium Management | 0.00% | New | 42,431 | $1.1M |
| Alliancebernstein L.P. | 0.00% | Reduce -0.2% | 40,831 | $1.1M |
| JPMorgan Chase & Co. | 0.00% | Reduce -86.3% | 39,133 | $1.0M |
| Steadtrust LLC | 0.71% | — | 34,690 | $899K |
| Agf Management Ltd. | 0.00% | New | 33,792 | $877K |
| Capital International, Inc. | 0.01% | Reduce -24.9% | 33,713 | $875K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -37.9% | 32,858 | $851K |
| LPL Financial LLC | 0.00% | Add +83.0% | 31,400 | $814K |
| Silvercrest Asset Management Group LLC | 0.01% | Add +5.3% | 31,371 | $813K |
| Mutual Advisors, LLC | 0.02% | Add +3.3% | 28,409 | $737K |
| Creative Planning | 0.00% | Add +251.9% | 27,942 | $724K |
| Allianz Asset Management GmbH | 0.00% | Add +61.5% | 26,410 | $684K |
| Meixler Investment Management, Ltd. | 0.47% | Reduce -5.0% | 26,190 | $679K |
| Principal Financial Group Inc. | 0.00% | New | 25,454 | $659K |
| Bank of Nova Scotia Trust Co. | 0.06% | Reduce -12.2% | 25,218 | $653K |
| Investment Management Corp of Ontario | 0.01% | Reduce -2.8% | 24,418 | $633K |
| Ameriprise Financial Inc. | 0.00% | Add +4.2% | 24,292 | $629K |
| ProShare Advisors LLC | 0.00% | Add +8.1% | 22,573 | $586K |
| Infrastructure Capital Advisors, LLC | 0.10% | Reduce -98.0% | 22,486 | $583K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | Add +48.9% | 21,809 | $565K |
| 111 Capital | 0.09% | New | 20,541 | $534K |
| Schonfeld Strategic Advisors LLC | 0.00% | New | 19,641 | $509K |
| Cardinal Point Capital Management ULC | 0.04% | Reduce -10.5% | 19,468 | $504K |
| Susquehanna International Group, LLP | 0.00% | Add +70.7% | 18,949 | $491K |
| Aigen Investment Management, LP | 0.06% | Add +26.1% | 14,439 | $470K |
| Northwest & Ethical Investments L.P. | 0.01% | New | 17,630 | $457K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -25.4% | 17,488 | $453K |
| Citigroup Inc. | 0.00% | Reduce -9.9% | 17,051 | $442K |
| Alps Advisors Inc. | 0.00% | New | 16,116 | $418K |
| Guardian Partners Inc. | 0.04% | Reduce -12.1% | 15,795 | $415K |
| Citadel Advisors | 0.00% | New | 15,737 | $408K |
| Americana Partners, LLC | 0.01% | No change | 15,370 | $398K |
| Wells Fargo & Company | 0.00% | Reduce -5.0% | 15,065 | $391K |
| Spirit of America Management Corp. | 0.08% | No change | 14,765 | $383K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Add +4.4% | 14,565 | $378K |
| Jones Financial Companies LLLP | 0.00% | Add +3.7% | 14,371 | $373K |
| Metis Global Partners, LLC | 0.01% | Add +6.0% | 13,609 | $353K |
| &partners | 0.00% | Reduce -13.2% | 12,756 | $331K |
| Jain Global LLC | 0.00% | New | 11,500 | $298K |
| Shell Asset Management Co. | 0.01% | Add +0.3% | 11,364 | $295K |
| Diametric Capital, LP | 0.15% | New | 11,198 | $290K |
| K.J. Harrison & Partners Inc | 0.05% | Reduce -12.8% | 11,166 | $289K |
| Prudential Financial Inc. | 0.00% | Reduce -26.7% | 11,070 | $287K |
| Sovereign Investment Advisors, LLC | 0.08% | New | 11,049 | $286K |
| Capital Group Investment Management Pte. LTD. | 0.05% | No change | 10,868 | $282K |
| Tidal Investments LLC | 0.00% | Reduce -25.5% | 10,762 | $279K |
| Clearbridge Investments, LLC | 0.00% | New | 10,516 | $272K |
| PDT Partners, LLC | 0.02% | Reduce -88.8% | 10,387 | $269K |
| Quantinno Capital Management LP | 0.00% | Add +4.9% | 10,175 | $264K |
| Simplex Trading, LLC | 0.01% | Add +193.6% | 9,717 | $251K |
| Virtu Financial LLC | 0.01% | New | 9,564 | $248K |
| Cetera Investment Advisers | 0.00% | Reduce -18.6% | 9,162 | $237K |
| Chelsea Counsel Co. | 0.11% | No change | 8,630 | $228K |
| SeaCrest Wealth Management, LLC | 0.02% | New | 8,792 | $228K |
| Burgundy Asset Management Ltd. | 0.00% | Reduce -59.8% | 8,272 | $214K |
| US Bancorp \de | 0.00% | Reduce -18.2% | 8,021 | $208K |
| Advisors Asset Management, Inc. | 0.00% | Reduce -1.9% | 7,770 | $201K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -4.8% | 7,729 | $200K |
| Lipe & Dalton | 0.11% | Reduce -2.1% | 10,269 | $195K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -23.7% | 6,427 | $167K |
