TC EnergyTRP

13F holders, Q2 2025 (June 30)
606holders +1
62new positions
64sold out
8famous investors
$48.85avg. 13F price*

At the end of Q2 2025, 606 institutions reported holding TC Energy Corp. (TRP) in their 13F filings, up 1 from Q1 2025. 62 opened new positions and 64 sold out. The largest holders were Royal Bank of Canada ($6.2B), Vanguard Group Inc. ($2.2B) and Bank of Montreal ($2.2B). 8 famous investors held it, including Israel Englander (0.1% 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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions62$515.1M
Exits64$297.2M

All 13F filers, Q1 2025 → Q2 2025: 86,888,156 shares bought and 67,949,938 shares sold, net +18,938,218 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 606 holders

Royal Bank of Canada 1.21% Add +39.5% 127,375,528 $6.2B
Vanguard Group Inc. 0.04% Add +3.4% 45,907,306 $2.2B
Bank of Montreal 1.13% Reduce -19.2% 45,624,934 $2.2B
Capital Research Global Investors 0.40% Reduce -11.3% 40,935,718 $2.0B
Capital International Investors 0.28% Reduce -9.9% 33,091,725 $1.6B
FIL Ltd 1.17% Add +4.7% 27,998,749 $1.4B
Goldman Sachs Group Inc. 0.20% Add +55.9% 25,419,072 $1.2B
Cibc World Market Inc. 2.34% Reduce -10.4% 21,640,354 $1.1B
Canada Pension Plan Investment Board 0.88% Add +6.0% 20,986,748 $1.0B
TD Asset Management Inc 0.79% Add +9.3% 19,074,181 $929.3M
Toronto Dominion Bank 1.88% Reduce -33.3% 17,797,517 $869.3M
Bank of Nova Scotia 1.69% Reduce -0.9% 16,831,571 $821.5M
1832 Asset Management L.P. 1.21% Reduce -0.4% 14,223,225 $694.0M
Mackenzie Financial Corp. 0.81% Reduce -3.4% 12,794,068 $625.0M
Healthcare of Ontario Pension Plan Trust Fund 1.25% Reduce -46.6% 12,670,000 $619.0M
JARISLOWSKY, FRASER Ltd 3.13% Reduce -2.2% 11,244,354 $547.8M
National Bank of Canada 0.59% Add +8.6% 11,142,806 $542.6M
JPMorgan Chase & Co. 0.04% Add +7.4% 10,724,325 $523.2M
Norges Bank 0.06% Add +10.6% 10,100,843 $493.4M
CIBC Asset Management Inc 1.50% Add +1.0% 9,752,065 $476.6M
Dodge & Cox 0.26% Reduce -8.0% 9,645,800 $470.6M
Legal & General Group Plc 0.12% Add +4.8% 9,645,179 $470.0M
Bank of America Corp. 0.04% Add +109.0% 9,538,659 $465.4M
Tortoise Capital Advisors, L.L.C. 5.65% Add +2.3% 8,870,394 $432.8M
Connor, Clark & Lunn Investment Management Ltd. 1.52% Reduce -5.9% 8,859,156 $432.3M
Scotia Capital Inc. 2.03% Add +2.6% 8,824,310 $428.9M
Capital World Investors 0.06% Add +0.3% 8,472,825 $413.5M
Geode Capital Management, LLC 0.03% Add +21.2% 8,189,585 $401.5M
Federation des caisses Desjardins du Quebec 1.67% Add +14.9% 7,834,889 $380.9M
Beutel, Goodman & Co Ltd. 1.94% Reduce -3.6% 6,999,809 $341.0M
Deutsche Bank AG 0.12% Add +13.1% 6,510,840 $317.7M
ClearBridge Investments Ltd 6.96% Add +6.3% 6,506,102 $317.4M
Morgan Stanley 0.02% Reduce -20.9% 4,816,723 $235.0M
Mufg Securities (canada), LTD. 7.06% Reduce -39.8% 4,762,450 $232.2M
Kayne Anderson Capital Advisors LP 5.25% Add +3.2% 4,616,856 $225.3M
TD Waterhouse Canada Inc. 1.58% Add +4.9% 4,620,139 $220.9M
Amundi 0.07% Add +2.8% 4,205,084 $201.8M
Thornburg Investment Management Inc. 2.43% No change 3,860,519 $188.6M
Invesco Ltd. 0.03% Add +1.0% 3,553,105 $173.4M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.32% Reduce -16.2% 3,386,513 $165.2M
Blackstone Inc. 0.71% Reduce -52.6% 3,235,619 $157.9M
Swiss National Bank 0.09% Add +6.9% 3,158,301 $153.6M
Charles Schwab Investment Management Inc. 0.02% Add +1.2% 2,875,714 $140.1M
Federated Hermes, Inc. 0.26% Add +1.0% 2,860,729 $139.6M
T. Rowe Price Associates Inc. 0.02% Reduce -12.1% 2,810,355 $137.1M
Public Sector Pension Investment Board 0.56% Add +2573.3% 2,680,572 $130.6M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.76% Add +25.9% 2,670,923 $130.5M
Caisse de depot et placement du Quebec 0.27% Add +526.0% 2,618,722 $127.6M
Cardinal Capital Management, Inc. 3.79% Reduce -0.3% 2,478,552 $121.0M
Dimensional Fund Advisors LP 0.03% Reduce -13.7% 2,460,279 $120.0M
Acadian Asset Management LLC 0.22% New 2,147,500 $104.6M
Millennium Management 0.10% Add +111.4% 2,104,859 $102.7M
Wells Fargo & Company 0.02% Add +1.2% 2,093,127 $102.1M
UBS Group AG 0.02% Reduce -13.8% 2,081,451 $101.6M
Picton Mahoney Asset Management 1.42% New 2,064,835 $100.4M
Westwood Holdings Group Inc. 0.72% Reduce -0.1% 2,010,769 $98.1M
OMERS ADMINISTRATION Corp 0.77% New 2,000,000 $97.4M
Duff & Phelps Investment Management Co. 1.09% Reduce -0.1% 1,893,241 $92.4M
