South BowSOBO
13F holders, Q4 2025 (December 31)281holders −11
25new positions
41sold out
3famous investors
$27.50avg. 13F price*
At the end of Q4 2025, 281 institutions reported holding South Bow Corp. (SOBO) in their 13F filings, down 11 from Q3 2025. 25 opened new positions and 41 sold out. The largest holders were Royal Bank of Canada ($455.8M), Capital International Investors ($425.8M) and FMR LLC ($277.3M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Israel Englander (0.0% of Millennium 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 25 | $10.2M |
| Exits | 41 | $88.8M |
All 13F filers, Q3 2025 → Q4 2025: 8,645,457 shares bought and 21,801,538 shares sold, net −13,156,081 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 281 holders
| Royal Bank of Canada | 0.08% | Reduce -26.5% | 16,592,199 | $455.8M |
| Capital International Investors | 0.07% | Add +0.6% | 15,483,085 | $425.8M |
| FMR LLC | 0.01% | Reduce -26.1% | 10,082,858 | $277.3M |
| Vanguard Group Inc. | 0.00% | Add +1.4% | 8,667,365 | $238.4M |
| Clearbridge Investments, LLC | 0.16% | Add +3.0% | 7,262,965 | $199.5M |
| T. Rowe Price Associates Inc. | 0.02% | Reduce -29.3% | 6,456,032 | $177.3M |
| Bank of Montreal | 0.07% | Reduce -0.2% | 6,145,325 | $169.0M |
| Cibc World Market Inc. | 0.18% | Add +11.8% | 3,571,092 | $98.2M |
| Thornburg Investment Management Inc. | 0.98% | Add +41.7% | 2,829,875 | $77.8M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.10% | Add +9.8% | 2,391,584 | $65.7M |
| Dimensional Fund Advisors LP | 0.01% | Add +51.6% | 2,348,827 | $64.5M |
| TD Asset Management Inc | 0.05% | Add +21.2% | 2,055,635 | $56.6M |
| Scotia Capital Inc. | 0.23% | Add +14.3% | 2,053,500 | $56.4M |
| Legal & General Group Plc | 0.01% | Reduce -9.6% | 1,855,728 | $51.1M |
| Canada Pension Plan Investment Board | 0.03% | Add +23.6% | 1,650,000 | $45.4M |
| Bank of America Corp. | 0.00% | Reduce -31.2% | 1,617,660 | $44.4M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.12% | Add +44.1% | 1,612,433 | $44.3M |
| American Century Companies Inc. | 0.02% | Add +59.5% | 1,529,980 | $42.1M |
| Invesco Ltd. | 0.00% | Add +1.1% | 1,523,169 | $41.8M |
| Morgan Stanley | 0.00% | Reduce -2.4% | 1,511,797 | $41.5M |
| CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT | 2.35% | Reduce -2.6% | 1,490,500 | $40.9M |
| Manufacturers Life Insurance Company, The | 0.03% | Reduce -2.5% | 1,373,600 | $37.9M |
| Recurrent Investment Advisors LLC | 2.79% | Reduce -14.7% | 1,370,635 | $37.8M |
| TD Waterhouse Canada Inc. | 0.23% | Add +7.5% | 1,336,103 | $36.7M |
| Boston Partners | 0.04% | Reduce -1.4% | 1,311,881 | $35.8M |
| Brookfield Corp | 0.04% | Reduce -6.8% | 1,212,156 | $33.3M |
| Toronto Dominion Bank | 0.06% | Add +71.7% | 1,194,847 | $32.9M |
| Westwood Holdings Group Inc. | 0.24% | Add +3.3% | 1,077,286 | $29.6M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -54.3% | 1,050,023 | $28.8M |
| Intact Investment Management Inc. | 0.76% | Add +19.6% | 964,360 | $26.5M |
| Tortoise Capital Advisors, L.L.C. | 0.33% | Reduce -0.1% | 942,091 | $25.9M |
| Norges Bank | 0.00% | — | 893,176 | $24.6M |
| Miller Howard Investments Inc. | 0.66% | Add +4.6% | 798,348 | $21.9M |