| Osaic Holdings, Inc. | 0.00% | Add +37.5% | 4,856 | $126K |
| Aviso Financial Inc. | 0.01% | Add +6.8% | 4,806 | $125K |
| Parkside Financial Bank & Trust | 0.01% | Add +11.3% | 3,426 | $89K |
| Basso Capital Management, L.P. | 0.05% | No change | 2,674 | $69K |
| CIBC Private Wealth Group LLC | 0.00% | Add +8.8% | 2,534 | $66K |
| Viking Fund Management LLC | 0.01% | Reduce -92.4% | 2,400 | $62K |
| CENTRAL TRUST Co | 0.00% | No change | 2,057 | $53K |
| Canal Insurance CO | 0.01% | No change | 2,000 | $52K |
| Signaturefd, LLC | 0.00% | Reduce -13.5% | 1,942 | $50K |
| Manitou Investment Management Ltd. | 0.01% | No change | 1,700 | $44K |
| Caitong International Asset Management Co., Ltd | 0.03% | Add +150.0% | 1,550 | $40K |
| Natixis | 0.00% | No change | 1,468 | $38K |
| Rhumbline Advisers | 0.00% | Reduce -2.5% | 1,341 | $35K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +1993.8% | 1,340 | $35K |
| Assetmark, Inc. | 0.00% | Reduce -4.8% | 1,288 | $33K |
| Generali Asset Management SPA SGR | 0.00% | Reduce -65.5% | 935 | $33K |
| Louisbourg Investments Inc. | 0.01% | No change | 1,195 | $31K |
| Roxbury Financial LLC | 0.03% | Add +0.3% | 1,148 | $30K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -75.2% | 974 | $25K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 809 | $21K |
| Clearstead Advisors, LLC | 0.00% | New | 735 | $19K |
| Eastern Bank | 0.00% | No change | 700 | $18K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 621 | $16K |
| Vision Financial Markets LLC | 0.01% | No change | 570 | $15K |
| Cromwell Holdings LLC | 0.01% | No change | 539 | $14K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -12.9% | 506 | $13K |
| Harbour Investments, Inc. | 0.00% | Reduce -9.4% | 453 | $12K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -19.6% | 410 | $11K |
| MAI Capital Management | 0.00% | Reduce -15.4% | 394 | $10K |
| Parallel Advisors, LLC | 0.00% | Reduce -19.6% | 366 | $9K |
| Galibier Capital Management Ltd. | 0.00% | No change | 363 | $9K |
| Cwm, LLC | 0.00% | Reduce -7.1% | 365 | $9K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -19.7% | 347 | $9K |
| Global Retirement Partners, LLC | 0.00% | — | 344 | $9K |
| CNB Bank | 0.00% | Reduce -35.3% | 338 | $9K |
| Blue Trust, Inc. | 0.00% | No change | 336 | $9K |
| Ridgewood Investments LLC | 0.00% | No change | 332 | $9K |
| Arax Advisory Partners | 0.00% | Add +8.7% | 311 | $8K |
| Bollard Group LLC | 0.00% | No change | 416 | $8K |
| Aventura Private Wealth, LLC | 0.00% | Reduce -24.4% | 309 | $8K |
| Pacifica Partners Inc. | 0.00% | No change | 285 | $7K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 281 | $7K |
| Olistico Wealth, LLC | 0.00% | No change | 280 | $7K |
| Gen-Wealth Partners Inc | 0.00% | No change | 274 | $7K |
| Bessemer Group Inc. | 0.00% | Add +384.2% | 276 | $7K |
| Allworth Financial LP | 0.00% | Add +21.0% | 265 | $7K |
| Archer Investment Corp | 0.00% | No change | 265 | $7K |
| NewEdge Advisors, LLC | 0.00% | Reduce -26.2% | 231 | $6K |
| Bogart Wealth, LLC | 0.00% | No change | 228 | $6K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 222 | $6K |
| Gold Investment Management Ltd. | 0.00% | Reduce -0.5% | 217 | $6K |
| Spire Wealth Management | 0.00% | Reduce -50.7% | 214 | $6K |
| SBI Securities Co., Ltd. | 0.00% | Add +52.2% | 207 | $5K |
| Arcadia Investment Management Corp. | 0.00% | No change | 200 | $5K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -21.7% | 195 | $5K |
| Alerus Financial NA | 0.00% | New | 180 | $5K |
| Harbor Asset Planning, Inc. | 0.00% | — | 176 | $5K |
| 1620 Investment Advisors, Inc. | 0.00% | No change | 160 | $4K |
| Versant Capital Management, Inc | 0.00% | No change | 141 | $4K |
| IFP Advisors, Inc | 0.00% | Reduce -46.9% | 137 | $4K |
| Hilltop National Bank | 0.00% | — | 131 | $3K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -52.2% | 118 | $3K |
| Lanark Financial, Inc. | 0.00% | No change | 126 | $3K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.00% | No change | 105 | $3K |