Barclays PLC 0.03% Add +40.3% 1,749,681 $85.4M
Manufacturers Life Insurance Company, The 0.07% Add +1.4% 1,683,497 $81.8M
Scheer, Rowlett & Associates Investment Management Ltd. 5.19% Reduce -3.2% 1,643,567 $80.2M
Alberta Investment Management Corp 0.67% Reduce -43.9% 1,625,538 $79.4M
Brookfield Corp 0.10% New 1,607,760 $78.4M
Agf Management Ltd. 0.36% Add +24.8% 1,326,456 $77.9M
Nuveen, LLC 0.02% Add +1.3% 1,573,909 $76.7M
Franklin Resources Inc. 0.02% Reduce -22.0% 1,537,216 $75.1M
BlackRock, Inc. 0.00% Add +7.8% 1,528,407 $74.6M
Energy Income Partners, LLC 1.35% Reduce -4.8% 1,414,418 $69.0M
Envestnet Asset Management Inc. 0.02% Add +1.6% 1,405,905 $68.6M
Raymond James Financial Inc. 0.02% Add +1.2% 1,367,646 $66.7M
Maryland State Retirement & Pension System 1.46% Reduce -4.0% 1,364,049 $66.6M
Janus Henderson Group PLC 0.03% Add +12.1% 1,318,253 $64.2M
M&G PLC 0.36% Reduce -1.8% 1,299,957 $63.7M
Addenda Capital Inc. 2.28% Reduce -0.9% 944,128 $63.6M
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT 3.71% Reduce -19.8% 1,250,500 $61.0M
Miller Howard Investments Inc. 1.79% Add +93.8% 1,153,849 $56.3M
CANADA LIFE ASSURANCE Co 0.09% Reduce -1.4% 1,131,725 $55.0M
Clearbridge Investments, LLC 0.04% Add +89.8% 1,116,119 $54.5M
American Century Companies Inc. 0.03% Add +321.1% 1,056,489 $51.6M
Exchange Traded Concepts, LLC 0.66% Reduce -5.9% 1,050,677 $51.3M
Capital Group Private Client Services, Inc. 0.44% Reduce -2.9% 1,044,349 $51.0M
SIR Capital Management, L.P. 4.48% Reduce -1.3% 1,028,393 $50.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Add +8.3% 962,880 $47.0M
First Trust Advisors LP 0.04% Reduce -0.4% 955,918 $46.6M
Qube Research & Technologies Ltd 0.06% Add +34.9% 926,724 $45.2M
Bank of New York Mellon Corp 0.01% Add +0.3% 918,293 $44.8M
Intact Investment Management Inc. 1.51% Add +111.3% 913,234 $44.6M
Two Sigma Investments, LP 0.08% Reduce -36.7% 907,868 $44.3M
MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd 4.78% Reduce -12.3% 887,602 $43.3M
Northern Trust Corp. 0.01% Reduce -1.9% 843,755 $41.2M
Bank of Nova Scotia Trust Co. 4.03% Add +0.7% 838,447 $40.9M
Bessemer Group Inc. 0.06% Add +854.0% 818,550 $39.9M
LPL Financial LLC 0.01% Add +1.2% 816,142 $39.8M
Aviva PLC 0.08% Add +7.2% 777,182 $37.9M
Macquarie Group Ltd. 0.05% Add +11.5% 568,371 $37.7M
Jennison Associates LLC 0.02% Reduce -0.8% 765,680 $37.4M
Allianz Asset Management GmbH 0.05% Reduce -15.2% 744,931 $36.3M
Engineers Gate Manager LP 0.43% New 708,833 $34.6M
Russell Investments Group, Ltd. 0.04% Reduce -6.9% 699,422 $34.1M
Fractal Investments LLC 4.52% Add +34.4% 649,000 $31.7M
Jain Global LLC 0.50% New 626,085 $30.6M
Korea Investment CORP 0.07% Add +7.3% 615,035 $30.0M
Fiera Capital Corp 0.10% Reduce -4.8% 597,879 $29.2M
State of Tennessee, Department of Treasury 0.10% No change 596,209 $29.0M
Hennessy Advisors Inc. 0.91% Reduce -7.4% 557,830 $27.2M
Balyasny Asset Management L.P. 0.06% Reduce -50.5% 551,939 $26.9M
Achmea Investment Management B.V. 0.35% Add +22.7% 551,113 $26.9M
Neuberger Berman Group LLC 0.02% Add +14.5% 522,391 $25.5M
HSBC Holdings PLC 0.02% Add +12.1% 518,964 $25.4M
Partners Group Holding AG 1.19% Reduce -30.8% 517,576 $25.2M
Covalis Capital LLP 3.10% Reduce -6.4% 502,925 $24.5M
Viking Fund Management LLC 3.36% Add +31.4% 502,000 $24.5M
Capital International, Inc. 0.21% Add +7.8% 443,721 $21.7M
Pictet Asset Management Holding SA 0.02% Add +1.9% 409,459 $19.9M
Heathbridge Capital Management Ltd. 7.96% Reduce -0.6% 406,600 $19.8M
Van Eck Associates Corp. 0.02% Add +9.2% 402,448 $19.7M
CIBC Private Wealth Group LLC 0.03% Reduce -2.3% 382,427 $18.7M
HighTower Advisors, LLC 0.02% Reduce -1.7% 375,720 $18.3M
Catalyst Capital Advisors LLC 0.37% Reduce -2.1% 370,703 $18.1M
Two Sigma Advisers, LP 0.04% Reduce -33.1% 358,496 $17.5M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.04% Reduce -4.3% 337,021 $16.4M
Citadel Advisors 0.01% Reduce -0.0% 332,024 $16.2M
Guardian Capital LP 0.55% Reduce -1.2% 318,065 $15.5M
Citigroup Inc. 0.01% Reduce -25.8% 317,073 $15.4M
Sourcerock Group LLC 0.79% New 309,400 $15.1M
Greenline Partners, LLC 2.00% Reduce -0.4% 303,967 $14.8M
AXA S.A. 0.04% Add +34.2% 299,041 $14.6M
Northwest & Ethical Investments L.P. 0.36% Reduce -2.1% 295,819 $14.5M
Stifel Financial Corp. 0.01% Reduce -1.9% 288,827 $14.1M
Coleford Investment Management Ltd. 3.50% Reduce -1.8% 274,360 $13.6M
