South BowSOBO
13F holders, Q1 2026 (March 31)302holders +21
47new positions
27sold out
5famous investors
$33.28avg. 13F price*
At the end of Q1 2026, 302 institutions reported holding South Bow Corp. (SOBO) in their 13F filings, up 21 from Q4 2025. 47 opened new positions and 27 sold out. The largest holders were Royal Bank of Canada ($546.6M), Capital Research Global Investors ($341.9M) and FMR LLC ($321.8M). 5 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio), Ken Griffin (0.0% of Citadel Advisors'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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 47 | $432.6M |
| Exits | 27 | $34.0M |
All 13F filers, Q4 2025 → Q1 2026: 23,926,181 shares bought and 18,830,051 shares sold, net +5,096,130 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 302 holders
| Royal Bank of Canada | 0.10% | Reduce -1.1% | 16,403,383 | $546.6M |
| Capital Research Global Investors | 0.05% | New | 10,278,370 | $341.9M |
| FMR LLC | 0.02% | Reduce -4.1% | 9,671,599 | $321.8M |
| Clearbridge Investments, LLC | 0.25% | Add +19.4% | 8,669,957 | $288.9M |
| Bank of Montreal | 0.09% | Add +7.3% | 6,592,749 | $219.4M |
| Vanguard Capital Management LLC | 0.00% | — | 5,967,999 | $198.5M |
| T. Rowe Price Associates Inc. | 0.02% | Reduce -18.9% | 5,237,110 | $174.5M |
| Capital International Investors | 0.03% | Reduce -72.1% | 4,313,599 | $143.5M |
| Thornburg Investment Management Inc. | 1.25% | Add +28.4% | 3,632,875 | $120.7M |
| Cibc World Market Inc. | 0.20% | Reduce -3.7% | 3,439,260 | $114.4M |
| Dimensional Fund Advisors LP | 0.02% | Add +24.1% | 2,914,614 | $97.1M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.21% | Add +73.3% | 2,793,557 | $92.8M |
| TD Asset Management Inc | 0.06% | Add +15.5% | 2,375,127 | $78.8M |
| Canada Pension Plan Investment Board | 0.05% | Add +39.3% | 2,299,000 | $76.5M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.10% | Reduce -6.6% | 2,234,405 | $74.5M |
| Bank of America Corp. | 0.00% | Add +23.3% | 1,993,768 | $66.4M |
| TD Waterhouse Canada Inc. | 0.18% | Add +44.5% | 1,930,689 | $61.9M |
| Vanguard Fiduciary Trust Co. | 0.02% | — | 1,822,277 | $60.6M |
| Scotia Capital Inc. | 0.24% | Reduce -12.9% | 1,788,858 | $59.3M |
| Legal & General Group Plc | 0.01% | Reduce -5.1% | 1,761,185 | $58.4M |
| Murchinson Ltd. | 23.13% | New | 1,725,100 | $57.5M |
| Invesco Ltd. | 0.01% | Reduce -0.0% | 1,522,659 | $50.7M |
| Goldman Sachs Group Inc. | 0.01% | Add +34.3% | 1,409,919 | $47.0M |
| Two Sigma Investments, LP | 0.04% | Add +81.4% | 1,389,388 | $46.3M |
| Morgan Stanley | 0.00% | Reduce -11.7% | 1,334,795 | $44.5M |
| Manufacturers Life Insurance Company, The | 0.04% | Reduce -5.9% | 1,292,485 | $43.0M |
| Vanguard Global Advisers, LLC | 0.02% | — | 1,270,525 | $42.3M |
| Boston Partners | 0.04% | Reduce -5.6% | 1,238,939 | $41.3M |
| Westwood Holdings Group Inc. | 0.29% | Add +10.6% | 1,191,935 | $39.7M |
