South BowSOBO
13F holders, Q3 2025 (September 30)At the end of Q3 2025, 292 institutions reported holding South Bow Corp. (SOBO) in their 13F filings, up 4 from Q2 2025. 28 opened new positions and 25 sold out. The largest holders were Royal Bank of Canada ($639.0M), Capital International Investors ($435.4M) and FMR LLC ($386.3M). 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 28 | $6.5M |
| Exits | 25 | $60.5M |
All 13F filers, Q2 2025 → Q3 2025: 15,099,246 shares bought and 18,746,492 shares sold, net −3,647,246 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 292 holders
| Royal Bank of Canada | 0.11% | Reduce -7.9% | 22,586,399 | $639.0M |
| Capital International Investors | 0.07% | Reduce -0.1% | 15,388,313 | $435.4M |
| FMR LLC | 0.02% | Add +2.0% | 13,653,205 | $386.3M |
| T. Rowe Price Associates Inc. | 0.03% | Reduce -28.7% | 9,132,402 | $258.4M |
| Vanguard Group Inc. | 0.00% | Add +2.5% | 8,549,218 | $241.9M |
| Clearbridge Investments, LLC | 0.15% | Add +66970.2% | 7,053,101 | $199.5M |
| Bank of Montreal | 0.05% | Add +0.3% | 6,158,380 | $125.2M |
| Cibc World Market Inc. | 0.19% | Add +1.5% | 3,194,578 | $90.4M |
| Bank of America Corp. | 0.01% | Add +5.0% | 2,352,405 | $66.5M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -65.9% | 2,296,908 | $65.0M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.10% | Reduce -5.8% | 2,178,606 | $61.6M |
| Blackstone Inc. | 0.26% | Reduce -44.5% | 2,170,409 | $61.4M |
| Legal & General Group Plc | 0.01% | Reduce -4.6% | 2,053,512 | $58.1M |
| Thornburg Investment Management Inc. | 0.74% | Add +20.6% | 1,997,301 | $56.5M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.10% | Add +4.3% | 1,950,000 | $55.2M |
| Scotia Capital Inc. | 0.21% | Add +1.9% | 1,797,254 | $50.4M |
| TD Asset Management Inc | 0.04% | Add +15.7% | 1,696,527 | $48.0M |
| Recurrent Investment Advisors LLC | 3.49% | Add +0.1% | 1,605,964 | $45.6M |
| Morgan Stanley | 0.00% | Add +106.1% | 1,549,040 | $43.8M |
| Dimensional Fund Advisors LP | 0.01% | Add +53.4% | 1,549,120 | $43.8M |
| CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT | 2.46% | Add +0.3% | 1,530,500 | $43.3M |
| Invesco Ltd. | 0.01% | Reduce -3.3% | 1,506,939 | $42.6M |
| Manufacturers Life Insurance Company, The | 0.03% | Add +1.9% | 1,409,270 | $39.9M |
| Canada Pension Plan Investment Board | 0.03% | Reduce -21.5% | 1,335,000 | $37.8M |
| Boston Partners | 0.04% | Reduce -11.8% | 1,330,362 | $37.7M |
| Brookfield Corp | 0.04% | Add +3421368.4% | 1,300,158 | $36.8M |
| TD Waterhouse Canada Inc. | 0.23% | Add +1.6% | 1,242,298 | $34.6M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.10% | Add +12.9% | 1,118,632 | $31.6M |
| Westwood Holdings Group Inc. | 0.21% | Reduce -6.0% | 1,043,039 | $29.5M |
| American Century Companies Inc. | 0.01% | Add +467.7% | 959,031 | $27.1M |
| Tortoise Capital Advisors, L.L.C. | 0.34% | Add +1.2% | 942,828 | $26.7M |
| Intact Investment Management Inc. | 0.69% | Add +0.7% | 806,260 | $22.8M |
| Qube Research & Technologies Ltd | 0.03% | Add +485.9% | 784,565 | $22.2M |
| Barclays PLC | 0.01% | Reduce -10.6% | 778,426 | $22.0M |
| Two Sigma Investments, LP | 0.04% | Add +421.9% | 770,910 | $21.8M |
| Miller Howard Investments Inc. | 0.66% | Add +2.2% | 763,017 | $21.6M |
