Filing Research | BIPC - Brookfield Infrastructure Corp Institutional Holdings

Snapshot holdings

50 / 76 loaded

#		Instrument	quantity
1	FENIMORE ASSET MANAGEMENT INC	Shares	363.2KSH	$14.0M
2	TrueMark Investments, LLC	Shares	170.8KSH	$6.6M
3	DAVENPORT & Co LLC	Shares	149.6KSH	$5.8M
4	Annex Advisory Services, LLC	Shares	125.6KSH	$4.8M
5	Castellan Group	Shares	118.2KSH	$4.6M
6	INTACT INVESTMENT MANAGEMENT INC.	Shares	114.9KSH	$4.4M
7	Sequoia Financial Advisors, LLC	Shares	77.3KSH	$3.0M
8	Ipswich Investment Management Co., Inc.	Shares	71.0KSH	$2.7M
9	LEAVELL INVESTMENT MANAGEMENT, INC.	Shares	70.3KSH	$2.7M
10	VIEWPOINT INVESTMENT PARTNERS CORP	Shares	62.1KSH	$2.2M
11	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	50.5KSH	$1.9M
12	Police & Firemen's Retirement System of New Jersey	Shares	37.3KSH	$1.4M
13	D.A. DAVIDSON & CO.	Shares	35.3KSH	$1.4M
14	Addenda Capital Inc.	Shares	19.5KSH	$1.1M
15	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	24.7KSH	$944.1K
16	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	22.2KSH	$876.6K
17	Pacifica Partners Inc.	Shares	21.9KSH	$852.6K
18	Pinnacle Wealth Management Group, Inc.	Shares	14.8KSH	$570.5K
19	Financial Perspectives, Inc	Shares	12.7KSH	$488.0K
20	BENJAMIN EDWARDS INC	Shares	11.3KSH	$437.3K
21	BAKER TILLY WEALTH MANAGEMENT, LLC	Shares	10.2KSH	$393.3K
22	WALNUT PRIVATE EQUITY PARTNERS, LLC	Shares	10.0KSH	$385.0K
23	Tranquility Partners, LLC	Shares	8.7KSH	$335.5K
24	Merit Financial Group, LLC	Shares	8.6KSH	$330.4K
25	BankPlus Wealth Management LLC	Shares	8.2KSH	$315.7K
26	Herold Advisors, Inc.	Shares	7.9KSH	$310.0K
27	Investment Partners Asset Management, Inc.	Shares	7.1KSH	$274.4K
28	MOODY LYNN LIEBERSON & WALKER, LLC	Shares	7.0KSH	$269.5K
29	Quad-Cities Investment Group, LLC	Shares	6.0KSH	$231.9K
30	TOTH FINANCIAL ADVISORY CORP	Shares	6.0KSH	$231.1K
31	BFSG, LLC	Shares	4.9KSH	$188.5K
32	GAMMA Investing LLC	Shares	3.8KSH	$146.1K
33	SIGNATUREFD, LLC	Shares	3.2KSH	$123.4K
34	Farther Finance Advisors, LLC	Shares	1.9KSH	$71.6K
35	AMERICAN NATIONAL BANK & TRUST	Shares	1.7KSH	$64.4K
36	CoreCap Advisors, LLC	Shares	1.5KSH	$58.4K
37	Citizens National Bank Trust Department	Shares	1.0KSH	$38.5K
38	Vision Retirement, LLC	Shares	941SH	$36.2K
39	EverSource Wealth Advisors, LLC	Shares	892SH	$34.3K
40	IFP Advisors, Inc	Shares	831SH	$32.0K
41	MassMutual Private Wealth & Trust, FSB	Shares	596SH	$22.9K
42	SBI Securities Co., Ltd.	Shares	414SH	$15.9K
43	FIRST HORIZON CORP	Shares	355SH	$13.7K
44	BEACON INVESTMENT ADVISORY SERVICES, INC.	Shares	290SH	$11.2K
45	Crewe Advisors LLC	Shares	237SH	$9.1K
46	Atlatl Advisers LLC	Shares	226SH	$8.7K
47	VSM Wealth Advisory, LLC	Shares	200SH	$7.7K
48	EASTERN BANK	Shares	187SH	$7.2K
49	Spire Wealth Management	Shares	186SH	$7.2K
50	SJS Investment Consulting Inc.	Shares	159SH	$6.1K

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Manager changes2026-06-30 vs 2026-03-31

