XPLR Infrastructure LPXIFR
13F holders, Q2 2024 (June 30)At the end of Q2 2024, 312 institutions reported holding XPLR Infrastructure LP (XIFR) in their 13F filings, down 14 from Q1 2024. 40 opened new positions and 52 sold out. The largest holders were BlackRock Inc. ($197.4M), Morgan Stanley ($113.1M) and ClearBridge Investments Ltd ($111.3M). 5 famous investors held it, including Mario Gabelli (0.1% of GAMCO Investors's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- XPLR Infrastructure LP
- Filed as
- NEXTERA ENERGY PARTNERS LP (Q2 2024)
- CUSIP
- 65341B106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 40 | $24.3M |
| Exits | 52 | $108.6M |
All 13F filers, Q1 2024 → Q2 2024: 7,779,838 shares bought and 9,654,499 shares sold, net −1,874,661 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 312 holders
| BlackRock Inc. | 0.00% | Reduce -0.1% | 7,140,958 | $197.4M |
| Morgan Stanley | 0.01% | Add +82.1% | 4,092,663 | $113.1M |
| ClearBridge Investments Ltd | 3.25% | Reduce -3.2% | 4,027,664 | $111.3M |
| FMR LLC | 0.01% | Add +201.2% | 3,577,306 | $98.9M |
| M&G PLC | 0.49% | Reduce -7.3% | 2,565,700 | $71.8M |
| Brookfield Corp | 0.38% | No change | 2,180,320 | $60.3M |
| Tortoise Capital Advisors, L.L.C. | 0.71% | Reduce -23.8% | 1,940,630 | $53.6M |
| 1832 Asset Management L.P. | 0.09% | Reduce -5.1% | 1,811,811 | $50.1M |
| Energy Income Partners, LLC | 0.96% | Reduce -5.0% | 1,564,537 | $43.2M |
| Neuberger Berman Group LLC | 0.03% | Reduce -34.4% | 1,349,314 | $37.3M |
| CBRE Investment Management Listed Real Assets LLC | 0.64% | Add +9.7% | 1,251,068 | $34.6M |
| Beach Investment Counsel Inc. | 4.12% | Reduce -4.2% | 1,210,619 | $33.5M |
| First Manhattan Co. Llc. | 0.08% | No change | 927,120 | $25.6M |
| JPMorgan Chase & Co. | 0.00% | Add +65.6% | 862,957 | $23.9M |
| Redwood Grove Capital, LLC | 7.10% | Add +5.7% | 820,799 | $22.7M |
| Raymond James & Associates | 0.01% | Add +6.2% | 802,161 | $22.2M |
| Aberdeen Group plc | 0.04% | Add +2.1% | 800,800 | $22.1M |
| D. E. Shaw & Co. | 0.03% | No change | 800,000 | $22.1M |
| Bank of America Corp. | 0.00% | Reduce -29.4% | 696,343 | $19.2M |
| Vanguard Group Inc. | 0.00% | Add +1.6% | 646,014 | $17.9M |
| Rockefeller Capital Management L.P. | 0.05% | Add +7.5% | 583,860 | $16.1M |
| Advisors Capital Management, LLC | 0.27% | Add +0.4% | 565,476 | $15.6M |
| Wells Fargo & Company | 0.00% | Add +22.8% | 521,504 | $14.4M |
| Commerce Bank | 0.09% | Add +0.1% | 518,823 | $14.3M |
| CIBC Private Wealth Group LLC | 0.03% | Add +1424.3% | 523,750 | $14.0M |
| Bank of New York Mellon Corp | 0.00% | Reduce -66.8% | 476,814 | $13.2M |
| Northwest & Ethical Investments L.P. | 0.37% | Add +19.3% | 462,734 | $12.8M |
| Gabelli Funds LLC | 0.09% | Reduce -2.8% | 404,054 | $11.2M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.02% | — | 369,776 | $10.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +125.4% | 366,024 | $10.1M |
| Millennium Management | 0.01% | Reduce -58.1% | 355,571 | $9.8M |
| First Trust Advisors LP | 0.01% | Reduce -10.8% | 332,921 | $9.2M |
| EP Wealth Advisors, LLC | 0.10% | Reduce -0.6% | 328,395 | $9.1M |