| Portland Investment Counsel Inc. | 5.82% | Reduce -24.4% | 751,044 | $21.3M |
| Toronto Dominion Bank | 0.04% | Reduce -27.2% | 695,753 | $19.7M |
| Pictet Asset Management Holding SA | 0.02% | Add +0.5% | 598,869 | $16.9M |
| National Bank of Canada | 0.02% | Reduce -13.0% | 518,299 | $14.4M |
| Quadrature Capital Ltd | 0.16% | Add +669.4% | 467,000 | $13.2M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +4.8% | 441,987 | $12.5M |
| Two Sigma Advisers, LP | 0.02% | Add +242.3% | 415,500 | $11.8M |
| Swiss National Bank | 0.01% | Add +1.6% | 407,120 | $11.5M |
| Bornite Capital Management LP | 1.05% | No change | 400,000 | $11.3M |
| D. E. Shaw & Co. | 0.01% | Add +449.6% | 344,232 | $9.7M |
| Jane Street Group, LLC | 0.01% | Reduce -3.3% | 313,567 | $8.9M |
| CIBC Asset Management Inc | 0.03% | Add +2.9% | 312,562 | $8.8M |
| Federation des caisses Desjardins du Quebec | 0.03% | Add +9.4% | 307,460 | $8.6M |
| Mackenzie Financial Corp. | 0.01% | Reduce -41.5% | 286,459 | $8.1M |
| Ninepoint Partners LP | 1.08% | Reduce -8.1% | 275,600 | $7.8M |
| FIL Ltd | 0.01% | No change | 270,627 | $7.7M |
| Maryland State Retirement & Pension System | 0.15% | Reduce -0.5% | 252,414 | $7.1M |
| Bank of Nova Scotia | 0.01% | Reduce -89.3% | 251,042 | $7.1M |
| Renaissance Technologies | 0.01% | Add +46.0% | 239,180 | $6.8M |
| Exchange Traded Concepts, LLC | 0.06% | Reduce -5.6% | 209,459 | $5.9M |
| Heathbridge Capital Management Ltd. | 2.23% | Reduce -0.9% | 205,800 | $5.8M |
| Geode Capital Management, LLC | 0.00% | Add +18.6% | 204,637 | $5.8M |
| Catalyst Capital Advisors LLC | 0.12% | Reduce -9.2% | 203,969 | $5.8M |
| Rakuten Investment Management, Inc. | 0.02% | — | 25,086 | $5.7M |
| BlackRock, Inc. | 0.00% | Add +17.0% | 187,236 | $5.3M |
| Alberta Investment Management Corp | 0.04% | Add +22.7% | 182,028 | $5.1M |
| Trexquant Investment LP | 0.05% | Add +116.4% | 157,641 | $4.5M |
| Nuveen, LLC | 0.00% | No change | 155,622 | $4.4M |
| Capital International Sarl | 0.07% | Add +21.4% | 146,090 | $4.1M |
| Van Eck Associates Corp. | 0.00% | Reduce -27.6% | 131,434 | $3.7M |
| TCW Group Inc. | 0.03% | Add +9.9% | 123,700 | $3.5M |
| Moors & Cabot, Inc. | 0.15% | Add +1.7% | 122,451 | $3.5M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.02% | Reduce -4.0% | 121,350 | $3.4M |
| Franklin Resources Inc. | 0.00% | Add +29.6% | 121,046 | $3.4M |
| JPMorgan Chase & Co. | 0.00% | Add +204.1% | 118,991 | $3.4M |
| UBS Group AG | 0.00% | Reduce -39.8% | 117,980 | $3.3M |
| Capital Group Private Client Services, Inc. | 0.06% | Reduce -47.6% | 117,307 | $3.3M |
| Russell Investments Group, Ltd. | 0.00% | Add +1.6% | 114,326 | $3.2M |
| Triasima Portfolio Management inc. | 0.48% | Reduce -3.7% | 112,585 | $3.2M |
| Northern Trust Corp. | 0.00% | Reduce -18.5% | 109,556 | $3.1M |
| Ausbil Investment Management Ltd | 1.59% | Reduce -16.4% | 106,483 | $3.0M |
| Neuberger Berman Group LLC | 0.00% | Add +0.7% | 103,628 | $2.9M |
| Deutsche Bank AG | 0.00% | Add +0.3% | 100,417 | $2.8M |
| 1832 Asset Management L.P. | 0.00% | Add +4.1% | 98,222 | $2.8M |
| Quantbot Technologies LP | 0.07% | Reduce -25.0% | 97,160 | $2.7M |
| Voloridge Investment Management, LLC | 0.01% | Reduce -48.2% | 80,602 | $2.3M |
