TC EnergyTRP

13F holders, Q1 2025 (March 31)
605holders +7
62new positions
53sold out
8famous investors
$47.37avg. 13F price*

At the end of Q1 2025, 605 institutions reported holding TC Energy Corp. (TRP) in their 13F filings, up 7 from Q4 2024. 62 opened new positions and 53 sold out. The largest holders were Royal Bank of Canada ($4.3B), Bank of Montreal ($2.7B) and Capital Research Global Investors ($2.2B). 8 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Steve Cohen (0.0% of Point72 Asset Management's portfolio).

Company
TC Energy Corp.
CUSIP
87807B107
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600800 Q1 2024: 515Q1 2024Q2 2024: 527Q2 2024Q3 2024: 567Q3 2024Q4 2024: 598Q4 2024Q1 2025: 605Q1 2025Q2 2025: 606Q2 2025Q3 2025: 596Q3 2025Q4 2025: 637Q4 2025Q1 2026: 683Q1 2026Q2 2026: 703Q2 2026

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions62$87.0M
Exits53$273.5M

All 13F filers, Q4 2024 → Q1 2025: 91,397,795 shares bought and 60,574,970 shares sold, net +30,822,825 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 605 holders

Royal Bank of Canada 0.97% Reduce -1.4% 91,341,787 $4.3B
Bank of Montreal 1.43% Add +28.5% 56,443,070 $2.7B
Capital Research Global Investors 0.47% Reduce -8.4% 46,159,656 $2.2B
Vanguard Group Inc. 0.04% Add +1.6% 44,397,978 $2.1B
Capital International Investors 0.34% Reduce -8.2% 36,713,753 $1.7B
FIL Ltd 1.20% Reduce -6.0% 26,733,920 $1.3B
Toronto Dominion Bank 3.25% Add +66.0% 26,686,355 $1.3B
Cibc World Market Inc. 2.60% Add +10.8% 24,152,483 $1.1B
Healthcare of Ontario Pension Plan Trust Fund 2.50% Add +550.3% 23,735,000 $1.1B
Canada Pension Plan Investment Board 0.91% Add +34.3% 19,808,558 $935.6M
TD Asset Management Inc 0.76% Add +6.2% 17,455,740 $824.2M
Bank of Nova Scotia 1.82% Add +80.3% 16,983,443 $802.2M
Goldman Sachs Group Inc. 0.15% Reduce -60.0% 16,306,187 $769.8M
1832 Asset Management L.P. 1.29% Reduce -0.7% 14,278,584 $674.1M
Mackenzie Financial Corp. 0.89% Add +7.7% 13,239,669 $625.2M
JARISLOWSKY, FRASER Ltd 3.41% Reduce -2.5% 11,500,319 $543.0M
Dodge & Cox 0.28% Reduce -4.3% 10,486,600 $495.1M
National Bank of Canada 0.57% Reduce -2.8% 10,259,098 $483.7M
JPMorgan Chase & Co. 0.04% Add +7.8% 9,986,313 $471.5M
CIBC Asset Management Inc 1.52% Add +35.5% 9,653,655 $457.1M
Connor, Clark & Lunn Investment Management Ltd. 1.94% Add +31.3% 9,418,858 $444.9M
Legal & General Group Plc 0.12% Add +1.3% 9,198,885 $434.4M
Norges Bank 0.06% Reduce -0.9% 9,133,133 $431.4M
Tortoise Capital Advisors, L.L.C. 4.95% Add +4.8% 8,673,255 $409.5M
Scotia Capital Inc. 2.17% Reduce -0.8% 8,599,400 $404.9M
Capital World Investors 0.06% Reduce -17.1% 8,446,657 $398.8M
Mufg Securities (canada), LTD. 13.02% Add +27.9% 7,910,364 $373.5M
Beutel, Goodman & Co Ltd. 1.98% Add +9.3% 7,265,010 $343.0M
Blackstone Inc. 1.41% Reduce -10.6% 6,829,049 $322.4M
Federation des caisses Desjardins du Quebec 1.59% Add +37.8% 6,816,522 $321.1M
Geode Capital Management, LLC 0.03% Add +9.8% 6,757,315 $320.3M
ClearBridge Investments Ltd 7.50% Add +8.7% 6,122,554 $289.0M
Morgan Stanley 0.02% Add +45.8% 6,087,148 $287.4M
Deutsche Bank AG 0.11% Add +175.1% 5,758,203 $271.8M
Mondrian Investment Partners LTD 4.07% Reduce -16.2% 3,505,260 $238.2M
Bank of America Corp. 0.02% Reduce -33.9% 4,564,731 $215.5M
Kayne Anderson Capital Advisors LP 4.69% Reduce -7.6% 4,474,699 $211.3M
TD Waterhouse Canada Inc. 1.69% Reduce -0.3% 4,403,743 $207.0M
Amundi 0.07% Add +3.9% 4,091,894 $199.4M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.41% Add +16.7% 4,039,605 $190.7M
Thornburg Investment Management Inc. 2.55% No change 3,860,519 $182.4M
Invesco Ltd. 0.03% Reduce -1.5% 3,519,062 $166.1M
T. Rowe Price Associates Inc. 0.02% Add +1.5% 3,198,517 $151.0M
Swiss National Bank 0.10% Reduce -1.9% 2,953,601 $139.6M
Alberta Investment Management Corp 0.98% Add +1.1% 2,899,029 $136.9M
Dimensional Fund Advisors LP 0.03% Reduce -14.6% 2,850,744 $134.6M
Charles Schwab Investment Management Inc. 0.03% Reduce -0.4% 2,840,833 $134.1M
Federated Hermes, Inc. 0.29% Reduce -11.2% 2,832,157 $133.7M
Cardinal Capital Management, Inc. 3.99% Reduce -0.5% 2,486,197 $117.5M
UBS Group AG 0.03% Reduce -0.7% 2,413,740 $114.0M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.62% Add +363.5% 2,121,043 $100.2M
Arrowstreet Capital, Limited Partnership 0.08% Reduce -3.9% 2,114,419 $99.9M
Wells Fargo & Company 0.02% Reduce -8.7% 2,068,388 $97.8M
Westwood Holdings Group Inc. 0.73% Add +3.8% 2,012,524 $95.0M
