SOBCF / South Bow Corporation - Proprietà istituzionale - Acquirenti

South Bow Corporation
US ˙ OTCPK
QUESTO SIMBOLO NON E' PIU' ATTIVO

Proprietà istituzionale e dei fondi - Acquirenti

I principali detentori che hanno aperto nuove posizioni in South Bow Corporation includono Wealthquest Corp, Tortoise Capital Series Trust - Tortoise Energy Infrastructure Total Return Fund A Class, Tortoise Capital Series Trust - TORTOISE NORTH AMERICAN PIPELINE FUND, Heathbridge Capital Management Ltd., Voloridge Investment Management, Llc, Qube Research & Technologies Ltd, Quantbot Technologies LP, NFRA - FlexShares STOXX Global Broad Infrastructure Index Fund, Corigliano Investment Advisers, LLC, Trexquant Investment LP, Quadrature Capital Ltd, BPRRX - Boston Partners Long/Short Research Fund Investor Class, TMSL - T. Rowe Price Small-Mid Cap ETF, Millennium Management Llc, DFIS - Dimensional International Small Cap ETF, INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco SteelPath MLP & Energy Infrastructure ETF, Principal Financial Group Inc, CDAZX - Multi-Manager Directional Alternative Strategies Fund Institutional Class, 111 Capital, e Schonfeld Strategic Advisors LLC .

Questa pagina mostra i cambiamenti nella struttura proprietaria elencando le istituzioni, i fondi e i principali azionisti che hanno aumentato le loro partecipazioni o aperto nuove posizioni nell'ultimo periodo di riferimento. Le righe verdi indicano le nuove posizioni. Fai clic sull'icona del link per visualizzare la cronologia completa delle transazioni.

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Data di deposito Fonte Investitore Tipo Prezzo medio
(Stima)		 Azioni Δ Azioni
(%)		 Valore
dichiarato
($ 1000)		 Δ Valore
(%)		 Allocazione del portafoglio
(%)
2025-08-01 13F Bessemer Group Inc 276 384,21 0
2025-08-27 NP Advanced Series Trust - Ast Small-cap Growth Portfolio 95.673 27,67 2.479 29,60
2025-08-14 13F Millennium Management Llc 42.431 1.099
2025-06-26 NP FZILX - Fidelity ZERO International Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 36.666 6,95 906 10,37
2025-08-25 NP RGAVX - RARE Global Infrastructure Value Fund Class A 141.375 14.137.400,00 3.670
2025-08-12 13F Virtu Financial LLC 9.564 0
2025-06-26 NP HMSFX - Hennessy BP Midstream Fund Investor Class 11.910 1,79 294 5,38
2025-06-30 NP VT - Vanguard Total World Stock Index Fund ETF Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 135.604 7,50 3.349 10,97
2025-08-07 13F Allworth Financial LP 265 21,00 7 20,00
2025-08-29 NP JOHN HANCOCK INVESTMENT TRUST - John Hancock Diversified Real Assets Fund Class NAV 18.039 9,74 468 11,69
2025-08-12 13F Rare Infrastructure Ltd 6.048.760 41,96 156.723 45,96
2025-04-25 13F Smallwood Wealth Investment Management, LLC 97 2
2025-08-13 13F Bank Of Nova Scotia 2.348.554 7,07 60.949 8,76
2025-07-28 NP TOLZ - ProShares DJ Brookfield Global Infrastructure ETF 22.982 18,24 596 15,09
2025-07-09 13F Bruce G. Allen Investments, LLC 55 7,84 1 0,00
2025-07-29 NP BPRRX - Boston Partners Long/Short Research Fund Investor Class 60.082 1.562
2025-08-06 13F Metis Global Partners, LLC 13.609 5,99 353 7,95