| Commonwealth Equity Services, LLC | 0.00% | Add +3.2% | 71,037 | $2.0M |
| HighTower Advisors, LLC | 0.00% | Add +8.1% | 67,862 | $1.9M |
| Heronetta Management, L.P. | 0.99% | No change | 46,497 | $1.8M |
| Public Employees Retirement System of Ohio | 0.01% | Add +0.3% | 61,434 | $1.7M |
| Vident Advisory, LLC | 0.02% | Reduce -15.7% | 58,276 | $1.6M |
| Capital International Ltd. | 0.06% | Add +6.6% | 55,417 | $1.6M |
| Raymond James Financial Inc. | 0.00% | Reduce -4.8% | 55,019 | $1.6M |
| XTX Topco Ltd | 0.08% | Reduce -36.0% | 52,751 | $1.5M |
| Greenline Partners, LLC | 0.17% | Reduce -4.1% | 50,083 | $1.4M |
| Millennium Management | 0.00% | Add +4.9% | 44,497 | $1.3M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Reduce -10.4% | 39,790 | $1.1M |
| Oppenheimer & Co. Inc. | 0.01% | Add +20.5% | 39,595 | $1.1M |
| Schonfeld Strategic Advisors LLC | 0.01% | Add +95.7% | 38,434 | $1.1M |
| LPL Financial LLC | 0.00% | Add +20.6% | 37,884 | $1.1M |
| Capstone Investment Advisors, LLC | 0.01% | New | 37,116 | $1.1M |
| Capital International, Inc. | 0.01% | Add +8.9% | 36,726 | $1.0M |
| Steadtrust LLC | 0.66% | Reduce -0.6% | 34,490 | $976K |
| CenterBook Partners LP | 0.05% | Reduce -28.1% | 32,308 | $914K |
| Alps Advisors Inc. | 0.01% | Add +96.0% | 31,593 | $894K |
| Aigen Investment Management, LP | 0.14% | Add +54.7% | 22,339 | $880K |
| Alliancebernstein L.P. | 0.00% | Reduce -27.1% | 29,781 | $843K |
| Principal Financial Group Inc. | 0.00% | Add +11.8% | 28,454 | $805K |
| Creative Planning | 0.00% | Add +0.9% | 28,184 | $797K |
| Silvercrest Asset Management Group LLC | 0.01% | Reduce -13.5% | 27,131 | $768K |
| Agf Management Ltd. | 0.00% | Reduce -20.9% | 26,739 | $757K |
| BNP Paribas Financial Markets | 0.00% | New | 25,743 | $728K |
| Meixler Investment Management, Ltd. | 0.42% | Reduce -7.9% | 24,125 | $682K |
| Bank of Nova Scotia Trust Co. | 0.06% | Reduce -5.9% | 23,741 | $672K |
| Citadel Advisors | 0.00% | Add +45.6% | 22,921 | $648K |
| 111 Capital | 0.12% | Add +10.9% | 22,787 | $644K |
| ProShare Advisors LLC | 0.00% | Reduce -0.6% | 22,448 | $635K |
| Envestnet Asset Management Inc. | 0.00% | Add +27.9% | 22,358 | $633K |
| Mutual Advisors, LLC | 0.01% | Reduce -15.8% | 23,911 | $630K |
| Allianz Asset Management GmbH | 0.00% | Reduce -16.5% | 22,052 | $624K |
| Marshall Wace, LLP | 0.00% | New | 22,026 | $623K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +36.4% | 19,861 | $563K |
| Investment Management Corp of Ontario | 0.01% | Reduce -20.1% | 19,518 | $552K |
| Cardinal Point Capital Management ULC | 0.04% | No change | 19,468 | $551K |
| Northwest & Ethical Investments L.P. | 0.01% | Add +3.2% | 18,190 | $515K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | Reduce -16.9% | 18,128 | $513K |
| Metis Global Partners, LLC | 0.01% | Add +30.5% | 17,761 | $503K |
| Citigroup Inc. | 0.00% | Add +2.4% | 17,462 | $494K |
| Susquehanna International Group, LLP | 0.00% | Reduce -9.8% | 17,085 | $483K |
| HRT Financial LP | 0.00% | New | 15,660 | $443K |
| Jones Financial Companies LLLP | 0.00% | Add +8.1% | 15,535 | $440K |
| Americana Partners, LLC | 0.01% | No change | 15,370 | $435K |
| Picton Mahoney Asset Management | 0.01% | New | 15,010 | $425K |
| Wells Fargo & Company | 0.00% | Reduce -1.3% | 14,867 | $421K |
