Institutional HoldersBeta

Who holds a company, from every 13F filed for the quarter, one row per filer exactly as filed, against the latest share count the company reported.

PLAINS ALL AMERICAN PIPELINE LP

CIK 0001070423PAAPAAPU· quarter ending 2026-06-30

Shares outstanding

705,566,460

as of 2026-07-31 · 10-Q cover page, filed 2026-08-10

Held by 13F filers

289,274,663

41.0% of shares outstanding

Holders

422

+11 vs 2026-03-31 · 49 new, 38 exited

Value

$6.4B

shares +1.5% vs prior quarter

Share classes (cover page of the 10-Q filed 2026-08-10, as of 2026-07-31)

Class	Listed	Shares outstanding	Held by 13F filers	% of class	Holders	CUSIP
Common stock	—	705,566,460	289,274,663	41.0%	422	726503105

Each class is compared with its own share count; classes are not added together. A class that is not exchange-listed cannot be held by 13F filers.

Securities (CUSIPs held in 13F this quarter)

tick to combine

Count	CUSIP	Class (as filers write it)	Holders	Shares held	Class shares	% of class	Value	Options	Mapped via
	726503105	UNIT LTD PARTN	422	289,274,663	705,566,460	41.0%	$6.4B	7 call / 7 put	13DG	holders →

Totals combine the ticked CUSIPs and update as you tick: common-stock classes by default; preferreds, notes, warrants and depositary shares are listed but not counted. "holders →" shows a single CUSIP on its own. Bonds are held as a principal amount, not shares. Options positions are never counted as holdings. 18 further CUSIPs map to this company (mostly bonds) but no 13F filer held them this quarter.

Top holders (250 of 422 · 726503105)