| Swedbank AB | 0.01% | Reduce -4.0% | 316,683 | $8.8M |
| Renaissance Technologies | 0.01% | Reduce -50.9% | 300,300 | $8.3M |
| Susquehanna International Group, LLP | 0.01% | Add +103.8% | 294,667 | $8.1M |
| Walleye Capital LLC | 0.09% | Add +471.4% | 278,682 | $7.7M |
| State Street Corp. | 0.00% | Add +0.8% | 274,169 | $7.6M |
| CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT | 0.56% | Reduce -20.3% | 255,165 | $7.1M |
| GAMCO Investors | 0.08% | Add +5.5% | 252,735 | $7.0M |
| UBS Group AG | 0.00% | Reduce -17.8% | 230,295 | $6.4M |
| Citadel Advisors | 0.01% | Reduce -59.1% | 216,007 | $6.0M |
| Alps Advisors Inc. | 0.04% | Reduce -9.2% | 215,894 | $6.0M |
| Ardsley Advisory Partners LP | 1.05% | Reduce -22.2% | 210,000 | $5.8M |
| Amundi | 0.00% | Reduce -7.7% | 214,457 | $5.7M |
| Ninety One UK Ltd | 0.02% | Reduce -1.6% | 206,973 | $5.7M |
| Fred Alger Management, LLC | 0.03% | New | 197,240 | $5.5M |
| Mitsubishi UFJ Trust & Banking Corp | 0.01% | Add +216.4% | 193,426 | $5.3M |
| Baird Financial Group, Inc. | 0.01% | Add +4.8% | 191,406 | $5.3M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +0.9% | 191,271 | $5.3M |
| Swiss National Bank | 0.00% | No change | 184,100 | $5.1M |
| LPL Financial LLC | 0.00% | Add +53.0% | 163,245 | $4.5M |
| Walnut Private Equity Partners, LLC | 2.63% | Add +15.4% | 150,000 | $4.1M |
| Quantbot Technologies LP | 0.20% | Add +83.4% | 149,718 | $4.1M |
| Fort Sheridan Advisors LLC | 0.61% | Add +15.9% | 136,582 | $3.8M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -62.8% | 135,226 | $3.7M |
| Cannell & Spears LLC | 0.07% | Reduce -2.9% | 126,065 | $3.5M |
| Manufacturers Life Insurance Company, The | 0.00% | No change | 125,000 | $3.5M |
| Northern Trust Corp. | 0.00% | Reduce -0.2% | 122,355 | $3.4M |
| Jump Financial, LLC | 0.07% | Add +7.1% | 118,775 | $3.3M |
| Bank of Montreal | 0.00% | Reduce -3.5% | 113,813 | $3.2M |
| HRT Financial LP | 0.02% | Add +31.4% | 114,292 | $3.2M |
| Clearbridge Investments, LLC | 0.00% | Reduce -51.8% | 108,124 | $3.0M |
| HighTower Advisors, LLC | 0.00% | Reduce -33.6% | 106,536 | $2.9M |
| Castellan Group | 1.40% | Add +14.7% | 106,084 | $2.9M |
| Otter Creek Advisors, LLC | 1.90% | Add +28.1% | 105,923 | $2.9M |
| Nomura Holdings Inc. | 0.02% | New | 103,801 | $2.9M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -8.5% | 102,209 | $2.8M |
| Royal Bank of Canada | 0.00% | Reduce -31.3% | 101,660 | $2.8M |
| Assenagon Asset Management S.A. | 0.01% | New | 101,077 | $2.8M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.01% | Reduce -0.1% | 98,980 | $2.7M |
| Legal & General Group Plc | 0.00% | Add +4.2% | 96,564 | $2.7M |
| A. D. Beadell Investment Counsel, Inc. | 2.22% | Reduce -14.2% | 96,236 | $2.7M |
| Deutsche Bank AG | 0.00% | Add +36.0% | 91,640 | $2.5M |
| Corient Private Wealth LP | 0.00% | Reduce -10.3% | 88,365 | $2.4M |
| Texas Yale Capital Corp. | 0.11% | Reduce -1.2% | 86,890 | $2.4M |
| Flputnam Investment Management Co. | 0.04% | Reduce -19.0% | 85,419 | $2.4M |
| Osaic Holdings, Inc. | 0.01% | Add +92.0% | 84,701 | $2.3M |
| California State Teachers Retirement System | 0.00% | Add +0.6% | 84,503 | $2.3M |
