Filing Research | SOUTH BOW CORP Institutional Holdings

Snapshot holdings

50 / 64 loaded

#		Instrument	quantity
1	INTACT INVESTMENT MANAGEMENT INC.	Shares	1.0MSH	$35.8M
2	EXCHANGE TRADED CONCEPTS, LLC	Shares	205.0KSH	$7.2M
3	VIEWPOINT INVESTMENT PARTNERS CORP	Shares	159.5KSH	$5.3M
4	Triasima Portfolio Management inc.	Shares	127.2KSH	$4.5M
5	Catalyst Capital Advisors LLC	Shares	114.6KSH	$4.0M
6	Ausbil Investment Management Ltd	Shares	92.8KSH	$3.3M
7	Steadtrust LLC	Shares	33.9KSH	$1.2M
8	SL ADVISORS, LLC	Shares	21.2KSH	$747.9K
9	Cardinal Point Capital Management ULC	Shares	19.3KSH	$678.8K
10	SeaCrest Wealth Management, LLC	Shares	16.7KSH	$587.0K
11	apricus wealth, LLC	Shares	15.3KSH	$540.9K
12	SPIRIT OF AMERICA MANAGEMENT CORP/NY	Shares	13.8KSH	$485.1K
13	VIKING FUND MANAGEMENT LLC	Shares	12.0KSH	$422.9K
14	Y-Intercept (Hong Kong) Ltd	Shares	8.8KSH	$311.8K
15	TECTONIC ADVISORS LLC	Shares	7.4KSH	$262.4K
16	CIDEL ASSET MANAGEMENT INC	Shares	7.4KSH	$261.6K
17	PensionDanmark Pensionsforsikringsaktieselskab	Shares	5.9KSH	$207.1K
18	SIGNATUREFD, LLC	Shares	1.7KSH	$60.9K
19	Manitou Investment Management Ltd.	Shares	1.7KSH	$59.9K
20	LOUISBOURG INVESTMENTS INC.	Shares	1.2KSH	$42.0K
21	Roxbury Financial LLC	Shares	1.1KSH	$39.7K
22	EverSource Wealth Advisors, LLC	Shares	1.1KSH	$39.6K
23	CITY HOLDING CO	Shares	1.0KSH	$35.2K
24	IFP Advisors, Inc	Shares	811SH	$28.6K
25	Physician Wealth Advisors, Inc.	Shares	715SH	$25.2K
26	EASTERN BANK	Shares	700SH	$24.7K
27	Triumph Capital Management	Shares	425SH	$15.0K
28	VISION FINANCIAL MARKETS LLC	Shares	420SH	$14.5K
29	Farther Finance Advisors, LLC	Shares	324SH	$11.4K
30	Olistico Wealth, LLC	Shares	280SH	$9.9K
31	Aventura Private Wealth, LLC	Shares	246SH	$8.7K
32	BARTLETT & CO. WEALTH MANAGEMENT LLC	Shares	222SH	$7.9K
33	Pacifica Partners Inc.	Shares	225SH	$7.7K
34	Spire Wealth Management	Shares	200SH	$7.0K
35	JCIC Asset Management Inc.	Shares	205SH	$6.8K
36	Harbor Asset Planning, Inc.	Shares	176SH	$6.2K
37	1620 INVESTMENT ADVISORS, INC.	Shares	160SH	$5.6K
38	MassMutual Private Wealth & Trust, FSB	Shares	141SH	$5.0K
39	Versant Capital Management, Inc	Shares	141SH	$5.0K
40	Hilltop National Bank	Shares	131SH	$4.6K
41	LANARK FINANCIAL, INC.	Shares	126SH	$4.4K
42	AdvisorNet Financial, Inc	Shares	122SH	$4.3K
43	FIRST HORIZON CORP	Shares	115SH	$4.1K
44	Hartford Financial Management Inc.	Shares	98SH	$3.5K
45	Smallwood Wealth Investment Management, LLC	Shares	97SH	$3.4K
46	GILPIN WEALTH MANAGEMENT, LLC	Shares	78SH	$2.7K
47	CGC Financial Services, LLC	Shares	57SH	$2.0K
48	JFS WEALTH ADVISORS, LLC	Shares	52SH	$1.8K
49	HHM Wealth Advisors, LLC	Shares	52SH	$1.8K
50	Vision Retirement, LLC	Shares	40SH	$1.4K