Franklin Resources Inc. 0.03% Add +21.8% 1,970,540 $93.1M
Duff & Phelps Investment Management Co. 1.05% Add +4.7% 1,895,178 $89.5M
Scheer, Rowlett & Associates Investment Management Ltd. 5.94% Reduce -8.3% 1,697,266 $80.2M
Manufacturers Life Insurance Company, The 0.08% Reduce -43.8% 1,660,649 $78.8M
Merewether Investment Management, LP 2.79% Reduce -53.9% 1,624,808 $76.7M
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT 4.54% Add +10.1% 1,559,786 $73.6M
Nuveen, LLC 0.02% — 1,553,829 $73.4M
Energy Income Partners, LLC 1.34% Add +2.5% 1,485,886 $70.1M
Two Sigma Investments, LP 0.15% Add +3777.9% 1,434,827 $67.7M
Maryland State Retirement & Pension System 1.60% Add +3.9% 1,420,315 $67.1M
BlackRock, Inc. 0.00% Reduce -10.7% 1,418,143 $67.0M
Addenda Capital Inc. 2.43% Reduce -7.9% 953,029 $65.6M
Agf Management Ltd. 0.35% Add +24.1% 1,063,256 $65.5M
Envestnet Asset Management Inc. 0.02% Reduce -10.7% 1,383,524 $65.3M
Raymond James Financial Inc. 0.02% Reduce -16.7% 1,351,369 $63.8M
M&G PLC 0.41% Reduce -25.8% 1,323,594 $62.2M
Barclays PLC 0.03% Add +48.0% 1,246,986 $58.9M
Janus Henderson Group PLC 0.03% Add +13.3% 1,175,724 $56.6M
CANADA LIFE ASSURANCE Co 0.10% Add +0.6% 1,147,946 $54.2M
Exchange Traded Concepts, LLC 0.94% Add +7.9% 1,116,535 $52.7M
Balyasny Asset Management L.P. 0.13% Reduce -43.0% 1,115,714 $52.7M
Capital Group Private Client Services, Inc. 0.50% Reduce -24.2% 1,075,245 $50.8M
SIR Capital Management, L.P. 4.32% Add +37.5% 1,041,699 $49.2M
MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd 6.07% Reduce -4.0% 1,012,280 $47.8M
Millennium Management 0.05% Add +17.5% 995,535 $47.0M
First Trust Advisors LP 0.04% Reduce -9.6% 960,054 $45.3M
Bank of New York Mellon Corp 0.01% Add +1.1% 915,241 $43.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Add +66.1% 889,281 $42.0M
Allianz Asset Management GmbH 0.06% Reduce -19.1% 878,358 $41.5M
Northern Trust Corp. 0.01% Add +11.2% 860,512 $40.6M
Bank of Nova Scotia Trust Co. 4.20% Reduce -0.5% 832,985 $39.3M
LPL Financial LLC 0.01% Reduce -11.5% 806,260 $38.1M
Jennison Associates LLC 0.03% Add +59.1% 772,037 $36.5M
Partners Group Holding AG 1.50% Add +22.9% 748,084 $35.8M
Russell Investments Group, Ltd. 0.05% Reduce -4.2% 751,181 $35.5M
Macquarie Group Ltd. 0.04% Add +15694.0% 509,673 $34.6M
Aviva PLC 0.08% Add +16.1% 725,180 $34.3M
Qube Research & Technologies Ltd 0.05% Add +175.4% 687,216 $32.4M
Fiera Capital Corp 0.11% Reduce -6.8% 628,017 $29.7M
Hennessy Advisors Inc. 0.95% Add +4.5% 602,430 $28.4M
State of Tennessee, Department of Treasury 0.11% Add +0.4% 596,209 $28.2M
Miller Howard Investments Inc. 0.89% Reduce -0.2% 595,351 $28.1M
Clearbridge Investments, LLC 0.02% Reduce -0.3% 587,937 $27.8M
Korea Investment CORP 0.07% Reduce -8.4% 573,083 $27.1M
Yaupon Capital Management LP 1.87% Reduce -48.8% 539,615 $25.5M
Marshall Wace, LLP 0.03% Reduce -33.8% 538,101 $25.4M
Covalis Capital LLP 5.82% Add +549.7% 537,508 $25.4M
Two Sigma Advisers, LP 0.06% Add +2211.6% 536,196 $25.3M
Fractal Investments LLC 3.17% Add +40.4% 483,000 $22.8M
HSBC Holdings PLC 0.01% Add +6.8% 462,892 $21.8M
Neuberger Berman Group LLC 0.02% Reduce -2.6% 456,158 $21.5M
Achmea Investment Management B.V. 0.31% Add +4.8% 449,070 $21.2M
Intact Investment Management Inc. 0.70% Add +23.9% 432,104 $20.4M
Citigroup Inc. 0.02% Add +11.0% 427,457 $20.2M
Caisse de depot et placement du Quebec 0.04% Reduce -14.6% 418,316 $19.8M
Capital International, Inc. 0.24% Reduce -7.8% 411,710 $19.4M
Heathbridge Capital Management Ltd. 7.85% Reduce -1.7% 409,100 $19.3M
Pictet Asset Management Holding SA 0.02% Add +3.5% 401,841 $19.0M
HighTower Advisors, LLC 0.02% Reduce -4.7% 382,263 $18.0M
Viking Fund Management LLC 2.60% No change 382,000 $18.0M
Catalyst Capital Advisors LLC 0.37% Add +16.4% 378,813 $17.9M
Van Eck Associates Corp. 0.02% Add +5.2% 368,628 $17.4M
CIBC Private Wealth Group LLC 0.04% Add +11.2% 391,375 $17.4M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.05% Add +6.6% 352,092 $16.6M
Alyeska Investment Group, L.P. 0.07% New 349,878 $16.5M
Citadel Advisors 0.02% Add +21.6% 332,144 $15.7M
Guardian Capital LP 0.60% Add +12.2% 322,027 $15.2M
Greenline Partners, LLC 2.08% Add +1.3% 305,139 $14.4M
Northwest & Ethical Investments L.P. 0.39% Add +35.5% 302,252 $14.3M
Stifel Financial Corp. 0.01% Reduce -11.8% 294,426 $13.9M
Waratah Capital Advisors Ltd. 0.94% Reduce -4.0% 292,952 $13.8M
D. E. Shaw & Co. 0.02% Reduce -13.8% 289,557 $13.7M
