TC EnergyTRP

13F holders, Q3 2025 (September 30)
596holders −10
56new positions
62sold out
7famous investors
$54.43avg. 13F price*

At the end of Q3 2025, 596 institutions reported holding TC Energy Corp. (TRP) in their 13F filings, down 10 from Q2 2025. 56 opened new positions and 62 sold out. The largest holders were Royal Bank of Canada ($7.0B), Goldman Sachs Group Inc. ($3.5B) and Vanguard Group Inc. ($2.5B). 7 famous investors held it, including Israel Englander (0.1% of Millennium Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Joel Greenblatt (0.0% of Gotham 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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions56$435.1M
Exits62$177.5M

All 13F filers, Q2 2025 → Q3 2025: 83,529,317 shares bought and 45,843,613 shares sold, net +37,685,704 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 596 holders

Royal Bank of Canada 1.24% Add +0.5% 128,010,273 $7.0B
Goldman Sachs Group Inc. 0.51% Add +155.9% 65,043,259 $3.5B
Vanguard Group Inc. 0.04% Add +2.0% 46,821,474 $2.5B
Capital Research Global Investors 0.43% Add +2.5% 41,977,582 $2.3B
Bank of Montreal 0.91% Reduce -13.8% 39,338,811 $2.1B
Capital International Investors 0.26% Reduce -10.1% 29,758,169 $1.6B
FIL Ltd 1.17% Reduce -2.7% 27,253,623 $1.5B
Canada Pension Plan Investment Board 0.82% Add +2.0% 21,411,081 $1.2B
TD Asset Management Inc 0.87% Add +2.9% 19,624,247 $1.1B
Cibc World Market Inc. 2.19% Reduce -10.1% 19,448,334 $1.1B
Toronto Dominion Bank 1.77% Reduce -6.7% 16,612,877 $902.9M
Healthcare of Ontario Pension Plan Trust Fund 1.44% Add +12.1% 14,200,000 $771.9M
1832 Asset Management L.P. 1.29% Reduce -1.8% 13,972,356 $760.2M
Mackenzie Financial Corp. 0.88% Add +4.4% 13,351,862 $725.8M
Bank of Nova Scotia 1.10% Reduce -32.4% 11,370,589 $618.2M
JPMorgan Chase & Co. 0.04% Add +4.8% 11,237,084 $611.4M
JARISLOWSKY, FRASER Ltd 3.22% Reduce -4.4% 10,751,401 $584.7M
National Bank of Canada 0.64% Reduce -6.5% 10,414,629 $563.9M
Dodge & Cox 0.28% No change 9,645,800 $524.8M
Geode Capital Management, LLC 0.03% Add +14.6% 9,381,822 $516.1M
Deutsche Bank AG 0.17% Add +44.8% 9,427,992 $513.0M
Legal & General Group Plc 0.11% Reduce -4.0% 9,255,432 $503.4M
Tortoise Capital Advisors, L.L.C. 6.42% Add +3.2% 9,151,323 $497.9M
Scotia Capital Inc. 2.10% Add +3.8% 9,155,004 $493.5M
CIBC Asset Management Inc 1.43% Reduce -7.2% 9,053,755 $492.6M
Bank of America Corp. 0.04% Reduce -8.9% 8,690,051 $472.8M
Federation des caisses Desjardins du Quebec 1.79% Add +7.8% 8,443,522 $455.4M
Clearbridge Investments, LLC 0.34% Add +648.8% 8,356,989 $454.7M
Connor, Clark & Lunn Investment Management Ltd. 1.39% Reduce -8.2% 8,133,562 $442.1M
Capital World Investors 0.05% Reduce -13.7% 7,310,696 $397.7M
Beutel, Goodman & Co Ltd. 2.14% Reduce -6.8% 6,520,773 $354.6M
American Century Companies Inc. 0.18% Add +514.5% 6,491,799 $353.0M
Kayne Anderson Capital Advisors LP 6.47% Add +16.1% 5,361,657 $291.7M
Manufacturers Life Insurance Company, The 0.21% Add +178.8% 4,693,371 $255.2M
TD Waterhouse Canada Inc. 1.66% Add +2.8% 4,747,508 $255.1M
Mufg Securities (canada), LTD. 7.10% Reduce -1.9% 4,670,848 $253.9M
Morgan Stanley 0.01% Reduce -5.4% 4,556,350 $247.9M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.40% Add +32.8% 4,496,410 $244.6M
Amundi 0.07% Reduce -0.9% 4,166,432 $227.0M
Murchinson Ltd. 43.46% New 4,050,068 $220.4M
Thornburg Investment Management Inc. 2.86% Add +4.3% 4,027,286 $218.9M
Invesco Ltd. 0.03% Add +3.2% 3,667,626 $199.6M
Swiss National Bank 0.09% Reduce -5.3% 2,990,201 $162.7M
Federated Hermes, Inc. 0.27% Reduce -1.0% 2,832,009 $154.1M
Charles Schwab Investment Management Inc. 0.02% Reduce -1.6% 2,829,956 $153.9M
T. Rowe Price Associates Inc. 0.02% Reduce -2.4% 2,742,884 $149.2M
Cardinal Capital Management, Inc. 3.92% Add +0.7% 2,496,017 $135.8M
GQG Partners LLC 0.20% New 2,353,098 $128.0M
Dimensional Fund Advisors LP 0.03% Reduce -5.0% 2,337,352 $127.1M
Nicola Wealth Management LTD. 11.15% Add +793.7% 2,302,996 $125.2M
Wells Fargo & Company 0.02% Add +1.4% 2,121,506 $115.3M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.65% Reduce -21.4% 2,098,331 $114.1M
Westwood Holdings Group Inc. 0.82% Add +3.5% 2,080,366 $113.2M
Covalis Capital LLP 12.98% Add +307.3% 2,048,255 $111.4M
Picton Mahoney Asset Management 1.42% Reduce -1.4% 2,037,010 $110.7M