| Recurrent Investment Advisors LLC | 2.33% | Reduce -15.3% | 1,161,016 | $38.7M |
| Toronto Dominion Bank | 0.07% | Reduce -6.7% | 1,115,060 | $37.1M |
| Intact Investment Management Inc. | 1.01% | Add +10.5% | 1,065,860 | $35.4M |
| Portland Investment Counsel Inc. | 10.36% | Add +29.2% | 970,061 | $32.3M |
| Tortoise Capital Advisors, L.L.C. | 0.33% | Add +1.9% | 960,084 | $32.0M |
| Geode Capital Management, LLC | 0.00% | Add +26.9% | 879,125 | $31.8M |
| Barclays PLC | 0.01% | Add +25.0% | 936,031 | $31.2M |
| American Century Companies Inc. | 0.02% | Reduce -40.5% | 909,742 | $30.3M |
| CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT | 1.44% | Reduce -41.9% | 865,500 | $28.8M |
| JPMorgan Chase & Co. | 0.00% | Add +1236.8% | 770,105 | $26.4M |
| Alberta Investment Management Corp | 0.17% | Add +858.2% | 742,851 | $24.7M |
| Blackstone Inc. | 0.10% | Reduce -1.7% | 697,176 | $23.2M |
| Miller Howard Investments Inc. | 0.48% | Reduce -33.9% | 527,789 | $17.6M |
| Brookfield Corp | 0.02% | Reduce -57.3% | 517,205 | $17.2M |
| Mackenzie Financial Corp. | 0.02% | Add +7.1% | 496,275 | $16.5M |
| National Bank of Canada | 0.02% | Reduce -29.5% | 491,500 | $16.1M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +9.8% | 484,380 | $16.1M |
| D. E. Shaw & Co. | 0.01% | Add +4698.7% | 442,774 | $14.7M |
| Swiss National Bank | 0.01% | No change | 412,320 | $13.7M |
| Citadel Advisors | 0.01% | Reduce -42.5% | 402,525 | $13.4M |
| CIBC Asset Management Inc | 0.03% | Add +7.9% | 340,103 | $11.3M |
| Heathbridge Capital Management Ltd. | 4.07% | Reduce -19.7% | 337,200 | $11.2M |
| Federation des caisses Desjardins du Quebec | 0.04% | Add +0.1% | 307,181 | $10.2M |
| FIL Ltd | 0.01% | No change | 293,627 | $9.8M |
| Maryland State Retirement & Pension System | 0.17% | Add +7.4% | 255,294 | $8.5M |
| Ninepoint Partners LP | 0.98% | No change | 250,000 | $8.3M |
| Man Group plc | 0.02% | Add +101.3% | 236,872 | $7.9M |
| Bank of Nova Scotia | 0.01% | Reduce -42.1% | 222,862 | $7.4M |
| Millennium Management | 0.01% | Reduce -7.5% | 222,373 | $7.4M |
| Exchange Traded Concepts, LLC | 0.06% | Add +20.3% | 214,832 | $7.2M |
| BlackRock, Inc. | 0.00% | Reduce -28.4% | 200,170 | $6.7M |
| Purpose Unlimited Inc. | 0.27% | Reduce -11.9% | 195,794 | $6.5M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.04% | Add +61.0% | 178,042 | $5.9M |
| Van Eck Associates Corp. | 0.00% | Add +29.6% | 177,873 | $5.9M |
| UBS Group AG | 0.00% | Add +35.4% | 169,718 | $5.7M |
| Franklin Resources Inc. | 0.00% | Add +26.1% | 167,512 | $5.6M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | — | 157,715 | $5.2M |
| Vanguard Investments Australia, Ltd. | 0.01% | — | 156,513 | $5.2M |
| Jane Street Group, LLC | 0.01% | Add +236.2% | 156,308 | $5.2M |
| Nuveen, LLC | 0.00% | No change | 155,622 | $5.2M |
| Viewpoint Investment Partners Corp. | 2.33% | New | 159,518 | $5.0M |
| SIG North Trading, ULC | 0.92% | Add +156.5% | 137,208 | $4.6M |
| BCV Asset Management Inc. | 0.15% | New | 133,672 | $4.5M |