2025-08-12 13F XTX Topco Ltd 82.425 142,88 2.136 146,54
2025-08-26 NP NMFIX - Multi-manager Global Listed Infrastructure Fund 58.789 9,28 1.526 11,06
2025-08-19 NP NORTHWESTERN MUTUAL SERIES FUND INC - Equity Income Portfolio 121.400 681,31 3.151 695,71
2025-08-06 13F Moors & Cabot, Inc. 120.426 1,60 3.120 3,17
2025-08-13 13F Scotia Capital Inc. 1.764.327 1,69 45.472 2,79
2025-07-28 NP AVDE - Avantis International Equity ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 97.820 14,15 2.535 11,18
2025-06-26 NP CAIBX - CAPITAL INCOME BUILDER Class A 11.819.169 29,33 291.921 33,48
2025-06-26 NP IXUS - iShares Core MSCI Total International Stock ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 259.431 0,82 6.408 4,04
2025-08-25 NP MMBUX - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I 8.501 221
2025-06-26 NP IDEV - iShares Core MSCI International Developed Markets ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 168.967 8,44 4.173 11,94
2025-08-28 NP Cohen & Steers Infrastructure Fund Inc 851.002 63,52 22.091 66,17
2025-03-13 NP EIPIX - EIP Growth and Income Fund Class I 6.581 24,62 157 19,85
2025-06-26 NP DFA INVESTMENT DIMENSIONS GROUP INC - International Large Cap Growth Portfolio Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 8.791 491,59 217 502,78
2025-08-05 13F Simplex Trading, Llc 9.717 193,56 0
2025-08-14 13F Recurrent Investment Advisors LLC 1.604.864 41.705
2025-08-14 13F Royal Bank Of Canada 24.526.445 45,98 635.481 48,21
2025-08-07 13F ProShare Advisors LLC 22.573 8,10 586 9,76
2025-08-14 13F Qube Research & Technologies Ltd 133.917 3.470
2025-07-11 13F Farther Finance Advisors, LLC 100 9,89 3 0,00
2025-07-30 NP Cushing Mlp Total Return Fund 136.228 70,28 3.542 69,91
2025-08-27 NP ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA International Core Equity Fund 3.847 83,02 100 86,79
2025-03-26 NP EMLP - First Trust North American Energy Infrastructure Fund This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 305.718 108,44 7.307 99,62
2025-08-25 13F/A Neuberger Berman Group LLC 102.879 6,67 2.665 8,29
2025-08-29 NP Cantor Fitzgerald Sustainable Infrastructure Fund 27.047 234,53 701 239,81
2025-07-11 13F Seacrest Wealth Management, Llc 8.792 228
2025-08-14 13F Schonfeld Strategic Advisors LLC 19.641 509
2025-08-29 NP PQIIX - PIMCO Dividend and Income Fund Institutional Class 2.114 51,22 55 54,29
2025-04-28 NP LNGZ - Range Global LNG Ecosystem Index ETF 645 377,78 17 466,67
2025-08-26 NP UMI - USCF Midstream Energy Income Fund 590.611 5,15 15.303 6,76
2025-07-28 NP AVSD - Avantis Responsible International Equity ETF 3.400 88
2025-08-12 13F/A Boston Partners 1.507.499 16,43 39.216 19,42
2025-08-05 13F Bank Of Montreal /can/ 6.136.658 7,49 159.405 9,29
2025-06-26 NP FCNSX - Fidelity Series Canada Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2.938.200 6,52 72.571 9,94
2025-08-18 13F/A Westwood Holdings Group Inc 1.109.346 15,04 28.743 16,80
2025-07-24 NP FNARX - Natural Resources Portfolio This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 190.420 4,90 4.951 2,42
2025-08-13 13F Renaissance Technologies Llc 163.880 268,27 4.246 274,10