| Two Sigma Investments, LP | 0.03% | Reduce -0.7% | 765,932 | $21.0M |
| Portland Investment Counsel Inc. | 6.22% | No change | 751,044 | $20.7M |
| Barclays PLC | 0.01% | Reduce -3.8% | 748,859 | $20.6M |
| Blackstone Inc. | 0.08% | Reduce -67.3% | 709,098 | $19.5M |
| Citadel Advisors | 0.01% | Add +2954.8% | 700,200 | $19.2M |
| Geode Capital Management, LLC | 0.00% | Add +238.4% | 692,541 | $19.1M |
| National Bank of Canada | 0.02% | Add +34.4% | 696,794 | $19.0M |
| Qube Research & Technologies Ltd | 0.02% | Reduce -32.1% | 532,722 | $14.6M |
| Mackenzie Financial Corp. | 0.02% | Add +61.8% | 463,475 | $13.1M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -0.2% | 441,204 | $12.2M |
| Heathbridge Capital Management Ltd. | 4.42% | Add +104.1% | 419,950 | $11.6M |
| Swiss National Bank | 0.01% | Add +1.3% | 412,320 | $11.4M |
| Bank of Nova Scotia | 0.02% | Add +53.4% | 385,197 | $10.6M |
| OMERS ADMINISTRATION Corp | 0.06% | Add +3373.7% | 330,000 | $9.1M |
| CIBC Asset Management Inc | 0.02% | Add +0.8% | 315,155 | $8.7M |
| Federation des caisses Desjardins du Quebec | 0.03% | Reduce -0.2% | 306,731 | $8.4M |
| FIL Ltd | 0.01% | Add +8.5% | 293,627 | $8.1M |
| BlackRock, Inc. | 0.00% | Add +49.2% | 279,356 | $7.7M |
| Two Sigma Advisers, LP | 0.01% | Reduce -39.1% | 253,100 | $7.0M |
| Ninepoint Partners LP | 0.82% | Reduce -9.3% | 250,000 | $6.9M |
| Millennium Management | 0.00% | Add +440.4% | 240,475 | $6.6M |
| Maryland State Retirement & Pension System | 0.13% | Reduce -5.8% | 237,732 | $6.5M |
| Purpose Unlimited Inc. | 0.28% | — | 222,293 | $6.1M |
| Exchange Traded Concepts, LLC | 0.04% | Reduce -14.7% | 178,575 | $4.9M |
| Catalyst Capital Advisors LLC | 0.09% | Reduce -20.7% | 161,679 | $4.4M |
| Nuveen, LLC | 0.00% | No change | 155,622 | $4.3M |
| Capital International Sarl | 0.06% | Reduce -0.5% | 145,403 | $4.0M |
| Quadrature Capital Ltd | 0.04% | Reduce -69.7% | 141,500 | $3.9M |
| Van Eck Associates Corp. | 0.00% | Add +4.5% | 137,289 | $3.8M |
| Franklin Resources Inc. | 0.00% | Add +9.8% | 132,887 | $3.7M |
| Russell Investments Group, Ltd. | 0.00% | Add +12.3% | 128,345 | $3.5M |
| UBS Group AG | 0.00% | Add +6.3% | 125,364 | $3.4M |
| Moors & Cabot, Inc. | 0.15% | Add +1.4% | 124,151 | $3.4M |
| TCW Group Inc. | 0.02% | No change | 123,700 | $3.4M |
| Triasima Portfolio Management inc. | 0.49% | Add +5.2% | 118,400 | $3.3M |
| Man Group plc | 0.01% | New | 117,671 | $3.2M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.02% | Reduce -8.8% | 110,620 | $3.0M |
| Ausbil Investment Management Ltd | 1.67% | No change | 106,483 | $2.9M |
| Capital Group Private Client Services, Inc. | 0.05% | Reduce -9.3% | 106,354 | $2.9M |
| Deutsche Bank AG | 0.00% | Add +3.0% | 103,476 | $2.8M |
| Trexquant Investment LP | 0.02% | Reduce -37.0% | 99,351 | $2.7M |
| Northern Trust Corp. | 0.00% | Reduce -9.9% | 98,697 | $2.7M |
| 1832 Asset Management L.P. | 0.00% | Add +0.1% | 98,363 | $2.7M |
| Alberta Investment Management Corp | 0.01% | Reduce -57.4% | 77,528 | $2.1M |
| Pacer Advisors, Inc. | 0.01% | New | 75,155 | $2.1M |