| Moors & Cabot, Inc. | 0.18% | Add +2.3% | 127,026 | $4.2M |
| Capital International Sarl | 0.07% | Reduce -13.6% | 125,628 | $4.2M |
| TCW Group Inc. | 0.03% | Add +1.1% | 125,100 | $4.2M |
| Catalyst Capital Advisors LLC | 0.08% | Reduce -24.7% | 121,679 | $4.1M |
| Quadrature Capital Ltd | 0.05% | Reduce -15.4% | 119,700 | $4.0M |
| 1832 Asset Management L.P. | 0.01% | Add +17.3% | 115,371 | $3.8M |
| Triasima Portfolio Management inc. | 0.57% | Reduce -4.2% | 113,460 | $3.8M |
| Capital World Investors | 0.00% | New | 109,565 | $3.6M |
| Quantbot Technologies LP | 0.15% | Add +51.0% | 108,408 | $3.6M |
| Ausbil Investment Management Ltd | 1.72% | No change | 106,483 | $3.5M |
| Deutsche Bank AG | 0.00% | Reduce -0.7% | 102,778 | $3.4M |
| Northern Trust Corp. | 0.00% | Reduce -3.4% | 95,349 | $3.2M |
| &partners | 0.01% | Add +29.4% | 86,708 | $2.9M |
| Envestnet Asset Management Inc. | 0.00% | Add +16.6% | 83,369 | $2.8M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -35.4% | 82,895 | $2.8M |
| HRT Financial LP | 0.01% | Add +425.1% | 82,382 | $2.7M |
| Voloridge Investment Management, LLC | 0.01% | New | 80,726 | $2.7M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -0.4% | 71,417 | $2.4M |
| Magnetar Financial LLC | 0.03% | New | 70,310 | $2.3M |
| Vident Advisory, LLC | 0.02% | Add +26.9% | 70,412 | $2.3M |
| HighTower Advisors, LLC | 0.00% | Reduce -1.3% | 69,412 | $2.3M |
| Capital International Ltd. | 0.08% | Add +1.4% | 67,471 | $2.2M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -0.0% | 66,711 | $2.2M |
| Lazard Asset Management LLC | 0.00% | New | 64,162 | $2.1M |
| Capital Group Private Client Services, Inc. | 0.03% | Reduce -44.2% | 59,385 | $2.0M |
| Raymond James Financial Inc. | 0.00% | Add +0.2% | 55,408 | $1.8M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +20.8% | 53,727 | $1.8M |
| Greenline Partners, LLC | 0.18% | Reduce -0.8% | 49,462 | $1.6M |
| Graham Capital Management, L.P. | 0.07% | New | 44,410 | $1.5M |
| LPL Financial LLC | 0.00% | Add +15.1% | 44,324 | $1.5M |
| Picton Mahoney Asset Management | 0.02% | Add +48.6% | 43,863 | $1.5M |
| Schonfeld Strategic Advisors LLC | 0.01% | Add +80.8% | 43,340 | $1.4M |
| Pictet Asset Management Holding SA | 0.00% | Reduce -13.8% | 43,034 | $1.4M |
| Investment Management Corp of Ontario | 0.02% | Add +11.0% | 41,441 | $1.4M |
| Capital International, Inc. | 0.01% | Add +30.1% | 40,959 | $1.4M |
| Alps Advisors Inc. | 0.01% | Reduce -1.9% | 40,720 | $1.4M |
| Neuberger Berman Group LLC | 0.00% | Add +45.5% | 37,732 | $1.3M |
| Oppenheimer & Co. Inc. | 0.02% | Reduce -0.1% | 37,820 | $1.3M |
| Susquehanna Fundamental Investments, LLC | 0.05% | New | 37,300 | $1.2M |
| Renaissance Technologies | 0.00% | New | 34,880 | $1.2M |
| Steadtrust LLC | 0.64% | Reduce -2.0% | 33,620 | $1.1M |
| Tidal Investments LLC | 0.00% | Add +51.4% | 33,357 | $1.1M |
| AQR Capital Management | 0.00% | New | 28,560 | $950K |