2025-08-14 13F Price T Rowe Associates Inc /md/ 12.816.300 1,58 332 3,43
2025-08-12 13F Proequities, Inc. Call 0 0
2025-07-21 13F Hilltop National Bank 131 3
2025-08-12 13F Proequities, Inc. 0 0
2025-07-21 13F 111 Capital 20.541 534
2025-03-20 NP QRFT - QRAFT AI-Enhanced U.S. Large Cap ETF 290 7
2025-06-26 NP FICDX - Fidelity Canada Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 556.400 3,46 13.743 6,78
2025-06-25 NP Dnp Select Income Fund Inc 435.000 2,35 10.740 5,74
2025-08-07 13F Connor, Clark & Lunn Investment Management Ltd. 990.941 25,09 25.755 27,26
2025-08-12 13F Dimensional Fund Advisors Lp 1.009.839 51,18 26.165 53,45
2025-08-11 13F Alps Advisors Inc 16.116 418
2025-08-14 13F Silvercrest Asset Management Group Llc 31.371 5,30 813 6,84
2025-06-30 NP INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco SteelPath MLP & Energy Infrastructure ETF 29.703 733
2025-08-08 13F Larson Financial Group LLC 27 28,57 1
2025-08-14 13F Citadel Advisors Llc 15.737 408
2025-08-28 NP SSGVX - State Street Global Equity ex-U.S. Index Portfolio State Street Global All Cap Equity ex-U.S. Index Portfolio This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 60.162 6,18 1.559 7,67
2025-08-13 13F Thornburg Investment Management Inc 1.656.020 114,48 43.047 -78,18
2025-08-12 13F Trexquant Investment LP 72.857 1.888
2025-07-31 13F Caitong International Asset Management Co., Ltd 1.550 150,00 40 166,67
2025-08-26 NP ITEAX - VY(R) T. Rowe Price Equity Income Portfolio Class ADV 47.446 553,80 1.232 565,41
2025-08-14 13F Macquarie Group Ltd 83.614 7,97 2.950 3,87
2025-08-12 13F Aviso Financial Inc. 4.806 6,75 125 7,83
2025-08-14 13F Intact Investment Management Inc. 800.360 14,82 20.771 16,63
2025-07-30 13F apricus wealth, LLC 74.894 2,26 1.941 3,80
2025-09-04 13F/A Advisor Group Holdings, Inc. 4.856 37,49 126 38,89
2025-08-18 13F/A National Bank Of Canada /fi/ Call 1.698 967,92 4.406 985,22
2025-08-28 NP SPGM - SPDR(R) Portfolio MSCI Global Stock Market ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2.295 2,82 59 3,51
2025-08-28 NP RAPAX - Cohen & Steers Real Assets Fund, Inc. Class A 70.725 0,87 1.836 2,46
2025-07-25 NP CSHAX - MainStay Cushing MLP Premier Fund Class A 1.142.182 471,09 29.697 457,57
2025-07-28 13F Allianz Asset Management GmbH 26.410 61,51 684 64,03
2025-08-12 13F Aigen Investment Management, Lp 14.439 26,12 470 11,67
2025-06-30 NP RMLPX - Recurrent MLP & Infrastructure Fund Class I 1.654.878 22,59 40.859 26,64
2025-08-26 NP TEQI - T. Rowe Price Equity Income ETF This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 51.598 3,79 1.337 5,36
2025-04-30 13F Sofos Investments, Inc. 38 1
2025-08-06 13F Commonwealth Equity Services, Llc 68.821 1,73 2 0,00
2025-04-14 NP TPYP - Tortoise North American Pipeline Fund 247.754 32,09 6.598 35,02
2025-06-24 NP NFRA - FlexShares STOXX Global Broad Infrastructure Index Fund This fund is a listed as child fund of Northern Trust Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 121.176 2.987
2025-08-22 NP Fidelity Central Investment Portfolios LLC - Fidelity International Equity Central Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 375.363 13,40 9.744 15,25
