South BowSOBO
13F holders, Q2 2026 (June 30)304holders +2
30new positions
29sold out
5famous investors
$35.53avg. 13F price*
At the end of Q2 2026, 304 institutions reported holding South Bow Corp. (SOBO) in their 13F filings, up 2 from Q1 2026. 30 opened new positions and 29 sold out. The largest holders were FMR LLC ($771.3M), Royal Bank of Canada ($513.4M) and Clearbridge Investments, LLC ($312.1M). 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 Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- South Bow Corp.
- CUSIP
- 83671M105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 30 | $45.0M |
| Exits | 29 | $410.7M |
All 13F filers, Q1 2026 → Q2 2026: 21,330,584 shares bought and 25,162,567 shares sold, net −3,831,983 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 304 holders
| FMR LLC | 0.03% | Add +126.4% | 21,894,771 | $771.3M |
| Royal Bank of Canada | 0.09% | Reduce -11.2% | 14,568,356 | $513.4M |
| Clearbridge Investments, LLC | 0.26% | Add +2.1% | 8,855,108 | $312.1M |
| Vanguard Capital Management LLC | 0.00% | Add +1.4% | 6,048,601 | $213.1M |
| Bank of Montreal | 0.07% | Reduce -15.7% | 5,554,724 | $195.5M |
| T. Rowe Price Associates Inc. | 0.02% | Add +0.1% | 5,244,591 | $184.8M |
| Thornburg Investment Management Inc. | 1.25% | Add +2.4% | 3,721,332 | $131.0M |
| Mackenzie Financial Corp. | 0.13% | Add +410.9% | 2,535,573 | $126.7M |
| Cibc World Market Inc. | 0.20% | Reduce -1.0% | 3,403,902 | $119.8M |
| Dimensional Fund Advisors LP | 0.02% | Add +4.4% | 3,043,017 | $107.2M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.19% | Reduce -0.5% | 2,779,943 | $97.8M |
| Bank of America Corp. | 0.01% | Add +38.3% | 2,757,560 | $97.2M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.09% | Reduce -3.4% | 2,157,673 | $76.0M |
| American Century Companies Inc. | 0.03% | Add +134.4% | 2,132,078 | $75.1M |
| TD Waterhouse Canada Inc. | 0.18% | Add +0.8% | 1,946,786 | $67.1M |
| Vanguard Fiduciary Trust Co. | 0.01% | Add +1.2% | 1,844,124 | $65.0M |
| Legal & General Group Plc | 0.01% | Add +1.3% | 1,784,790 | $62.8M |
| Goldman Sachs Group Inc. | 0.01% | Add +26.4% | 1,781,923 | $62.8M |
| Scotia Capital Inc. | 0.23% | Reduce -2.0% | 1,753,475 | $61.7M |
| TD Asset Management Inc | 0.05% | Reduce -30.6% | 1,648,279 | $58.0M |
| Morgan Stanley | 0.00% | Add +21.8% | 1,626,299 | $57.3M |
| Vanguard Global Advisers, LLC | 0.02% | Add +10.6% | 1,405,526 | $49.5M |
| Invesco Ltd. | 0.00% | Reduce -15.3% | 1,289,008 | $45.4M |
| Two Sigma Investments, LP | 0.03% | Reduce -12.0% | 1,222,942 | $43.1M |
| Manufacturers Life Insurance Company, The | 0.03% | Reduce -9.4% | 1,170,452 | $41.2M |
| Recurrent Investment Advisors LLC | 2.53% | Reduce -0.2% | 1,158,738 | $40.8M |
| Barclays PLC | 0.01% | Add +20.7% | 1,129,454 | $39.8M |
| D. E. Shaw & Co. | 0.03% | Add +154.5% | 1,127,006 | $39.7M |
| Intact Investment Management Inc. | 1.02% | Reduce -4.7% | 1,015,860 | $35.8M |