| CI Investments Inc. | 0.01% | Add +0.2% | 81,722 | $2.3M |
| Jane Street Group, LLC | 0.00% | Add +208.6% | 78,310 | $2.2M |
| TrueMark Investments, LLC | 0.74% | New | 78,310 | $2.2M |
| Natixis | 0.01% | Reduce -1.2% | 75,573 | $2.1M |
| Cetera Investment Advisers | 0.00% | Add +10.6% | 70,491 | $1.9M |
| State of Wisconsin Investment Board | 0.00% | Reduce -5.9% | 65,023 | $1.8M |
| Balyasny Asset Management L.P. | 0.00% | New | 63,425 | $1.8M |
| Abundance Wealth Counselors | 0.74% | Add +14.8% | 58,279 | $1.6M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -4.7% | 57,405 | $1.6M |
| Miller Howard Investments Inc. | 0.05% | Reduce -0.6% | 57,183 | $1.6M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -48.7% | 55,902 | $1.5M |
| Steward Partners Investment Advisory, LLC | 0.02% | Reduce -0.2% | 52,348 | $1.4M |
| Corrado Advisors, LLC | 0.93% | Reduce -5.3% | 52,065 | $1.4M |
| Ameriprise Financial Inc. | 0.00% | Reduce -30.3% | 51,107 | $1.4M |
| Virtu Financial LLC | 0.10% | New | 49,813 | $1.4M |
| Pathway Financial Advisers, LLC | 0.48% | Add +0.9% | 48,363 | $1.3M |
| Graham Capital Management, L.P. | 0.08% | Add +282.5% | 48,250 | $1.3M |
| Tidal Investments LLC | 0.02% | Add +1.8% | 47,305 | $1.3M |
| Parsons Capital Management Inc. | 0.09% | No change | 45,725 | $1.3M |
| Credit Agricole S A | 0.01% | Reduce -41.6% | 45,516 | $1.3M |
| Formidable Asset Management, LLC | 0.20% | Add +18.4% | 44,969 | $1.2M |
| Qube Research & Technologies Ltd | 0.00% | New | 44,798 | $1.2M |
| Stifel Financial Corp. | 0.00% | Reduce -29.6% | 44,660 | $1.2M |
| Searle & Co. | 0.29% | No change | 44,600 | $1.2M |
| Invesco Ltd. | 0.00% | Reduce -4.3% | 43,777 | $1.2M |
| Headlands Technologies LLC | 0.13% | Add +201.4% | 43,287 | $1.2M |
| Janus Henderson Group PLC | 0.00% | Reduce -1.1% | 43,000 | $1.2M |
| Franklin Resources Inc. | 0.00% | Add +19.7% | 41,665 | $1.2M |
| Pinnacle Holdings, LLC | 0.52% | Add +2.5% | 40,365 | $1.1M |
| Johnson Investment Counsel Inc. | 0.01% | Add +18.8% | 39,827 | $1.1M |
| Garner Asset Management Corp | 0.39% | Add +8.1% | 25,250 | $1.0M |
| Strategic Wealth Partners, Ltd. | 0.11% | Reduce -73.0% | 37,422 | $1.0M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +3.4% | 37,281 | $1.0M |
| American Century Companies Inc. | 0.00% | Reduce -56.1% | 37,046 | $1.0M |
| Monetary Management Group Inc. | 0.26% | Add +6.2% | 35,765 | $989K |
| Envestnet Asset Management Inc. | 0.00% | Add +1.7% | 35,160 | $972K |
| Naples Global Advisors, LLC | 0.10% | Reduce -5.5% | 34,945 | $966K |
| National Bank of Canada | 0.00% | Reduce -0.8% | 37,610 | $946K |
| Brevan Howard Capital Management LP | 0.06% | Add +59.3% | 33,356 | $922K |
| Bramshill Investments, LLC | 0.10% | Reduce -8.5% | 32,828 | $907K |
| MAI Capital Management | 0.01% | Add +6.1% | 32,686 | $903K |
| Glenmede Trust Co. NA | 0.00% | Add +3.7% | 32,380 | $895K |
| Algert Global LLC | 0.03% | Reduce -78.8% | 31,854 | $880K |
| Ensign Peak Advisors, Inc | 0.00% | No change | 31,263 | $864K |
| Vaughan Nelson Investment Management, L.P. | 0.01% | No change | 31,275 | $864K |