| First Trust Advisors LP | 0.00% | New | 28,361 | $945K |
| Creative Planning | 0.00% | Add +0.6% | 27,507 | $917K |
| Jones Financial Companies LLLP | 0.00% | Add +37.9% | 26,148 | $894K |
| Principal Financial Group Inc. | 0.00% | Reduce -17.1% | 25,654 | $851K |
| Alliancebernstein L.P. | 0.00% | Reduce -0.7% | 29,590 | $813K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Reduce -12.3% | 24,012 | $800K |
| Wells Fargo & Company | 0.00% | Add +1.0% | 23,760 | $788K |
| ProShare Advisors LLC | 0.00% | Reduce -0.8% | 23,578 | $784K |
| Silvercrest Asset Management Group LLC | 0.01% | Reduce -7.3% | 23,421 | $780K |
| Bank of Nova Scotia Trust Co. | 0.07% | Reduce -1.0% | 23,356 | $778K |
| Northwest & Ethical Investments L.P. | 0.02% | Reduce -9.7% | 22,560 | $750K |
| Axq Capital, LP | 0.10% | New | 22,336 | $744K |
| Capstone Investment Advisors, LLC | 0.01% | Reduce -11.5% | 21,970 | $732K |
| SL Advisors, LLC | 1.20% | Reduce -0.1% | 21,318 | $710K |
| Metis Global Partners, LLC | 0.02% | Reduce -3.6% | 20,424 | $677K |
| Numerai GP LLC | 0.07% | New | 20,201 | $673K |
| Timelo Investment Management Inc. | 0.91% | New | 20,000 | $666K |
| Squarepoint Ops LLC | 0.00% | Add +62.7% | 19,163 | $639K |
| Agf Management Ltd. | 0.00% | Reduce -29.3% | 19,023 | $633K |
| Cardinal Point Capital Management ULC | 0.04% | No change | 18,907 | $628K |
| Cetera Investment Advisers | 0.00% | Reduce -11.5% | 16,918 | $562K |
| SeaCrest Wealth Management, LLC | 0.06% | Add +4.7% | 16,657 | $555K |
| Dividend Assets Capital, LLC | 0.11% | Add +40.9% | 16,460 | $548K |
| Mutual Advisors, LLC | 0.01% | Reduce -10.5% | 15,276 | $509K |
| Simplex Trading, LLC | 0.02% | New | 15,182 | $506K |
| apricus wealth, LLC | 0.25% | Add +4.1% | 15,180 | $506K |
| Capital Group Investment Management Pte. LTD. | 0.09% | No change | 15,099 | $501K |
| Engineers Gate Manager LP | 0.01% | New | 13,933 | $464K |
| Guardian Partners Inc. | 0.04% | Reduce -0.2% | 13,937 | $463K |
| Spirit of America Management Corp. | 0.09% | No change | 13,765 | $459K |
| Allianz Asset Management GmbH | 0.00% | Reduce -26.1% | 13,488 | $447K |
| Swiss Life Asset Management Ltd | 0.00% | Add +29.5% | 12,462 | $415K |
| Arrowstreet Capital, Limited Partnership | 0.00% | New | 12,038 | $401K |
| Viking Fund Management LLC | 0.04% | No change | 12,000 | $400K |
| Susquehanna International Group, LLP | 0.00% | New | 11,993 | $400K |
| State of Wisconsin Investment Board | 0.00% | New | 11,720 | $389K |
| Sovereign Investment Advisors, LLC | 0.08% | Add +5.1% | 11,049 | $372K |
| Osaic Holdings, Inc. | 0.00% | Add +25.9% | 10,719 | $356K |
| Quantinno Capital Management LP | 0.00% | Reduce -25.7% | 9,668 | $322K |
| Citigroup Inc. | 0.00% | Add +313.6% | 9,405 | $312K |
| Amundi | 0.00% | New | 8,900 | $297K |
| Chelsea Counsel Co. | 0.13% | No change | 8,630 | $291K |
| Mariner, LLC | 0.00% | New | 8,653 | $288K |