| Westwood Holdings Group Inc. | 0.27% | Reduce -15.7% | 1,004,618 | $35.4M |
| Toronto Dominion Bank | 0.06% | Reduce -10.3% | 999,798 | $35.2M |
| Portland Investment Counsel Inc. | 9.37% | Reduce -1.9% | 951,824 | $33.5M |
| Tortoise Capital Advisors, L.L.C. | 0.34% | Reduce -1.7% | 943,552 | $33.3M |
| Geode Capital Management, LLC | 0.00% | Reduce -3.4% | 849,366 | $33.0M |
| CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT | 1.35% | Reduce -1.2% | 855,500 | $30.1M |
| Capital International Investors | 0.01% | Reduce -80.2% | 854,458 | $30.1M |
| Brookfield Corp | 0.04% | Add +61.2% | 833,871 | $29.4M |
| Boston Partners | 0.02% | Reduce -39.1% | 753,936 | $26.8M |
| Norges Bank | 0.00% | — | 759,445 | $26.7M |
| Blackstone Inc. | 0.08% | Reduce -4.4% | 666,481 | $23.5M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +11.7% | 540,885 | $19.0M |
| National Bank of Canada | 0.02% | Add +9.1% | 536,100 | $18.7M |
| Miller Howard Investments Inc. | 0.46% | Reduce -5.8% | 496,936 | $17.5M |
| BlackRock, Inc. | 0.00% | Add +143.1% | 486,641 | $17.1M |
| JPMorgan Chase & Co. | 0.00% | Reduce -42.5% | 442,837 | $15.9M |
| Swiss National Bank | 0.01% | Add +2.0% | 420,520 | $14.8M |
| CIBC Asset Management Inc | 0.03% | Add +11.6% | 379,616 | $13.3M |
| Heathbridge Capital Management Ltd. | 4.06% | Add +0.2% | 338,000 | $11.9M |
| Citadel Advisors | 0.01% | Reduce -20.9% | 318,459 | $11.2M |
| Jane Street Group, LLC | 0.01% | Add +95.2% | 305,104 | $10.7M |
| Federation des caisses Desjardins du Quebec | 0.03% | Reduce -2.6% | 299,054 | $10.5M |
| FIL Ltd | 0.01% | No change | 293,627 | $10.3M |
| UBS Group AG | 0.00% | Add +55.2% | 263,468 | $9.3M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.06% | Add +44.4% | 257,021 | $9.0M |
| HITE Hedge Asset Management LLC | 0.49% | New | 255,184 | $9.0M |
| Bank of Nova Scotia | 0.01% | Add +5.7% | 235,511 | $8.3M |
| Maryland State Retirement & Pension System | 0.14% | Reduce -11.9% | 224,850 | $7.9M |
| Qube Research & Technologies Ltd | 0.01% | New | 220,419 | $7.8M |
| Alberta Investment Management Corp | 0.05% | Reduce -71.3% | 212,851 | $7.5M |
| Trexquant Investment LP | 0.04% | New | 205,082 | $7.2M |
| Exchange Traded Concepts, LLC | 0.04% | Reduce -4.6% | 204,986 | $7.2M |
| Treasurer of the State of North Carolina | 0.02% | New | 196,169 | $6.9M |
| Ruffer LLP | 0.22% | New | 179,920 | $6.3M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | Add +13.3% | 178,759 | $6.3M |
| Purpose Unlimited Inc. | 0.24% | Reduce -9.2% | 177,796 | $6.3M |
| Ninepoint Partners LP | 0.55% | Reduce -30.0% | 175,000 | $6.2M |
| Vanguard Investments Australia, Ltd. | 0.01% | Add +1.8% | 159,293 | $5.6M |
| Van Eck Associates Corp. | 0.00% | Reduce -11.0% | 158,350 | $5.6M |
| Franklin Resources Inc. | 0.00% | Reduce -7.7% | 154,597 | $5.4M |
| Canada Pension Plan Investment Board | 0.00% | Reduce -93.3% | 154,400 | $5.4M |
| Nuveen, LLC | 0.00% | Reduce -2.8% | 151,270 | $5.3M |
