Filing Research | BROOKFIELD INFRASTRUCTURE PA Institutional Holdings

Snapshot holdings

50 / 75 loaded

#		Instrument	quantity
1	INTACT INVESTMENT MANAGEMENT INC.	Shares	2.4MSH	$91.4M
2	Addenda Capital Inc.	Shares	777.4KSH	$40.3M
3	Rathbones Group PLC	Shares	626.2KSH	$22.8M
4	Sequoia Financial Advisors, LLC	Shares	472.8KSH	$17.3M
5	DAVENPORT & Co LLC	Shares	148.9KSH	$5.4M
6	CREDIT INDUSTRIEL ET COMMERCIAL	Shares	129.1KSH	$4.7M
7	WALNUT PRIVATE EQUITY PARTNERS, LLC	Shares	102.0KSH	$3.7M
8	Herold Advisors, Inc.	Shares	90.1KSH	$3.3M
9	Tranquility Partners, LLC	Shares	84.0KSH	$3.1M
10	EPIQ PARTNERS, LLC	Shares	80.1KSH	$2.9M
11	HERBST GROUP, LLC	Shares	71.7KSH	$2.6M
12	Value Partners Investments Inc.	Shares	60.0KSH	$2.2M
13	VIEWPOINT INVESTMENT PARTNERS CORP	Shares	60.2KSH	$2.2M
14	JAMISON PRIVATE WEALTH MANAGEMENT, INC.	Shares	57.1KSH	$2.1M
15	Apollon Wealth Management, LLC	Shares	40.7KSH	$1.5M
16	Northside Capital Management, LLC	Shares	39.9KSH	$1.5M
17	Sage Investment Counsel LLC	Shares	37.8KSH	$1.4M
18	Cardinal Point Capital Management ULC	Shares	30.5KSH	$1.1M
19	Wealthcare Advisory Partners LLC	Shares	22.9KSH	$834.8K
20	Formidable Asset Management, LLC	Shares	21.9KSH	$800.9K
21	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	20.5KSH	$771.4K
22	Crossmark Global Holdings, Inc.	Shares	15.9KSH	$579.5K
23	AMERICAN NATIONAL BANK & TRUST	Shares	15.1KSH	$550.1K
24	J.W. COLE ADVISORS, INC.	Shares	12.1KSH	$440.9K
25	Gilman Hill Asset Management, LLC	Shares	11.6KSH	$422.2K
26	PFG Investments, LLC	Shares	10.5KSH	$381.5K
27	Citizens National Bank Trust Department	Shares	10.3KSH	$376.2K
28	Rare Wolf Capital LLC	Shares	10.1KSH	$368.0K
29	Focus Financial Network, Inc.	Shares	10.0KSH	$364.7K
30	QRG CAPITAL MANAGEMENT, INC.	Shares	8.7KSH	$318.2K
31	Boston Trust Walden Corp	Shares	8.4KSH	$305.3K
32	Farther Finance Advisors, LLC	Shares	8.0KSH	$292.6K
33	Clear Trail Advisors, LLC	Shares	7.3KSH	$268.0K
34	Mirador Capital Partners LP	Shares	6.8KSH	$249.3K
35	Roof Eidam Maycock Peralta, LLC	Shares	6.8KSH	$246.3K
36	Sterling Investment Counsel, LLC	Shares	6.7KSH	$244.9K
37	Financial Perspectives, Inc	Shares	6.2KSH	$224.6K
38	Vision Retirement, LLC	Shares	6.1KSH	$223.3K
39	Intrua Financial, LLC	Shares	5.7KSH	$208.9K
40	JCIC Asset Management Inc.	Shares	5.7KSH	$203.5K
41	LOUISBOURG INVESTMENTS INC.	Shares	4.8KSH	$176.0K
42	EASTERN BANK	Shares	4.5KSH	$164.2K
43	Sawyer & Company, Inc	Shares	3.8KSH	$136.8K
44	HHM Wealth Advisors, LLC	Shares	3.5KSH	$126.4K
45	LANARK FINANCIAL, INC.	Shares	2.9KSH	$106.6K
46	IFP Advisors, Inc	Shares	2.9KSH	$105.1K
47	StrongBox Wealth, LLC	Shares	2.7KSH	$97.3K
48	Crewe Advisors LLC	Shares	2.3KSH	$83.1K
49	Pacifica Partners Inc.	Shares	1.7KSH	$63.4K
50	GoalVest Advisory LLC	Shares	1.7KSH	$61.9K