Coleford Investment Management Ltd. 3.75% Reduce -1.9% 279,473 $13.4M
DekaBank Deutsche Girozentrale 0.02% Add +21.0% 261,426 $12.5M
Massachusetts Financial Services Co. 0.00% Add +150.2% 260,330 $12.3M
Public Employees Retirement System of Ohio 0.04% Reduce -26.5% 258,644 $12.2M
Cardinal Point Capital Management ULC 1.11% New 259,688 $12.1M
American Century Companies Inc. 0.01% Add +1.6% 250,870 $11.8M
Point72 Asset Management 0.03% Reduce -76.0% 250,454 $11.8M
Premier Fund Managers Ltd 0.44% Add +392.0% 246,000 $11.8M
Eagle Global Advisors LLC 0.48% Add +47.0% 249,350 $11.8M
Aviso Financial Inc. 0.58% Add +2.6% 247,997 $11.7M
Financial Counselors Inc. 0.18% Add +22.4% 247,119 $11.7M
Harvest Portfolios Group Inc. 0.34% Add +8.9% 244,716 $11.6M
Capital International Sarl 0.26% Reduce -23.0% 241,388 $11.4M
Truist Financial Corp. 0.02% Reduce -12.7% 239,593 $11.3M
Allspring Global Investments Holdings, LLC 0.02% Add +5.2% 231,297 $11.1M
Nicola Wealth Management LTD. 1.07% No change 232,196 $11.0M
Van Lanschot Kempen Investment Management N.V. 0.11% Reduce -5.0% 160,321 $10.9M
Alliancebernstein L.P. 0.00% Add +242.1% 229,708 $10.8M
Jones Financial Companies LLLP 0.01% Add +28.6% 225,349 $10.8M
Lansforsakringar Fondforvaltning AB (publ) 0.07% Reduce -49.0% 228,591 $10.8M
Recurrent Investment Advisors LLC 0.90% Add +10.7% 223,890 $10.6M
AXA S.A. 0.03% Add +56.8% 222,815 $10.5M
Barometer Capital Management Inc. 3.68% Reduce -10.4% 145,570 $9.9M
Varma Mutual Pension Insurance Co 0.08% Reduce -8.1% 208,600 $9.8M
O'shaughnessy Asset Management, LLC 0.08% Reduce -7.4% 208,265 $9.8M
Bradley Foster & Sargent Inc. 0.16% Add +58.9% 201,963 $9.5M
Aventail Capital Group, LP 0.47% Reduce -80.9% 200,000 $9.4M
Triasima Portfolio Management inc. 1.85% Reduce -26.0% 198,626 $9.4M
Susquehanna Portfolio Strategies, LLC 4.01% New 197,400 $9.3M
USS Investment Management Ltd 0.07% No change 187,438 $8.8M
Bell Bank 0.47% Add +5.2% 184,909 $8.7M
Lorne Steinberg Wealth Management Inc. 2.49% Add +1.5% 180,718 $8.5M
Heronetta Management, L.P. 4.61% No change 127,486 $8.4M
Guardian Partners Inc. 0.87% Reduce -1.0% 178,570 $8.4M
Man Group plc 0.02% New 166,471 $7.9M
K.J. Harrison & Partners Inc 1.53% Reduce -35.0% 166,061 $7.9M
Vident Advisory, LLC 0.11% Add +5.0% 166,037 $7.8M
SIG North Trading, ULC 1.49% Reduce -72.0% 155,004 $7.3M
Infrastructure Capital Advisors, LLC 1.16% Add +1661.5% 659,382 $6.8M
Zions Bancorporation, National Association 0.42% — 142,025 $6.7M
Hillsdale Investment Management Inc. 0.34% Reduce -61.6% 141,641 $6.7M
Candelo Capital Management LP 6.38% Reduce -33.1% 141,024 $6.7M
Corigliano Investment Advisers, LLC 2.92% New 138,800 $6.6M
Investment Management Corp of Ontario 0.12% Add +26.6% 127,214 $6.0M
Capital Fund Management S.A. 0.08% Add +19.8% 126,897 $6.0M
Pinnbrook Capital Management LP 3.82% Reduce -34.4% 125,522 $5.9M
Campbell & CO Investment Adviser LLC 0.45% Add +23.6% 123,285 $5.8M
Burgundy Asset Management Ltd. 0.06% Reduce -3.0% 122,279 $5.8M
Capital International Ltd. 0.24% Reduce -19.4% 117,953 $5.6M
&partners 0.06% Add +1.3% 114,791 $5.5M
Utah Retirement Systems 0.06% No change 116,122 $5.5M
US Bancorp \de 0.01% Reduce -2.0% 114,200 $5.4M
Commonwealth Equity Services, LLC 0.01% Reduce -5.5% 109,494 $5.2M
Cetera Investment Advisers 0.01% Add +4.3% 107,761 $5.1M
ProShare Advisors LLC 0.01% Reduce -11.7% 104,295 $4.9M
PNC Financial Services Group, Inc. 0.00% Reduce -5.4% 101,466 $4.8M
Public Sector Pension Investment Board 0.02% Add +0.7% 100,272 $4.7M
Assetmark, Inc. 0.01% Reduce -0.4% 98,434 $4.6M
Metis Global Partners, LLC 0.12% Reduce -7.7% 90,552 $4.3M
Gotham Asset Management 0.04% New 90,254 $4.3M
Jane Street Group, LLC 0.01% Add +45.3% 86,526 $4.1M
Osaic Holdings, Inc. 0.01% Add +4.8% 85,914 $4.1M
Bessemer Group Inc. 0.01% Add +141.1% 85,802 $4.1M
Gulf International Bank (UK) Ltd 0.14% Add +2638.4% 59,478 $4.0M
MML Investors Services, LLC 0.01% Reduce -7.2% 83,712 $4.0M
Spirit of America Management Corp. 0.74% Add +1.3% 77,578 $3.7M
Mediolanum International Funds Ltd 0.05% Add +81.2% 75,426 $3.6M
Americana Partners, LLC 0.14% No change 76,850 $3.6M
FMR LLC 0.00% Reduce -73.6% 75,457 $3.6M
Ausbil Investment Management Ltd 2.15% Reduce -56.0% 74,582 $3.5M
DAVENPORT & Co LLC 0.02% Reduce -13.0% 74,478 $3.5M
Natixis 0.02% Add +110.1% 72,428 $3.4M
Janney Montgomery Scott LLC 0.01% Reduce -9.2% 70,144 $3.3M
Natixis Advisors, LLC 0.01% Add +0.7% 69,976 $3.3M
Baxter Bros Inc. 0.43% Reduce -1.5% 69,590 $3.3M
