Filing Research | TC Energy Corp. Institutional Holdings

Snapshot holdings

50 / 171 loaded

#		Instrument	quantity
1	Cardinal Capital Management, Inc.	Shares	2.6MSH	$168.8M
2	Addenda Capital Inc.	Shares	848.8KSH	$80.5M
3	EXCHANGE TRADED CONCEPTS, LLC	Shares	938.7KSH	$62.2M
4	Fractal Investments LLC	Shares	670.0KSH	$44.4M
5	VIKING FUND MANAGEMENT LLC	Shares	450.0KSH	$29.8M
6	HENNESSY ADVISORS INC	Shares	417.8KSH	$27.7M
7	Cardinal Point Capital Management ULC	Shares	252.1KSH	$16.7M
8	Catalyst Capital Advisors LLC	Shares	251.1KSH	$16.6M
9	INTACT INVESTMENT MANAGEMENT INC.	Shares	249.2KSH	$16.5M
10	Bell Bank	Shares	185.1KSH	$12.3M
11	PensionDanmark Pensionsforsikringsaktieselskab	Shares	103.0KSH	$6.8M
12	Fideuram Asset Management (Ireland) dac	Shares	69.9KSH	$6.4M
13	DAVENPORT & Co LLC	Shares	85.2KSH	$5.6M
14	Mediolanum International Funds Ltd	Shares	81.0KSH	$5.5M
15	HF Advisory Group, LLC	Shares	81.7KSH	$5.4M
16	ASR Vermogensbeheer N.V.	Shares	63.7KSH	$4.2M
17	First Bank & Trust	Shares	60.8KSH	$4.0M
18	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	60.6KSH	$4.0M
19	Union Bancaire Privee, UBP SA	Shares	60.1KSH	$3.7M
20	MassMutual Private Wealth & Trust, FSB	Shares	51.0KSH	$3.4M
21	BENEDICT FINANCIAL ADVISORS INC	Shares	48.7KSH	$3.2M
22	SPIRIT OF AMERICA MANAGEMENT CORP/NY	Shares	48.1KSH	$3.2M
23	Harrison Street Private Wealth LLC	Shares	46.8KSH	$3.1M
24	Triasima Portfolio Management inc.	Shares	46.8KSH	$3.1M
25	EQUITABLE TRUST CO	Shares	40.0KSH	$2.7M
26	TECTONIC ADVISORS LLC	Shares	35.0KSH	$2.3M
27	BENJAMIN EDWARDS INC	Shares	34.6KSH	$2.3M
28	VIEWPOINT INVESTMENT PARTNERS CORP	Shares	36.4KSH	$2.2M
29	FULTON BANK, N.A.	Shares	33.0KSH	$2.2M
30	apricus wealth, LLC	Shares	32.5KSH	$2.2M
31	Raleigh Capital Management Inc.	Shares	30.6KSH	$2.0M
32	Assenagon Asset Management S.A.	Shares	27.0KSH	$1.8M
33	BURNEY CO/	Shares	25.7KSH	$1.7M
34	Royal Fund Management, LLC	Shares	25.0KSH	$1.7M
35	SIGNATUREFD, LLC	Shares	24.9KSH	$1.7M
36	SL ADVISORS, LLC	Shares	24.6KSH	$1.6M
37	D.A. DAVIDSON & CO.	Shares	23.1KSH	$1.5M
38	Envestnet Portfolio Solutions, Inc.	Shares	22.9KSH	$1.5M
39	Crossmark Global Holdings, Inc.	Shares	21.5KSH	$1.4M
40	CIDEL ASSET MANAGEMENT INC	Shares	21.4KSH	$1.4M
41	STABLEFORD CAPITAL II LLC	Shares	20.7KSH	$1.4M
42	JACKSON SQUARE CAPITAL, LLC	Shares	20.5KSH	$1.4M
43	Sequoia Financial Advisors, LLC	Shares	20.4KSH	$1.4M
44	ARDSLEY ADVISORY PARTNERS LP	Shares	20.0KSH	$1.3M
45	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	19.3KSH	$1.3M
46	First County Bank /CT/	Shares	17.1KSH	$1.1M
47	Rathbones Group PLC	Shares	15.6KSH	$1.0M
48	FOURPATH CAPITAL MANAGEMENT, LLC	Shares	15.2KSH	$1.0M
49	FIRST INTERSTATE BANK	Shares	14.7KSH	$974.5K
50	180 WEALTH ADVISORS, LLC	Shares	14.7KSH	$972.5K