| Viewpoint Investment Partners Corp. | 1.82% | Add +0.0% | 159,522 | $5.3M |
| BCV Asset Management Inc. | 0.15% | Add +5.9% | 141,527 | $5.1M |
| HRT Financial LP | 0.01% | Add +70.8% | 140,734 | $5.0M |
| TCW Group Inc. | 0.03% | Add +2.4% | 128,100 | $4.5M |
| Triasima Portfolio Management inc. | 0.60% | Add +12.1% | 127,160 | $4.5M |
| Moors & Cabot, Inc. | 0.17% | Reduce -0.1% | 126,835 | $4.5M |
| Man Group plc | 0.01% | Reduce -47.3% | 124,726 | $4.4M |
| 1832 Asset Management L.P. | 0.01% | Add +0.8% | 116,281 | $4.1M |
| Catalyst Capital Advisors LLC | 0.07% | Reduce -5.8% | 114,629 | $4.0M |
| Millennium Management | 0.00% | Reduce -49.7% | 111,843 | $3.9M |
| Capital World Investors | 0.00% | Reduce -3.8% | 105,426 | $3.7M |
| XTX Topco Ltd | 0.04% | New | 98,168 | $3.5M |
| Northern Trust Corp. | 0.00% | Reduce -2.3% | 93,119 | $3.3M |
| Ausbil Investment Management Ltd | 1.48% | Reduce -12.9% | 92,771 | $3.3M |
| &partners | 0.01% | Add +5.8% | 91,746 | $3.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +6.9% | 89,117 | $3.1M |
| Renaissance Technologies | 0.00% | Add +119.8% | 76,680 | $2.7M |
| Public Employees Retirement System of Ohio | 0.01% | Add +10.7% | 73,867 | $2.6M |
| Schonfeld Strategic Advisors LLC | 0.01% | Add +64.7% | 71,366 | $2.5M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -14.0% | 71,305 | $2.5M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -0.6% | 70,993 | $2.5M |
| Amundi | 0.00% | Add +696.5% | 70,888 | $2.5M |
| Lazard Asset Management LLC | 0.00% | Reduce -0.2% | 64,006 | $2.3M |
| Citigroup Inc. | 0.00% | Add +574.8% | 63,464 | $2.2M |
| Numerai GP LLC | 0.18% | Add +213.6% | 63,346 | $2.2M |
| First Trust Advisors LP | 0.00% | Add +117.8% | 61,779 | $2.2M |
| SIG North Trading, ULC | 0.39% | Reduce -55.4% | 61,171 | $2.2M |
| Raymond James Financial Inc. | 0.00% | Add +0.9% | 55,903 | $2.0M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 53,727 | $1.9M |
| Vident Advisory, LLC | 0.01% | Reduce -24.6% | 53,128 | $1.9M |
| Greenline Partners, LLC | 0.18% | Reduce -0.3% | 49,305 | $1.7M |
| Deutsche Bank AG | 0.00% | Reduce -52.1% | 49,210 | $1.7M |
| Susquehanna International Group, LLP | 0.00% | Add +286.7% | 46,372 | $1.6M |
| LPL Financial LLC | 0.00% | Add +2.5% | 45,425 | $1.6M |
| Alps Advisors Inc. | 0.01% | Add +10.8% | 45,135 | $1.6M |
| HighTower Advisors, LLC | 0.00% | Reduce -36.2% | 44,275 | $1.6M |
| Picton Mahoney Asset Management | 0.01% | No change | 43,863 | $1.5M |
| Neuberger Berman Group LLC | 0.00% | Add +10.6% | 41,726 | $1.5M |
| Investment Management Corp of Ontario | 0.02% | Add +0.5% | 41,641 | $1.5M |
| Capital Group Private Client Services, Inc. | 0.02% | Reduce -30.5% | 41,275 | $1.5M |
| Pictet Asset Management Holding SA | 0.00% | Reduce -6.5% | 40,255 | $1.4M |
| Oppenheimer & Co. Inc. | 0.01% | No change | 37,820 | $1.3M |
| Quantbot Technologies LP | 0.05% | Reduce -66.2% | 36,605 | $1.3M |
| Jones Financial Companies LLLP | 0.00% | Add +25.1% | 32,708 | $1.2M |