NewEdge Advisors, LLC 0.02% Add +4.3% 68,404 $3.2M
Tacita Capital Inc 2.31% No change 68,010 $3.2M
Ensign Peak Advisors, Inc 0.01% Reduce -2.7% 67,707 $3.2M
PDT Partners, LLC 0.22% Add +14.3% 65,544 $3.1M
Wellington Management Group LLP 0.00% Add +13.8% 64,767 $3.1M
J. Safra Sarasin Holding AG 0.05% New 63,469 $3.0M
Forte Capital LLC 0.33% Reduce -0.5% 59,490 $2.8M
First Bank & Trust 0.53% Reduce -0.0% 58,376 $2.8M
HF Advisory Group, LLC 1.19% Add +10.6% 57,784 $2.7M
Bleakley Financial Group, LLC 0.09% Add +7.8% 57,484 $2.7M
ASR Vermogensbeheer N.V. 0.04% — 57,024 $2.7M
MassMutual Private Wealth & Trust, FSB 0.08% Add +21.2% 56,590 $2.7M
TD Private Client Wealth LLC 0.07% Reduce -13.9% 55,516 $2.6M
Ewing Morris & Co. Investment Partners Ltd. 0.82% Add +7.9% 37,728 $2.6M
apricus wealth, LLC 1.54% Add +6.8% 54,960 $2.6M
Lipe & Dalton 1.41% Reduce -0.2% 53,547 $2.5M
Parr McKnight Wealth Management Group, LLC 0.36% Reduce -2.4% 52,659 $2.5M
Walleye Capital LLC 0.03% Add +219.9% 52,580 $2.5M
Swiss Life Asset Management Ltd 0.02% Add +23.0% 50,809 $2.4M
Fullerton Fund Management Co Ltd. 0.15% Add +24.5% 50,800 $2.4M
Graham Capital Management, L.P. 0.11% New 50,024 $2.4M
PCJ Investment Counsel Ltd. 0.92% Add +62.3% 49,750 $2.3M
Royal London Asset Management Ltd. 0.01% New 48,254 $2.3M
Benedict Financial Advisors Inc. 0.52% Add +0.4% 47,922 $2.3M
Creative Planning 0.00% Reduce -1.7% 47,266 $2.2M
Sovereign Investment Advisors, LLC 0.77% No change 55,254 $2.2M
Evergreen Capital Management LLC 0.07% Add +1.6% 45,718 $2.2M
Advisors Asset Management, Inc. 0.04% Add +106.4% 45,461 $2.1M
IFP Advisors, Inc 0.07% Add +1083.1% 45,065 $2.1M
Ninepoint Partners LP 0.37% New 44,738 $2.1M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -32.0% 44,424 $2.1M
Sei Investments Co. 0.00% Reduce -2.6% 44,073 $2.1M
Chelsea Counsel Co. 1.12% No change 43,150 $2.1M
Principal Financial Group Inc. 0.00% Reduce -1.8% 43,500 $2.1M
Fulton Bank, N.A. 0.08% Reduce -0.4% 42,869 $2.0M
Atria Investments, Inc 0.03% Reduce -20.0% 42,330 $2.0M
Quantinno Capital Management LP 0.01% Add +50.2% 41,760 $2.0M
111 Capital 0.38% New 41,506 $2.0M
Fox Run Management, L.L.C. 0.29% New 39,911 $1.9M
Mariner, LLC 0.00% Add +0.6% 39,802 $1.9M
Tower Research Capital LLC (TRC) 0.06% Add +2290.7% 39,637 $1.9M
Sanctuary Advisors, LLC 0.01% Add +105.1% 38,959 $1.8M
Sumitomo Mitsui Trust Group, Inc. 0.00% Reduce -5.2% 38,310 $1.8M
Crossmark Global Holdings, Inc. 0.03% Reduce -1.6% 38,291 $1.8M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Add +86.5% 38,240 $1.8M
Glenmede Trust Co. NA 0.01% Reduce -4.4% 37,129 $1.8M
Lombard Odier Asset Management (Switzerland) SA 0.10% Add +35.3% 17,752 $1.7M
Aigen Investment Management, LP 0.27% Add +209.4% 15,917 $1.7M
Ontario Teachers Pension Plan Board 0.03% Add +60.2% 35,077 $1.7M
Intrepid Family Office LLC 2.46% New 35,000 $1.7M
United Services Automobile Association 0.05% No change 33,927 $1.6M
Cerity Partners LLC 0.00% Add +113.2% 33,945 $1.6M
Integrated Wealth Concepts LLC 0.02% Reduce -12.1% 32,525 $1.5M
Souders Financial Advisors 0.21% Reduce -46.7% 32,011 $1.5M
Cohen & Steers, Inc. 0.00% No change 31,883 $1.5M
Stableford Capital II LLC 0.62% Reduce -0.1% 29,520 $1.5M
Silvercrest Asset Management Group LLC 0.01% Add +13.3% 30,466 $1.4M
Assenagon Asset Management S.A. 0.00% Reduce -9.2% 30,355 $1.4M
SL Advisors, LLC 2.46% Reduce -0.5% 29,849 $1.4M
Corient Private Wealth LP 0.00% Reduce -9.2% 29,724 $1.4M
Quaero Capital S.A. 3.78% Add +10.3% 28,965 $1.4M
UniSuper Management Pty Ltd 0.01% No change 19,900 $1.4M
Voloridge Investment Management, LLC 0.01% New 28,417 $1.3M
Benjamin Edwards Inc. 0.02% Add +72.4% 27,585 $1.3M
Trexquant Investment LP 0.01% Reduce -59.8% 27,243 $1.3M
Verition Fund Management LLC 0.01% New 27,064 $1.3M
JRM Investment Counsel, LLC 0.45% No change 27,000 $1.3M
Intech Investment Management LLC 0.01% Add +200.7% 26,878 $1.3M
Quadrant Capital Group LLC 0.05% Add +802.2% 26,309 $1.2M
Raleigh Capital Management Inc. 0.56% Reduce -15.7% 26,263 $1.2M
EFG Asset Management (Americas) Corp. 0.25% Add +4.0% 25,686 $1.2M
Castleark Management LLC 0.04% New 25,550 $1.2M
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -3.0% 25,547 $1.2M
Everett Harris & Co. 0.02% Add +2.9% 25,188 $1.2M
Capital Group Investment Management Pte. LTD. 0.24% Reduce -19.7% 25,086 $1.2M
Private Advisor Group, LLC 0.01% Reduce -2.3% 24,690 $1.2M
Gateway Investment Advisers LLC 0.01% No change 24,576 $1.2M