Acadian Asset Management LLC 0.17% Reduce -16.2% 1,799,600 $97.9M
Duff & Phelps Investment Management Co. 1.06% Reduce -9.5% 1,713,970 $93.3M
Brookfield Corp 0.11% Add +5.7% 1,698,924 $92.4M
BlackRock, Inc. 0.00% Add +11.1% 1,698,626 $92.4M
Blackstone Inc. 0.39% Reduce -48.1% 1,680,271 $91.4M
Nuveen, LLC 0.02% Add +4.2% 1,640,393 $89.2M
UBS Group AG 0.02% Reduce -21.3% 1,638,169 $89.1M
OMERS ADMINISTRATION Corp 0.63% Reduce -19.1% 1,617,810 $88.0M
Agf Management Ltd. 0.37% Reduce -5.3% 1,256,711 $83.6M
Scheer, Rowlett & Associates Investment Management Ltd. 4.83% Reduce -9.4% 1,488,624 $80.9M
Franklin Resources Inc. 0.02% Reduce -4.4% 1,469,122 $79.9M
Caisse de depot et placement du Quebec 0.14% Reduce -44.7% 1,447,006 $78.7M
Envestnet Asset Management Inc. 0.02% Reduce -1.0% 1,392,101 $75.7M
Millennium Management 0.06% Reduce -33.9% 1,391,869 $75.7M
Maryland State Retirement & Pension System 1.56% Add +0.4% 1,370,075 $74.5M
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT 4.22% Add +9.2% 1,365,500 $74.3M
Raymond James Financial Inc. 0.02% Reduce -0.3% 1,363,174 $74.2M
Energy Income Partners, LLC 1.43% Reduce -3.6% 1,363,008 $74.2M
Addenda Capital Inc. 2.13% Reduce -0.5% 939,384 $71.9M
M&G PLC 0.35% Reduce -9.5% 1,176,677 $63.5M
Janus Henderson Group PLC 0.03% Reduce -13.0% 1,146,727 $62.3M
Miller Howard Investments Inc. 1.88% Reduce -1.8% 1,133,268 $61.7M
CANADA LIFE ASSURANCE Co 0.09% Add +2.6% 1,161,633 $61.6M
Barclays PLC 0.02% Reduce -36.3% 1,114,782 $60.7M
Exchange Traded Concepts, LLC 0.52% Reduce -3.9% 1,010,257 $55.0M
Alberta Investment Management Corp 0.44% Reduce -38.0% 1,007,338 $54.8M
Yaupon Capital Management LP 2.74% New 976,913 $53.1M
Bank of New York Mellon Corp 0.01% Add +0.9% 926,166 $50.4M
First Trust Advisors LP 0.04% Reduce -8.8% 871,851 $47.4M
Northern Trust Corp. 0.01% Add +2.4% 863,830 $47.0M
LPL Financial LLC 0.01% Add +4.6% 853,894 $46.5M
Bank of Nova Scotia Trust Co. 4.30% Add +1.5% 850,763 $46.3M
Bessemer Group Inc. 0.07% Add +3.5% 846,752 $46.0M
SIR Capital Management, L.P. 4.03% Reduce -19.8% 825,282 $44.9M
Aviva PLC 0.08% Add +6.3% 826,140 $44.9M
MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd 4.97% Reduce -7.0% 825,906 $44.6M
Citadel Advisors 0.04% Add +144.1% 810,458 $44.1M
Russell Investments Group, Ltd. 0.05% Add +11.2% 777,422 $42.3M
Allianz Asset Management GmbH 0.05% Reduce -6.0% 699,840 $38.1M
Fractal Investments LLC 5.10% No change 649,000 $35.3M
Korea Investment CORP 0.07% Reduce -1.2% 607,487 $33.0M
State of Tennessee, Department of Treasury 0.11% Reduce -0.8% 591,209 $32.2M
Intact Investment Management Inc. 0.95% Reduce -36.8% 576,854 $31.4M
Qube Research & Technologies Ltd 0.04% Reduce -38.4% 570,794 $31.1M
Achmea Investment Management B.V. 0.37% No change 551,113 $30.0M
HSBC Holdings PLC 0.02% Add +5.4% 547,198 $29.7M
Viking Fund Management LLC 3.56% Add +8.0% 542,000 $29.5M
Hennessy Advisors Inc. 1.00% Reduce -4.2% 534,630 $29.1M
Capital International, Inc. 0.22% Add +13.2% 502,181 $27.3M
Neuberger Berman Group LLC 0.02% Reduce -5.9% 491,805 $26.7M
Van Eck Associates Corp. 0.02% Add +7.2% 431,403 $23.5M
Partners Group Holding AG 1.28% Reduce -18.2% 423,545 $23.0M
Heathbridge Capital Management Ltd. 8.41% Reduce -0.8% 403,400 $21.9M
Pictet Asset Management Holding SA 0.02% Reduce -5.3% 387,698 $21.1M
CIBC Private Wealth Group LLC 0.04% Reduce -0.3% 381,203 $20.7M
Citigroup Inc. 0.01% Add +19.2% 378,086 $20.6M
HighTower Advisors, LLC 0.02% Reduce -4.5% 359,010 $19.5M
Sourcerock Group LLC 1.28% Add +11.9% 346,315 $18.8M
Catalyst Capital Advisors LLC 0.38% Reduce -6.6% 346,288 $18.8M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.04% Add +1.2% 340,953 $18.5M
Guardian Capital LP 0.55% Reduce -0.9% 315,292 $17.1M
Greenline Partners, LLC 2.08% Add +3.4% 314,303 $17.1M
SIG North Trading, ULC 2.57% Add +206.0% 306,753 $16.7M
Northwest & Ethical Investments L.P. 0.38% Add +0.7% 297,869 $16.1M
Harvest Portfolios Group Inc. 0.30% Add +13.6% 294,618 $16.0M
Jones Financial Companies LLLP 0.01% Add +15.1% 299,250 $16.0M
Stifel Financial Corp. 0.01% Add +1.4% 292,952 $15.9M
Massachusetts Financial Services Co. 0.00% Add +14.9% 291,587 $15.9M
AXA Investment Managers S.A. 0.04% — 290,239 $15.8M
Aviso Financial Inc. 0.63% Add +14.3% 284,690 $15.5M
Jane Street Group, LLC 0.02% Add +149.7% 274,477 $14.9M
Coleford Investment Management Ltd. 3.55% Reduce -1.8% 269,395 $14.8M