| Steadtrust LLC | 0.60% | Add +0.9% | 33,920 | $1.2M |
| Tidal Investments LLC | 0.00% | Reduce -7.3% | 30,911 | $1.1M |
| Northwest & Ethical Investments L.P. | 0.03% | Add +36.6% | 30,820 | $1.1M |
| Capital International Sarl | 0.01% | Reduce -76.0% | 30,096 | $1.1M |
| Entropy Technologies, LP | 0.04% | New | 29,776 | $1.0M |
| Wells Fargo & Company | 0.00% | Add +24.7% | 29,630 | $1.0M |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +22.3% | 29,364 | $1.0M |
| Alliancebernstein L.P. | 0.00% | No change | 29,590 | $986K |
| Creative Planning | 0.00% | Reduce 0.0% | 27,506 | $969K |
| Voloridge Investment Management, LLC | 0.00% | Reduce -66.8% | 26,762 | $943K |
| Bank of Nova Scotia Trust Co. | 0.07% | Add +5.6% | 24,661 | $869K |
| Squarepoint Ops LLC | 0.00% | Add +21.4% | 23,269 | $820K |
| Principal Financial Group Inc. | 0.00% | Reduce -11.7% | 22,654 | $798K |
| Silvercrest Asset Management Group LLC | 0.01% | Reduce -4.2% | 22,433 | $791K |
| Metis Global Partners, LLC | 0.02% | Add +9.0% | 22,253 | $784K |
| ProShare Advisors LLC | 0.00% | Reduce -6.8% | 21,974 | $774K |
| Susquehanna Fundamental Investments, LLC | 0.01% | Reduce -42.6% | 21,400 | $754K |
| SL Advisors, LLC | 1.31% | Reduce -0.4% | 21,224 | $748K |
| Timelo Investment Management Inc. | 0.88% | No change | 20,000 | $705K |
| Cardinal Point Capital Management ULC | 0.04% | Add +2.1% | 19,307 | $679K |
| Agf Management Ltd. | 0.00% | Add +0.0% | 19,025 | $670K |
| Spark Investment Management LLC | 1.17% | New | 17,000 | $598K |
| Cetera Investment Advisers | 0.00% | Add +0.4% | 16,981 | $598K |
| SeaCrest Wealth Management, LLC | 0.07% | No change | 16,657 | $587K |
| Dividend Assets Capital, LLC | 0.11% | Add +0.4% | 16,531 | $583K |
| ExodusPoint Capital Management, LP | 0.01% | Add +155.7% | 15,600 | $550K |
| Engineers Gate Manager LP | 0.01% | Add +10.5% | 15,391 | $542K |
| apricus wealth, LLC | 0.26% | Add +1.1% | 15,350 | $541K |
| Mutual Advisors, LLC | 0.01% | Reduce -6.4% | 14,296 | $504K |
| Spirit of America Management Corp. | 0.09% | No change | 13,765 | $485K |
| Swiss Life Asset Management Ltd | 0.00% | Add +10.3% | 13,744 | $483K |
| Osaic Holdings, Inc. | 0.00% | Add +27.4% | 13,657 | $481K |
| AQR Capital Management | 0.00% | Reduce -52.5% | 13,558 | $477K |
| Magnetar Financial LLC | 0.00% | Reduce -81.7% | 12,897 | $454K |
| Graham Capital Management, L.P. | 0.02% | Reduce -71.6% | 12,614 | $445K |
| DV Trading LLC | 0.04% | New | 12,600 | $444K |
| Viking Fund Management LLC | 0.04% | No change | 12,000 | $423K |
| Quantinno Capital Management LP | 0.00% | Add +21.9% | 11,782 | $415K |
| Guardian Partners Inc. | 0.04% | Reduce -18.8% | 11,311 | $398K |
| Sovereign Investment Advisors, LLC | 0.07% | No change | 11,049 | $395K |
| Capstone Investment Advisors, LLC | 0.00% | Reduce -49.8% | 11,020 | $388K |
| Dynamic Technology Lab Private Ltd | 0.07% | New | 9,483 | $335K |