Lindbrook Capital, LLC 0.10% Reduce -37.4% 23,885 $1.1M
First County Bank 0.62% Reduce -1.6% 23,817 $1.1M
Ameriprise Financial Inc. 0.00% Reduce -53.6% 21,395 $1.1M
Verdence Capital Advisors LLC 0.08% Reduce -16.1% 22,840 $1.1M
Ritholtz Wealth Management 0.03% Reduce -8.4% 21,949 $1.0M
Cidel Asset Management Inc. 0.07% Reduce -23.0% 21,799 $1.0M
Code Waechter LLC 0.83% Reduce -37.7% 21,348 $1.0M
Elevation Point Wealth Partners, LLC 0.09% Add +3.0% 21,271 $1.0M
Ingalls & Snyder LLC 0.03% Reduce -3.0% 21,015 $992K
Credit Agricole S A 0.00% Reduce -4.2% 20,790 $981K
Pinnacle Associates Ltd. 0.01% Add +0.7% 20,660 $975K
Pathstone Holdings, LLC 0.00% Add +34.6% 20,649 $975K
Argyle Capital Management, LLC 0.36% No change 20,600 $973K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -2.5% 20,531 $969K
Tidal Investments LLC 0.01% Add +190.5% 20,464 $966K
Moors & Cabot, Inc. 0.05% Reduce -6.0% 20,421 $964K
Argent Trust Co 0.04% Add +6.0% 20,077 $948K
Signaturefd, LLC 0.02% Reduce -2.0% 20,017 $945K
Jackson Square Capital, LLC 0.30% Add +18.7% 19,753 $933K
Generali Asset Management SPA SGR 0.02% Add +8.3% 13,691 $930K
Wealth Alliance, LLC 0.11% Reduce -24.3% 19,447 $918K
Royal Fund Management, LLC 0.11% Add +3.9% 19,390 $916K
Cigna Investments Inc. 0.17% Reduce -1.7% 19,065 $901K
Versor Investments LP 0.14% New 17,802 $841K
Baldwin Wealth Partners LLC 0.06% No change 17,727 $837K
Dynamic Technology Lab Private Ltd 0.12% New 17,654 $833K
Captrust Financial Advisors 0.00% Reduce -6.5% 16,903 $798K
FORA Capital, LLC 0.08% New 16,435 $776K
180 Wealth Advisors, LLC 0.12% Add +0.0% 15,866 $749K
Mercer Global Advisors Inc. 0.00% Add +8.3% 15,765 $744K
XTX Topco Ltd 0.04% Add +94.1% 15,698 $741K
YANKCOM Partnership 0.40% Add +22.1% 15,524 $733K
Prudential Financial Inc. 0.00% Add +8.4% 15,307 $723K
Guggenheim Capital LLC 0.01% Add +1.9% 15,247 $720K
Union Bancaire Privee, UBP SA 0.01% New 15,928 $713K
Radnor Capital Management, LLC 0.12% No change 15,100 $713K
Rathbones Group PLC 0.00% No change 14,878 $703K
Kestra Private Wealth Services, LLC 0.01% New 14,593 $689K
Fourpath Capital Management, LLC 0.12% Reduce -16.7% 14,171 $669K
Compound Planning, Inc. 0.03% Add +2.1% 13,806 $652K
Vanguard Personalized Indexing Management, LLC 0.01% Add +6.9% 13,711 $647K
Yousif Capital Management, LLC 0.01% Reduce -14.2% 13,408 $633K
Flagship Harbor Advisors, LLC 0.03% Add +90.4% 13,403 $633K
Basso Capital Management, L.P. 0.54% No change 13,370 $631K
Twinbeech Capital LP 0.01% Add +9.1% 13,077 $617K
Y-Intercept (Hong Kong) Ltd 0.04% New 12,964 $612K
Inspire Advisors, LLC 0.07% New 12,853 $607K
Wolverine Trading, LLC 0.02% New 12,558 $603K
Focus Partners Wealth 0.00% Add +2.7% 12,446 $588K
Tectonic Advisors LLC 0.04% Add +16.5% 12,421 $586K
Icon Wealth Advisors, LLC 0.05% Reduce -6.1% 12,180 $575K
Rockefeller Capital Management L.P. 0.00% New 12,118 $572K
Oxbow Advisors, LLC 0.06% Add +9.9% 11,653 $550K
Hudson Portfolio Management LLC 0.53% Reduce -2.7% 11,616 $548K
Sequoia Financial Advisors, LLC 0.00% Add +13.4% 11,539 $545K
Ossiam 0.01% New 11,474 $542K
Redwood Wealth Management Group, LLC 0.27% Reduce -7.6% 11,406 $538K
AQR Capital Management 0.00% Add +54.0% 11,099 $538K
Lester Murray Antman dba SimplyRich 0.15% No change 11,203 $528K
Corps Capital Advisors, LLC 0.55% No change 11,143 $526K
Louisbourg Investments Inc. 0.14% No change 10,975 $519K
ExodusPoint Capital Management, LP 0.01% New 10,900 $515K
HB Wealth Management, LLC 0.00% Add +83.9% 10,667 $504K
NorthCoast Asset Management LLC 0.00% Reduce -20.7% 10,636 $502K
Equitable Holdings, Inc. 0.00% Add +0.5% 10,520 $497K
B. Riley Wealth Advisors, Inc. 0.01% Add +99.7% 10,320 $487K
Meixler Investment Management, Ltd. 0.34% Reduce -3.0% 10,280 $485K
M&T Bank Corp 0.00% Reduce -23.0% 10,270 $485K
Beverly Hills Private Wealth, LLC 0.10% Reduce -0.3% 10,201 $482K
Claret Asset Management Corp 0.10% Add +29.4% 10,180 $481K
GAMCO Investors 0.01% No change 10,000 $472K
Canal Insurance CO 0.11% No change 10,000 $472K
Kennebec Savings Bank 0.50% Add +16.8% 9,963 $470K
Avantax Advisory Services, Inc. 0.00% Add +3.6% 9,908 $468K
Cohen Investment Advisors LLC 0.27% Reduce -0.5% 9,784 $462K
Susquehanna International Group, LLP 0.00% Reduce -57.5% 9,756 $461K
Mesirow Financial Investment Management, Inc. 0.01% Add +1.9% 9,731 $459K
Park Avenue Securities LLC 0.01% Reduce -46.8% 9,722 $459K
Pinnacle Financial Partners Inc 0.01% Add +1.2% 9,721 $459K
Virtu Financial LLC 0.02% New 9,679 $457K