2025-08-13 13F Alerus Financial Na 180 5
2025-06-30 NP VIHAX - Vanguard International High Dividend Yield Index Fund Admiral Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 149.285 11,98 3.687 15,58
2025-06-25 NP AMZA - InfraCap MLP ETF 22.486 1,32 555 4,72
2025-08-13 13F Diametric Capital, LP 11.198 290
2025-08-13 13F Norges Bank 1.010.469 26.248
2025-07-29 NP Tortoise Capital Series Trust - TORTOISE NORTH AMERICAN PIPELINE FUND 222.271 5.779
2025-08-14 13F Raymond James Financial Inc 57.794 1.497
2025-05-14 13F Credit Agricole S A 460 12
2025-08-14 13F Toronto Dominion Bank Put 6.100 45,24 158 47,66
2025-04-09 13F Dakota Community Bank & Trust NA 7 0
2025-07-25 NP DEEF - Xtrackers FTSE Developed ex US Comprehensive Factor ETF 2.026 1.268,92 52 1.633,33
2025-08-12 13F Deutsche Bank Ag\ 100.079 1,76 2.593 3,35
2025-08-12 13F BlackRock, Inc. 160.037 7,36 4.147 8,99
2025-07-30 NP MLPX - Global X MLP & Energy Infrastructure ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2.717.849 1,57 70.664 -0,83
2025-03-28 NP AMRMX - AMERICAN MUTUAL FUND Class A 2.439.359 14,66 58.301 9,74
2025-07-29 NP Tortoise Capital Series Trust - Tortoise Energy Infrastructure Total Return Fund A Class 561.739 14.605
2025-06-26 NP DFIS - Dimensional International Small Cap ETF 36.193 894
2025-08-14 13F Voloridge Investment Management, Llc 155.487 4.029
2025-08-26 NP TMSL - T. Rowe Price Small-Mid Cap ETF 43.482 1.127
2025-08-08 13F Principal Financial Group Inc 25.454 659
2025-08-13 13F Quadrature Capital Ltd 60.698 1.573
2025-07-30 NP ENFR - Alerian Energy Infrastructure ETF 483.730 10,45 12.538 7,58
2025-08-29 NP JAEEX - Equity Income Trust NAV 136.012 2,64 3.531 4,31
2025-08-12 13F CIBC Private Wealth Group, LLC 2.534 8,80 66 30,00
2025-07-24 NP FPKFX - Fidelity Puritan K6 Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 30.838 0,42 799 -2,20
2025-08-08 13F MTM Investment Management, LLC 18 0
2025-08-12 13F SRS Capital Advisors, Inc. 311 8,74 8 14,29
2025-07-28 13F Mutual Advisors, LLC 28.409 3,29 737 7,59
2025-06-25 NP Ultimus Managers Trust - Westwood Salient Enhanced Midstream Income ETF 124.817 741,71 3.082 770,34
2025-08-11 13F Nomura Asset Management Co Ltd 0 0
2025-06-26 NP FFGCX - Fidelity Global Commodity Stock Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1.059.031 9,13 26.157 12,63
2025-08-08 13F SBI Securities Co., Ltd. 207 52,21 5 66,67
2025-08-14 13F Corigliano Investment Advisers, LLC 110.000 2.850
2025-07-23 13F Shell Asset Management Co 11.364 0,25 0
2025-08-14 13F Susquehanna International Group, Llp 18.949 70,68 491 73,14
2025-06-25 NP SMLPX - Westwood Salient MLP & Energy Infrastructure Fund Institutional Shares 892.073 58,46 22.025 63,69
2025-06-27 NP MGIFX - MONDRIAN GLOBAL LISTED INFRASTRUCTURE FUND Mondrian Global Listed Infrastructure Fund 3.597 9,70 89 12,82
2025-07-29 13F Harbor Asset Planning, Inc. 176 5
2025-08-07 13F Parkside Financial Bank & Trust 3.426 11,27 89 12,82
2025-07-24 NP FSDIX - Fidelity Strategic Dividend & Income Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 148.312 1,51 3.844 -1,13