| Quantbot Technologies LP | 0.07% | Reduce -26.1% | 71,811 | $2.0M |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.9% | 71,693 | $2.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +219.8% | 71,510 | $2.0M |
| HighTower Advisors, LLC | 0.00% | Add +3.6% | 70,328 | $1.9M |
| &partners | 0.01% | Add +402.5% | 67,030 | $1.8M |
| Public Employees Retirement System of Ohio | 0.01% | Add +8.6% | 66,718 | $1.8M |
| Capital International Ltd. | 0.06% | Add +20.1% | 66,555 | $1.8M |
| Heronetta Management, L.P. | 1.00% | No change | 46,497 | $1.7M |
| JPMorgan Chase & Co. | 0.00% | Reduce -51.6% | 57,607 | $1.6M |
| Vident Advisory, LLC | 0.01% | Reduce -4.8% | 55,465 | $1.5M |
| Raymond James Financial Inc. | 0.00% | Add +0.6% | 55,319 | $1.5M |
| SIG North Trading, ULC | 0.26% | New | 53,498 | $1.5M |
| Pictet Asset Management Holding SA | 0.00% | Reduce -91.7% | 49,916 | $1.4M |
| Greenline Partners, LLC | 0.16% | Reduce -0.4% | 49,867 | $1.4M |
| Jane Street Group, LLC | 0.00% | Reduce -85.2% | 46,495 | $1.3M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +11.8% | 44,490 | $1.2M |
| Alps Advisors Inc. | 0.01% | Add +31.4% | 41,498 | $1.1M |
| LPL Financial LLC | 0.00% | Add +1.6% | 38,499 | $1.1M |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -4.4% | 37,858 | $1.0M |
| Aquatic Capital Management LLC | 0.03% | New | 37,793 | $1.0M |
| Investment Management Corp of Ontario | 0.01% | Add +91.3% | 37,341 | $1.0M |
| Steadtrust LLC | 0.58% | Reduce -0.5% | 34,320 | $943K |
| XTX Topco Ltd | 0.02% | Reduce -38.5% | 32,446 | $891K |
| Capital International, Inc. | 0.01% | Reduce -14.3% | 31,473 | $866K |
| Principal Financial Group Inc. | 0.00% | Add +8.8% | 30,954 | $852K |
| CenterBook Partners LP | 0.04% | Reduce -7.6% | 29,853 | $820K |
| Alliancebernstein L.P. | 0.00% | Add +0.0% | 29,793 | $818K |
| Picton Mahoney Asset Management | 0.01% | Add +96.7% | 29,522 | $813K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +37.9% | 27,391 | $752K |
| Creative Planning | 0.00% | Reduce -3.0% | 27,332 | $751K |
| Agf Management Ltd. | 0.00% | Add +0.7% | 26,914 | $740K |
| Neuberger Berman Group LLC | 0.00% | Reduce -75.0% | 25,923 | $714K |
| Silvercrest Asset Management Group LLC | 0.00% | Reduce -6.9% | 25,260 | $694K |
| Northwest & Ethical Investments L.P. | 0.02% | Add +37.4% | 24,990 | $687K |
| Capstone Investment Advisors, LLC | 0.01% | Reduce -33.1% | 24,822 | $682K |
| Schonfeld Strategic Advisors LLC | 0.00% | Reduce -37.6% | 23,975 | $659K |
| ProShare Advisors LLC | 0.00% | Add +5.9% | 23,767 | $654K |
| Bank of Nova Scotia Trust Co. | 0.06% | Reduce -0.6% | 23,600 | $648K |
| Wells Fargo & Company | 0.00% | Add +58.2% | 23,515 | $647K |
| Tidal Investments LLC | 0.00% | Add +64.6% | 22,033 | $605K |
| SL Advisors, LLC | 1.20% | New | 21,336 | $586K |
| Metis Global Partners, LLC | 0.01% | Add +19.3% | 21,184 | $583K |
| Cetera Investment Advisers | 0.00% | Add +46.4% | 19,119 | $526K |
| Jones Financial Companies LLLP | 0.00% | Add +22.1% | 18,960 | $521K |
| Cardinal Point Capital Management ULC | 0.03% | Reduce -2.9% | 18,907 | $521K |
| Centiva Capital, LP | 0.03% | New | 18,862 | $518K |
| Allianz Asset Management GmbH | 0.00% | Reduce -17.2% | 18,258 | $503K |
| Dynamic Technology Lab Private Ltd | 0.11% | New | 18,085 | $497K |