Scroll to load more

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

50 / 182 loaded

#		Instrument
1	Cardinal Capital Management, Inc. added	Shares	+18.9K	+$10.6M	$168.8M
2	Fractal Investments LLC added	Shares	+21.0K	+$3.8M	$44.4M
3	Triasima Portfolio Management inc. new	Shares	+46.8K	+$3.1M	$3.1M
4	Fideuram Asset Management (Ireland) dac added	Shares	+28.1K	+$2.8M	$6.4M
5	EQUITABLE TRUST CO new	Shares	+40.0K	+$2.7M	$2.7M
6	ARDSLEY ADVISORY PARTNERS LP new	Shares	+20.0K	+$1.3M	$1.3M
7	Bell Bank added	Shares	+4.2K	+$944.6K	$12.3M
8	PensionDanmark Pensionsforsikringsaktieselskab added	Shares	+8.5K	+$929.7K	$6.8M
9	Cardinal Point Capital Management ULC trimmed	Shares	-649	+$867.0K	$16.7M
10	Addenda Capital Inc. trimmed	Shares	-60.1K	+$491.8K	$80.5M
11	DAVENPORT & Co LLC added	Shares	+1.5K	+$418.6K	$5.6M
12	Mediolanum International Funds Ltd trimmed	Shares	-1.2K	+$360.0K	$5.5M
13	Granite Group Advisors, LLC new	Shares	+5.1K	+$339.5K	$339.5K
14	Union Bancaire Privee, UBP SA unchanged	Shares	0	+$334.6K	$3.7M
15	D.A. DAVIDSON & CO. added	Shares	+3.9K	+$327.1K	$1.5M
16	ASR Vermogensbeheer N.V. added	Shares	+871	+$295.2K	$4.2M
17	CIDEL ASSET MANAGEMENT INC added	Shares	+3.4K	+$292.6K	$1.4M
18	First Bank & Trust added	Shares	+860	+$278.3K	$4.0M
19	TECTONIC ADVISORS LLC added	Shares	+2.2K	+$264.4K	$2.3M
20	Venturi Wealth Management, LLC added	Shares	+3.7K	+$259.0K	$507.5K
21	EVERGREEN CAPITAL MANAGEMENT LLC added	Shares	+547	+$258.0K	$4.0M
22	Capital Investment Advisory Services, LLC new	Shares	+3.8K	+$251.8K	$251.8K
23	BURNEY CO/ added	Shares	+2.2K	+$233.0K	$1.7M
24	Aprio Wealth Management, LLC new	Shares	+3.1K	+$207.4K	$207.4K
25	BENJAMIN EDWARDS INC added	Shares	+1.1K	+$202.6K	$2.3M
26	Income Insurance Ltd new	Shares	+3.0K	+$201.9K	$201.9K
27	HF Advisory Group, LLC trimmed	Shares	-2.0K	+$175.7K	$5.4M
28	BENEDICT FINANCIAL ADVISORS INC trimmed	Shares	-190	+$167.7K	$3.2M
29	FOURPATH CAPITAL MANAGEMENT, LLC added	Shares	+1.6K	+$158.9K	$1.0M
30	SIGNATUREFD, LLC added	Shares	+982	+$153.5K	$1.7M
31	Raleigh Capital Management Inc. added	Shares	+558	+$147.8K	$2.0M
32	SPIRIT OF AMERICA MANAGEMENT CORP/NY trimmed	Shares	-500	+$146.1K	$3.2M
33	Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors added	Shares	+1.6K	+$130.5K	$578.4K
34	Sequoia Financial Advisors, LLC added	Shares	+562	+$110.5K	$1.4M
35	MassMutual Private Wealth & Trust, FSB trimmed	Shares	-1.3K	+$105.5K	$3.4M
36	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+418	+$103.3K	$1.3M
37	Envestnet Portfolio Solutions, Inc. added	Shares	+257	+$102.6K	$1.5M
38	FULTON BANK, N.A. trimmed	Shares	-325	+$101.4K	$2.2M
39	IFP Advisors, Inc added	Shares	+1.4K	+$97.9K	$195.1K
40	Royal Fund Management, LLC added	Shares	+62	+$96.3K	$1.7M
41	Farther Finance Advisors, LLC added	Shares	+1.2K	+$95.4K	$351.7K
42	QRG CAPITAL MANAGEMENT, INC. added	Shares	+1.2K	+$95.3K	$364.8K
43	Wealth Science Advisors LLC added	Shares	+764	+$95.3K	$312.8K
44	VIEWPOINT INVESTMENT PARTNERS CORP added	Shares	+20	+$88.0K	$2.2M
45	Kepler Cheuvreux (Suisse) SA new	Shares	+920	+$86.4K	$86.4K
46	Crossmark Global Holdings, Inc. added	Shares	+88	+$84.9K	$1.4M
47	SL ADVISORS, LLC trimmed	Shares	-173	+$79.8K	$1.6M
48	Cordoba Advisory Partners LLC added	Shares	+356	+$79.3K	$852.5K
49	JACKSON SQUARE CAPITAL, LLC added	Shares	+5	+$77.9K	$1.4M
50	Radnor Capital Management, LLC unchanged	Shares	0	+$53.5K	$961.2K

Scroll to load more