Filing Research | PLAINS ALL AMERN PIPELINE L Institutional Holdings

Snapshot holdings

50 / 106 loaded

#		Instrument	quantity
1	Fractal Investments LLC	Shares	3.6MSH	$80.7M
2	Adams Asset Advisors, LLC	Shares	823.1KSH	$18.3M
3	MIZUHO MARKETS AMERICAS LLC	Shares	753.2KSH	$16.8M
4	WALNUT PRIVATE EQUITY PARTNERS, LLC	Shares	602.3KSH	$13.4M
5	EXCHANGE TRADED CONCEPTS, LLC	Shares	457.6KSH	$10.2M
6	HENNESSY ADVISORS INC	Shares	403.3KSH	$9.0M
7	BFSG, LLC	Shares	253.8KSH	$5.7M
8	CWA Asset Management Group, LLC	Shares	211.0KSH	$4.7M
9	Gilman Hill Asset Management, LLC	Shares	182.1KSH	$4.1M
10	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	174.9KSH	$4.0M
11	SPIRIT OF AMERICA MANAGEMENT CORP/NY	Shares	171.3KSH	$3.8M
12	Rydar Equities, Inc.	Shares	149.5KSH	$3.6M
13	Wealth Alliance Advisory Group, LLC	Shares	111.3KSH	$2.5M
14	Clarus Group, Inc.	Shares	111.3KSH	$2.5M
15	HENGEHOLD CAPITAL MANAGEMENT LLC	Shares	109.7KSH	$2.4M
16	PFG Investments, LLC	Shares	107.0KSH	$2.4M
17	Cohen Capital Management, Inc.	Shares	95.4KSH	$2.1M
18	Apollon Wealth Management, LLC	Shares	67.2KSH	$1.5M
19	Corps Capital Advisors, LLC	Shares	66.1KSH	$1.5M
20	FORTEM FINANCIAL GROUP, LLC	Shares	63.5KSH	$1.4M
21	Prospera Financial Services Inc	Shares	62.4KSH	$1.4M
22	Clear Trail Advisors, LLC	Shares	57.0KSH	$1.3M
23	Nicholas Wealth, LLC.	Shares	56.6KSH	$1.3M
24	Symphony Financial Services, Inc.	Shares	50.6KSH	$1.1M
25	TRUST CO OF TOLEDO NA /OH/	Shares	50.2KSH	$1.1M
26	VIEWPOINT INVESTMENT PARTNERS CORP	Shares	46.2KSH	$1.0M
27	BEACON INVESTMENT ADVISORY SERVICES, INC.	Shares	40.9KSH	$910.4K
28	Cornerstone Wealth Management, LLC	Shares	38.0KSH	$846.4K
29	Apella Capital, LLC	Shares	35.8KSH	$811.2K
30	Diversified Trust Co	Shares	34.2KSH	$761.8K
31	Sippican Capital Advisors	Shares	32.8KSH	$729.0K
32	Spire Wealth Management	Shares	32.7KSH	$727.8K
33	D.A. DAVIDSON & CO.	Shares	31.6KSH	$704.2K
34	Hartford Financial Management Inc.	Shares	29.8KSH	$662.6K
35	Avidian Wealth Enterprises, LLC	Shares	29.6KSH	$659.9K
36	Symmetry Partners, LLC	Shares	28.1KSH	$625.6K
37	Liberty Capital Management, Inc.	Shares	24.4KSH	$543.1K
38	Segment Wealth Management, LLC	Shares	24.4KSH	$543.1K
39	INDEPENDENT FINANCIAL GROUP, LLC	Shares	22.8KSH	$506.9K
40	NAPLES GLOBAL ADVISORS, LLC	Shares	22.0KSH	$490.5K
41	Lee Financial Co	Shares	22.0KSH	$489.2K
42	Brookstone Capital Management	Shares	21.7KSH	$483.9K
43	BALDWIN WEALTH PARTNERS LLC/MA	Shares	21.4KSH	$476.6K
44	Atala Financial Inc	Shares	21.3KSH	$475.2K
45	Stablepoint Partners, LLC	Shares	21.1KSH	$469.9K
46	Diligent Investors, LLC	Shares	20.7KSH	$460.8K
47	DOLIVER ADVISORS, LP	Shares	17.8KSH	$397.3K
48	R.H. Dinel Investment Counsel, Inc.	Shares	17.0KSH	$378.4K
49	Arkfeld Wealth Strategies, L.L.C.	Shares	16.0KSH	$355.6K
50	Valeo Financial Advisors, LLC	Shares	15.6KSH	$346.2K