| Mutual Advisors, LLC | 0.01% | Reduce -28.6% | 17,071 | $469K |
| HRT Financial LP | 0.00% | Add +0.2% | 15,689 | $430K |
| Capital Group Investment Management Pte. LTD. | 0.07% | Add +14.5% | 15,099 | $416K |
| SeaCrest Wealth Management, LLC | 0.04% | Add +75.3% | 15,907 | $415K |
| apricus wealth, LLC | 0.20% | Add +10.9% | 14,580 | $401K |
| Guardian Partners Inc. | 0.03% | Reduce -2.5% | 13,961 | $399K |
| Spirit of America Management Corp. | 0.08% | Reduce -6.8% | 13,765 | $378K |
| Quantinno Capital Management LP | 0.00% | Add +19.5% | 13,011 | $358K |
| Viking Fund Management LLC | 0.04% | Add +100.0% | 12,000 | $330K |
| Squarepoint Ops LLC | 0.00% | New | 11,776 | $323K |
| Dividend Assets Capital, LLC | 0.06% | Reduce -4.4% | 11,686 | $321K |
| Fiera Capital Corp | 0.00% | Reduce -12.8% | 10,842 | $298K |
| Sovereign Investment Advisors, LLC | 0.07% | Reduce -4.8% | 10,513 | $295K |
| Swiss Life Asset Management Ltd | 0.00% | No change | 9,625 | $265K |
| D. E. Shaw & Co. | 0.00% | Reduce -97.3% | 9,227 | $254K |
| GTS Securities LLC | 0.01% | New | 8,928 | $245K |
| Chelsea Counsel Co. | 0.10% | No change | 8,630 | $240K |
| Osaic Holdings, Inc. | 0.00% | Reduce -1.6% | 8,511 | $234K |
| Lipe & Dalton | 0.10% | Reduce -1.5% | 10,074 | $202K |
| Advisors Asset Management, Inc. | 0.00% | Reduce -7.8% | 7,133 | $196K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -1.7% | 6,426 | $177K |
| US Bancorp \de | 0.00% | Reduce -5.1% | 6,397 | $176K |
| Aviso Financial Inc. | 0.01% | Add +1.4% | 5,275 | $145K |
| Mondrian Investment Partners LTD | 0.00% | No change | 3,597 | $136K |
| Parkside Financial Bank & Trust | 0.01% | Add +10.0% | 3,770 | $104K |
| Quadrant Capital Group LLC | 0.00% | Reduce -0.9% | 3,051 | $84K |
| Basso Capital Management, L.P. | 0.04% | No change | 2,674 | $73K |
| Citigroup Inc. | 0.00% | Reduce -87.0% | 2,274 | $63K |
| Kestra Advisory Services, LLC | 0.00% | New | 2,209 | $61K |
| Clearstead Advisors, LLC | 0.00% | Add +192.5% | 2,150 | $59K |
| CENTRAL TRUST Co | 0.00% | No change | 2,057 | $57K |
| Kelleher Financial Advisors | 0.01% | New | 1,870 | $51K |
| Signaturefd, LLC | 0.00% | Reduce -7.2% | 1,754 | $48K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -20.5% | 1,718 | $47K |
| Manitou Investment Management Ltd. | 0.01% | No change | 1,700 | $47K |
| Natixis | 0.00% | No change | 1,468 | $42K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +8.1% | 1,449 | $40K |
| Flagship Harbor Advisors, LLC | 0.00% | New | 1,412 | $39K |
| Generali Asset Management SPA SGR | 0.00% | Add +5.9% | 990 | $37K |
| IFP Advisors, Inc | 0.00% | Add +5.1% | 1,267 | $35K |
| Assetmark, Inc. | 0.00% | Add +1.8% | 1,259 | $35K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -7.0% | 1,243 | $34K |
| Louisbourg Investments Inc. | 0.01% | No change | 1,195 | $33K |
| Roxbury Financial LLC | 0.03% | Add +0.2% | 1,152 | $32K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +0.7% | 1,062 | $29K |
| Rhumbline Advisers | 0.00% | No change | 1,020 | $28K |
| City Holding Co. | 0.00% | Add +277.4% | 1,000 | $27K |