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

50 / 77 loaded

#		Instrument
1	Rathbones Group PLC added	Shares	+411.8K	+$15.1M	$22.8M
2	CREDIT INDUSTRIEL ET COMMERCIAL new	Shares	+129.1K	+$4.7M	$4.7M
3	Addenda Capital Inc. added	Shares	+5.5K	+$1.5M	$40.3M
4	VIEWPOINT INVESTMENT PARTNERS CORP added	Shares	+19.1K	+$671.9K	$2.2M
5	HERBST GROUP, LLC added	Shares	+12.4K	+$473.3K	$2.6M
6	Value Partners Investments Inc. added	Shares	+5.9K	+$238.3K	$2.2M
7	StrongBox Wealth, LLC new	Shares	+2.7K	+$97.3K	$97.3K
8	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+1.4K	+$75.9K	$771.4K
9	Tranquility Partners, LLC added	Shares	+1.1K	+$71.2K	$3.1M
10	Crossmark Global Holdings, Inc. added	Shares	+1.3K	+$51.9K	$579.5K
11	WALNUT PRIVATE EQUITY PARTNERS, LLC unchanged	Shares	0	+$37.7K	$3.7M
12	DAVENPORT & Co LLC trimmed	Shares	-500	+$34.4K	$5.4M
13	Farther Finance Advisors, LLC added	Shares	+700	+$26.6K	$292.6K
14	Creative Capital Management Investments LLC new	Shares	+712	+$26.0K	$26.0K
15	BARTLETT & CO. WEALTH MANAGEMENT LLC new	Shares	+585	+$21.3K	$21.3K
16	JAMISON PRIVATE WEALTH MANAGEMENT, INC. unchanged	Shares	0	+$21.1K	$2.1M
17	QRG CAPITAL MANAGEMENT, INC. added	Shares	+433	+$18.9K	$318.2K
18	Sage Investment Counsel LLC unchanged	Shares	0	+$14.0K	$1.4M
19	MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd added	Shares	+25.5K	+$11.0K	$34.3K
20	Cape Investment Advisory, Inc. new	Shares	+225	+$8.2K	$8.2K
21	Focus Financial Network, Inc. added	Shares	+105	+$7.5K	$364.7K
22	CoreCap Advisors, LLC added	Shares	+200	+$7.5K	$25.5K
23	AMERICAN NATIONAL BANK & TRUST unchanged	Shares	0	+$5.6K	$550.1K
24	EPIQ PARTNERS, LLC trimmed	Shares	-680	+$5.1K	$2.9M
25	Citizens National Bank Trust Department unchanged	Shares	0	+$3.8K	$376.2K
26	Boston Trust Walden Corp unchanged	Shares	0	+$3.1K	$305.3K
27	Clear Trail Advisors, LLC unchanged	Shares	0	+$2.7K	$268.0K
28	Mirador Capital Partners LP unchanged	Shares	0	+$2.5K	$249.3K
29	Roof Eidam Maycock Peralta, LLC unchanged	Shares	0	+$2.5K	$246.3K
30	Sterling Investment Counsel, LLC unchanged	Shares	0	+$2.5K	$244.9K
31	Financial Perspectives, Inc unchanged	Shares	0	+$2.3K	$224.6K
32	LOUISBOURG INVESTMENTS INC. unchanged	Shares	0	+$2.2K	$176.0K
33	EASTERN BANK unchanged	Shares	0	+$1.7K	$164.2K
34	JFS WEALTH ADVISORS, LLC added	Shares	+42	+$1.6K	$4.8K
35	LANARK FINANCIAL, INC. added	Shares	+14	+$1.6K	$106.6K
36	Sawyer & Company, Inc unchanged	Shares	0	+$1.4K	$136.8K
37	Pacifica Partners Inc. unchanged	Shares	0	+$1.4K	$63.4K
38	IFP Advisors, Inc unchanged	Shares	0	+$1.1K	$105.1K
39	Crewe Advisors LLC unchanged	Shares	0	+$842	$83.1K
40	Vision Retirement, LLC trimmed	Shares	-41	+$804	$223.3K
41	GoalVest Advisory LLC unchanged	Shares	0	+$628	$61.9K
42	Spire Wealth Management added	Shares	+7	+$465	$20.9K
43	Bank & Trust Co unchanged	Shares	0	+$416	$41.1K
44	Princeton Global Asset Management LLC unchanged	Shares	0	+$359	$35.5K
45	PFS Partners, LLC added	Shares	+4	+$224	$10.2K
46	Indiana Trust & Investment Management Co unchanged	Shares	0	+$208	$20.5K
47	BIRCHBROOK, INC. unchanged	Shares	0	+$126	$12.4K
48	GAMMA Investing LLC unchanged	Shares	0	+$112	$11.1K
49	GILPIN WEALTH MANAGEMENT, LLC unchanged	Shares	0	+$53	$5.3K
50	Mascoma Wealth Management LLC unchanged	Shares	0	+$28	$2.7K

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