| Orion Porfolio Solutions, LLC | 0.00% | New | 8,056 | $268K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 7,487 | $249K |
| Equitable Holdings, Inc. | 0.00% | New | 9,020 | $248K |
| Cidel Asset Management Inc. | 0.01% | New | 7,429 | $246K |
| Lipe & Dalton | 0.13% | No change | 10,074 | $241K |
| Advisors Asset Management, Inc. | 0.00% | Reduce -0.2% | 7,117 | $237K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 7,091 | $236K |
| Tectonic Advisors LLC | 0.01% | New | 6,892 | $230K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.3% | 6,406 | $213K |
| CenterBook Partners LP | 0.01% | Reduce -79.0% | 6,255 | $208K |
| Sageworth Trust Co | 0.01% | New | 6,242 | $208K |
| Aviso Financial Inc. | 0.01% | Add +18.4% | 6,248 | $208K |
| ExodusPoint Capital Management, LP | 0.00% | New | 6,100 | $203K |
| US Bancorp \de | 0.00% | Reduce -7.1% | 5,940 | $198K |
| PensionDanmark Pensionsforsikringsaktieselskab | 0.00% | New | 5,144 | $170K |
| Mondrian Investment Partners LTD | 0.00% | No change | 3,597 | $166K |
| Parkside Financial Bank & Trust | 0.01% | Add +3.3% | 3,894 | $130K |
| Quadrant Capital Group LLC | 0.00% | No change | 3,051 | $102K |
| Advisory Services Network, LLC | 0.00% | New | 2,934 | $98K |
| Basso Capital Management, L.P. | 0.05% | No change | 2,674 | $89K |
| Rockefeller Capital Management L.P. | 0.00% | Add +66.7% | 2,072 | $69K |
| CENTRAL TRUST Co | 0.00% | No change | 2,057 | $69K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +78.3% | 1,893 | $63K |
| Harbour Investments, Inc. | 0.00% | Add +339.4% | 1,828 | $61K |
| Signaturefd, LLC | 0.00% | Add +1.4% | 1,778 | $59K |
| Manitou Investment Management Ltd. | 0.01% | No change | 1,700 | $57K |
| Group One Trading LLC | 0.00% | New | 1,683 | $56K |
| IFP Advisors, Inc | 0.00% | Add +17.9% | 1,494 | $50K |
| Natixis | 0.00% | No change | 1,468 | $49K |
| Generali Asset Management SPA SGR | 0.00% | No change | 990 | $46K |
| Assetmark, Inc. | 0.00% | Add +5.8% | 1,332 | $44K |
| Louisbourg Investments Inc. | 0.01% | No change | 1,195 | $40K |
| Roxbury Financial LLC | 0.03% | Add +0.3% | 1,155 | $38K |
| Rhumbline Advisers | 0.00% | Add +1.2% | 1,032 | $34K |
| City Holding Co. | 0.00% | No change | 1,000 | $33K |
| Parallel Advisors, LLC | 0.00% | Add +140.5% | 849 | $28K |
| Private Trust Co. NA | 0.00% | Reduce -8.4% | 723 | $24K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 700 | $23K |
| Eastern Bank | 0.00% | No change | 700 | $23K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 603 | $20K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +294.1% | 532 | $18K |
| Larson Financial Group LLC | 0.00% | Add +71.7% | 515 | $17K |
| Triumph Capital Management | 0.00% | New | 425 | $14K |
| Bollard Group LLC | 0.00% | No change | 416 | $14K |
| Vision Financial Markets LLC | 0.01% | Reduce -26.3% | 420 | $14K |
| Basecamp Wealth Advisors LLC | 0.00% | Reduce -4.1% | 418 | $14K |
| MAI Capital Management | 0.00% | Add +8.6% | 353 | $12K |