Stephens Inc. 0.01% Reduce -12.4% 9,650 $456K
Good Steward Wealth Advisors,LLC 0.41% — 9,563 $451K
Shell Asset Management Co. 0.02% Reduce -2.1% 9,484 $448K
Gold Investment Management Ltd. 0.19% Add +1.1% 9,424 $445K
Hilltop Holdings Inc. 0.03% Reduce -3.7% 9,394 $443K
Penserra Capital Management LLC 0.01% Add +10620.7% 9,327 $440K
Snowden Capital Advisors LLC 0.01% Reduce -26.1% 9,176 $439K
Pacer Advisors, Inc. 0.00% Add +3.0% 9,182 $433K
Keybank National Association 0.00% Reduce -1.1% 9,154 $432K
Wealthstar Advisors, LLC 0.20% New 9,143 $432K
Intrust Bank NA 0.04% Reduce -9.8% 9,127 $431K
Gould Asset Management LLC 0.09% No change 9,003 $425K
Keudell/Morrison Wealth Management 0.10% Reduce -9.9% 8,802 $416K
Candriam S.C.A. 0.00% Reduce -3.3% 8,791 $415K
D.A. Davidson & Co. 0.00% Add +37.7% 8,785 $415K
Asahi Life Asset Management Co., LTD. 0.26% Add +24.7% 8,655 $409K
Procyon Advisors, LLC 0.02% Reduce -25.9% 8,633 $408K
Disciplined Investments, LLC 0.19% Add +2.5% 8,611 $407K
Brown Brothers Harriman & Co. 0.00% No change 8,564 $404K
Jackson Hole Capital Partners, LLC 0.08% Reduce -1.3% 8,560 $404K
New Hampshire Trust 0.09% Add +19.6% 8,518 $402K
Northwestern Mutual Wealth Management Co. 0.00% Add +10.6% 8,473 $400K
Argonautica Private Wealth Management, Inc. 0.14% Add +11.8% 8,453 $399K
Kestra Advisory Services, LLC 0.00% Reduce -21.1% 8,449 $399K
Avantax Planning Partners, Inc. 0.01% Add +21.3% 8,250 $389K
Capital Management Associates, Inc 0.09% New 8,000 $378K
Orion Porfolio Solutions, LLC 0.00% Add +0.5% 7,806 $369K
Orion Portfolio Solutions, LLC 0.00% Add +0.5% 7,806 $369K
Kingswood Wealth Advisors, LLC 0.03% Reduce -7.1% 7,762 $367K
Groupe la Francaise 0.01% Reduce -5.1% 7,498 $360K
Foundations Investment Advisors, LLC 0.01% Reduce -14.4% 7,574 $358K
Midwest Professional Planners, LTD. 0.11% Add +1.2% 7,401 $349K
Chicago Partners Investment Group LLC 0.01% New 6,800 $347K
Wiser Advisor Group LLC 0.51% Reduce -10.9% 7,256 $343K
Prospera Financial Services Inc 0.01% Add +22.8% 7,189 $339K
Lantz Financial LLC 0.09% Reduce -10.9% 7,171 $339K
Park Place Capital Corp 0.09% Reduce -15.6% 6,953 $328K
Signature Estate & Investment Advisors LLC 0.01% Reduce -9.7% 6,933 $327K
AE Wealth Management LLC 0.00% Reduce -14.4% 6,904 $326K
Steward Partners Investment Advisory, LLC 0.00% Add +45.4% 6,860 $324K
Guyasuta Investment Advisors Inc. 0.02% No change 6,800 $321K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.08% No change 6,690 $316K
Prudential PLC 0.00% Add +5.3% 6,536 $309K
Jump Financial, LLC 0.00% Reduce -51.5% 6,400 $302K
HighPoint Advisor Group LLC 0.02% Reduce -0.4% 5,988 $301K
Cravens & Co Advisors, LLC 0.23% Add +0.8% 6,340 $299K
Kingsview Wealth Management, LLC 0.01% Add +1.7% 6,259 $295K
Natural Investments, LLC 0.08% No change 6,250 $295K
NTV Asset Management LLC 0.04% No change 6,189 $292K
Onex Canada Asset Management Inc. 0.04% Reduce -23.1% 6,142 $290K
Baader Bank Aktiengesellschaft 0.03% Add +4.4% 6,325 $289K
Checchi Capital Advisers, LLC 0.02% Add +19.2% 6,123 $289K
SkyView Investment Advisors, LLC 0.04% New 6,050 $286K
Valtinson Bruner Financial Planning LLC 0.10% No change 6,021 $284K
Phillips Wealth Planners LLC 0.30% Reduce -11.6% 5,952 $283K
Rempart Asset Management Inc. 0.06% Reduce -14.4% 5,930 $280K
Caitong International Asset Management Co., Ltd 0.20% New 5,790 $273K
Thrivent Financial for Lutherans 0.00% No change 5,468 $269K
Bayforest Capital Ltd 0.11% New 5,537 $261K
Roxbury Financial LLC 0.25% Add +0.9% 5,770 $258K
Private Trust Co. NA 0.03% Add +1.9% 5,452 $257K
Financial Advocates Investment Management 0.02% Reduce -15.1% 5,385 $254K
Sanders Morris Harris LLC 0.04% No change 5,300 $250K
Rhumbline Advisers 0.00% Reduce -8.0% 5,170 $244K
FSM Wealth Advisors, LLC 0.05% Add +9.2% 5,152 $243K
Capital Investment Advisors, LLC 0.00% Add +1.2% 5,142 $243K
Grey Ledge Advisors, LLC 0.06% No change 5,125 $242K
Parsons Capital Management Inc. 0.01% No change 5,075 $240K
First Horizon Advisors, Inc. 0.01% Add +46.3% 5,032 $238K
PFG Investments, LLC 0.02% Reduce -1.4% 5,016 $237K
Grassi Investment Management 0.02% No change 5,000 $236K
HUB Investment Partners, LLC 0.01% Reduce -2.9% 4,931 $233K
Value Partners Investments Inc. 0.02% Reduce -6.7% 4,901 $232K
Dearborn Partners LLC 0.01% Reduce -1.8% 4,885 $231K
Advisory Services Network, LLC 0.00% Reduce -1.3% 4,775 $225K
Venture Visionary Partners LLC 0.01% Reduce -0.8% 4,747 $224K
Choreo, LLC 0.00% Reduce -0.7% 4,734 $223K