| Allianz Asset Management GmbH | 0.00% | Reduce -32.2% | 9,146 | $322K |
| Mariner, LLC | 0.00% | Add +5.1% | 9,092 | $320K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | New | 8,847 | $312K |
| Chelsea Counsel Co. | 0.13% | No change | 8,630 | $308K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +6.6% | 8,591 | $303K |
| Fieldview Capital Management, LLC | 0.09% | New | 8,570 | $302K |
| Headlands Technologies LLC | 0.03% | New | 8,070 | $284K |
| Tectonic Advisors LLC | 0.01% | Add +8.1% | 7,447 | $262K |
| Cidel Asset Management Inc. | 0.01% | No change | 7,429 | $262K |
| Hazelview Securities Inc. | 0.04% | New | 7,347 | $255K |
| Old Mission Capital LLC | 0.01% | New | 7,154 | $252K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -6.2% | 7,021 | $247K |
| Lipe & Dalton | 0.11% | Reduce -2.3% | 9,844 | $245K |
| Advisors Asset Management, Inc. | 0.00% | Reduce -2.9% | 6,913 | $244K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -9.7% | 6,401 | $226K |
| Caitong International Asset Management Co., Ltd | 0.03% | New | 6,201 | $219K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -6.3% | 6,004 | $212K |
| PensionDanmark Pensionsforsikringsaktieselskab | 0.00% | Add +14.3% | 5,882 | $207K |
| US Bancorp \de | 0.00% | Reduce -17.3% | 4,910 | $173K |
| Group One Trading LLC | 0.00% | Add +162.6% | 4,419 | $156K |
| Nykredit A/S | 0.00% | — | 3,900 | $137K |
| Fulcrum Asset Management LLP | 0.01% | New | 3,466 | $122K |
| Parkside Financial Bank & Trust | 0.01% | Reduce -39.8% | 2,344 | $83K |
| CENTRAL TRUST Co | 0.00% | No change | 2,057 | $72K |
| Kelleher Financial Advisors | 0.01% | New | 1,925 | $68K |
| Harbour Investments, Inc. | 0.00% | Add +0.7% | 1,841 | $65K |
| Signaturefd, LLC | 0.00% | Reduce -2.8% | 1,729 | $61K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -16.6% | 1,727 | $61K |
| Manitou Investment Management Ltd. | 0.01% | No change | 1,700 | $60K |
| Natixis | 0.00% | No change | 1,468 | $52K |
| Generali Asset Management SPA SGR | 0.00% | Reduce -3.4% | 956 | $48K |
| Louisbourg Investments Inc. | 0.01% | No change | 1,195 | $42K |
| Assetmark, Inc. | 0.00% | Reduce -12.0% | 1,172 | $41K |
| Roxbury Financial LLC | 0.03% | Reduce -2.5% | 1,126 | $40K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -40.6% | 1,124 | $40K |
| Rhumbline Advisers | 0.00% | Add +0.5% | 1,037 | $37K |
| City Holding Co. | 0.00% | No change | 1,000 | $35K |
| IFP Advisors, Inc | 0.00% | Reduce -45.7% | 811 | $29K |
| Clearstead Advisors, LLC | 0.00% | New | 737 | $26K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +2.1% | 715 | $25K |
| Eastern Bank | 0.00% | No change | 700 | $25K |
| Private Trust Co. NA | 0.00% | Reduce -6.2% | 678 | $24K |
| Larson Financial Group LLC | 0.00% | Add +21.2% | 624 | $22K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 603 | $21K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | No change | 532 | $19K |
| Compass Financial Management LLC | 0.00% | — | 480 | $17K |