Van Lanschot Kempen Investment Management N.V. 0.13% Add +5.2% 192,270 $14.5M
Engineers Gate Manager LP 0.16% Reduce -63.9% 255,896 $13.9M
Cardinal Point Capital Management ULC 0.96% Reduce -1.1% 252,443 $13.7M
Midwest Trust Co 0.18% Add +0.5% 251,787 $13.7M
Capital Group Private Client Services, Inc. 0.22% Reduce -76.4% 246,600 $13.4M
Lansforsakringar Fondforvaltning AB (publ) 0.07% Add +7.1% 234,810 $12.8M
Recurrent Investment Advisors LLC 0.95% Add +1.0% 227,111 $12.4M
Varma Mutual Pension Insurance Co 0.08% Add +8.5% 226,800 $12.3M
Eagle Global Advisors LLC 0.44% Reduce -0.0% 212,270 $11.5M
DekaBank Deutsche Girozentrale 0.02% No change 215,979 $11.5M
Allspring Global Investments Holdings, LLC 0.02% Reduce -4.4% 213,114 $11.5M
Truist Financial Corp. 0.02% Reduce -6.6% 210,678 $11.5M
Premier Fund Managers Ltd 0.46% Add +4.1% 208,174 $11.1M
Bradley Foster & Sargent Inc. 0.16% Reduce -0.6% 198,468 $10.8M
Susquehanna Portfolio Strategies, LLC 0.17% No change 197,400 $10.7M
Lorne Steinberg Wealth Management Inc. 2.46% Add +2.5% 187,950 $10.2M
Heronetta Management, L.P. 5.55% Add +1.5% 137,316 $10.1M
Bell Bank 0.44% Add +1.5% 185,855 $10.1M
Verition Fund Management LLC 0.06% Add +214.2% 183,788 $10.0M
Principal Financial Group Inc. 0.01% Add +6.4% 180,605 $9.8M
USS Investment Management Ltd 0.05% No change 174,365 $9.4M
Public Employees Retirement System of Ohio 0.03% Add +10.7% 171,065 $9.3M
Guardian Partners Inc. 0.78% Reduce -3.4% 170,691 $9.2M
O'shaughnessy Asset Management, LLC 0.05% Add +0.4% 161,347 $8.8M
Capital International Sarl 0.15% Reduce -34.8% 156,746 $8.5M
Allianz SE 0.18% No change 152,807 $8.3M
Capital Fund Management S.A. 0.08% Add +21.3% 143,539 $7.8M
Metis Global Partners, LLC 0.18% Add +29.4% 138,292 $7.5M
Fiera Capital Corp 0.02% Reduce -77.5% 134,670 $7.3M
Candelo Capital Management LP 6.53% Reduce -12.7% 134,195 $7.3M
Vident Advisory, LLC 0.07% Reduce -16.6% 127,053 $6.9M
Cetera Investment Advisers 0.01% Add +8.8% 126,965 $6.9M
&partners 0.04% Add +3.6% 122,553 $6.7M
D. E. Shaw & Co. 0.01% Reduce -35.4% 120,600 $6.6M
Assetmark, Inc. 0.01% Add +5.4% 120,247 $6.5M
Utah Retirement Systems 0.06% No change 116,122 $6.3M
ProShare Advisors LLC 0.01% Add +1.8% 112,114 $6.1M
Cannell & Spears LLC 0.11% Reduce -2.6% 109,851 $6.0M
Zions Bancorporation, National Association 0.29% Reduce -23.1% 108,434 $5.9M
Guinness Asset Management LTD 0.09% New 110,322 $5.9M
Commonwealth Equity Services, LLC 0.01% Add +2.3% 107,243 $5.8M
Cinctive Capital Management LP 0.29% Reduce -24.2% 107,320 $5.8M
PNC Financial Services Group, Inc. 0.00% Add +3.6% 103,579 $5.6M
Public Sector Pension Investment Board 0.02% Reduce -96.2% 100,872 $5.5M
Two Sigma Investments, LP 0.01% Reduce -88.9% 100,759 $5.5M
US Bancorp \de 0.01% Reduce -9.1% 99,742 $5.4M
Ausbil Investment Management Ltd 2.89% Add +33.1% 100,519 $5.4M
Alliancebernstein L.P. 0.00% Add +34.3% 99,514 $5.4M
Gotham Asset Management 0.02% Reduce -28.5% 96,809 $5.3M
Mediolanum International Funds Ltd 0.05% Add +43.4% 93,672 $5.0M
MML Investors Services, LLC 0.01% Add +0.4% 90,640 $4.9M
Osaic Holdings, Inc. 0.01% Reduce -7.6% 91,242 $4.8M
Advisors Asset Management, Inc. 0.08% Add +38.8% 88,140 $4.8M
Natixis Advisors, LLC 0.01% Add +9.8% 84,449 $4.6M
Ninepoint Partners LP 0.63% Add +88.5% 84,325 $4.6M
Natixis 0.02% Add +113.9% 83,383 $4.5M
Quantinno Capital Management LP 0.01% Add +40.2% 82,410 $4.5M
Boothbay Fund Management, LLC 0.12% Add +9.9% 80,657 $4.4M
Bleakley Financial Group, LLC 0.10% Add +12.6% 80,176 $4.4M
DAVENPORT & Co LLC 0.02% Add +3.9% 79,889 $4.3M
Americana Partners, LLC 0.13% No change 76,850 $4.2M
XTX Topco Ltd 0.21% Add +74.0% 75,251 $4.1M
Gulf International Bank (UK) Ltd 0.13% Reduce -2.0% 52,202 $4.0M
HF Advisory Group, LLC 1.45% Add +9.6% 72,335 $3.9M
Swiss Life Asset Management Ltd 0.02% Add +13.7% 71,539 $3.9M
Janney Montgomery Scott LLC 0.01% Reduce -1.4% 68,116 $3.7M
K.J. Harrison & Partners Inc 0.53% Reduce -28.4% 68,052 $3.7M
Capital International Ltd. 0.13% Reduce -43.8% 66,633 $3.6M
Baxter Bros Inc. 0.42% Reduce -4.8% 66,155 $3.6M
Tacita Capital Inc 2.13% Reduce -4.7% 64,843 $3.5M
ASR Vermogensbeheer N.V. 0.04% Add +1.6% 62,853 $3.4M
TD Private Client Wealth LLC 0.07% Add +8.4% 60,918 $3.3M
NewEdge Advisors, LLC 0.01% Reduce -0.4% 60,789 $3.3M
Spirit of America Management Corp. 0.66% Reduce -1.6% 60,078 $3.3M