Waratah Capital Advisors Ltd. 0.87% Reduce -11.1% 260,571 $12.7M
Jones Financial Companies LLLP 0.01% Add +15.3% 259,930 $12.7M
Harvest Portfolios Group Inc. 0.29% Add +6.0% 259,269 $12.7M
Nicola Wealth Management LTD. 1.18% Add +11.0% 257,696 $12.6M
Cardinal Point Capital Management ULC 0.99% Reduce -1.7% 255,288 $12.4M
Massachusetts Financial Services Co. 0.00% Reduce -2.6% 253,657 $12.4M
Midwest Trust Co 0.17% — 250,528 $12.2M
Aviso Financial Inc. 0.55% Add +0.4% 249,081 $12.2M
Van Lanschot Kempen Investment Management N.V. 0.12% Add +14.0% 182,778 $12.2M
Capital International Sarl 0.23% Reduce -0.4% 240,450 $11.7M
Truist Financial Corp. 0.02% Reduce -5.8% 225,612 $11.0M
Recurrent Investment Advisors LLC 0.89% Add +0.4% 224,854 $11.0M
Lansforsakringar Fondforvaltning AB (publ) 0.06% Reduce -4.0% 219,333 $10.7M
Allspring Global Investments Holdings, LLC 0.02% Reduce -3.6% 222,960 $10.7M
DekaBank Deutsche Girozentrale 0.02% Reduce -17.4% 215,979 $10.4M
Eagle Global Advisors LLC 0.42% Reduce -14.9% 212,300 $10.4M
Quadrature Capital Ltd 0.18% New 211,200 $10.3M
Varma Mutual Pension Insurance Co 0.07% Add +0.2% 209,000 $10.2M
Premier Fund Managers Ltd 0.36% Reduce -18.7% 200,000 $9.8M
Bradley Foster & Sargent Inc. 0.15% Reduce -1.1% 199,668 $9.7M
Susquehanna Portfolio Strategies, LLC 0.21% No change 197,400 $9.6M
D. E. Shaw & Co. 0.01% Reduce -35.5% 186,769 $9.1M
Lorne Steinberg Wealth Management Inc. 2.34% Add +1.5% 183,456 $9.0M
Bell Bank 0.42% Reduce -1.0% 183,114 $8.9M
Heronetta Management, L.P. 4.89% Add +6.1% 135,316 $8.8M
USS Investment Management Ltd 0.05% Reduce -7.0% 174,365 $8.5M
Principal Financial Group Inc. 0.00% Add +290.2% 169,738 $8.3M
Guardian Partners Inc. 0.74% Reduce -1.0% 176,763 $8.3M
O'shaughnessy Asset Management, LLC 0.05% Reduce -22.8% 160,708 $7.8M
Public Employees Retirement System of Ohio 0.03% Reduce -40.3% 154,552 $7.5M
Candelo Capital Management LP 7.18% Add +8.9% 153,648 $7.5M
Allianz SE 0.18% New 152,807 $7.4M
Vident Advisory, LLC 0.08% Reduce -8.3% 152,343 $7.4M
Cinctive Capital Management LP 0.39% New 141,663 $6.9M
Zions Bancorporation, National Association 0.37% Reduce -0.7% 141,101 $6.9M
Gotham Asset Management 0.04% Add +50.0% 135,420 $6.6M
Point72 Asset Management 0.02% Reduce -49.9% 125,490 $6.1M
Capital International Ltd. 0.22% Add +0.5% 118,584 $5.8M
Capital Fund Management S.A. 0.06% Reduce -6.7% 118,350 $5.8M
&partners 0.04% Add +3.1% 118,320 $5.8M
Cetera Investment Advisers 0.01% Add +8.3% 116,714 $5.7M
Utah Retirement Systems 0.06% No change 116,122 $5.7M
Assetmark, Inc. 0.01% Add +15.9% 114,101 $5.6M
Cannell & Spears LLC 0.11% New 112,765 $5.5M
ProShare Advisors LLC 0.01% Add +5.6% 110,091 $5.4M
Jane Street Group, LLC 0.01% Add +27.0% 109,924 $5.4M
US Bancorp \de 0.01% Reduce -3.9% 109,715 $5.4M
Metis Global Partners, LLC 0.13% Add +18.1% 106,908 $5.2M
Commonwealth Equity Services, LLC 0.01% Reduce -4.2% 104,863 $5.1M
Triasima Portfolio Management inc. 0.93% Reduce -47.4% 104,481 $5.1M
SIG North Trading, ULC 1.07% Reduce -35.3% 100,260 $4.9M
Aventail Capital Group, LP 0.22% Reduce -50.0% 100,000 $4.9M
PNC Financial Services Group, Inc. 0.00% Reduce -1.5% 99,960 $4.9M
Osaic Holdings, Inc. 0.01% Add +14.9% 98,741 $4.8M
K.J. Harrison & Partners Inc 0.77% Reduce -42.8% 95,061 $4.6M
MML Investors Services, LLC 0.01% Add +7.8% 90,277 $4.4M
Natixis Advisors, LLC 0.01% Add +9.9% 76,886 $3.8M
Americana Partners, LLC 0.13% No change 76,850 $3.7M
DAVENPORT & Co LLC 0.02% Add +3.3% 76,915 $3.7M
Ausbil Investment Management Ltd 2.16% Add +1.2% 75,493 $3.7M
Alliancebernstein L.P. 0.00% Reduce -67.7% 74,122 $3.6M
Boothbay Fund Management, LLC 0.11% New 73,390 $3.6M
Bleakley Financial Group, LLC 0.09% Add +23.9% 71,233 $3.5M
Pinnbrook Capital Management LP 0.91% Reduce -43.5% 70,903 $3.5M
Baxter Bros Inc. 0.41% Reduce -0.1% 69,505 $3.4M
Janney Montgomery Scott LLC 0.01% Reduce -1.5% 69,074 $3.4M
Tacita Capital Inc 2.13% No change 68,010 $3.3M
HF Advisory Group, LLC 1.27% Add +14.3% 66,020 $3.2M
Mediolanum International Funds Ltd 0.04% Reduce -13.4% 65,341 $3.2M
Wellington Management Group LLP 0.00% Add +1.3% 65,587 $3.2M
Advisors Asset Management, Inc. 0.06% Add +39.7% 63,523 $3.1M
Investment Management Corp of Ontario 0.04% Reduce -50.4% 63,116 $3.1M
Swiss Life Asset Management Ltd 0.02% Add +23.8% 62,918 $3.1M
Ensign Peak Advisors, Inc 0.01% Reduce -7.5% 62,607 $3.1M