| ExodusPoint Capital Management, LP | 0.01% | Add +76.8% | 29,954 | $828K |
| Tealwood Asset Management Inc. | 0.50% | Add +40.9% | 29,817 | $824K |
| Ervin Investment Management, LLC | 0.56% | Add +8.0% | 29,313 | $810K |
| Ameritas Advisory Services, LLC | 0.03% | Add +1.4% | 29,190 | $807K |
| Wealth Advisory Solutions, LLC | 0.21% | Add +20.3% | 28,210 | $780K |
| DekaBank Deutsche Girozentrale | 0.00% | Reduce -79.6% | 26,071 | $755K |
| Wexford Capital LP | 0.19% | New | 26,918 | $744K |
| Arizona State Retirement System | 0.00% | Add +2.0% | 26,186 | $724K |
| Jupiter Asset Management Ltd. | 0.01% | No change | 26,169 | $723K |
| Kestra Advisory Services, LLC | 0.00% | Add +29.4% | 26,068 | $721K |
| Fortitude Advisory Group L.L.C. | 0.43% | Add +6.6% | 26,066 | $720K |
| HUB Investment Partners, LLC | 0.03% | Reduce -0.3% | 25,461 | $704K |
| Alliancebernstein L.P. | 0.00% | Reduce -11.1% | 24,663 | $682K |
| Citigroup Inc. | 0.00% | Reduce -3.3% | 23,870 | $660K |
| Premier Fund Managers Ltd | 0.03% | Add +50.0% | 22,500 | $640K |
| Sanctuary Advisors, LLC | 0.00% | — | 22,103 | $639K |
| Marshall Wace, LLP | 0.00% | New | 23,085 | $638K |
| Private Advisor Group, LLC | 0.00% | Add +0.4% | 22,648 | $626K |
| Daiwa Securities Group Inc. | 0.00% | Add +80.0% | 22,500 | $621K |
| Lavaca Capital LLC | 0.33% | No change | 22,000 | $608K |
| Oppenheimer & Co. Inc. | 0.01% | Add +70.6% | 21,514 | $595K |
| Wedmont Private Capital | 0.04% | No change | 20,557 | $589K |
| BNP Paribas Financial Markets | 0.00% | Reduce -30.1% | 21,059 | $582K |
| Twinbeech Capital LP | 0.01% | New | 21,000 | $580K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +163.0% | 20,461 | $566K |
| Fox Run Management, L.L.C. | 0.11% | New | 20,343 | $562K |
| Engineers Gate Manager LP | 0.01% | Add +116.6% | 19,721 | $545K |
| Waterloo Capital, L.P. | 0.07% | Reduce -8.1% | 19,679 | $544K |
| Russell Investments Group, Ltd. | 0.00% | Add +32.6% | 19,008 | $525K |
| Aristeia Capital, L.L.C. | 0.03% | New | 18,828 | $520K |
| Samalin Investment Counsel, LLC | 0.23% | Reduce -4.6% | 18,193 | $503K |
| Brown Miller Wealth Management, LLC | 0.21% | Reduce -0.0% | 18,026 | $498K |
| Schonfeld Strategic Advisors LLC | 0.00% | Reduce -4.1% | 17,803 | $492K |
| Kingsview Wealth Management, LLC | 0.01% | Add +25.0% | 17,370 | $480K |
| IFP Advisors, Inc | 0.02% | Add +808.7% | 17,147 | $474K |
| Mariner, LLC | 0.00% | Add +37.2% | 17,109 | $473K |
| Verition Fund Management LLC | 0.00% | Reduce -94.9% | 16,122 | $446K |
| Spire Wealth Management | 0.02% | Add +161.6% | 15,438 | $427K |
| Barclays PLC | 0.00% | Reduce -64.9% | 15,110 | $418K |
| Parallax Volatility Advisers, L.P. | 0.01% | New | 14,975 | $414K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -0.8% | 14,595 | $403K |
| Arrowstreet Capital, Limited Partnership | 0.00% | New | 14,524 | $401K |
| Blair William & Co. | 0.00% | Reduce -33.9% | 14,148 | $391K |
| Prospera Financial Services Inc | 0.01% | Reduce -1.1% | 13,954 | $386K |
| Kingswood Wealth Advisors, LLC | 0.03% | New | 13,820 | $382K |
| NewEdge Advisors, LLC | 0.00% | Add +332.4% | 13,681 | $378K |
| Stephens Inc. | 0.01% | Add +11.4% | 13,274 | $367K |