First Bank & Trust 0.54% Reduce -0.6% 59,238 $3.2M
Wellington Management Group LLP 0.00% Reduce -9.8% 59,135 $3.2M
apricus wealth, LLC 1.68% Add +2.7% 57,385 $3.1M
Creative Planning 0.00% Add +8.1% 57,237 $3.1M
MassMutual Private Wealth & Trust, FSB 0.08% Reduce -0.1% 55,666 $3.0M
Sovereign Investment Advisors, LLC 0.82% No change 55,254 $3.0M
Evergreen Capital Management LLC 0.07% Add +9.9% 54,172 $2.9M
Mariner, LLC 0.00% Add +7.4% 53,085 $2.9M
Lipe & Dalton 1.41% Reduce -0.2% 52,367 $2.8M
Two Sigma Advisers, LP 0.01% Reduce -85.6% 51,496 $2.8M
Parr McKnight Wealth Management Group, LLC 0.37% Add +0.3% 51,247 $2.8M
Valicenti Advisory Services Inc. 0.59% Add +0.5% 50,195 $2.7M
Aventail Capital Group, LP 0.13% Reduce -50.0% 50,000 $2.7M
Benedict Financial Advisors Inc. 0.58% Add +1.6% 48,791 $2.7M
Royal London Asset Management Ltd. 0.01% Reduce -1.3% 47,619 $2.6M
Infrastructure Capital Advisors, LLC 0.45% New 50,000 $2.5M
Empowered Funds, LLC 0.03% New 45,732 $2.5M
Sanctuary Advisors, LLC 0.01% Add +16.5% 45,252 $2.5M
Atria Investments, Inc 0.03% Add +4.7% 43,882 $2.4M
Westerkirk Capital Inc. 0.27% Reduce -16.9% 43,662 $2.4M
Chelsea Counsel Co. 1.05% No change 43,150 $2.4M
Ensign Peak Advisors, Inc 0.00% Reduce -31.0% 43,207 $2.3M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -6.5% 41,943 $2.3M
Cerity Partners LLC 0.00% Add +21.4% 40,294 $2.2M
Burgundy Asset Management Ltd. 0.02% No change 41,363 $2.2M
FMR LLC 0.00% Add +21.8% 39,540 $2.2M
Sei Investments Co. 0.00% Reduce -11.8% 39,299 $2.1M
Burney Co./ 0.07% New 38,863 $2.1M
Ewing Morris & Co. Investment Partners Ltd. 0.90% Add +1.1% 38,364 $2.1M
ExodusPoint Capital Management, LP 0.03% New 38,500 $2.1M
Investment Management Corp of Ontario 0.03% Reduce -39.1% 38,416 $2.1M
Crossmark Global Holdings, Inc. 0.03% Reduce -0.1% 38,047 $2.1M
Corigliano Investment Advisers, LLC 0.67% New 38,000 $2.1M
Sumitomo Mitsui Trust Group, Inc. 0.00% Reduce -8.6% 36,615 $2.0M
Point72 Europe (London) LLP 0.10% New 35,500 $1.9M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -96.4% 34,889 $1.9M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Reduce -40.1% 34,873 $1.9M
Fulton Bank, N.A. 0.07% Reduce -12.0% 34,249 $1.9M
AQR Capital Management 0.00% Add +9.0% 32,858 $1.8M
Glenmede Investment Management, LP 0.01% Add +2.4% 32,305 $1.8M
Corient Private Wealth LP 0.00% Add +1.1% 32,071 $1.7M
Assenagon Asset Management S.A. 0.00% Add +1.0% 31,511 $1.7M
Intech Investment Management LLC 0.01% Reduce -38.2% 30,050 $1.6M
Benjamin Edwards Inc. 0.02% Reduce -0.2% 29,376 $1.6M
Stableford Capital II LLC 0.57% Add +0.0% 29,026 $1.6M
Generali Asset Management SPA SGR 0.03% Add +51.6% 20,752 $1.6M
Raleigh Capital Management Inc. 0.58% Add +3.9% 28,087 $1.5M
Silvercrest Asset Management Group LLC 0.01% Reduce -12.5% 27,933 $1.5M
JRM Investment Counsel, LLC 0.44% No change 27,000 $1.5M
Integrated Wealth Concepts LLC 0.01% Reduce -1.1% 26,986 $1.5M
Tidal Investments LLC 0.01% Add +23.7% 26,597 $1.4M
Lombard Odier Asset Management (Switzerland) SA 0.06% Add +12.0% 25,830 $1.4M
SL Advisors, LLC 2.75% Reduce -14.1% 25,651 $1.4M
Campbell & CO Investment Adviser LLC 0.11% New 25,571 $1.4M
Castleark Management LLC 0.04% No change 25,550 $1.4M
Sageworth Trust Co 0.06% New 25,121 $1.4M
PEAK6 LLC 0.03% Add +188.9% 25,045 $1.4M
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -2.6% 25,023 $1.4M
Tectonic Advisors LLC 0.07% Add +29.3% 24,807 $1.3M
UniSuper Management Pty Ltd 0.01% No change 17,700 $1.3M
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -2.2% 24,341 $1.3M
Everett Harris & Co. 0.02% Reduce -2.5% 23,719 $1.3M
Elevation Point Wealth Partners, LLC 0.09% Add +4.3% 23,060 $1.3M
Ameriprise Financial Inc. 0.00% Add +2.1% 19,803 $1.2M
Pathstone Holdings, LLC 0.00% Add +5.7% 21,842 $1.2M
Ingalls & Snyder LLC 0.04% No change 21,815 $1.2M
Susquehanna International Group, LLP 0.00% Reduce -64.0% 21,651 $1.2M
Ritholtz Wealth Management 0.02% Reduce -0.3% 21,596 $1.2M
Prudential PLC 0.01% No change 21,564 $1.2M
Verdence Capital Advisors LLC 0.07% Add +1.1% 23,160 $1.2M
Signaturefd, LLC 0.02% Reduce -0.9% 21,304 $1.2M
Cidel Asset Management Inc. 0.07% Reduce -1.1% 21,183 $1.2M
Royal Fund Management, LLC 0.14% Reduce -1.5% 21,172 $1.2M
Pinnacle Associates Ltd. 0.01% No change 20,660 $1.1M
First County Bank 0.57% Reduce -6.6% 20,584 $1.1M