ASR Vermogensbeheer N.V. 0.04% Add +8.4% 61,839 $3.0M
Spirit of America Management Corp. 0.62% Reduce -21.3% 61,078 $3.0M
NewEdge Advisors, LLC 0.02% Reduce -10.8% 61,010 $3.0M
Susquehanna International Group, LLP 0.00% Add +516.0% 60,102 $2.9M
First Bank & Trust 0.52% Add +2.1% 59,579 $2.9M
SG Americas Securities, LLC 0.01% New 59,468 $2.9M
Quantinno Capital Management LP 0.01% Add +40.8% 58,794 $2.9M
Forte Capital LLC 0.31% Reduce -1.6% 58,527 $2.9M
Verition Fund Management LLC 0.02% Add +116.1% 58,494 $2.9M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Add +52.4% 58,263 $2.8M
Squarepoint Ops LLC 0.01% Add +1156.1% 57,593 $2.8M
TD Private Client Wealth LLC 0.07% Add +1.2% 56,171 $2.7M
apricus wealth, LLC 1.59% Add +1.7% 55,895 $2.7M
MassMutual Private Wealth & Trust, FSB 0.07% Reduce -1.5% 55,722 $2.7M
Sovereign Investment Advisors, LLC 0.74% No change 55,254 $2.7M
Gulf International Bank (UK) Ltd 0.09% Reduce -10.5% 53,250 $2.6M
Creative Planning 0.00% Add +12.1% 52,969 $2.6M
Westerkirk Capital Inc. 0.32% — 52,513 $2.6M
Lipe & Dalton 1.38% Reduce -2.0% 52,457 $2.6M
Victory Capital Management Inc. 0.00% New 53,100 $2.5M
PDT Partners, LLC 0.14% Reduce -20.8% 51,943 $2.5M
Parr McKnight Wealth Management Group, LLC 0.34% Reduce -3.0% 51,103 $2.5M
Valicenti Advisory Services Inc. 0.57% New 49,955 $2.4M
Mariner, LLC 0.00% Add +24.2% 49,425 $2.4M
Evergreen Capital Management LLC 0.07% Add +7.8% 49,268 $2.4M
PCJ Investment Counsel Ltd. 0.82% Reduce -1.4% 49,040 $2.4M
Greenland Capital Management LP 0.32% New 49,067 $2.4M
Intech Investment Management LLC 0.02% Add +80.9% 48,628 $2.4M
Royal London Asset Management Ltd. 0.01% No change 48,254 $2.4M
Benedict Financial Advisors Inc. 0.53% Add +0.3% 48,043 $2.3M
Hillsdale Investment Management Inc. 0.08% Reduce -67.7% 45,781 $2.2M
Envestnet Portfolio Solutions, Inc. 0.01% Add +1.0% 44,867 $2.2M
Ninepoint Partners LP 0.42% No change 44,738 $2.2M
Sei Investments Co. 0.00% Add +1.1% 44,543 $2.2M
Chelsea Counsel Co. 1.06% No change 43,150 $2.1M
XTX Topco Ltd 0.09% Add +175.4% 43,236 $2.1M
Atria Investments, Inc 0.02% Reduce -1.0% 41,914 $2.0M
Burgundy Asset Management Ltd. 0.02% Reduce -66.2% 41,363 $2.0M
Sumitomo Mitsui Trust Group, Inc. 0.00% Add +4.6% 40,078 $2.0M
Natixis 0.01% Reduce -46.2% 38,979 $1.9M
Fulton Bank, N.A. 0.07% Reduce -9.2% 38,928 $1.9M
Sanctuary Advisors, LLC 0.01% Reduce -0.3% 38,833 $1.9M
Ewing Morris & Co. Investment Partners Ltd. 0.84% Add +0.6% 37,962 $1.9M
Crossmark Global Holdings, Inc. 0.03% Reduce -0.6% 38,068 $1.9M
Barometer Capital Management Inc. 0.51% Reduce -81.1% 27,500 $1.8M
Intrepid Family Office LLC 1.84% No change 35,000 $1.7M
Cerity Partners LLC 0.00% Reduce -2.2% 33,185 $1.6M
FMR LLC 0.00% Reduce -57.0% 32,456 $1.6M
Silvercrest Asset Management Group LLC 0.01% Add +4.8% 31,935 $1.6M
Corient Private Wealth LP 0.00% Add +6.7% 31,708 $1.5M
Glenmede Investment Management, LP 0.01% — 31,564 $1.5M
Assenagon Asset Management S.A. 0.00% Add +2.7% 31,187 $1.5M
AQR Capital Management 0.00% Add +171.7% 30,152 $1.5M
SL Advisors, LLC 2.62% No change 29,849 $1.5M
Benjamin Edwards Inc. 0.02% Add +6.7% 29,432 $1.4M
Tower Research Capital LLC (TRC) 0.04% Reduce -27.8% 28,627 $1.4M
Stableford Capital II LLC 0.52% Reduce -1.7% 29,013 $1.4M
Integrated Wealth Concepts LLC 0.01% Reduce -16.1% 27,294 $1.3M
Raleigh Capital Management Inc. 0.55% Add +3.0% 27,046 $1.3M
JRM Investment Counsel, LLC 0.43% No change 27,000 $1.3M
Capital Group Investment Management Pte. LTD. 0.23% Add +7.2% 26,884 $1.3M
Cambridge Investment Research Advisors, Inc. 0.00% Add +0.5% 25,682 $1.3M
Castleark Management LLC 0.04% No change 25,550 $1.2M
Wealth Enhancement Advisory Services, LLC 0.00% Add +21.3% 24,893 $1.2M
Everett Harris & Co. 0.02% Reduce -3.5% 24,319 $1.2M
UniSuper Management Pty Ltd 0.01% Reduce -11.1% 17,700 $1.2M
Aigen Investment Management, LP 0.15% Add +10.3% 17,550 $1.1M
Lombard Odier Asset Management (Switzerland) SA 0.06% Add +29.9% 23,066 $1.1M
Quadrant Capital Group LLC 0.04% Reduce -12.2% 23,091 $1.1M
Verdence Capital Advisors LLC 0.08% Add +0.3% 22,899 $1.1M
Souders Financial Advisors 0.14% Reduce -29.5% 22,554 $1.1M
Elevation Point Wealth Partners, LLC 0.08% Add +4.0% 22,118 $1.1M
First County Bank 0.58% Reduce -7.5% 22,036 $1.1M
EFG Asset Management (Americas) Corp. 0.20% Reduce -14.3% 22,004 $1.1M
Ingalls & Snyder LLC 0.04% Add +3.8% 21,815 $1.1M