2025-08-12 13F LPL Financial LLC 31.400 82,99 814 86,04
2025-06-17 NP MMSMX - Multi-Manager U.S. Small Cap Equity Fund Class P Shares 45.827 140,84 1.131 149,12
2025-06-30 NP VGTSX - Vanguard Total International Stock Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2.932.266 0,76 72.424 3,99
2025-08-14 13F BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 126.345 7,85 3.282 9,62
2025-08-12 13F Clearbridge Investments, LLC 10.516 272
2025-06-26 NP DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class Shares This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 26.093 993,59 644 1.010,34
2025-08-13 13F Jones Financial Companies Lllp 14.371 3,72 373 2,76
2025-08-22 NP MRJIX - Real Assets Portfolio Class I 43 10,26 1
2025-06-17 NP GRASX - Goldman Sachs Multi-Manager Real Assets Strategy Fund Class R6 Shares 76.444 4,40 1.888 3,28
2025-08-13 13F Northwest & Ethical Investments L.P. 17.630 457
2025-06-26 NP FTIHX - Fidelity Total International Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 93.345 3,08 2.306 6,37
2025-07-29 NP BPSIX - Boston Partners Small Cap Value Fund II INSTITUTIONAL 151.488 58,43 3.939 54,67
2025-07-14 13F Cushing Asset Management, Lp 1.526.100 650,40 39.541 661,87
2025-07-08 13F Atwood & Palmer Inc 29 1
2025-08-28 NP SPDW - SPDR(R) Portfolio Developed World ex-US ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 211.795 2,76 5.487 4,24
2025-07-25 NP SCHF - Schwab International Equity ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 419.427 1,86 10.851 -1,40
2025-07-25 NP WSML - iShares MSCI World Small-Cap ETF 12.012 311
2025-08-13 13F Capital International Sarl 120.309 35,24 3.119 37,24
2025-08-13 13F Northwestern Mutual Wealth Management Co 1.340 1.993,75 35 3.300,00
2025-08-06 13F Agf Management Ltd 33.792 877
2025-08-28 NP CSUAX - Cohen & Steers Global Infrastructure Fund Inc. Class A 227.233 35,91 5.899 38,13
2025-08-08 13F Hartland & Co., LLC 735 19
2025-08-12 13F CenterBook Partners LP 44.906 97,28 1.164 100,52
2025-03-26 NP EIPX - FT Energy Income Partners Strategy ETF 34.545 96,47 826 88,36
2025-08-21 NP TIBAX - Thornburg Investment Income Builder Fund - Class A 1.624.408 119,37 42.168 122,93
2025-08-18 13F/A National Bank Of Canada /fi/ 595.879 4,80 15.279 5,80
2025-08-01 13F Y-Intercept (Hong Kong) Ltd 21.809 48,87 565 51,47
2025-03-31 NP FDIVX - Fidelity Diversified International Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 516.646 0,36 12.364 -3,83
2025-07-29 NP MLPRX - Invesco Oppenheimer SteelPath MLP Income Fund Class C 250.000 400,00 6.500 388,35
2025-08-08 13F Geode Capital Management, Llc 172.491 7,47 4.499 9,01
2025-08-25 NP AMERICAN FUNDS INSURANCE SERIES - Capital Income Builder Class 1 This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 156.968 1,16 4.075 2,80
2025-08-05 13F Ninepoint Partners LP 300.000 7.773
2025-08-14 13F Goldman Sachs Group Inc 6.732.753 74,81 174.446 77,49
2025-08-27 NP SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1 12.765 53,80 331 56,13
2025-06-25 NP CDAZX - Multi-Manager Directional Alternative Strategies Fund Institutional Class 22.051 544