| Innovative Asset Advisors Group, LLC | 0.01% | — | 326 | $11K |
| Spire Wealth Management | 0.00% | Reduce -32.0% | 299 | $10K |
| Olistico Wealth, LLC | 0.00% | No change | 280 | $9K |
| Gen-Wealth Partners Inc | 0.00% | No change | 274 | $9K |
| Allworth Financial LP | 0.00% | Reduce -8.2% | 270 | $9K |
| Farther Finance Advisors, LLC | 0.00% | Add +57.9% | 270 | $9K |
| Smartleaf Asset Management LLC | 0.00% | No change | 247 | $8K |
| Aventura Private Wealth, LLC | 0.00% | No change | 246 | $8K |
| Arax Advisory Partners | 0.00% | Reduce -27.7% | 237 | $8K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 222 | $8K |
| Cwm, LLC | 0.00% | Reduce -29.4% | 233 | $8K |
| Signature Equity Partners, LLC | 0.00% | New | 232 | $8K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -7.0% | 227 | $8K |
| NewEdge Advisors, LLC | 0.00% | Reduce -4.6% | 227 | $8K |
| Pacifica Partners Inc. | 0.00% | Reduce -21.1% | 225 | $7K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -23.2% | 222 | $7K |
| Bessemer Group Inc. | 0.00% | Add +0.5% | 208 | $7K |
| JCIC Asset Management Inc. | 0.00% | No change | 205 | $7K |
| Arcadia Investment Management Corp. | 0.00% | No change | 200 | $7K |
| CNB Bank | 0.00% | No change | 181 | $6K |
| Harbor Asset Planning, Inc. | 0.00% | No change | 176 | $6K |
| Gold Investment Management Ltd. | 0.00% | No change | 176 | $6K |
| 1620 Investment Advisors, Inc. | 0.00% | No change | 160 | $5K |
| Colonial Trust Co / SC | 0.00% | Reduce -38.5% | 160 | $5K |
| Versant Capital Management, Inc | 0.00% | No change | 141 | $5K |
| Hilltop National Bank | 0.00% | No change | 131 | $4K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -91.0% | 130 | $4K |
| First Horizon Corp. | 0.00% | No change | 130 | $4K |
| Lanark Financial, Inc. | 0.00% | No change | 126 | $4K |
| AdvisorNet Financial, Inc | 0.00% | Add +0.8% | 121 | $4K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.00% | No change | 105 | $3K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -58.9% | 101 | $3K |
| Rogco, LP | 0.00% | No change | 100 | $3K |
| ESL Trust Services, LLC | 0.00% | No change | 100 | $3K |
| Hartford Financial Management Inc. | 0.00% | No change | 98 | $3K |
| Smallwood Wealth Investment Management, LLC | 0.00% | No change | 97 | $3K |
| Synergy Investment Management, LLC | 0.00% | New | 96 | $3K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 93 | $3K |
| Manchester Capital Management LLC | 0.00% | No change | 86 | $3K |
| Sterling Capital Management LLC | 0.00% | New | 84 | $3K |
| Duncker Streett & Co. Inc. | 0.00% | No change | 80 | $3K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -89.8% | 80 | $3K |
| Gilpin Wealth Management, LLC | 0.00% | Reduce -80.6% | 78 | $3K |
| Hara Capital LLC | 0.00% | No change | 63 | $2K |
| Pin Oak Investment Advisors Inc. | 0.00% | No change | 52 | $2K |
| CX Institutional | 0.00% | No change | 70 | $2K |
| Bruce G. Allen Investments, LLC | 0.00% | Add +1.7% | 59 | $2K |