Ritholtz Wealth Management 0.02% Reduce -1.3% 21,661 $1.1M
Prudential PLC 0.01% Add +229.9% 21,564 $1.1M
Tidal Investments LLC 0.01% Add +5.1% 21,505 $1.0M
Signaturefd, LLC 0.02% Add +7.4% 21,493 $1.0M
Royal Fund Management, LLC 0.11% Add +10.8% 21,487 $1.0M
Ameriprise Financial Inc. 0.00% Reduce -9.3% 19,397 $1.0M
Cidel Asset Management Inc. 0.06% Reduce -1.8% 21,410 $1.0M
NorthCoast Asset Management LLC 0.00% Add +95.1% 20,753 $1.0M
Pathstone Holdings, LLC 0.00% Add +0.1% 20,669 $1.0M
Pinnacle Associates Ltd. 0.01% No change 20,660 $1.0M
Argyle Capital Management, LLC 0.36% Reduce -0.8% 20,435 $997K
Goelzer Investment Management, Inc. 0.05% New 20,372 $994K
Shell Asset Management Co. 0.03% Add +114.1% 20,304 $989K
Argent Trust Co 0.04% Reduce -0.2% 20,040 $978K
Moors & Cabot, Inc. 0.04% Reduce -3.4% 19,721 $962K
Tudor Investment Corporation 0.01% New 19,633 $958K
Jackson Square Capital, LLC 0.21% Reduce -0.6% 19,631 $957K
Kestra Private Wealth Services, LLC 0.01% Add +34.0% 19,561 $954K
Wealth Alliance, LLC 0.11% Reduce -0.3% 19,381 $946K
Man Group plc 0.00% Reduce -88.5% 19,219 $938K
Tectonic Advisors LLC 0.05% Add +54.5% 19,192 $936K
Cigna Investments Inc. 0.16% Add +0.1% 19,079 $929K
Generali Asset Management SPA SGR 0.02% No change 13,691 $910K
J. Safra Sarasin Holding AG 0.02% Reduce -71.7% 17,942 $874K
Inspire Advisors, LLC 0.09% Add +37.9% 17,719 $864K
Captrust Financial Advisors 0.00% Add +0.9% 17,050 $832K
Guggenheim Capital LLC 0.01% Add +9.9% 16,758 $818K
Prudential Financial Inc. 0.00% Add +5.2% 16,098 $784K
Baldwin Wealth Partners LLC 0.05% Reduce -10.2% 15,927 $777K
Fullerton Fund Management Co Ltd. 0.03% Reduce -69.1% 15,700 $765K
YANKCOM Partnership 0.37% Add +0.6% 15,620 $762K
180 Wealth Advisors, LLC 0.11% Reduce -2.4% 15,479 $755K
Compound Planning, Inc. 0.03% Add +10.7% 15,279 $745K
Northwestern Mutual Wealth Management Co. 0.00% Add +78.8% 15,147 $739K
Radnor Capital Management, LLC 0.12% No change 15,100 $737K
Rathbones Group PLC 0.00% No change 14,878 $725K
Vanguard Personalized Indexing Management, LLC 0.01% Add +6.4% 14,584 $712K
Yousif Capital Management, LLC 0.01% Add +8.1% 14,498 $707K
Kestra Advisory Services, LLC 0.00% Add +70.4% 14,400 $703K
Private Advisor Group, LLC 0.00% Reduce -42.7% 14,156 $691K
Sequoia Financial Advisors, LLC 0.00% Add +21.2% 13,983 $682K
Fourpath Capital Management, LLC 0.11% Reduce -3.2% 13,719 $669K
Code Waechter LLC 0.47% Reduce -36.9% 13,478 $658K
Flagship Harbor Advisors, LLC 0.03% No change 13,403 $654K
Basso Capital Management, L.P. 0.48% No change 13,370 $652K
Wealthstar Advisors, LLC 0.24% Add +45.4% 13,289 $648K
Mercer Global Advisors Inc. 0.00% Reduce -16.6% 13,151 $642K
Midwest Professional Planners, LTD. 0.17% Add +77.2% 13,112 $640K
Oxbow Advisors, LLC 0.07% Add +10.5% 12,881 $628K
Icon Wealth Advisors, LLC 0.04% Add +2.3% 12,459 $608K
Scientech Research LLC 0.15% New 12,305 $600K
Union Bancaire Privee, UBP SA 0.01% Reduce -13.4% 13,796 $584K
Quaero Capital S.A. 1.75% Reduce -60.8% 11,365 $555K
Hudson Portfolio Management LLC 0.52% Reduce -2.4% 11,341 $553K
Redwood Wealth Management Group, LLC 0.25% Reduce -1.7% 11,213 $547K
Turtle Creek Wealth Advisors, LLC 0.06% New 11,203 $547K
Lester Murray Antman dba SimplyRich 0.15% Reduce -0.4% 11,160 $544K
Corps Capital Advisors, LLC 0.87% No change 11,143 $544K
Avantax Advisory Services, Inc. 0.00% Add +12.4% 11,136 $543K
Louisbourg Investments Inc. 0.13% No change 10,975 $535K
Focus Partners Wealth 0.00% Reduce -13.9% 10,715 $523K
HB Wealth Management, LLC 0.00% Add +0.1% 10,682 $521K
Orion Porfolio Solutions, LLC 0.00% Add +36.3% 10,636 $519K
M&T Bank Corp 0.00% Add +3.0% 10,582 $516K
Equitable Holdings, Inc. 0.00% Reduce -0.3% 10,491 $512K
Chickasaw Capital Management LLC 0.02% New 10,403 $508K
Gateway Investment Advisers LLC 0.01% Reduce -57.7% 10,395 $507K
Vise Technologies, Inc. 0.02% — 10,384 $507K
Stephens Inc. 0.01% Add +4.6% 10,096 $493K
Canal Insurance CO 0.11% No change 10,000 $488K
GAMCO Investors 0.00% No change 10,000 $488K
Meixler Investment Management, Ltd. 0.34% Reduce -3.0% 9,970 $486K
Laird Norton Wetherby Wealth Management, LLC 0.02% — 9,959 $486K
Park Avenue Securities LLC 0.00% Add +2.3% 9,947 $485K
Cohen & Steers, Inc. 0.00% Reduce -69.3% 9,805 $478K
Mesirow Financial Investment Management, Inc. 0.01% Add +0.6% 9,791 $478K