| Spirit of America Management Corp. | 0.08% | No change | 14,765 | $418K |
| Guardian Partners Inc. | 0.03% | Reduce -9.4% | 14,314 | $401K |
| Tidal Investments LLC | 0.00% | Add +24.4% | 13,387 | $379K |
| &partners | 0.00% | Add +4.6% | 13,340 | $377K |
| Capital Group Investment Management Pte. LTD. | 0.06% | Add +21.3% | 13,182 | $373K |
| apricus wealth, LLC | 0.20% | Reduce -82.5% | 13,145 | $372K |
| Cetera Investment Advisers | 0.00% | Add +42.6% | 13,061 | $370K |
| Fiera Capital Corp | 0.00% | New | 12,437 | $352K |
| Dividend Assets Capital, LLC | 0.06% | New | 12,219 | $346K |
| Brevan Howard Capital Management LP | 0.00% | New | 11,256 | $318K |
| Sovereign Investment Advisors, LLC | 0.09% | No change | 11,049 | $313K |
| FourThought Financial Partners, LLC | 0.03% | New | 11,008 | $311K |
| Quantinno Capital Management LP | 0.00% | Add +7.0% | 10,890 | $308K |
| Engineers Gate Manager LP | 0.00% | New | 9,952 | $282K |
| Swiss Life Asset Management Ltd | 0.00% | New | 9,625 | $273K |
| OMERS ADMINISTRATION Corp | 0.00% | New | 9,500 | $269K |
| SeaCrest Wealth Management, LLC | 0.03% | Add +3.2% | 9,072 | $258K |
| Ingalls & Snyder LLC | 0.01% | New | 8,885 | $251K |
| Chelsea Counsel Co. | 0.11% | No change | 8,630 | $247K |
| Cornerstone Planning Group LLC | 0.04% | Add +11672.7% | 2,590 | $246K |
| Diametric Capital, LP | 0.09% | Reduce -23.0% | 8,621 | $244K |
| Osaic Holdings, Inc. | 0.00% | Add +78.1% | 8,650 | $241K |
| Burgundy Asset Management Ltd. | 0.00% | No change | 8,272 | $229K |
| Entropy Technologies, LP | 0.02% | New | 7,800 | $221K |
| Advisors Asset Management, Inc. | 0.00% | Reduce -0.5% | 7,735 | $219K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -1.8% | 7,589 | $215K |
| Virtu Financial LLC | 0.01% | Reduce -21.3% | 7,529 | $213K |
| Verition Fund Management LLC | 0.00% | New | 7,523 | $213K |
| Lipe & Dalton | 0.10% | Reduce -0.4% | 10,229 | $208K |
| US Bancorp \de | 0.00% | Reduce -15.9% | 6,742 | $191K |
| PNC Financial Services Group, Inc. | 0.00% | Add +1.7% | 6,536 | $185K |
| Viking Fund Management LLC | 0.02% | Add +150.0% | 6,000 | $170K |
| Aviso Financial Inc. | 0.01% | Add +8.2% | 5,200 | $147K |
| SG Americas Securities, LLC | 0.00% | New | 5,066 | $143K |
| Mondrian Investment Partners LTD | 0.00% | — | 3,597 | $142K |
| Parkside Financial Bank & Trust | 0.01% | No change | 3,426 | $97K |
| Shell Asset Management Co. | 0.01% | Reduce -72.3% | 3,154 | $89K |
| Quadrant Capital Group LLC | 0.00% | New | 3,079 | $87K |
| Basso Capital Management, L.P. | 0.05% | No change | 2,674 | $76K |
| Advisory Services Network, LLC | 0.00% | New | 2,324 | $66K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -14.8% | 2,160 | $61K |
| CENTRAL TRUST Co | 0.00% | No change | 2,057 | $58K |
| Signaturefd, LLC | 0.00% | Reduce -2.6% | 1,891 | $53K |
| Manitou Investment Management Ltd. | 0.01% | No change | 1,700 | $48K |
| Natixis | 0.00% | No change | 1,468 | $41K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 1,340 | $38K |
| Rockefeller Capital Management L.P. | 0.00% | New | 1,336 | $38K |
| Generali Asset Management SPA SGR | 0.00% | No change | 935 | $37K |
| Assetmark, Inc. | 0.00% | Reduce -4.0% | 1,237 | $35K |
| IFP Advisors, Inc | 0.00% | Add +780.3% | 1,206 | $34K |