| Rogco, LP | 0.00% | No change | 100 | $3K |
| Farther Finance Advisors, LLC | 0.00% | Add +9.9% | 100 | $3K |
| Hartford Financial Management Inc. | 0.00% | No change | 98 | $3K |
| Smallwood Wealth Investment Management, LLC | 0.00% | No change | 97 | $3K |
| Kozak & Associates, Inc. | 0.00% | No change | 92 | $2K |
| SIMA Wealth Partners, LLC | 0.00% | No change | 85 | $2K |
| Duncker Streett & Co. Inc. | 0.00% | No change | 80 | $2K |
| Hemington Wealth Management | 0.00% | No change | 79 | $2K |
| CX Institutional | 0.00% | No change | 58 | $2K |
| GPS Wealth Strategies Group, LLC | 0.00% | Reduce -35.1% | 74 | $2K |
| Fifth Third Bancorp | 0.00% | No change | 66 | $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 | $2K |
| CGC Financial Services, LLC | 0.00% | No change | 57 | $1K |
| Bruce G. Allen Investments, LLC | 0.00% | Add +7.8% | 55 | $1K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 52 | $1K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 50 | $1K |
| Kiker Wealth Management, LLC | 0.00% | No change | 49 | $1K |
| North Capital, Inc. | 0.00% | No change | 46 | $1K |
| Colonial Trust Advisors | 0.00% | No change | 42 | $1K |
| Principal Securities, Inc. | 0.00% | Reduce -20.4% | 39 | $1K |
| Pin Oak Investment Advisors Inc. | 0.00% | No change | 52 | $1K |
| Financial Gravity Companies, Inc. | 0.00% | — | 38 | $985 |
| Rothschild Investment LLC | 0.00% | No change | 38 | $985 |
| Brookfield Corp | 0.00% | Reduce -100.0% | 38 | $978 |
| Golden State Wealth Management, LLC | 0.00% | Reduce -30.6% | 34 | $881 |
| Smartleaf Asset Management LLC | 0.00% | Reduce -52.8% | 34 | $881 |
| Rialto Wealth Management, LLC | 0.00% | No change | 31 | $804 |
| Godsey & Gibb, Inc. | 0.00% | No change | 31 | $804 |
| JNBA Financial Advisors | 0.00% | No change | 31 | $804 |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 31 | $803 |
| Atwood & Palmer Inc. | 0.00% | New | 29 | $752 |
| Larson Financial Group LLC | 0.00% | Add +28.6% | 27 | $700 |
| GAMMA Investing LLC | 0.00% | No change | 27 | $700 |
| Brown Brothers Harriman & Co. | 0.00% | New | 23 | $596 |
| Cornerstone Planning Group LLC | 0.00% | Reduce -50.0% | 22 | $588 |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | No change | 20 | $519 |
| Kennebec Savings Bank | 0.00% | Reduce -80.2% | 20 | $518 |
| Kelly Lawrence W & Associates Inc. | 0.00% | No change | 20 | $518 |
| Anchor Investment Management, LLC | 0.00% | No change | 20 | $518 |
| Sound Income Strategies, LLC | 0.00% | Reduce -58.3% | 20 | $518 |
| Salem Investment Counselors Inc. | 0.00% | No change | 19 | $502 |
| Millstone Evans Group, LLC | 0.00% | Reduce -89.0% | 19 | $492 |
| MTM Investment Management, LLC | 0.00% | New | 18 | $466 |
| YANKCOM Partnership | 0.00% | No change | 18 | $465 |
| CVA Family Office, LLC | 0.00% | No change | 17 | $440 |
| Asset Dedication, LLC | 0.00% | No change | 12 | $311 |
| Scarborough Advisors, LLC | 0.00% | New | 10 | $259 |
| Main Street Group, LTD | 0.00% | No change | 10 | $259 |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 9 | $233 |
| Sierra Ocean, LLC | 0.00% | No change | 7 | $181 |
| Beacon Capital Management, LLC | 0.00% | No change | 7 | $181 |
| ORG Partners LLC | 0.00% | No change | 7 | $179 |
| Park Place Capital Corp | 0.00% | Reduce -94.4% | 6 | $154 |
| Dakota Community Bank & Trust NA | 0.00% | Reduce -28.6% | 5 | $130 |
| True Wealth Design, LLC | 0.00% | Reduce -37.5% | 5 | $130 |
| Key Financial Inc | 0.00% | No change | 4 | $104 |
| Private Wealth Asset Management, LLC | 0.00% | No change | 3 | $78 |
| Bell Investment Advisors, Inc | 0.00% | No change | 2 | $52 |
| Fortitude Family Office, LLC | 0.00% | Reduce -92.0% | 2 | $52 |
| Danske Bank A/S | 0.00% | No change | 1 | $26 |
| GW&K Investment Management, LLC | 0.00% | No change | 1 | $0 |
| Beutel, Goodman & Co Ltd. | 0.00% | Reduce -99.3% | 10 | $0 |
| Avion Wealth | 0.00% | No change | 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.