| Private Trust Co. NA | 0.00% | No change | 789 | $22K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +91.5% | 787 | $22K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 700 | $19K |
| Eastern Bank | 0.00% | No change | 700 | $19K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 603 | $17K |
| Vision Financial Markets LLC | 0.02% | No change | 570 | $16K |
| Wellington-Altus USA Inc. | 0.01% | — | 471 | $13K |
| Spire Wealth Management | 0.00% | Reduce -20.4% | 440 | $12K |
| Basecamp Wealth Advisors LLC | 0.00% | — | 436 | $12K |
| Harbour Investments, Inc. | 0.00% | Add +0.2% | 416 | $11K |
| Gilpin Wealth Management, LLC | 0.01% | — | 402 | $11K |
| Bollard Group LLC | 0.00% | No change | 416 | $11K |
| Parallel Advisors, LLC | 0.00% | Add +1.7% | 353 | $10K |
| Arax Advisory Partners | 0.00% | Reduce -14.1% | 328 | $9K |
| Cwm, LLC | 0.00% | Reduce -27.8% | 330 | $9K |
| MAI Capital Management | 0.00% | Reduce -10.5% | 325 | $9K |
| United Community Bank | 0.00% | New | 314 | $9K |
| Larson Financial Group LLC | 0.00% | Add +125.6% | 300 | $8K |
| Allworth Financial LP | 0.00% | Reduce -5.2% | 294 | $8K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 289 | $8K |
| Pacifica Partners Inc. | 0.00% | No change | 285 | $8K |
| Olistico Wealth, LLC | 0.00% | New | 280 | $8K |
| Global Retirement Partners, LLC | 0.00% | Reduce -9.7% | 280 | $8K |
| Gen-Wealth Partners Inc | 0.00% | No change | 274 | $8K |
| Archer Investment Corp | 0.00% | No change | 265 | $7K |
| Colonial Trust Co / SC | 0.00% | Add +333.3% | 260 | $7K |
| Smartleaf Asset Management LLC | 0.00% | Add +99.2% | 247 | $7K |
| Aventura Private Wealth, LLC | 0.00% | Reduce -14.0% | 246 | $7K |
| SBI Securities Co., Ltd. | 0.00% | Add +18.8% | 246 | $7K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -2.8% | 244 | $7K |
| NewEdge Advisors, LLC | 0.00% | Add +1.7% | 238 | $7K |
| Bogart Wealth, LLC | 0.00% | No change | 228 | $6K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 222 | $6K |
| Hanson & Doremus Investment Management | 0.00% | No change | 226 | $6K |
| Camelot Portfolios, LLC | 0.00% | New | 206 | $6K |
| JCIC Asset Management Inc. | 0.00% | Reduce -29.3% | 205 | $6K |
| Arcadia Investment Management Corp. | 0.00% | No change | 200 | $5K |
| Bessemer Group Inc. | 0.00% | Add +15.6% | 207 | $5K |
| CNB Bank | 0.00% | Reduce -26.1% | 181 | $5K |
| Gold Investment Management Ltd. | 0.00% | Reduce -18.9% | 176 | $5K |
| Harbor Asset Planning, Inc. | 0.00% | No change | 176 | $5K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -0.6% | 171 | $5K |
| 1620 Investment Advisors, Inc. | 0.00% | No change | 160 | $4K |
| Versant Capital Management, Inc | 0.00% | No change | 141 | $4K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 135 | $4K |
| Hilltop National Bank | 0.00% | No change | 131 | $4K |
| First Horizon Corp. | 0.00% | Reduce -10.3% | 130 | $4K |
| Lanark Financial, Inc. | 0.00% | No change | 126 | $3K |
| AdvisorNet Financial, Inc | 0.00% | Add +0.8% | 120 | $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% | No change | 100 | $3K |
| Atlantic Union Bankshares Corp | 0.00% | New | 100 | $3K |
| Hartford Financial Management Inc. | 0.00% | No change | 98 | $3K |