Inspire Advisors, LLC 0.11% Add +15.4% 20,447 $1.1M
Argyle Capital Management, LLC 0.38% Reduce -0.2% 20,400 $1.1M
Moors & Cabot, Inc. 0.05% Add +2.5% 20,221 $1.1M
Guggenheim Capital LLC 0.01% Add +20.3% 20,163 $1.1M
Wealth Alliance, LLC 0.11% Add +3.7% 20,105 $1.1M
Argent Trust Co 0.04% No change 20,040 $1.1M
EFG Asset Management (Americas) Corp. 0.18% Reduce -10.5% 19,697 $1.1M
Souders Financial Advisors 0.13% Reduce -14.1% 19,367 $1.1M
Cigna Investments Inc. 0.15% No change 19,079 $1.0M
Orion Porfolio Solutions, LLC 0.01% Add +72.7% 18,365 $999K
Sequoia Financial Advisors, LLC 0.01% Add +26.8% 17,732 $965K
Park Avenue Securities LLC 0.01% Add +77.3% 17,633 $959K
Lee Financial Co 0.12% New 16,814 $915K
Alps Advisors Inc. 0.01% Add +90.9% 16,777 $913K
Compound Planning, Inc. 0.03% Add +8.7% 16,606 $904K
Jackson Square Capital, LLC 0.20% Reduce -15.6% 16,564 $901K
Captrust Financial Advisors 0.00% Reduce -3.5% 16,459 $896K
Credit Agricole S A 0.00% — 16,017 $871K
Baldwin Wealth Partners LLC 0.06% No change 15,927 $867K
Quadrant Capital Group LLC 0.03% Reduce -32.1% 15,681 $853K
YANKCOM Partnership 0.38% Add +0.2% 15,653 $852K
Tower Research Capital LLC (TRC) 0.02% Reduce -45.7% 15,539 $845K
Northwestern Mutual Wealth Management Co. 0.00% Add +2.6% 15,535 $845K
Kestra Advisory Services, LLC 0.00% Add +7.8% 15,520 $844K
Sciencast Management LP 0.16% New 15,398 $838K
Kestra Private Wealth Services, LLC 0.01% Reduce -22.4% 15,181 $826K
Radnor Capital Management, LLC 0.13% No change 15,100 $822K
Ieq Capital, LLC 0.00% Add +209.6% 14,908 $811K
Rathbones Group PLC 0.00% No change 14,878 $809K
Capital Group Investment Management Pte. LTD. 0.14% Reduce -44.9% 14,813 $806K
First Interstate Bank 0.04% New 14,700 $800K
180 Wealth Advisors, LLC 0.10% Reduce -5.6% 14,618 $795K
Private Advisor Group, LLC 0.00% Add +1.7% 14,391 $783K
Stratos Wealth Partners, LTD. 0.01% New 14,119 $768K
Vanguard Personalized Indexing Management, LLC 0.01% Reduce -3.4% 14,096 $767K
Fourpath Capital Management, LLC 0.11% Add +0.2% 13,749 $748K
Aigen Investment Management, LP 0.12% Reduce -43.9% 9,845 $745K
Flagship Harbor Advisors, LLC 0.03% Add +1.2% 13,558 $738K
Basso Capital Management, L.P. 0.49% No change 13,370 $727K
Midwest Professional Planners, LTD. 0.18% Add +1.4% 13,296 $723K
Rockefeller Capital Management L.P. 0.00% New 13,231 $720K
Shell Asset Management Co. 0.07% Reduce -35.5% 13,104 $713K
Code Waechter LLC 0.46% Add +0.7% 13,572 $707K
Mercer Global Advisors Inc. 0.00% Reduce -1.3% 12,977 $706K
Brevan Howard Capital Management LP 0.01% New 12,904 $702K
Foundations Investment Advisors, LLC 0.01% Add +107.5% 12,817 $697K
Icon Wealth Advisors, LLC 0.05% Reduce -0.8% 12,363 $673K
Oxbow Advisors, LLC 0.06% Reduce -5.4% 12,181 $663K
Voloridge Investment Management, LLC 0.00% New 12,144 $661K
Yousif Capital Management, LLC 0.01% Reduce -17.4% 11,973 $651K
Wealthstar Advisors, LLC 0.25% Reduce -11.5% 11,766 $640K
Focus Partners Wealth 0.00% Add +8.9% 11,667 $635K
Hillsdale Investment Management Inc. 0.02% Reduce -74.9% 11,493 $625K
Tudor Investment Corporation 0.00% Reduce -42.2% 11,344 $617K
Turtle Creek Wealth Advisors, LLC 0.05% Reduce -0.1% 11,192 $609K
Corps Capital Advisors, LLC 0.92% No change 11,143 $606K
Lester Murray Antman dba SimplyRich 0.16% Reduce -0.2% 11,137 $605K
Hudson Portfolio Management LLC 0.53% Reduce -2.9% 11,016 $599K
Louisbourg Investments Inc. 0.13% No change 10,975 $597K
Voya Investment Management LLC 0.00% New 10,746 $584K
Redwood Wealth Management Group, LLC 0.24% Reduce -5.8% 10,563 $575K
Equitable Holdings, Inc. 0.00% Add +0.0% 10,494 $571K
Chickasaw Capital Management LLC 0.02% No change 10,403 $566K
M&T Bank Corp 0.00% Reduce -2.0% 10,366 $564K
Gateway Investment Advisers LLC 0.01% Reduce -0.5% 10,340 $563K
Gould Asset Management LLC 0.10% Add +14.7% 10,328 $562K
New Hampshire Trust 0.11% Add +14.0% 10,259 $558K
HB Wealth Management, LLC 0.00% Reduce -5.3% 10,113 $550K
Canal Insurance CO 0.12% No change 10,000 $544K
Mesirow Financial Investment Management, Inc. 0.01% Add +2.0% 9,991 $544K
Vise Technologies, Inc. 0.02% Reduce -4.2% 9,944 $541K
Stephens Inc. 0.01% Reduce -2.5% 9,848 $536K
Value Partners Investments Inc. 0.04% Add +69.3% 9,801 $533K
Curi Capital, LLC 0.01% Add +7.0% 9,662 $532K
Gold Investment Management Ltd. 0.18% Add +1.1% 9,764 $531K
D.A. Davidson & Co. 0.00% Add +20.7% 9,677 $527K