Syon Capital LLC 0.02% Reduce -6.8% 4,729 $223K
Sunpointe, LLC 0.12% Reduce -11.4% 4,658 $220K
Vaughan David Investments LLC 0.01% Reduce -50.0% 4,608 $218K
Caprock Group, LLC 0.01% Reduce -14.5% 4,501 $217K
Squarepoint Ops LLC 0.00% New 4,585 $216K
Fisher Asset Management 0.00% New 4,558 $215K
Fifth Third Bancorp 0.00% Reduce -19.3% 4,524 $214K
Manhattan West Asset Management, LLC 0.05% New 4,500 $212K
West Family Investments, Inc. 0.08% No change 4,492 $212K
Cresset Asset Management, LLC 0.00% Reduce -24.6% 4,440 $210K
State of Wyoming 0.03% Reduce -56.9% 4,420 $209K
Wrapmanager Inc. 0.05% Reduce -19.1% 4,377 $207K
CENTRAL TRUST Co 0.01% Reduce -36.0% 4,335 $205K
ICONIQ Capital, LLC 0.00% New 4,324 $204K
Atlantic Family Wealth, LLC 0.19% Reduce -20.1% 4,318 $204K
World Investment Advisors 0.01% Reduce -19.7% 4,271 $202K
Inscription Capital, LLC 0.03% — 4,990 $201K
Sagespring Wealth Partners, LLC 0.01% Reduce -10.7% 4,241 $200K
Physician Wealth Advisors, Inc. 0.03% No change 4,048 $191K
Parkside Financial Bank & Trust 0.02% Reduce -4.8% 3,847 $182K
Wilmington Savings Fund Society, FSB 0.00% Reduce -2.8% 3,808 $180K
Dakota Community Bank & Trust NA 0.85% Add +6.3% 3,734 $176K
JCIC Asset Management Inc. 0.07% Add +5.6% 3,659 $173K
Eastern Bank 0.00% No change 3,500 $165K
Compagnie Lombard Odier SCmA 0.00% Reduce -25.6% 3,290 $155K
BNP Paribas Financial Markets 0.00% Reduce -96.3% 3,262 $154K
Cwm, LLC 0.00% Add +4.2% 2,981 $141K
Lazard Asset Management LLC 0.00% No change 3,000 $141K
Harbour Investments, Inc. 0.00% Add +2.0% 2,869 $135K
Vision Financial Markets LLC 0.15% No change 2,850 $135K
CNB Bank 0.07% Reduce -45.1% 2,828 $134K
Lanark Financial, Inc. 0.01% — 2,834 $133K
Cromwell Holdings LLC 0.08% No change 2,697 $127K
Parallel Advisors, LLC 0.00% Reduce -1.7% 2,675 $126K
Bank & Trust Co 0.10% New 2,636 $124K
MAI Capital Management 0.00% Add +0.1% 2,589 $122K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 2,455 $120K
Aventura Private Wealth, LLC 0.06% No change 2,524 $119K
Versant Capital Management, Inc 0.02% Add +248.6% 2,475 $117K
EverSource Wealth Advisors, LLC 0.01% Add +15.7% 2,463 $116K
Farther Finance Advisors, LLC 0.00% Add +77.7% 2,299 $110K
Spire Wealth Management 0.00% Add +102.7% 2,171 $102K
Walleye Trading LLC 0.00% New 2,131 $101K
Bollard Group LLC 0.00% No change 2,083 $98K
Principal Securities, Inc. 0.00% No change 2,052 $95K
Arcadia Investment Management Corp. 0.02% No change 2,000 $94K
Galibier Capital Management Ltd. 0.03% No change 1,816 $86K
Ridgewood Investments LLC 0.04% Reduce -8.8% 1,686 $80K
Whittier Trust Co. of Nevada Inc. 0.00% Add +225.9% 1,597 $75K
SVB Wealth LLC 0.00% New 1,528 $72K
Coldstream Capital Management Inc. 0.00% New 1,524 $72K
Allworth Financial LP 0.00% Reduce -27.7% 1,403 $69K
Pacifica Partners Inc. 0.03% No change 1,425 $69K
Arax Advisory Partners 0.00% Add +790.2% 1,451 $69K
Olistico Wealth, LLC 0.04% No change 1,400 $66K
AdvisorNet Financial, Inc 0.00% Add +11.2% 1,376 $65K
Darwin Wealth Management, LLC 0.02% No change 1,381 $64K
Hexagon Capital Partners LLC 0.01% Add +7.3% 1,340 $63K
Gen-Wealth Partners Inc 0.03% Reduce -2.2% 1,338 $63K
Archer Investment Corp 0.02% No change 1,328 $63K
Peoples Bank 0.04% No change 1,312 $62K
HM Payson & Co. 0.00% New 1,268 $60K
SBI Securities Co., Ltd. 0.00% Add +75.3% 1,166 $55K
Bogart Wealth, LLC 0.00% No change 1,140 $54K
Hanson & Doremus Investment Management 0.01% New 1,130 $53K
Bartlett & Co. Wealth Management LLC 0.00% No change 1,113 $53K
Chilton Capital Management LLC 0.00% No change 1,050 $50K
Rogco, LP 0.02% No change 1,000 $47K
First Command Advisory Services, Inc. 0.00% No change 985 $47K
Huntington National Bank 0.00% Reduce -5.1% 972 $46K
Farmers & Merchants Investments Inc. 0.00% No change 968 $46K
Truvestments Capital LLC 0.01% New 949 $45K
TruNorth Capital Management, LLC 0.01% New 944 $45K
Grayhawk Investment Strategies Inc. 0.10% No change 942 $44K
Millstone Evans Group, LLC 0.03% No change 871 $41K
1620 Investment Advisors, Inc. 0.03% No change 800 $38K
Synergy Investment Management, LLC 0.02% Add +1.2% 787 $37K
Nisa Investment Advisors, LLC 0.00% No change 672 $32K
Lowe Wealth Advisors, LLC 0.01% New 641 $30K
Tobam 0.01% Reduce -65.5% 442 $30K
GPS Wealth Strategies Group, LLC 0.00% Reduce -10.2% 571 $27K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% Add +1.1% 538 $25K
Blue Trust, Inc. 0.00% Reduce -10.9% 525 $25K
FSC Wealth Advisors, LLC 0.02% Add +1.4% 523 $25K