| Louisbourg Investments Inc. | 0.01% | No change | 1,195 | $34K |
| Roxbury Financial LLC | 0.03% | Add +0.2% | 1,150 | $33K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +157.3% | 1,055 | $30K |
| Rhumbline Advisers | 0.00% | Reduce -23.9% | 1,020 | $29K |
| Private Trust Co. NA | 0.00% | New | 789 | $22K |
| Clearstead Advisors, LLC | 0.00% | No change | 735 | $21K |
| Physician Wealth Advisors, Inc. | 0.00% | Reduce -13.5% | 700 | $20K |
| Eastern Bank | 0.00% | No change | 700 | $20K |
| Macquarie Group Ltd. | 0.00% | Reduce -99.2% | 646 | $18K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -2.9% | 603 | $17K |
| Vision Financial Markets LLC | 0.01% | No change | 570 | $16K |
| Spire Wealth Management | 0.00% | Add +158.4% | 553 | $16K |
| Cromwell Holdings LLC | 0.01% | No change | 539 | $16K |
| Cwm, LLC | 0.00% | Add +25.2% | 457 | $13K |
| Blue Trust, Inc. | 0.00% | Add +33.3% | 448 | $13K |
| Bollard Group LLC | 0.00% | No change | 416 | $12K |
| Harbour Investments, Inc. | 0.00% | Reduce -8.4% | 415 | $12K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -57.8% | 411 | $12K |
| Arax Advisory Partners | 0.00% | Add +22.8% | 382 | $11K |
| MAI Capital Management | 0.00% | Reduce -7.9% | 363 | $10K |
| Galibier Capital Management Ltd. | 0.00% | No change | 363 | $10K |
| Parallel Advisors, LLC | 0.00% | Reduce -5.2% | 347 | $10K |
| Global Retirement Partners, LLC | 0.00% | Reduce -9.9% | 310 | $9K |
| Allworth Financial LP | 0.00% | Add +17.0% | 310 | $9K |
| JCIC Asset Management Inc. | 0.00% | — | 290 | $8K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +2.9% | 289 | $8K |
| Aventura Private Wealth, LLC | 0.00% | Reduce -7.4% | 286 | $8K |
| Pacifica Partners Inc. | 0.00% | No change | 285 | $8K |
| Gen-Wealth Partners Inc | 0.00% | No change | 274 | $8K |
| Archer Investment Corp | 0.00% | No change | 265 | $7K |
| City Holding Co. | 0.00% | New | 265 | $7K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -27.7% | 251 | $7K |
| CNB Bank | 0.00% | Reduce -27.5% | 245 | $7K |
| NewEdge Advisors, LLC | 0.00% | Add +1.3% | 234 | $7K |
| 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% | No change | 217 | $6K |
| Hanson & Doremus Investment Management | 0.00% | New | 226 | $6K |
| SBI Securities Co., Ltd. | 0.00% | No change | 207 | $6K |
| Arcadia Investment Management Corp. | 0.00% | No change | 200 | $6K |
| Harbor Asset Planning, Inc. | 0.00% | No change | 176 | $5K |
| Farther Finance Advisors, LLC | 0.00% | Add +72.0% | 172 | $5K |
| 1620 Investment Advisors, Inc. | 0.00% | No change | 160 | $5K |
| Wealthspire Advisors, LLC | 0.00% | New | 150 | $4K |
| First Horizon Corp. | 0.00% | — | 145 | $4K |
| SWAN Capital LLC | 0.00% | New | 142 | $4K |
| Bessemer Group Inc. | 0.00% | Reduce -35.1% | 179 | $4K |
| Versant Capital Management, Inc | 0.00% | No change | 141 | $4K |
| Larson Financial Group LLC | 0.00% | Add +392.6% | 133 | $4K |
| Hilltop National Bank | 0.00% | No change | 131 | $4K |
| Lanark Financial, Inc. | 0.00% | No change | 126 | $4K |
| Smartleaf Asset Management LLC | 0.00% | Add +264.7% | 124 | $3K |
| AdvisorNet Financial, Inc | 0.00% | Add +0.8% | 119 | $3K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.00% | No change | 105 | $3K |