Kennebec Savings Bank 0.48% Add +0.9% 9,651 $525K
Intrust Bank NA 0.04% Add +0.7% 9,620 $523K
Meixler Investment Management, Ltd. 0.32% Reduce -4.4% 9,528 $518K
Laird Norton Wetherby Wealth Management, LLC 0.02% Reduce -5.1% 9,454 $514K
Cohen Investment Advisors LLC 0.25% Add +3.3% 9,412 $512K
Snowden Capital Advisors LLC 0.01% Add +0.2% 9,228 $508K
Virtu Financial LLC 0.03% Add +36.6% 9,166 $499K
Keybank National Association 0.00% No change 9,154 $498K
Beverly Hills Private Wealth, LLC 0.09% Reduce -4.2% 9,112 $496K
Argonautica Private Wealth Management, Inc. 0.14% Add +4.2% 8,687 $473K
Brown Brothers Harriman & Co. 0.00% No change 8,679 $472K
Disciplined Investments, LLC 0.19% No change 8,611 $469K
Jackson Hole Capital Partners, LLC 0.08% No change 8,560 $466K
Baader Bank Aktiengesellschaft 0.04% Add +12.7% 8,332 $451K
West Family Investments, Inc. 0.10% Add +0.6% 8,142 $443K
Avantax Planning Partners, Inc. 0.01% No change 8,125 $442K
Steadtrust LLC 0.30% No change 8,100 $441K
Groupe la Francaise 0.01% Add +5.8% 8,098 $440K
Hilltop Holdings Inc. 0.02% Reduce -6.1% 7,819 $425K
AE Wealth Management LLC 0.00% Add +7.5% 7,630 $415K
Lantz Financial LLC 0.09% Add +3.7% 7,556 $411K
Syon Capital LLC 0.02% Add +46.1% 7,547 $411K
GAMCO Investors 0.00% Reduce -25.0% 7,500 $408K
HighPoint Advisor Group LLC 0.02% Add +12.6% 7,438 $405K
Versor Investments LP 0.07% New 7,363 $400K
Kingswood Wealth Advisors, LLC 0.02% Add +2.8% 7,342 $399K
Claret Asset Management Corp 0.05% Reduce -19.7% 7,341 $399K
Kingsview Wealth Management, LLC 0.01% Add +21.4% 7,315 $398K
Wiser Advisor Group LLC 0.49% New 7,217 $393K
Guyasuta Investment Advisors Inc. 0.02% No change 6,800 $370K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.08% No change 6,690 $364K
Signature Estate & Investment Advisors LLC 0.01% Reduce -4.0% 6,688 $364K
Park Place Capital Corp 0.08% Add +0.0% 6,665 $363K
Cravens & Co Advisors, LLC 0.24% Reduce -0.2% 6,458 $351K
NTV Asset Management LLC 0.04% No change 6,302 $343K
Natural Investments, LLC 0.08% No change 6,250 $340K
Arista Wealth Management, LLC 0.04% No change 6,200 $337K
Checchi Capital Advisers, LLC 0.02% Add +3.4% 6,171 $336K
SkyView Investment Advisors, LLC 0.04% No change 6,050 $329K
Valtinson Bruner Financial Planning LLC 0.10% No change 6,021 $328K
FSM Wealth Advisors, LLC 0.05% Add +8.2% 6,001 $326K
Private Trust Co. NA 0.03% Add +8.8% 5,989 $326K
Choreo, LLC 0.00% Add +14.8% 5,912 $325K
Chicago Partners Investment Group LLC 0.01% Reduce -0.9% 6,216 $316K
Roxbury Financial LLC 0.29% Add +0.1% 5,786 $315K
Phillips Wealth Planners LLC 0.26% Reduce -2.3% 5,770 $314K
Procyon Advisors, LLC 0.02% Reduce -27.6% 5,630 $306K
Thrivent Financial for Lutherans 0.00% Add +9.7% 5,556 $302K
Sagespring Wealth Partners, LLC 0.01% Reduce -3.2% 5,538 $301K
Rempart Asset Management Inc. 0.06% Add +17.0% 5,500 $299K
U.S. Capital Wealth Advisors, LLC 0.01% Add +1.1% 5,309 $289K
Candriam S.C.A. 0.00% Reduce -8.6% 5,301 $288K
Sanders Morris Harris LLC 0.04% No change 5,300 $288K
Leonteq Securities AG 0.01% Add +12.1% 3,700 $280K
Parsons Capital Management Inc. 0.02% No change 5,075 $276K
Goelzer Investment Management, Inc. 0.01% Reduce -75.1% 5,072 $276K
Guinness Atkinson Asset Management Inc 0.13% New 5,118 $274K
PFG Investments, LLC 0.01% No change 5,016 $273K
Steward Partners Investment Advisory, LLC 0.00% Reduce -13.6% 4,985 $271K
Lazard Asset Management LLC 0.00% Add +31.2% 4,962 $270K
Dearborn Partners LLC 0.01% No change 4,885 $266K
Savant Capital, LLC 0.00% Reduce -2.0% 4,832 $263K
Sunpointe, LLC 0.09% No change 4,723 $257K
Worldquant Millennium Advisors LLC 0.00% New 4,659 $253K
Venture Visionary Partners LLC 0.01% Reduce -1.4% 4,624 $252K
Cresset Asset Management, LLC 0.00% Add +2.7% 4,468 $246K
Baird Financial Group, Inc. 0.00% Add +6.9% 4,499 $245K
J.W. Cole Advisors, Inc. 0.00% New 4,475 $243K
Global Retirement Partners, LLC 0.01% Reduce -0.1% 4,440 $242K
Forum Financial Management, LP 0.00% New 4,439 $242K
October Effect Ltd 0.26% Reduce -26.7% 4,400 $239K
Calton & Associates, Inc. 0.04% New 4,379 $238K
CENTRAL TRUST Co 0.00% Add +0.3% 4,346 $236K
World Investment Advisors 0.00% Reduce -0.1% 4,329 $236K
Fifth Third Bancorp 0.00% Reduce -4.4% 4,313 $235K
Parkside Financial Bank & Trust 0.02% Reduce -4.5% 4,300 $234K
Atlantic Family Wealth, LLC 0.18% No change 4,300 $234K