| InTrack Investment Management Inc | 0.26% | Add +17.0% | 13,196 | $365K |
| Jaffetilchin Investment Partners, LLC | 0.03% | Add +4.7% | 13,088 | $362K |
| Integrated Wealth Concepts LLC | 0.00% | Add +18.5% | 12,861 | $355K |
| Van Hulzen Asset Management, LLC | 0.02% | Reduce -5.6% | 12,703 | $351K |
| Gsa Capital Partners LLP | 0.02% | Reduce -75.0% | 12,503 | $346K |
| &partners | 0.01% | Reduce -0.8% | 12,120 | $335K |
| Avantax Advisory Services, Inc. | 0.00% | Add +21.0% | 11,900 | $329K |
| Aurora Private Wealth, Inc. | 0.28% | Add +55.9% | 11,713 | $324K |
| Mark Sheptoff Financial Planning, LLC | 0.18% | Reduce -4.9% | 11,675 | $323K |
| Apollon Wealth Management, LLC | 0.01% | Add +17.0% | 11,639 | $322K |
| Provenance Wealth Advisors, LLC | 0.04% | No change | 11,557 | $319K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +20.1% | 11,441 | $316K |
| Creative Planning | 0.00% | Add +15.2% | 11,307 | $313K |
| Moneco Advisors, LLC | 0.04% | New | 10,830 | $299K |
| Public Employees Retirement Association of Colorado | 0.00% | Reduce -9.9% | 10,775 | $298K |
| Wolverine Trading, LLC | 0.00% | Reduce -57.0% | 10,762 | $297K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -0.7% | 10,752 | $297K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Add +40.4% | 10,648 | $294K |
| Gilman Hill Asset Management, LLC | 0.05% | Reduce -8.7% | 10,500 | $290K |
| Cerity Partners LLC | 0.00% | Reduce -15.4% | 10,331 | $286K |
| Westwood Holdings Group Inc. | 0.00% | Reduce -84.3% | 10,263 | $284K |
| Brown Advisory Inc. | 0.00% | Reduce -1.4% | 10,262 | $284K |
| RBF Capital, LLC | 0.02% | Reduce -50.0% | 10,000 | $276K |
| Vident Advisory, LLC | 0.01% | New | 9,782 | $270K |
| Argonautica Private Wealth Management, Inc. | 0.09% | New | 9,617 | $266K |
| Jones Financial Companies LLLP | 0.00% | New | 9,601 | $265K |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -55.0% | 9,422 | $261K |
| Walled Lake Planning & Wealth Management, LLC | 0.10% | New | 9,219 | $255K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Reduce -5.8% | 8,980 | $248K |
| Guggenheim Capital LLC | 0.00% | New | 8,808 | $243K |
| Pinnacle West Asset Management, Inc. | 0.19% | Add +21.7% | 8,675 | $240K |
| Advisory Services Network, LLC | 0.01% | Reduce -6.4% | 8,668 | $240K |
| nVerses Capital, LLC | 0.14% | Add +44.8% | 8,400 | $232K |
| Jacobi Capital Management LLC | 0.02% | Add +0.3% | 8,300 | $229K |
| Two Sigma Investments, LP | 0.00% | Reduce -67.2% | 8,207 | $227K |
| Cary Street Partners Investment Advisory LLC | 0.01% | Reduce -46.7% | 8,050 | $223K |
| Magnolia Capital Advisors LLC | 0.12% | Reduce -0.8% | 7,929 | $219K |
| Kaizen Financial Strategies | 0.14% | Reduce -10.0% | 8,227 | $217K |
| Bryn Mawr Trust Advisors, LLC | 0.01% | Reduce -2.7% | 7,300 | $203K |
| Prudential Financial Inc. | 0.00% | New | 7,300 | $202K |
| EntryPoint Capital, LLC | 0.09% | New | 7,083 | $196K |
| Virtus Advisers, LLC | 0.09% | Add +11.5% | 6,686 | $185K |
| Allworth Financial LP | 0.00% | No change | 6,718 | $180K |
| Castleark Management LLC | 0.01% | No change | 5,910 | $163K |
| Spirit of America Management Corp. | 0.03% | No change | 5,150 | $142K |