| Wellington-Altus USA Inc. | 0.01% | Add +1711.5% | 471 | $16K |
| Arax Advisory Partners | 0.00% | Add +86.1% | 441 | $16K |
| Triumph Capital Management | 0.00% | No change | 425 | $15K |
| Basecamp Wealth Advisors LLC | 0.00% | No change | 418 | $15K |
| Vision Financial Markets LLC | 0.01% | No change | 420 | $15K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +82.0% | 404 | $14K |
| Parallel Advisors, LLC | 0.00% | Reduce -60.3% | 337 | $12K |
| Farther Finance Advisors, LLC | 0.00% | Add +20.0% | 324 | $11K |
| Bollard Group LLC | 0.00% | Reduce -25.0% | 312 | $11K |
| Allworth Financial LP | 0.00% | Add +6.7% | 288 | $10K |
| Olistico Wealth, LLC | 0.00% | No change | 280 | $10K |
| Gen-Wealth Partners Inc | 0.00% | No change | 274 | $10K |
| Smartleaf Asset Management LLC | 0.00% | No change | 247 | $9K |
| Aventura Private Wealth, LLC | 0.00% | No change | 246 | $9K |
| Global Retirement Partners, LLC | 0.00% | — | 240 | $8K |
| Signature Equity Partners, LLC | 0.00% | No change | 232 | $8K |
| NewEdge Advisors, LLC | 0.00% | Add +0.9% | 229 | $8K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 222 | $8K |
| Pacifica Partners Inc. | 0.00% | No change | 225 | $8K |
| Archer Investment Corp | 0.00% | Add +420.0% | 208 | $7K |
| Spire Wealth Management | 0.00% | Reduce -33.1% | 200 | $7K |
| Bessemer Group Inc. | 0.00% | Add +0.5% | 209 | $7K |
| JCIC Asset Management Inc. | 0.00% | No change | 205 | $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 |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +33.9% | 174 | $6K |
| 1620 Investment Advisors, Inc. | 0.00% | No change | 160 | $6K |
| Colonial Trust Co / SC | 0.00% | No change | 160 | $6K |
| Aberdeen Wealth Management LLC | 0.00% | New | 145 | $5K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -37.9% | 141 | $5K |
| Versant Capital Management, Inc | 0.00% | No change | 141 | $5K |
| Hilltop National Bank | 0.00% | No change | 131 | $5K |
| Lanark Financial, Inc. | 0.00% | No change | 126 | $4K |
| AdvisorNet Financial, Inc | 0.00% | Add +0.8% | 122 | $4K |
| Chilton Capital Management LLC | 0.00% | New | 120 | $4K |
| IFG Advisory, LLC | 0.00% | New | 118 | $4K |
| First Horizon Corp. | 0.00% | Reduce -11.5% | 115 | $4K |
| Rogco, LP | 0.00% | No change | 100 | $4K |
| ESL Trust Services, LLC | 0.00% | No change | 100 | $4K |
| 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% | No change | 96 | $3K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 93 | $3K |
| Manchester Capital Management LLC | 0.00% | No change | 86 | $3K |
| First Bancorp, Inc | 0.00% | New | 84 | $3K |
| Sterling Capital Management LLC | 0.00% | No change | 84 | $3K |
| Duncker Streett & Co. Inc. | 0.00% | No change | 80 | $3K |
| Tower Research Capital LLC (TRC) | 0.00% | No change | 80 | $3K |
| Gilpin Wealth Management, LLC | 0.00% | No change | 78 | $3K |
| Silver Grove Financial Group, Inc. | 0.00% | New | 71 | $3K |
| Hara Capital LLC | 0.00% | No change | 63 | $2K |