Moody LYNN Lieberson & Walker, LLC 0.01% New 4,250 $231K
Perennial Investment Advisors, LLC 0.02% New 4,243 $231K
Inscription Capital, LLC 0.02% New 4,206 $229K
Callahan Advisors, LLC 0.02% No change 4,200 $229K
Fairview Capital Investment Management, LLC 0.01% No change 4,200 $229K
Prospera Financial Services Inc 0.00% Reduce -39.0% 4,139 $225K
Bayforest Capital Ltd 0.11% Add +2.7% 4,078 $222K
Principal Securities, Inc. 0.00% Add +16.0% 4,069 $221K
Physician Wealth Advisors, Inc. 0.03% No change 4,048 $220K
Advisory Services Network, LLC 0.00% Reduce -17.1% 4,040 $220K
Granite Group Advisors, LLC 0.13% New 4,017 $219K
Genesis Private Wealth, LLC 0.09% New 4,016 $219K
PDS Planning, Inc 0.02% New 4,007 $218K
Abner Herrman & Brock LLC 0.02% New 4,000 $218K
Independent Solutions Wealth Management, LLC 0.04% New 4,000 $218K
EverSource Wealth Advisors, LLC 0.01% Add +7.7% 3,991 $217K
Arkadios Wealth Advisors 0.01% New 3,985 $217K
Caprock Group, LLC 0.01% — 4,125 $215K
Daymark Wealth Partners, LLC 0.01% New 3,920 $213K
Brighton Jones LLC 0.01% New 3,900 $212K
Dakota Community Bank & Trust NA 0.83% Reduce -1.3% 3,854 $210K
Cwm, LLC 0.00% Add +22.1% 3,848 $209K
Greenleaf Trust 0.00% New 3,780 $206K
Essex Financial Services, Inc. 0.01% New 3,750 $204K
Pacific Sage Partners, LLC 0.03% New 3,722 $203K
MAI Capital Management 0.00% Add +6.9% 3,709 $202K
Manhattan West Asset Management, LLC 0.04% New 3,700 $201K
Cobblestone Capital Advisors LLC 0.01% New 3,685 $201K
JCIC Asset Management Inc. 0.06% — 3,526 $192K
Eastern Bank 0.00% No change 3,500 $190K
BNP Paribas Financial Markets 0.00% Reduce -58.6% 3,285 $179K
Macquarie Group Ltd. 0.00% Reduce -99.4% 3,227 $175K
Amplify Investments, LLC 4.30% Reduce -26.0% 3,108 $169K
Rhumbline Advisers 0.00% Reduce -32.0% 3,093 $168K
Wilmington Savings Fund Society, FSB 0.00% Reduce -25.0% 3,018 $164K
Vision Financial Markets LLC 0.13% No change 2,850 $155K
Arax Advisory Partners 0.00% Add +63.7% 2,808 $153K
Spire Wealth Management 0.01% Add +158.7% 2,771 $151K
Cromwell Holdings LLC 0.08% No change 2,697 $148K
Summit Securities Group LLC 0.05% Add +1250.0% 2,700 $147K
Bank & Trust Co 0.11% No change 2,636 $143K
Harbour Investments, Inc. 0.00% Reduce -9.8% 2,630 $143K
Versant Capital Management, Inc 0.02% Add +1.7% 2,580 $140K
Parallel Advisors, LLC 0.00% Reduce -10.1% 2,501 $136K
Lanark Financial, Inc. 0.01% Reduce -9.9% 2,431 $132K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 2,455 $125K
IFP Advisors, Inc 0.00% Reduce -38.3% 2,239 $122K
Farther Finance Advisors, LLC 0.00% Reduce -3.5% 2,189 $119K
Allworth Financial LP 0.00% Add +16.4% 2,151 $117K
Bollard Group LLC 0.00% No change 2,083 $113K
CNB Bank 0.05% Reduce -8.8% 2,045 $111K
Arcadia Investment Management Corp. 0.02% No change 2,000 $109K
Atwood & Palmer Inc. 0.01% Reduce -7.1% 1,895 $103K
Galibier Capital Management Ltd. 0.03% No change 1,816 $99K
HM Payson & Co. 0.00% Add +0.9% 1,807 $98K
Pacifica Partners Inc. 0.03% Add +14.0% 1,625 $87K
Aventura Private Wealth, LLC 0.03% Reduce -43.3% 1,431 $78K
First Horizon Corp. 0.00% — 1,417 $77K
Wealthspire Advisors, LLC 0.00% New 1,331 $72K
Archer Investment Corp 0.02% No change 1,328 $72K
City Holding Co. 0.01% New 1,325 $72K
Gen-Wealth Partners Inc 0.02% Reduce -1.9% 1,313 $71K
Huntington National Bank 0.00% Add +0.6% 1,180 $64K
Hanson & Doremus Investment Management 0.01% New 1,174 $64K
Bogart Wealth, LLC 0.00% No change 1,140 $62K
Bartlett & Co. Wealth Management LLC 0.00% Reduce -2.6% 1,113 $61K
SouthState Bank Corp 0.00% Add +5.7% 1,057 $58K
Rogco, LP 0.02% No change 1,000 $54K
First Command Advisory Services, Inc. 0.00% No change 985 $54K
Farmers & Merchants Investments Inc. 0.00% No change 968 $53K
Truvestments Capital LLC 0.01% Add +1.3% 961 $52K
Sagard Holdings Management Inc. 0.26% No change 942 $51K
Harbor Asset Planning, Inc. 0.04% No change 882 $48K
Millstone Evans Group, LLC 0.03% No change 871 $47K
Walleye Capital LLC 0.00% Reduce -75.2% 828 $45K
Larson Financial Group LLC 0.00% Add +65.3% 805 $44K
1620 Investment Advisors, Inc. 0.03% No change 800 $44K
Smartleaf Asset Management LLC 0.00% Add +237.4% 803 $43K
SWAN Capital LLC 0.02% New 728 $40K
Hilltop National Bank 0.01% No change 659 $36K
Lowe Wealth Advisors, LLC 0.01% No change 641 $35K
Compagnie Lombard Odier SCmA 0.00% No change 640 $35K
AdvisorNet Financial, Inc 0.00% Add +0.5% 598 $33K