Pinnacle Financial Partners Inc 0.01% Reduce -0.1% 9,714 $474K
Gold Investment Management Ltd. 0.18% Add +2.5% 9,656 $471K
Kennebec Savings Bank 0.46% Reduce -4.0% 9,567 $467K
Intrust Bank NA 0.04% Add +4.7% 9,555 $466K
Beverly Hills Private Wealth, LLC 0.09% Reduce -6.8% 9,510 $464K
Snowden Capital Advisors LLC 0.01% Add +0.4% 9,213 $455K
Magnetar Financial LLC 0.00% New 9,264 $452K
Keybank National Association 0.00% No change 9,154 $447K
Curi Capital, LLC 0.01% New 9,033 $446K
Claret Asset Management Corp 0.06% Reduce -10.2% 9,145 $446K
Cohen Investment Advisors LLC 0.23% Reduce -6.8% 9,116 $445K
Gould Asset Management LLC 0.09% No change 9,003 $439K
New Hampshire Trust 0.09% Add +5.7% 9,001 $439K
Keudell/Morrison Wealth Management 0.10% No change 8,802 $429K
Alps Advisors Inc. 0.00% New 8,788 $429K
Brown Brothers Harriman & Co. 0.00% Add +1.3% 8,679 $423K
PEAK6 LLC 0.01% New 8,668 $423K
Disciplined Investments, LLC 0.18% No change 8,611 $420K
Jackson Hole Capital Partners, LLC 0.08% No change 8,560 $418K
Argonautica Private Wealth Management, Inc. 0.13% Reduce -1.3% 8,340 $407K
Hilltop Holdings Inc. 0.03% Reduce -11.4% 8,325 $406K
Williamson Legacy Group, LLC 0.34% New 8,159 $398K
Avantax Planning Partners, Inc. 0.01% Reduce -1.5% 8,125 $396K
Steadtrust LLC 0.31% — 8,100 $395K
West Family Investments, Inc. 0.10% Add +80.3% 8,097 $395K
D.A. Davidson & Co. 0.00% Reduce -8.7% 8,017 $391K
Erste Asset Management GmbH 0.00% Add +0.0% 4,239 $388K
BNP Paribas Financial Markets 0.00% Add +143.0% 7,928 $387K
Procyon Advisors, LLC 0.04% Reduce -9.9% 7,776 $379K
Groupe la Francaise 0.01% Add +2.1% 7,654 $373K
Baader Bank Aktiengesellschaft 0.03% Add +16.9% 7,391 $360K
Lantz Financial LLC 0.09% Add +1.6% 7,288 $356K
Bayesian Capital Management, LP 0.06% New 7,223 $352K
Kingswood Wealth Advisors, LLC 0.03% Reduce -8.0% 7,140 $348K
AE Wealth Management LLC 0.00% Add +2.8% 7,100 $346K
Signature Estate & Investment Advisors LLC 0.01% Add +0.5% 6,970 $340K
Guyasuta Investment Advisors Inc. 0.02% No change 6,800 $332K
Prospera Financial Services Inc 0.01% Reduce -5.5% 6,790 $331K
Virtu Financial LLC 0.02% Reduce -30.7% 6,710 $327K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.07% No change 6,690 $326K
HighPoint Advisor Group LLC 0.02% Add +10.3% 6,606 $322K
Park Place Capital Corp 0.07% Reduce -4.2% 6,663 $319K
Ossiam 0.00% Reduce -43.4% 6,497 $317K
Two Sigma Securities, LLC 0.04% New 6,473 $316K
Cravens & Co Advisors, LLC 0.24% Add +2.0% 6,469 $316K
NTV Asset Management LLC 0.04% Add +1.8% 6,302 $307K
Natural Investments, LLC 0.08% No change 6,250 $304K
Arista Wealth Management, LLC 0.04% New 6,200 $302K
Chicago Partners Investment Group LLC 0.01% Reduce -7.8% 6,273 $302K
Foundations Investment Advisors, LLC 0.00% Reduce -18.4% 6,177 $301K
SkyView Investment Advisors, LLC 0.04% No change 6,050 $296K
Kingsview Wealth Management, LLC 0.01% Reduce -3.7% 6,027 $294K
Valtinson Bruner Financial Planning LLC 0.09% No change 6,021 $294K
October Effect Ltd 0.35% — 6,000 $293K
Checchi Capital Advisers, LLC 0.02% Reduce -2.5% 5,967 $291K
Candriam S.C.A. 0.00% Reduce -34.1% 5,797 $282K
Value Partners Investments Inc. 0.02% Add +18.2% 5,791 $282K
Roxbury Financial LLC 0.27% Add +0.1% 5,778 $282K
Steward Partners Investment Advisory, LLC 0.00% Reduce -15.9% 5,771 $282K
Sagespring Wealth Partners, LLC 0.01% Add +34.9% 5,721 $279K
Phillips Wealth Planners LLC 0.25% Reduce -0.8% 5,907 $279K
First Horizon Advisors, Inc. 0.01% Add +9.5% 5,508 $269K
Private Trust Co. NA 0.03% Add +0.9% 5,504 $269K
HRT Financial LP 0.00% New 5,394 $263K
FSM Wealth Advisors, LLC 0.04% Add +7.7% 5,546 $263K
Sanders Morris Harris LLC 0.06% No change 5,300 $258K
U.S. Capital Wealth Advisors, LLC 0.01% New 5,250 $256K
Choreo, LLC 0.00% Add +8.8% 5,150 $254K
Syon Capital LLC 0.02% Add +9.2% 5,164 $252K
Nebula Research & Development LLC 0.02% New 5,138 $251K
Parsons Capital Management Inc. 0.02% No change 5,075 $248K
Thrivent Financial for Lutherans 0.00% Reduce -7.4% 5,063 $247K
PFG Investments, LLC 0.01% No change 5,016 $245K
Good Steward Wealth Advisors,LLC 0.19% Reduce -47.8% 4,993 $244K
Savant Capital, LLC 0.00% New 4,929 $240K
Dearborn Partners LLC 0.01% No change 4,885 $238K
Ieq Capital, LLC 0.00% New 4,816 $235K
Advisory Services Network, LLC 0.00% Add +2.1% 4,875 $233K
ICONIQ Capital, LLC 0.00% Add +9.8% 4,746 $232K
Sunpointe, LLC 0.09% Add +1.4% 4,723 $230K