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

50 / 112 loaded

#		Instrument
1	Rydar Equities, Inc. added	Shares	+40.7K	+$1.2M	$3.6M
2	VIEWPOINT INVESTMENT PARTNERS CORP added	Shares	+31.5K	+$788.1K	$1.0M
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+19.8K	+$570.4K	$4.0M
4	Confluence Wealth Services, Inc. new	Shares	+9.7K	+$215.8K	$215.8K
5	Brookstone Capital Management added	Shares	+4.9K	+$107.5K	$483.9K
6	Apella Capital, LLC added	Shares	+2.1K	+$103.1K	$811.2K
7	D.A. DAVIDSON & CO. added	Shares	+3.2K	+$69.1K	$704.2K
8	Spire Wealth Management added	Shares	+2.8K	+$60.0K	$727.8K
9	KWB Wealth unchanged	Shares	0	+$54.0K	$279.3K
10	BALDWIN WEALTH PARTNERS LLC/MA added	Shares	+1.5K	+$32.0K	$476.6K
11	Wealth Alliance Advisory Group, LLC added	Shares	+1.4K	+$24.6K	$2.5M
12	Bogart Wealth, LLC new	Shares	+1.0K	+$22.3K	$22.3K
13	Blue Trust, Inc. added	Shares	+910	+$20.2K	$42.5K
14	Magnus Financial Group LLC added	Shares	+923	+$19.7K	$308.2K
15	Arkfeld Wealth Strategies, L.L.C. unchanged	Shares	0	+$11.3K	$355.6K
16	Atala Financial Inc unchanged	Shares	0	+$9.2K	$475.2K
17	Golden State Wealth Management, LLC new	Shares	+400	+$8.9K	$8.9K
18	FIRST HORIZON CORP added	Shares	+376	+$8.3K	$36.1K
19	HHM Wealth Advisors, LLC new	Shares	+200	+$4.5K	$4.5K
20	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. new	Shares	+194	+$4.3K	$4.3K
21	LifeSteps Financial, Inc. new	Shares	+150	+$3.3K	$3.3K
22	Mosley Wealth Management added	Shares	+16	+$2.5K	$9.6K
23	Avidian Wealth Enterprises, LLC added	Shares	+196	+$2.3K	$659.9K
24	Farther Finance Advisors, LLC trimmed	Shares	-28	+$1.3K	$90.3K
25	INDEPENDENT FINANCIAL GROUP, LLC added	Shares	+120	+$1.1K	$506.9K
26	SIGNATUREFD, LLC added	Shares	+29	+$559	$28.2K
27	Financial Life Planners added	Shares	+23	+$416	$27.3K
28	Ulland Investment Advisors, LLC added	Shares	+1.5K	+$33	$256
29	Capital Advisors, Ltd. LLC new	Shares	+486	+$11	$11
30	Mountain Hill Investment Partners Corp. unchanged	Shares	0	+$4	$242
31	CX Institutional unchanged	Shares	0	$0	$27
32	ELEVATION WEALTH PARTNERS, LLC unchanged	Shares	0	$0	$28
33	TOTH FINANCIAL ADVISORY CORP unchanged	Shares	0	-$7	$2.2K
34	SALEM INVESTMENT COUNSELORS INC unchanged	Shares	0	-$14	$4.5K
35	GILPIN WEALTH MANAGEMENT, LLC unchanged	Shares	0	-$17	$5.5K
36	BIRCHBROOK, INC. unchanged	Shares	0	-$28	$8.9K
37	SJS Investment Consulting Inc. unchanged	Shares	0	-$35	$11.1K
38	WOLFF WIESE MAGANA LLC unchanged	Shares	0	-$35	$11.1K
39	Atlantic Edge Private Wealth Management, LLC unchanged	Shares	0	-$46	$14.5K
40	SOA Wealth Advisors, LLC. unchanged	Shares	0	-$50	$16.1K
41	Security National Bank unchanged	Shares	0	-$70	$22.3K
42	ATWOOD & PALMER INC unchanged	Shares	0	-$161	$51.3K
43	Aventura Private Wealth, LLC unchanged	Shares	0	-$165	$52.5K
44	City State Bank unchanged	Shares	0	-$179	$56.8K
45	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	-$220	$70.0K
46	Hilltop National Bank unchanged	Shares	0	-$231	$73.5K
47	EverSource Wealth Advisors, LLC unchanged	Shares	0	-$266	$84.5K
48	ARMSTRONG ADVISORY GROUP, INC unchanged	Shares	0	-$356	$113.0K
49	Frankly Finances, LLC unchanged	Shares	0	-$518	$164.7K
50	GoalVest Advisory LLC unchanged	Shares	0	-$658	$209.2K

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