Westside Investment Management, Inc. 0.01% Add +100.0% 594 $32K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% Add +1.1% 550 $30K
Nisa Investment Advisors, LLC 0.00% No change 530 $29K
Frazier Financial Advisors, LLC 0.02% No change 520 $28K
Bruce G. Allen Investments, LLC 0.02% No change 511 $28K
ESL Trust Services, LLC 0.01% Add +66.7% 500 $27K
Atlantic Union Bankshares Corp 0.00% No change 500 $27K
Hartford Financial Management Inc. 0.01% No change 496 $27K
State of Wyoming 0.00% No change 492 $27K
South Plains Financial, Inc. 0.02% Add +35.0% 490 $27K
Smallwood Wealth Investment Management, LLC 0.01% No change 485 $26K
Caitong International Asset Management Co., Ltd 0.02% Reduce -48.5% 435 $24K
Duncker Streett & Co. Inc. 0.00% No change 400 $22K
Jackson, Grant Investment Advisers, Inc. 0.01% Add +1.0% 388 $21K
Hemington Wealth Management 0.00% No change 396 $21K
SBI Securities Co., Ltd. 0.00% Reduce -47.3% 348 $19K
Colonial Trust Co / SC 0.00% No change 335 $18K
Richard W. Paul & Associates, LLC 0.01% Reduce -0.3% 334 $18K
Grove Bank & Trust 0.00% No change 325 $18K
Country Trust Bank 0.00% Add +135.5% 325 $18K
Geneos Wealth Management Inc. 0.00% Reduce -1.3% 312 $17K
Golden State Wealth Management, LLC 0.00% No change 309 $17K
Towne Trust Company, N.A 0.01% No change 300 $16K
CX Institutional 0.00% No change 293 $16K
JFS Wealth Advisors, LLC 0.00% No change 290 $16K
CGC Financial Services, LLC 0.00% No change 286 $16K
GPS Wealth Strategies Group, LLC 0.00% No change 271 $15K
HHM Wealth Advisors, LLC 0.00% No change 264 $14K
Pin Oak Investment Advisors Inc. 0.01% No change 260 $14K
Ameritas Advisory Services, LLC 0.00% Add +1.2% 261 $14K
Pinnacle Bancorp, Inc. 0.00% No change 250 $14K
Salem Investment Counselors Inc. 0.00% Add +154.6% 247 $14K
Tobam 0.00% Reduce -38.8% 167 $13K
Transamerica Financial Advisors, LLC 0.00% New 212 $12K
VSM Wealth Advisory, LLC 0.00% No change 200 $11K
Rothschild Investment LLC 0.00% Add +0.5% 197 $11K
Mather Group, Llc. 0.00% New 188 $10K
Alerus Financial NA 0.00% Reduce -80.2% 178 $10K
Blue Trust, Inc. 0.00% Reduce -67.8% 169 $9K
Rialto Wealth Management, LLC 0.00% No change 156 $8K
Old Second National Bank of Aurora 0.00% New 156 $8K
JNBA Financial Advisors 0.00% No change 156 $8K
Godsey & Gibb, Inc. 0.00% No change 156 $8K
Caldwell Sutter Capital, Inc. 0.00% No change 153 $8K
North Capital, Inc. 0.01% No change 146 $8K
GAMMA Investing LLC 0.00% No change 141 $8K
Hara Capital LLC 0.00% No change 135 $7K
True Wealth Design, LLC 0.00% Add +190.7% 125 $7K
Essential Partners LLC 0.00% New 115 $6K
Anchor Investment Management, LLC 0.00% No change 104 $6K
Sunbelt Securities, Inc. 0.00% Add +4.0% 104 $6K
Kelly Lawrence W & Associates Inc. 0.00% No change 100 $5K
Caldwell Trust Co 0.00% No change 100 $5K
Sound Income Strategies, LLC 0.00% No change 100 $5K
2UniFi Bank 0.00% No change 92 $5K
MTM Investment Management, LLC 0.00% No change 90 $5K
Highline Wealth Partners LLC 0.00% Add +9.8% 90 $5K
CVA Family Office, LLC 0.00% No change 88 $5K
Avion Wealth 0.00% No change 81 $4K
Hantz Financial Services, Inc. 0.00% New 69 $4K
Penserra Capital Management LLC 0.00% No change 87 $4K
Cullen/Frost Bankers, Inc. 0.00% Add +27.8% 69 $4K
American Wealth Advisors, LLC 0.00% — 68 $4K
Asset Dedication, LLC 0.00% No change 66 $4K
North Star Investment Management Corp. 0.00% Add +1.5% 66 $4K
Root Financial Partners, LLC 0.00% New 65 $4K
Bell Investment Advisors, Inc 0.00% No change 61 $3K
Main Street Group, LTD 0.00% No change 50 $3K
Scarborough Advisors, LLC 0.00% No change 50 $3K
Creative Financial Designs Inc. 0.00% No change 50 $3K
Wealth Watch Advisors, INC 0.00% New 48 $3K
ORG Partners LLC 0.00% Add +27.8% 46 $3K
Wealth Preservation Advisors, LLC 0.00% Reduce -2.4% 40 $2K
Cornerstone Planning Group LLC 0.00% Reduce -40.0% 39 $2K
JPL Wealth Management, LLC 0.00% New 29 $2K
Key Financial Inc 0.00% No change 23 $1K
Raffa Wealth Management, LLC 0.00% No change 22 $1K
Quest 10 Wealth Builders, Inc. 0.00% Reduce -5.3% 18 $979
Bare Financial Services, Inc 0.00% No change 18 $979
Private Wealth Asset Management, LLC 0.00% No change 18 $979
DecisionPoint Financial, LLC 0.00% No change 14 $755
Tidemark, LLC 0.00% No change 13 $716
Guerra Advisors Inc 0.00% New 12 $653
Kozak & Associates, Inc. 0.00% No change 11 $600

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