Rempart Asset Management Inc. 0.04% Reduce -20.7% 4,700 $229K
Venture Visionary Partners LLC 0.01% Reduce -1.2% 4,690 $229K
Challenger Wealth Management 0.16% New 4,600 $224K
Rhumbline Advisers 0.00% Reduce -12.0% 4,550 $222K
Fifth Third Bancorp 0.00% Reduce -0.2% 4,513 $220K
Parkside Financial Bank & Trust 0.02% Add +17.1% 4,503 $220K
Leonteq Securities AG 0.01% New 3,300 $219K
Oppenheimer Asset Management Inc. 0.00% New 4,496 $219K
Vaughan David Investments LLC 0.00% Reduce -3.0% 4,470 $218K
Frank, Rimerman Advisors LLC 0.01% New 4,461 $218K
Capital Investment Advisors, LLC 0.00% Reduce -13.4% 4,455 $217K
Global Retirement Partners, LLC 0.01% — 4,444 $217K
Cresset Asset Management, LLC 0.00% Reduce -2.0% 4,349 $215K
CENTRAL TRUST Co 0.00% No change 4,335 $212K
World Investment Advisors 0.00% Add +1.5% 4,334 $211K
Atlantic Family Wealth, LLC 0.18% Reduce -0.4% 4,300 $210K
Baird Financial Group, Inc. 0.00% New 4,207 $205K
Amplify Investments, LLC 5.58% New 4,200 $205K
Callahan Advisors, LLC 0.02% New 4,200 $205K
Fairview Capital Investment Management, LLC 0.01% New 4,200 $205K
Wrapmanager Inc. 0.05% Reduce -5.4% 4,142 $202K
Physician Wealth Advisors, Inc. 0.03% No change 4,048 $198K
Wilmington Savings Fund Society, FSB 0.00% Add +5.7% 4,026 $196K
Bayforest Capital Ltd 0.08% Reduce -28.3% 3,972 $194K
Dakota Community Bank & Trust NA 0.85% Add +4.6% 3,906 $191K
Lazard Asset Management LLC 0.00% Add +26.0% 3,781 $184K
EverSource Wealth Advisors, LLC 0.01% Add +50.5% 3,706 $181K
IFP Advisors, Inc 0.01% Reduce -91.9% 3,630 $177K
Principal Securities, Inc. 0.00% Add +70.9% 3,507 $171K
Eastern Bank 0.00% No change 3,500 $171K
MAI Capital Management 0.00% Add +34.0% 3,470 $169K
Walleye Capital LLC 0.00% Reduce -93.7% 3,332 $163K
Cwm, LLC 0.00% Add +5.7% 3,151 $154K
Harbour Investments, Inc. 0.00% Add +1.6% 2,916 $142K
Vision Financial Markets LLC 0.13% No change 2,850 $139K
Parallel Advisors, LLC 0.00% Add +4.0% 2,781 $136K
Cromwell Holdings LLC 0.08% No change 2,697 $132K
Lanark Financial, Inc. 0.01% Reduce -4.8% 2,698 $131K
Bank & Trust Co 0.10% No change 2,636 $129K
Versant Capital Management, Inc 0.02% Add +2.5% 2,537 $124K
Aventura Private Wealth, LLC 0.05% No change 2,524 $123K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 2,455 $120K
Farther Finance Advisors, LLC 0.00% Reduce -1.4% 2,268 $111K
CNB Bank 0.05% Reduce -20.7% 2,243 $109K
Bollard Group LLC 0.00% No change 2,083 $102K
Atwood & Palmer Inc. 0.01% New 2,040 $100K
Whittier Trust Co. of Nevada Inc. 0.00% Add +26.9% 2,026 $99K
Arcadia Investment Management Corp. 0.02% No change 2,000 $98K
Allworth Financial LP 0.00% Add +31.7% 1,848 $90K
Galibier Capital Management Ltd. 0.03% No change 1,816 $88K
HM Payson & Co. 0.00% Add +41.2% 1,790 $87K
Arax Advisory Partners 0.00% Add +18.2% 1,715 $84K
Ridgewood Investments LLC 0.04% No change 1,686 $82K
Pacifica Partners Inc. 0.03% No change 1,425 $70K
Olistico Wealth, LLC 0.04% No change 1,400 $68K
Gen-Wealth Partners Inc 0.03% No change 1,338 $65K
Archer Investment Corp 0.02% No change 1,328 $65K
Huntington National Bank 0.00% Add +20.7% 1,173 $57K
Bartlett & Co. Wealth Management LLC 0.00% Add +2.7% 1,143 $56K
Bogart Wealth, LLC 0.00% No change 1,140 $56K
Spire Wealth Management 0.00% Reduce -50.7% 1,071 $52K
Chilton Capital Management LLC 0.00% No change 1,050 $51K
Rogco, LP 0.02% No change 1,000 $49K
SouthState Bank Corp 0.00% Add +2757.1% 1,000 $49K
First Command Advisory Services, Inc. 0.00% No change 985 $48K
Farmers & Merchants Investments Inc. 0.00% No change 968 $47K
Truvestments Capital LLC 0.01% No change 949 $46K
Sagard Holdings Management Inc. 0.13% — 942 $46K
Alerus Financial NA 0.00% New 900 $44K
Harbor Asset Planning, Inc. 0.04% — 882 $43K
Millstone Evans Group, LLC 0.03% No change 871 $42K
Caitong International Asset Management Co., Ltd 0.03% Reduce -85.4% 844 $41K
1620 Investment Advisors, Inc. 0.03% No change 800 $39K
Annis Gardner Whiting Capital Advisors, LLC 0.01% New 729 $36K
SBI Securities Co., Ltd. 0.00% Reduce -43.4% 660 $32K
Hilltop National Bank 0.01% — 659 $32K
Lowe Wealth Advisors, LLC 0.01% No change 641 $31K
Compagnie Lombard Odier SCmA 0.00% Reduce -80.5% 640 $31K
AdvisorNet Financial, Inc 0.00% Reduce -56.8% 595 $29K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% Add +1.1% 544 $26K
Nisa Investment Advisors, LLC 0.00% Reduce -21.1% 530 $26K