| CGC Financial Services, LLC | 0.00% | No change | 57 | $2K |
| Cornerstone Planning Group LLC | 0.00% | Add +127.3% | 50 | $2K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 52 | $2K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 50 | $2K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -17.2% | 48 | $2K |
| Vision Retirement, LLC | 0.00% | No change | 40 | $1K |
| Archer Investment Corp | 0.00% | Reduce -84.9% | 40 | $1K |
| Sunbelt Securities, Inc. | 0.00% | Add +2.6% | 39 | $1K |
| Cache Advisors, LLC | 0.00% | New | 28 | $1K |
| Wellington-Altus USA Inc. | 0.00% | Reduce -94.5% | 26 | $1K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | No change | 34 | $1K |
| Hilton Head Capital Partners, LLC | 0.00% | No change | 32 | $1K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 31 | $1K |
| Godsey & Gibb, Inc. | 0.00% | No change | 31 | $1K |
| JNBA Financial Advisors | 0.00% | No change | 31 | $1K |
| Mather Group, Llc. | 0.00% | New | 30 | $1K |
| Ascentis Independent Advisors | 0.00% | New | 30 | $999 |
| Blue Trust, Inc. | 0.00% | Reduce -36.4% | 28 | $933 |
| Bell Investment Advisors, Inc | 0.00% | No change | 27 | $900 |
| GAMMA Investing LLC | 0.00% | No change | 27 | $900 |
| Kennebec Savings Bank | 0.00% | No change | 20 | $666 |
| Anchor Investment Management, LLC | 0.00% | No change | 20 | $666 |
| Sound Income Strategies, LLC | 0.00% | No change | 20 | $648 |
| Salem Investment Counselors Inc. | 0.00% | New | 19 | $643 |
| Cornerstone Financial Management LLC | 0.00% | No change | 19 | $633 |
| Millstone Evans Group, LLC | 0.00% | No change | 19 | $633 |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | New | 19 | $633 |
| MTM Investment Management, LLC | 0.00% | No change | 18 | $600 |
| CVA Family Office, LLC | 0.00% | No change | 17 | $566 |
| McGuire Capital Advisors Inc. | 0.00% | No change | 15 | $500 |
| Rothschild Investment LLC | 0.00% | Reduce -60.5% | 15 | $497 |
| Bare Financial Services, Inc | 0.00% | New | 14 | $466 |
| Farmers & Merchants Investments Inc. | 0.00% | New | 14 | $466 |
| TD Private Client Wealth LLC | 0.00% | Add +62.5% | 13 | $431 |
| Asset Dedication, LLC | 0.00% | No change | 12 | $400 |
| Main Street Group, LTD | 0.00% | New | 10 | $333 |
| Scarborough Advisors, LLC | 0.00% | No change | 10 | $333 |
| Lodestone Wealth Management LLC | 0.00% | No change | 8 | $267 |
| Park Place Capital Corp | 0.00% | No change | 6 | $200 |
| Golden State Wealth Management, LLC | 0.00% | No change | 5 | $167 |
| True Wealth Design, LLC | 0.00% | No change | 5 | $167 |
| Godfrey Financial Associates, Inc. | 0.00% | No change | 4 | $133 |
| Key Financial Inc | 0.00% | No change | 4 | $133 |
| Stone House Investment Management, LLC | 0.00% | New | 2 | $67 |
| Crewe Advisors LLC | 0.00% | No change | 2 | $67 |
| Fortitude Family Office, LLC | 0.00% | No change | 2 | $67 |
| Kozak & Associates, Inc. | 0.00% | No change | 2 | $66 |
| 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.