50 / 86 loaded

#		Instrument
1	Castellan Group new	Shares	+118.2K	+$4.6M	$4.6M
2	DAVENPORT & Co LLC added	Shares	+95.8K	+$3.6M	$5.8M
3	EVERGREEN CAPITAL MANAGEMENT LLC new	Shares	+50.5K	+$1.9M	$1.9M
4	FENIMORE ASSET MANAGEMENT INC added	Shares	+50.7K	+$1.6M	$14.0M
5	VIEWPOINT INVESTMENT PARTNERS CORP added	Shares	+35.0K	+$1.2M	$2.2M
6	TrueMark Investments, LLC added	Shares	+22.2K	+$704.2K	$6.6M
7	LEAVELL INVESTMENT MANAGEMENT, INC. added	Shares	+18.9K	+$676.7K	$2.7M
8	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+10.1K	+$392.1K	$876.6K
9	WALNUT PRIVATE EQUITY PARTNERS, LLC new	Shares	+10.0K	+$385.0K	$385.0K
10	Merit Financial Group, LLC new	Shares	+8.6K	+$330.4K	$330.4K
11	MOODY LYNN LIEBERSON & WALKER, LLC new	Shares	+7.0K	+$269.5K	$269.5K
12	Police & Firemen's Retirement System of New Jersey added	Shares	+4.5K	+$140.7K	$1.4M
13	Annex Advisory Services, LLC added	Shares	+5.4K	+$86.7K	$4.8M
14	CoreCap Advisors, LLC new	Shares	+1.5K	+$58.4K	$58.4K
15	BFSG, LLC added	Shares	+895	+$30.4K	$188.5K
16	Pacifica Partners Inc. added	Shares	+1.1K	+$28.6K	$852.6K
17	IFP Advisors, Inc added	Shares	+654	+$25.0K	$32.0K
18	GAMMA Investing LLC added	Shares	+699	+$23.8K	$146.1K
19	Tranquility Partners, LLC added	Shares	+497	+$10.8K	$335.5K
20	Atlatl Advisers LLC new	Shares	+226	+$8.7K	$8.7K
21	EverSource Wealth Advisors, LLC added	Shares	+193	+$6.7K	$34.3K
22	SJS Investment Consulting Inc. new	Shares	+159	+$6.1K	$6.1K
23	BankPlus Wealth Management LLC added	Shares	+347	+$5.4K	$315.7K
24	WEST PACES ADVISORS INC. new	Shares	+101	+$3.9K	$3.9K
25	Creative Capital Management Investments LLC new	Shares	+78	+$3.0K	$3.0K
26	Farther Finance Advisors, LLC added	Shares	+83	+$1.3K	$71.6K
27	Cape Investment Advisory, Inc. new	Shares	+24	+$924	$924
28	Blue Trust, Inc. added	Shares	+24	+$900	$1.8K
29	Fortitude Family Office, LLC new	Shares	+9	+$347	$347
30	JFS WEALTH ADVISORS, LLC new	Shares	+4	+$154	$154
31	Baskin Financial Services Inc. added	Shares	+3.4K	+$98	$1.5K
32	JCIC Asset Management Inc. unchanged	Shares	0	$0	$4.8K
33	First PREMIER Bank unchanged	Shares	0	-$1	$32
34	Robinswood Financial LLC unchanged	Shares	0	-$1	$38
35	GHP Investment Advisors, Inc. unchanged	Shares	0	-$5	$154
36	Smallwood Wealth Investment Management, LLC unchanged	Shares	0	-$6	$248
37	Mascoma Wealth Management LLC unchanged	Shares	0	-$7	$270
38	LOUISBOURG INVESTMENTS INC. unchanged	Shares	0	-$11	$462
39	Retirement Wealth Solutions LLC unchanged	Shares	0	-$15	$578
40	HHM Wealth Advisors, LLC unchanged	Shares	0	-$17	$616
41	FINANCIAL CONSULATE, INC unchanged	Shares	0	-$45	$1.7K
42	Ares Financial Consulting, LLC unchanged	Shares	0	-$46	$1.7K
43	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. unchanged	Shares	0	-$50	$1.9K
44	GILPIN WEALTH MANAGEMENT, LLC unchanged	Shares	0	-$51	$1.9K
45	Indiana Trust & Investment Management Co unchanged	Shares	0	-$62	$2.3K
46	LANARK FINANCIAL, INC. unchanged	Shares	0	-$85	$3.2K
47	Princeton Global Asset Management LLC unchanged	Shares	0	-$110	$4.2K
48	Bank & Trust Co unchanged	Shares	0	-$126	$4.8K
49	EASTERN BANK unchanged	Shares	0	-$190	$7.2K
50	Spire Wealth Management unchanged	Shares	0	-$190	$7.2K

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