Blue Trust, Inc. 0.00% No change 525 $26K
Frazier Financial Advisors, LLC 0.02% Add +23.8% 520 $25K
Bruce G. Allen Investments, LLC 0.02% No change 511 $25K
Atlantic Union Bankshares Corp 0.00% New 500 $24K
Hartford Financial Management Inc. 0.01% No change 496 $24K
State of Wyoming 0.00% Reduce -88.9% 492 $24K
Larson Financial Group LLC 0.00% Add +35.6% 487 $24K
Smallwood Wealth Investment Management, LLC 0.01% No change 485 $24K
Twin Peaks Wealth Advisors, LLC 0.01% New 452 $23K
SIMA Wealth Partners, LLC 0.02% No change 425 $21K
Duncker Streett & Co. Inc. 0.00% No change 400 $20K
Hemington Wealth Management 0.00% No change 396 $19K
Jackson, Grant Investment Advisers, Inc. 0.01% Add +1.3% 384 $19K
Tobam 0.01% Reduce -38.2% 273 $18K
South Plains Financial, Inc. 0.01% Add +274.2% 363 $18K
Richard W. Paul & Associates, LLC 0.01% Add +1.8% 335 $16K
Colonial Trust Co / SC 0.00% Reduce -0.3% 335 $16K
Grove Bank & Trust 0.00% No change 325 $16K
Geneos Wealth Management Inc. 0.00% Add +5.3% 316 $15K
Golden State Wealth Management, LLC 0.00% Reduce -7.5% 309 $15K
Towne Trust Company, N.A 0.01% No change 300 $15K
ESL Trust Services, LLC 0.00% No change 300 $15K
Westside Investment Management, Inc. 0.00% New 297 $14K
JFS Wealth Advisors, LLC 0.00% No change 290 $14K
CX Institutional 0.00% No change 293 $14K
CGC Financial Services, LLC 0.00% No change 286 $14K
GPS Wealth Strategies Group, LLC 0.00% Reduce -52.5% 271 $13K
HHM Wealth Advisors, LLC 0.00% No change 264 $13K
Ameritas Advisory Services, LLC 0.00% New 258 $13K
Pinnacle Bancorp, Inc. 0.00% No change 250 $12K
Pin Oak Investment Advisors Inc. 0.01% No change 260 $12K
Smartleaf Asset Management LLC 0.00% Reduce -45.8% 238 $12K
Colonial Trust Advisors 0.00% No change 212 $10K
Walleye Trading LLC 0.00% Reduce -90.2% 208 $10K
Summit Securities Group LLC 0.00% New 200 $10K
VSM Wealth Advisory, LLC 0.00% No change 200 $10K
Rothschild Investment LLC 0.00% Add +1.0% 196 $10K
Financial Gravity Companies, Inc. 0.00% — 193 $9K
Investors Research Corp 0.00% No change 183 $9K
Rialto Wealth Management, LLC 0.00% No change 156 $8K
Godsey & Gibb, Inc. 0.00% No change 156 $8K
JNBA Financial Advisors 0.00% No change 156 $8K
Caldwell Sutter Capital, Inc. 0.00% No change 153 $7K
North Capital, Inc. 0.01% No change 146 $7K
GAMMA Investing LLC 0.00% No change 141 $7K
Country Trust Bank 0.00% New 138 $7K
Hara Capital LLC 0.00% No change 135 $7K
Wolff Wiese Magana LLC 0.00% No change 125 $6K
Stephens Consulting, LLC 0.00% New 115 $6K
Anchor Investment Management, LLC 0.00% No change 104 $5K
Sound Income Strategies, LLC 0.00% Reduce -45.4% 100 $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
Sunbelt Securities, Inc. 0.00% Reduce -1.0% 100 $5K
2UniFi Bank 0.00% No change 92 $4K
MTM Investment Management, LLC 0.00% New 90 $4K
CVA Family Office, LLC 0.00% No change 88 $4K
Highline Wealth Partners LLC 0.00% Add +15.5% 82 $4K
Penserra Capital Management LLC 0.00% Reduce -99.1% 87 $4K
Brooklyn Investment Group 0.00% Add +9.9% 78 $4K
Asset Dedication, LLC 0.00% No change 66 $3K
Cornerstone Planning Group LLC 0.00% Reduce -63.9% 65 $3K
North Star Investment Management Corp. 0.00% Add +1.6% 65 $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
Cullen/Frost Bankers, Inc. 0.00% New 54 $3K
Main Street Group, LTD 0.00% No change 50 $2K
Scarborough Advisors, LLC 0.00% New 50 $2K
Creative Financial Designs Inc. 0.00% New 50 $2K
Iron Horse Wealth Management, LLC 0.00% No change 49 $2K
Crewe Advisors LLC 0.00% New 47 $2K
True Wealth Design, LLC 0.00% Reduce -8.5% 43 $2K
Wealth Preservation Advisors, LLC 0.00% No change 41 $2K
CarsonAllaria Wealth Management, Ltd. 0.00% New 40 $2K
Atticus Wealth Management, LLC 0.00% New 39 $2K
ORG Partners LLC 0.00% No change 36 $2K
Beacon Capital Management, LLC 0.00% No change 35 $2K
NewSquare Capital LLC 0.00% No change 26 $1K
Key Financial Inc 0.00% No change 23 $1K
Richardson Financial Services Inc. 0.00% No change 22 $1K
Raffa Wealth Management, LLC 0.00% Reduce -67.2% 22 $1K
Quest 10 Wealth Builders, Inc. 0.00% Reduce -5.0% 19 $927
Bare Financial Services, Inc 0.00% New 18 $878
Private Wealth Asset Management, LLC 0.00% No change 18 $878
DecisionPoint Financial, LLC 0.00% New 14 $671
Tidemark, LLC 0.00% New 13 $634
Kozak & Associates, Inc. 0.00% No change 11 $512
High Note Wealth, LLC 0.00% No change 4 $195

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