| FNY Investment Advisers, LLC | 0.10% | Reduce -2.7% | 5,110 | $141K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 3,900 | $109K |
| Avior Wealth Management, LLC | 0.00% | Add +0.5% | 3,824 | $106K |
| International Assets Investment Management, LLC | 0.01% | New | 3,754 | $104K |
| Central Bank & Trust Co. | 0.01% | New | 3,578 | $99K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Reduce -72.9% | 3,317 | $92K |
| Redwood Wealth Management Group, LLC | 0.06% | New | 2,906 | $80K |
| US Bancorp \de | 0.00% | Reduce -27.7% | 2,897 | $80K |
| PNC Financial Services Group, Inc. | 0.00% | Add +1.0% | 2,728 | $75K |
| Central Pacific Bank - Trust Division | 0.01% | Add +104.2% | 2,450 | $68K |
| Global Retirement Partners, LLC | 0.00% | Add +1210.3% | 2,411 | $67K |
| Hilltop National Bank | 0.02% | Add +13.2% | 2,150 | $59K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.02% | No change | 2,050 | $57K |
| Fifth Third Bancorp | 0.00% | No change | 2,000 | $55K |
| NFSG Corp | 0.02% | Add +0.7% | 1,870 | $52K |
| Security National Bank | 0.01% | No change | 1,850 | $51K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +0.0% | 2,000 | $51K |
| Salem Investment Counselors Inc. | 0.00% | No change | 1,775 | $49K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +150.4% | 1,665 | $46K |
| Cohen & Steers, Inc. | 0.00% | Add +63.7% | 1,436 | $40K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 1,435 | $40K |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -22.2% | 1,352 | $37K |
| Pacific Center for Financial Services | 0.01% | Add +2.5% | 1,305 | $36K |
| AllSquare Wealth Management LLC | 0.02% | No change | 1,300 | $36K |
| Whittier Trust Co. | 0.00% | No change | 1,250 | $35K |
| UMB Bank, n.a. | 0.00% | No change | 1,220 | $34K |
| GPS Wealth Strategies Group, LLC | 0.01% | Add +8.5% | 1,200 | $33K |
| Syntax Research, Inc. | 0.03% | Add +2.7% | 1,143 | $32K |
| FinTrust Capital Advisors, LLC | 0.01% | Reduce -25.0% | 1,118 | $31K |
| Clearstead Advisors, LLC | 0.00% | Reduce -35.3% | 1,100 | $30K |
| Hexagon Capital Partners LLC | 0.01% | Add +16.5% | 1,081 | $30K |
| MV Capital Management, Inc. | 0.00% | Add +2.8% | 1,059 | $29K |
| Westside Investment Management, Inc. | 0.01% | No change | 1,050 | $29K |
| Essex Investment Management Co. LLC | 0.01% | Reduce -0.6% | 1,036 | $29K |
| Lazard Asset Management LLC | 0.00% | New | 1,039 | $28K |
| Heritage Wealth Advisors | 0.00% | Reduce -9.1% | 1,000 | $28K |
| Van Eck Associates Corp. | 0.00% | Reduce -41.7% | 905 | $25K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 850 | $23K |
| Richardson Financial Services Inc. | 0.02% | No change | 790 | $22K |
| Gladius Capital Management LP | 0.02% | New | 757 | $21K |
| Venturi Wealth Management, LLC | 0.00% | No change | 680 | $19K |
| American National Bank & Trust | 0.00% | New | 620 | $17K |
| Gen-Wealth Partners Inc | 0.01% | No change | 608 | $17K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -39.1% | 600 | $17K |
| SWS Partners | 0.00% | New | 563 | $16K |
| Red Tortoise LLC | 0.01% | New | 530 | $15K |
| Baldwin Wealth Partners LLC | 0.00% | No change | 500 | $14K |