| Smallwood Wealth Investment Management, LLC | 0.00% | No change | 97 | $3K |
| Brown Brothers Harriman & Co. | 0.00% | Add +304.4% | 93 | $3K |
| Manchester Capital Management LLC | 0.00% | New | 86 | $2K |
| Duncker Streett & Co. Inc. | 0.00% | No change | 80 | $2K |
| Pin Oak Investment Advisors Inc. | 0.00% | No change | 52 | $2K |
| CX Institutional | 0.00% | Add +20.7% | 70 | $2K |
| Hara Capital LLC | 0.00% | No change | 63 | $2K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 58 | $2K |
| Bruce G. Allen Investments, LLC | 0.00% | Add +7.4% | 58 | $2K |
| CGC Financial Services, LLC | 0.00% | No change | 57 | $2K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 52 | $1K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 50 | $1K |
| Blue Trust, Inc. | 0.00% | Reduce -90.2% | 44 | $1K |
| Vision Retirement, LLC | 0.00% | — | 40 | $1K |
| Rothschild Investment LLC | 0.00% | No change | 38 | $1K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -24.0% | 38 | $1K |
| Garton & Associates Financial Advisors LLC | 0.00% | — | 35 | $961 |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | New | 34 | $934 |
| Hilton Head Capital Partners, LLC | 0.00% | — | 32 | $879 |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 31 | $852 |
| Rialto Wealth Management, LLC | 0.00% | No change | 31 | $852 |
| Godsey & Gibb, Inc. | 0.00% | No change | 31 | $852 |
| JNBA Financial Advisors | 0.00% | No change | 31 | $852 |
| Bell Investment Advisors, Inc | 0.00% | Add +1250.0% | 27 | $742 |
| GAMMA Investing LLC | 0.00% | No change | 27 | $742 |
| Cornerstone Planning Group LLC | 0.00% | Reduce -99.2% | 22 | $618 |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | No change | 20 | $550 |
| Kennebec Savings Bank | 0.00% | No change | 20 | $549 |
| Anchor Investment Management, LLC | 0.00% | No change | 20 | $549 |
| Root Financial Partners, LLC | 0.00% | New | 20 | $549 |
| Sound Income Strategies, LLC | 0.00% | No change | 20 | $531 |
| Cornerstone Financial Management LLC | 0.00% | — | 19 | $522 |
| Millstone Evans Group, LLC | 0.00% | No change | 19 | $522 |
| MTM Investment Management, LLC | 0.00% | No change | 18 | $494 |
| CVA Family Office, LLC | 0.00% | No change | 17 | $467 |
| McGuire Capital Advisors Inc. | 0.00% | — | 15 | $412 |
| American Wealth Advisors, LLC | 0.00% | No change | 14 | $382 |
| Asset Dedication, LLC | 0.00% | No change | 12 | $330 |
| Scarborough Advisors, LLC | 0.00% | No change | 10 | $275 |
| Lodestone Wealth Management LLC | 0.00% | New | 8 | $220 |
| TD Private Client Wealth LLC | 0.00% | New | 8 | $220 |
| ORG Partners LLC | 0.00% | No change | 7 | $192 |
| Park Place Capital Corp | 0.00% | No change | 6 | $165 |
| True Wealth Design, LLC | 0.00% | No change | 5 | $138 |
| Golden State Wealth Management, LLC | 0.00% | Reduce -85.3% | 5 | $137 |
| Godfrey Financial Associates, Inc. | 0.00% | — | 4 | $110 |
| Key Financial Inc | 0.00% | No change | 4 | $110 |
| Tucker Asset Management LLC | 0.00% | New | 3 | $82 |
| Crewe Advisors LLC | 0.00% | New | 2 | $55 |
| Fortitude Family Office, LLC | 0.00% | No change | 2 | $55 |
| Kozak & Associates, Inc. | 0.00% | Reduce -97.8% | 2 | $52 |
| 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.