| Aviso Financial Inc. | 0.00% | Reduce -99.1% | 59 | $2K |
| CGC Financial Services, LLC | 0.00% | No change | 57 | $2K |
| Bell Investment Advisors, Inc | 0.00% | Add +111.1% | 57 | $2K |
| Cornerstone Planning Group LLC | 0.00% | No change | 50 | $2K |
| JFS Wealth Advisors, LLC | 0.00% | Add +8.3% | 52 | $2K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 52 | $2K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 50 | $2K |
| Vision Retirement, LLC | 0.00% | No change | 40 | $1K |
| Bruce G. Allen Investments, LLC | 0.00% | Reduce -35.6% | 38 | $1K |
| Fiduciary Financial Advisors | 0.00% | New | 38 | $1K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | No change | 34 | $1K |
| Hilton Head Capital Partners, LLC | 0.00% | No change | 32 | $1K |
| Godsey & Gibb, Inc. | 0.00% | No change | 31 | $1K |
| JNBA Financial Advisors | 0.00% | No change | 31 | $1K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 31 | $1K |
| Mather Group, Llc. | 0.00% | No change | 30 | $1K |
| Pin Oak Investment Advisors Inc. | 0.00% | Reduce -57.7% | 22 | $1K |
| Blue Trust, Inc. | 0.00% | No change | 28 | $987 |
| GAMMA Investing LLC | 0.00% | No change | 27 | $951 |
| SBI Securities Co., Ltd. | 0.00% | Reduce -76.2% | 24 | $846 |
| Ascentis Independent Advisors | 0.00% | Reduce -23.3% | 23 | $808 |
| Anchor Investment Management, LLC | 0.00% | No change | 20 | $705 |
| Millstone Evans Group, LLC | 0.00% | No change | 19 | $670 |
| MTM Investment Management, LLC | 0.00% | No change | 18 | $634 |
| Ameritas Advisory Services, LLC | 0.00% | New | 18 | $634 |
| LifeSteps Financial, Inc. | 0.00% | New | 17 | $599 |
| CVA Family Office, LLC | 0.00% | No change | 17 | $599 |
| Cornerstone Financial Management LLC | 0.00% | Reduce -15.8% | 16 | $564 |
| Lavaca Capital LLC | 0.00% | New | 16 | $564 |
| McGuire Capital Advisors Inc. | 0.00% | No change | 15 | $529 |
| Rothschild Investment LLC | 0.00% | No change | 15 | $528 |
| Bare Financial Services, Inc | 0.00% | No change | 14 | $493 |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 14 | $493 |
| TD Private Client Wealth LLC | 0.00% | No change | 13 | $458 |
| Asset Dedication, LLC | 0.00% | No change | 12 | $423 |
| Transamerica Financial Advisors, LLC | 0.00% | New | 11 | $393 |
| Main Street Group, LTD | 0.00% | No change | 10 | $352 |
| Institute for Wealth Management, LLC. | 0.00% | New | 9 | $318 |
| Lodestone Wealth Management LLC | 0.00% | No change | 8 | $282 |
| Park Place Capital Corp | 0.00% | No change | 6 | $211 |
| True Wealth Design, LLC | 0.00% | No change | 5 | $177 |
| Golden State Wealth Management, LLC | 0.00% | No change | 5 | $176 |
| Key Financial Inc | 0.00% | No change | 4 | $141 |
| Crewe Advisors LLC | 0.00% | No change | 2 | $71 |
| Stone House Investment Management, LLC | 0.00% | No change | 2 | $70 |
| Fortitude Family Office, LLC | 0.00% | No change | 2 | $70 |
| 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.