Ravenstone Capital Management Inc. 0.01% Reduce -74.2% 516 $24K
Bruce G. Allen Investments, LLC 0.02% Reduce -3.4% 511 $24K
Sandy Spring Bank 0.00% No change 500 $24K
Hartford Financial Management Inc. 0.00% No change 496 $23K
Smallwood Wealth Investment Management, LLC 0.01% New 485 $23K
Smartleaf Asset Management LLC 0.00% No change 439 $21K
Global Financial Private Client, LLC 0.01% No change 431 $20K
Accent Capital Management, LLC 0.01% New 427 $20K
SIMA Wealth Partners, LLC 0.02% New 425 $20K
Frazier Financial Advisors, LLC 0.02% No change 420 $20K
Duncker Streett & Co. Inc. 0.00% No change 400 $19K
Hemington Wealth Management 0.00% No change 396 $18K
Jackson, Grant Investment Advisers, Inc. 0.01% No change 379 $18K
Larson Financial Group LLC 0.00% Add +235.5% 359 $17K
Dixon Mitchell Investment Counsel Inc. 0.00% Reduce -82.6% 335 $16K
Colonial Trust Co / SC 0.00% Reduce -2.3% 336 $16K
Golden State Wealth Management, LLC 0.00% No change 334 $16K
Richard W. Paul & Associates, LLC 0.01% Reduce -18.4% 329 $16K
Grove Bank & Trust 0.00% No change 325 $15K
Towne Trust Company, N.A 0.01% No change 300 $14K
ESL Trust Services, LLC 0.00% No change 300 $14K
Geneos Wealth Management Inc. 0.00% Reduce -50.2% 300 $14K
CX Institutional 0.00% New 293 $14K
JFS Wealth Advisors, LLC 0.00% No change 290 $14K
CGC Financial Services, LLC 0.01% No change 286 $14K
HHM Wealth Advisors, LLC 0.00% No change 264 $12K
Pin Oak Investment Advisors Inc. 0.01% No change 260 $12K
Pinnacle Bancorp, Inc. 0.00% No change 250 $12K
Stonebridge Financial Group, LLC 0.00% No change 240 $11K
Harvest Fund Management Co., Ltd 0.00% No change 237 $11K
Colonial Trust Advisors 0.00% No change 212 $10K
VSM Wealth Advisory, LLC 0.00% No change 200 $9K
SJS Investment Consulting Inc. 0.00% New 200 $9K
Rothschild Investment LLC 0.00% Add +0.5% 194 $9K
Financial Gravity Asset Management, Inc. 0.00% — 193 $9K
Cornerstone Planning Group LLC 0.00% Add +5.3% 180 $9K
Sound Income Strategies, LLC 0.00% Add +83.0% 183 $9K
Investors Research Corp 0.00% New 183 $9K
Optiver Holding B.V. 0.00% New 183 $9K
Motco 0.00% New 157 $7K
Rialto Wealth Management, LLC 0.00% No change 156 $7K
JNBA Financial Advisors 0.00% Reduce -47.1% 156 $7K
Godsey & Gibb, Inc. 0.00% No change 156 $7K
Caldwell Sutter Capital, Inc. 0.00% Reduce -3.8% 153 $7K
Capital Analysts, LLC 0.00% New 140 $7K
North Capital, Inc. 0.01% — 146 $7K
GAMMA Investing LLC 0.00% No change 141 $7K
Hara Capital LLC 0.00% Reduce -57.1% 135 $6K
Wolff Wiese Magana LLC 0.00% No change 125 $6K
Fortitude Family Office, LLC 0.00% Reduce -77.4% 125 $6K
PSI Advisors, LLC 0.00% Reduce -82.2% 118 $6K
Anchor Investment Management, LLC 0.00% No change 104 $5K
Sunbelt Securities, Inc. 0.00% Add +1.0% 101 $5K
Kelly Lawrence W & Associates Inc. 0.00% No change 100 $5K
Caldwell Trust Co 0.00% No change 100 $5K
Salem Investment Counselors Inc. 0.00% No change 97 $5K
South Plains Financial, Inc. 0.00% Reduce -79.1% 97 $5K
CVA Family Office, LLC 0.00% No change 88 $4K
2UniFi Bank 0.00% No change 92 $4K
Halbert Hargrove Global Advisors, LLC 0.00% New 82 $4K
Mather Group, Llc. 0.00% New 73 $3K
Highline Wealth Partners LLC 0.00% Add +163.0% 71 $3K
Brooklyn Investment Group 0.00% New 71 $3K
Raffa Wealth Management, LLC 0.00% No change 67 $3K
Asset Dedication, LLC 0.00% No change 66 $3K
North Star Investment Management Corp. 0.00% No change 64 $3K
Avion Wealth 0.00% No change 81 $3K
Bell Investment Advisors, Inc 0.00% No change 61 $3K
Sierra Ocean, LLC 0.00% No change 58 $3K
Main Street Group, LTD 0.00% No change 50 $2K
Iron Horse Wealth Management, LLC 0.00% No change 49 $2K
True Wealth Design, LLC 0.00% Reduce -6.0% 47 $2K
Wealth Preservation Advisors, LLC 0.00% — 41 $2K
ORG Partners LLC 0.00% Reduce -77.5% 36 $2K
Beacon Capital Management, LLC 0.00% New 35 $2K
SouthState Bank Corp 0.00% Reduce -87.7% 35 $2K
Glass Jacobson Investment Advisors llc 0.00% No change 31 $1K
First Pacific Financial 0.00% New 27 $1K
NewSquare Capital LLC 0.00% Add +23.8% 26 $1K
Key Financial Inc 0.00% No change 23 $1K
Richardson Financial Services Inc. 0.00% No change 22 $1K
Quest 10 Wealth Builders, Inc. 0.00% Reduce -25.9% 20 $944
Private Wealth Asset Management, LLC 0.00% — 18 $850
American National Bank & Trust 0.00% New 11 $529
Kozak & Associates, Inc. 0.00% Reduce -68.6% 11 $528
High Note Wealth, LLC 0.00% No change 4 $189

"% of holder's portfolio" is TRP's weight in each manager's 13F, not the share of TC Energy Corp. the manager owns.