| Rogco, LP | 0.00% | No change | 100 | $3K |
| ESL Trust Services, LLC | 0.00% | Add +66.7% | 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 | $3K |
| Duncker Streett & Co. Inc. | 0.00% | No change | 80 | $2K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 74 | $2K |
| Hemington Wealth Management | 0.00% | No change | 79 | $2K |
| CX Institutional | 0.00% | No change | 58 | $2K |
| Fifth Third Bancorp | 0.00% | No change | 66 | $2K |
| Hara Capital LLC | 0.00% | No change | 63 | $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 | $2K |
| Bruce G. Allen Investments, LLC | 0.00% | Reduce -1.8% | 54 | $2K |
| Pin Oak Investment Advisors Inc. | 0.00% | No change | 52 | $1K |
| Ameritas Advisory Services, LLC | 0.00% | New | 53 | $1K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 52 | $1K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 50 | $1K |
| Sunbelt Securities, Inc. | 0.00% | New | 50 | $1K |
| North Capital, Inc. | 0.00% | No change | 46 | $1K |
| Principal Securities, Inc. | 0.00% | No change | 39 | $1K |
| Rothschild Investment LLC | 0.00% | No change | 38 | $1K |
| Golden State Wealth Management, LLC | 0.00% | No change | 34 | $961 |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 31 | $877 |
| Rialto Wealth Management, LLC | 0.00% | No change | 31 | $877 |
| Godsey & Gibb, Inc. | 0.00% | No change | 31 | $877 |
| JNBA Financial Advisors | 0.00% | No change | 31 | $877 |
| Mather Group, Llc. | 0.00% | New | 30 | $862 |
| GAMMA Investing LLC | 0.00% | No change | 27 | $764 |
| Brown Brothers Harriman & Co. | 0.00% | No change | 23 | $651 |
| Kennebec Savings Bank | 0.00% | No change | 20 | $566 |
| Kelly Lawrence W & Associates Inc. | 0.00% | No change | 20 | $566 |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | No change | 20 | $566 |
| Anchor Investment Management, LLC | 0.00% | No change | 20 | $566 |
| Sound Income Strategies, LLC | 0.00% | No change | 20 | $551 |
| Salem Investment Counselors Inc. | 0.00% | No change | 19 | $548 |
| Millstone Evans Group, LLC | 0.00% | No change | 19 | $538 |
| YANKCOM Partnership | 0.00% | No change | 18 | $510 |
| MTM Investment Management, LLC | 0.00% | No change | 18 | $509 |
| CVA Family Office, LLC | 0.00% | No change | 17 | $481 |
| American Wealth Advisors, LLC | 0.00% | — | 14 | $387 |
| Asset Dedication, LLC | 0.00% | No change | 12 | $340 |
| Main Street Group, LTD | 0.00% | No change | 10 | $283 |
| Scarborough Advisors, LLC | 0.00% | No change | 10 | $283 |
| ORG Partners LLC | 0.00% | No change | 7 | $198 |
| Park Place Capital Corp | 0.00% | No change | 6 | $170 |
| True Wealth Design, LLC | 0.00% | No change | 5 | $142 |
| Dakota Community Bank & Trust NA | 0.00% | No change | 5 | $141 |
| Key Financial Inc | 0.00% | No change | 4 | $112 |
| Caitong International Asset Management Co., Ltd | 0.00% | Reduce -99.8% | 3 | $85 |
| Private Wealth Asset Management, LLC | 0.00% | No change | 3 | $85 |
| Bell Investment Advisors, Inc | 0.00% | No change | 2 | $57 |
| Fortitude Family Office, LLC | 0.00% | No change | 2 | $57 |
| Guerra Advisors Inc | 0.00% | New | 2 | $57 |
| GW&K Investment Management, LLC | 0.00% | No change | 1 | $0 |
| Beutel, Goodman & Co Ltd. | 0.00% | No change | 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.