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

50 / 72 loaded

#		Instrument
1	Triasima Portfolio Management inc. added	Shares	+13.7K	+$715.2K	$4.5M
2	INTACT INVESTMENT MANAGEMENT INC. trimmed	Shares	-50.0K	+$333.2K	$35.8M
3	Y-Intercept (Hong Kong) Ltd new	Shares	+8.8K	+$311.8K	$311.8K
4	VIEWPOINT INVESTMENT PARTNERS CORP added	Shares	+4	+$226.2K	$5.3M
5	Steadtrust LLC added	Shares	+300	+$75.1K	$1.2M
6	EXCHANGE TRADED CONCEPTS, LLC trimmed	Shares	-9.8K	+$65.5K	$7.2M
7	Cardinal Point Capital Management ULC added	Shares	+400	+$51.1K	$678.8K
8	SL ADVISORS, LLC trimmed	Shares	-94	+$37.6K	$747.9K
9	PensionDanmark Pensionsforsikringsaktieselskab added	Shares	+738	+$36.8K	$207.1K
10	apricus wealth, LLC added	Shares	+170	+$35.1K	$540.9K
11	TECTONIC ADVISORS LLC added	Shares	+555	+$32.9K	$262.4K
12	SeaCrest Wealth Management, LLC unchanged	Shares	0	+$32.0K	$587.0K
13	SPIRIT OF AMERICA MANAGEMENT CORP/NY unchanged	Shares	0	+$26.4K	$485.1K
14	VIKING FUND MANAGEMENT LLC unchanged	Shares	0	+$23.0K	$422.9K
15	CIDEL ASSET MANAGEMENT INC unchanged	Shares	0	+$15.3K	$261.6K
16	Manitou Investment Management Ltd. unchanged	Shares	0	+$3.3K	$59.9K
17	Farther Finance Advisors, LLC added	Shares	+54	+$2.7K	$11.4K
18	LOUISBOURG INVESTMENTS INC. unchanged	Shares	0	+$2.3K	$42.0K
19	CITY HOLDING CO unchanged	Shares	0	+$1.9K	$35.2K
20	Physician Wealth Advisors, Inc. added	Shares	+15	+$1.9K	$25.2K
21	SIGNATUREFD, LLC trimmed	Shares	-49	+$1.7K	$60.9K
22	EASTERN BANK unchanged	Shares	0	+$1.3K	$24.7K
23	Roxbury Financial LLC trimmed	Shares	-29	+$1.2K	$39.7K
24	Triumph Capital Management unchanged	Shares	0	+$603	$15.0K
25	LifeSteps Financial, Inc. new	Shares	+17	+$599	$599
26	Olistico Wealth, LLC unchanged	Shares	0	+$574	$9.9K
27	VISION FINANCIAL MARKETS LLC unchanged	Shares	0	+$553	$14.5K
28	Aventura Private Wealth, LLC unchanged	Shares	0	+$472	$8.7K
29	Harbor Asset Planning, Inc. unchanged	Shares	0	+$338	$6.2K
30	1620 INVESTMENT ADVISORS, INC. unchanged	Shares	0	+$307	$5.6K
31	Versant Capital Management, Inc unchanged	Shares	0	+$290	$5.0K
32	AdvisorNet Financial, Inc added	Shares	+1	+$260	$4.3K
33	Hilltop National Bank unchanged	Shares	0	+$251	$4.6K
34	Pacifica Partners Inc. unchanged	Shares	0	+$249	$7.7K
35	LANARK FINANCIAL, INC. unchanged	Shares	0	+$242	$4.4K
36	JFS WEALTH ADVISORS, LLC added	Shares	+4	+$235	$1.8K
37	Hartford Financial Management Inc. unchanged	Shares	0	+$188	$3.5K
38	Smallwood Wealth Investment Management, LLC unchanged	Shares	0	+$186	$3.4K
39	GILPIN WEALTH MANAGEMENT, LLC unchanged	Shares	0	+$150	$2.7K
40	BARTLETT & CO. WEALTH MANAGEMENT LLC unchanged	Shares	0	+$126	$7.9K
41	CGC Financial Services, LLC unchanged	Shares	0	+$110	$2.0K
42	HHM Wealth Advisors, LLC unchanged	Shares	0	+$100	$1.8K
43	Vision Retirement, LLC unchanged	Shares	0	+$77	$1.4K
44	GODSEY & GIBB, INC unchanged	Shares	0	+$60	$1.1K
45	JNBA Financial Advisors unchanged	Shares	0	+$60	$1.1K
46	Blue Trust, Inc. unchanged	Shares	0	+$54	$987
47	GAMMA Investing LLC unchanged	Shares	0	+$51	$951
48	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	+$27	$493
49	Main Street Group, LTD unchanged	Shares	0	+$19	$352
50	Lodestone Wealth Management LLC unchanged	Shares	0	+$15	$282

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