| North Star Investment Management Corp. | 0.00% | No change | 500 | $14K |
| Cetera Trust Company, N.A | 0.01% | No change | 472 | $13K |
| HHM Wealth Advisors, LLC | 0.00% | New | 450 | $12K |
| WealthCollab, LLC | 0.01% | No change | 400 | $11K |
| Private Wealth Management Group, LLC | 0.00% | No change | 400 | $11K |
| Mather Group, Llc. | 0.00% | Add +2.3% | 361 | $11K |
| Cornerstone Planning Group LLC | 0.00% | Add +2.8% | 411 | $10K |
| Cwm, LLC | 0.00% | Add +276.1% | 346 | $10K |
| Principal Securities, Inc. | 0.00% | Reduce -21.1% | 360 | $10K |
| Avion Wealth | 0.00% | Add +2.6% | 359 | $9K |
| SouthState Bank Corp | 0.00% | Reduce -27.2% | 321 | $9K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 311 | $9K |
| Lanark Financial, Inc. | 0.00% | No change | 300 | $8K |
| Anchor Investment Management, LLC | 0.00% | No change | 261 | $7K |
| Geneos Wealth Management Inc. | 0.00% | Add +37.7% | 219 | $6K |
| Bessemer Group Inc. | 0.00% | Reduce -82.2% | 230 | $6K |
| Indiana Trust & Investment Management Co | 0.00% | No change | 215 | $6K |
| Estabrook Capital Management | 0.00% | Add +2.4% | 215 | $6K |
| Archer Investment Corp | 0.00% | Add +34.0% | 201 | $6K |
| Laffer Tengler Investments, Inc. | 0.00% | New | 200 | $6K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 200 | $6K |
| Bogart Wealth, LLC | 0.00% | New | 160 | $4K |
| Sound Income Strategies, LLC | 0.00% | No change | 150 | $4K |
| Bangor Savings Bank | 0.00% | No change | 146 | $4K |
| Parallel Advisors, LLC | 0.00% | Reduce -86.3% | 109 | $3K |
| Pin Oak Investment Advisors Inc. | 0.00% | No change | 125 | $3K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 117 | $3K |
| Private Trust Co. NA | 0.00% | No change | 105 | $3K |
| Financial Perspectives, Inc | 0.00% | No change | 100 | $3K |
| Opal Wealth Advisors, LLC | 0.00% | New | 100 | $3K |
| Tortoise Investment Management, LLC | 0.00% | New | 100 | $3K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -25.0% | 90 | $2K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 70 | $2K |
| Tucker Asset Management LLC | 0.00% | No change | 66 | $2K |
| Ancora Advisors LLC | 0.00% | New | 59 | $2K |
| St Germain D J Co. Inc. | 0.00% | No change | 57 | $2K |
| Harbour Investments, Inc. | 0.00% | No change | 54 | $1K |
| Coppell Advisory Solutions LLC | 0.00% | — | 53 | $1K |
| TCTC Holdings, LLC | 0.00% | No change | 36 | $995 |
| CoreCap Advisors, LLC | 0.00% | No change | 34 | $940 |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 26 | $719 |
| Signaturefd, LLC | 0.00% | No change | 20 | $555 |
| Tyler-Stone Wealth Management | 0.00% | No change | 17 | $470 |
| Rothschild Investment LLC | 0.00% | No change | 12 | $332 |
| Trust Co. of Vermont | 0.00% | Add +120.0% | 11 | $304 |
| Jamison Private Wealth Management, Inc. | 0.00% | New | 6 | $166 |
| Harbor Investment Advisory, LLC | 0.00% | No change | 3 | $83 |
| Huntington National Bank | 0.00% | No change | 1 | $28 |
| Innealta Capital, LLC | 0.00% | New | 1 | $28 |
"% of holder's portfolio" is XIFR's weight in each manager's 13F, not the share of XPLR Infrastructure LP the manager owns.