2025-07-29 NP JMVNX - Mid Value Fund Class NAV 243.544 32,62 6.312 29,16
2025-07-07 13F Roxbury Financial LLC 1.148 0,26 30 -3,33
2025-06-18 NP RGIAX - Global Infrastructure Fund Class A 16.917 5,41 418 8,59
2025-08-14 13F SIG North Trading, ULC Put 48.200 5,24 1.249 6,85
2025-08-13 13F Quantbot Technologies LP 129.551 3.357
2025-07-25 13F JustInvest LLC 14.565 4,42 378 6,48
2025-08-14 13F SIG North Trading, ULC Call 193.100 40,95 5.003 43,11
2025-08-14 13F Manufacturers Life Insurance Company, The 1.382.412 0,18 35.786 1,46
2025-08-25 NP MMRFX - MassMutual Select T. Rowe Price Real Assets Fund Class I 7.189 187
2025-08-14 13F D. E. Shaw & Co., Inc. 62.632 46,58 1.627 49,13
2025-06-26 NP FNDMX - Fidelity Series Sustainable Non-U.S. Developed Markets Fund 1.675 41
2025-08-14 13F Jain Global LLC 11.500 298
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - International Index Portfolio Initial Class 5.494 12,65 143 14,52
2025-08-29 NP JAGWX - Mid Value Trust NAV 109.700 27,26 2.848 29,35
2025-08-12 13F American Century Companies Inc 168.920 84,36 4.385 87,39
2025-08-14 13F Jane Street Group, Llc 324.392 1.790,62 8.432 1.824,89
2025-06-30 NP VEU - Vanguard FTSE All-World ex-US Index Fund ETF Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 433.477 4,13 10.706 7,48
2025-06-25 NP VLPAX - Virtus Duff & Phelps Select MLP and Energy Fund Class A 28.467 26,39 703 30,48
2025-08-28 NP BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 341 231,07 9 300,00
2025-08-08 13F Creative Planning 27.942 251,91 724 257,92
2025-08-14 13F Tcw Group Inc 112.600 58,59 2.917 61,07
2025-08-11 13F Brown Brothers Harriman & Co 23 1
2025-08-15 13F CI Private Wealth, LLC 8.462 220
2025-06-26 NP FGRIX - Fidelity Growth & Income Portfolio This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 369.700 11,12 9.131 14,70
2025-07-21 13F Sovereign Investment Advisors, LLC 11.049 286
2025-04-23 13F Wealthquest Corp 728.070 45.097
2025-08-25 NP MML SERIES INVESTMENT FUND - MML Equity Income Fund Initial Class 80.843 60,29 2.099 62,89
2025-07-29 NP BPLSX - Boston Partners Long/Short Equity Fund INSTITUTIONAL 12.132 4,31 315 1,94
2025-08-14 13F Ameriprise Financial Inc 24.292 4,24 629 5,89
2025-04-23 13F JCIC Asset Management Inc. 359 420,29 9 800,00
2025-08-14 13F Bank Of America Corp /de/ 2.241.103 15,72 58.067 17,49
2025-07-21 NP GLEAX - Goldman Sachs MLP & Energy Fund Class A Shares 446.406 15,48 11.607 12,75
2025-08-05 13F Scarborough Advisors, LLC 10 0
2025-08-15 NP MBEQX - M International Equity Fund 6.303 1.191,60 163 1.258,33
2025-05-15 13F Rakuten Investment Management, Inc. 310 8
2025-08-27 NP VTMGX - Vanguard Developed Markets Index Fund Admiral Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1.866.452 2,01 48.452 3,67
2025-08-14 13F Quantinno Capital Management LP 10.175 4,93 264 6,48
2025-07-23 13F Heathbridge Capital Management Ltd. 207.600 5.379
2025-06-17 NP GSEQX - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares 10.407 131,22 257 139,25
Other Listings
CA:SOBO 38,27 CA$
US:SOBO 27,67 USD
DE:R8M
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