change vs 2026-03-31

#	Filer	Shares	% of class	Value	Change
1	ALPS ADVISORS INC	70,510,853	9.99%	$1.6B	-2,596,217 (-3.6%)
2	Invesco Ltd.	33,326,777	4.72%	$741.9M	-58,785 (-0.2%)
3	Blackstone Inc.	20,183,446	2.86%	$449.3M	+1,442,644 (+7.7%)
4	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	17,708,480	2.51%	$394.2M	+656,898 (+3.9%)
5	GOLDMAN SACHS GROUP INC	15,960,527	2.26%	$355.3M	-580,280 (-3.5%)
6	TORTOISE CAPITAL ADVISORS, L.L.C.	13,603,422	1.93%	$302.8M	+2,810,890 (+26.0%)
7	MORGAN STANLEY	10,887,631	1.54%	$242.4M	-513,407 (-4.5%)
8	UBS Group AG	10,572,985	1.50%	$235.4M	+1,804,581 (+20.6%)
9	KAYNE ANDERSON CAPITAL ADVISORS LP	6,191,802	0.88%	$137.8M	-8,834 (-0.1%)
10	JPMORGAN CHASE & CO	4,968,377	0.70%	$109.9M	+1,062,055 (+27.2%)
11	BANK OF AMERICA CORP /DE/	3,949,624	0.56%	$87.9M	-952,531 (-19.4%)
12	CIBC Bancorp USA Inc.	3,781,949	0.54%	$84.2M	+19,960 (+0.5%)
13	Fractal Investments LLC	3,625,784	0.51%	$80.7M	—
14	BERKLEY W R CORP	3,184,307	0.45%	$70.9M	+500,000 (+18.6%)
15	INFRASTRUCTURE CAPITAL ADVISORS, LLC	2,995,408	0.42%	$66.7M	-94,584 (-3.1%)
16	MILLER HOWARD INVESTMENTS INC /NY	2,992,424	0.42%	$66.6M	+190,823 (+6.8%)
17	Clearbridge Investments, LLC	2,670,671	0.38%	$59.4M	—
18	CHICKASAW CAPITAL MANAGEMENT LLC	2,616,369	0.37%	$58.2M	-37,316 (-1.4%)
19	BNP PARIBAS FINANCIAL MARKETS	2,462,778	0.35%	$54.8M	-872,347 (-26.2%)
20	Brookfield Corp /ON/	2,422,915	0.34%	$53.9M	-1,268,520 (-34.4%)
21	BARCLAYS PLC	2,334,287	0.33%	$52.0M	+1,327 (+0.1%)
22	EAGLE GLOBAL ADVISORS LLC	2,200,185	0.31%	$49.0M	-65,800 (-2.9%)
23	COHEN & STEERS, INC.	1,979,254	0.28%	$44.1M	—
24	DEUTSCHE BANK AG\	1,883,597	0.27%	$41.9M	—
25	HRT FINANCIAL LP	1,874,595	0.27%	$41.7M	-377,039 (-16.7%)
26	DUFF & PHELPS INVESTMENT MANAGEMENT CO	1,676,900	0.24%	$37.3M	-100,000 (-5.6%)
27	Fayez Sarofim & Co	1,657,477	0.23%	$36.9M	—
28	STATE OF WISCONSIN INVESTMENT BOARD	1,604,386	0.23%	$35.7M	+819,307 (+104.4%)
29	WESTWOOD HOLDINGS GROUP INC	1,512,541	0.21%	$33.7M	-25,686 (-1.7%)
30	Energy Income Partners, LLC	1,310,687	0.19%	$29.2M	-13,205 (-1.0%)
31	Bollard Group LLC	1,264,189	0.18%	$28.1M	+48,333 (+4.0%)
32	WELLS FARGO & COMPANY/MN	1,260,660	0.18%	$28.1M	-304,949 (-19.5%)
33	LONGFELLOW INVESTMENT MANAGEMENT CO LLC	1,230,349	0.17%	$27.4M	—
34	Mariner, LLC	1,054,411	0.15%	$23.5M	+37,976 (+3.7%)
35	CITIGROUP INC	1,036,399	0.15%	$23.1M	+572,387 (+123.4%)
36	Epoch Investment Partners, Inc.	995,956	0.14%	$22.2M	NEW
37	CITADEL ADVISORS LLC	987,394	0.14%	$22.0M	NEW
38	RAYMOND JAMES FINANCIAL INC	863,186	0.12%	$19.2M	+23,389 (+2.8%)
39	LPL Financial LLC	834,226	0.12%	$18.6M	+74,947 (+9.9%)
40	Adams Asset Advisors, LLC	823,061	0.12%	$18.3M	—
41	NEOS Investment Management LLC	774,913	0.11%	$17.2M	+199,296 (+34.6%)
42	MIZUHO MARKETS AMERICAS LLC	753,200	0.11%	$16.8M	—
43	Pathstone Holdings, LLC	700,847	0.10%	$15.6M	+398,404 (+131.7%)
44	Texas Yale Capital Corp.	672,189	0.10%	$15.0M	+6,326 (+1.0%)
45	Focus Partners Wealth	660,898	0.09%	$14.7M	+6,632 (+1.0%)
46	WALNUT PRIVATE EQUITY PARTNERS, LLC	602,300	0.09%	$13.4M	—
47	Waverly Advisors, LLC	592,342	0.08%	$13.2M	-30,453 (-4.9%)
48	Americana Partners, LLC	565,825	0.08%	$12.6M	-13,223 (-2.3%)
49	GEODE CAPITAL MANAGEMENT, LLC	553,859	0.08%	$12.3M	-20,748 (-3.6%)
50	Sovereign Investment Advisors, LLC	528,931	0.07%	$11.8M	—
51	ROYAL BANK OF CANADA	517,508	0.07%	$11.5M	-99,562 (-16.1%)
52	OpenArc Corporate Advisory, LLC	500,040	0.07%	$11.1M	—
53	EXCHANGE TRADED CONCEPTS, LLC	457,617	0.06%	$10.2M	-67,995 (-12.9%)
54	Advisors Asset Management, Inc.	450,960	0.06%	$10.0M	+14,331 (+3.3%)
55	FMR LLC	446,981	0.06%	$9.9M	-901 (-0.2%)
56	Maryland State Retirement & Pension System	441,158	0.06%	$9.8M	+22,296 (+5.3%)
57	HighTower Advisors, LLC	438,234	0.06%	$9.8M	+4,420 (+1.0%)
58	Arax Advisory Partners	421,993	0.06%	$9.4M	+419,033 (+14156.5%)
59	AMERICAN FINANCIAL GROUP INC	419,000	0.06%	$9.3M	+6,500 (+1.6%)
60	HENNESSY ADVISORS INC	403,256	0.06%	$9.0M	—
61	VICTORY CAPITAL MANAGEMENT INC	364,794	0.05%	$8.1M	—
62	ENVESTNET ASSET MANAGEMENT INC	361,484	0.05%	$8.0M	-1,753 (-0.5%)
63	Corient Private Wealth LP	317,624	0.05%	$7.1M	-89,556 (-22.0%)
64	Cetera Investment Advisers	281,020	0.04%	$6.3M	+45,200 (+19.2%)
65	BRIDGES INVESTMENT MANAGEMENT INC	259,041	0.04%	$5.8M	+2,800 (+1.1%)
66	BFSG, LLC	253,823	0.04%	$5.7M	-330 (-0.1%)
67	STIFEL FINANCIAL CORP	231,686	0.03%	$5.2M	-1,686 (-0.7%)
68	Rockefeller Capital Management L.P.	230,115	0.03%	$5.1M	+19,875 (+9.5%)
69	US BANCORP \DE\	226,214	0.03%	$5.0M	+76,173 (+50.8%)
70	BlackRock, Inc.	220,043	0.03%	$4.9M	+25 (+0.0%)
71	Chicago Partners Investment Group LLC	217,769	0.03%	$5.4M	+12,546 (+6.1%)
72	GLENMEDE TRUST CO NA	216,313	0.03%	$4.8M	-14,510 (-6.3%)
73	Indivisible Partners	212,753	0.03%	$4.7M	NEW
74	CWA Asset Management Group, LLC	211,034	0.03%	$4.7M	-3,393 (-1.6%)
75	NORTHERN TRUST CORP	210,249	0.03%	$4.7M	+4,789 (+2.3%)
76	ANGELES WEALTH MANAGEMENT, LLC	200,924	0.03%	$4.5M	+8,117 (+4.2%)
77	Nuveen, LLC	197,015	0.03%	$4.4M	-1,044 (-0.5%)
78	SIMPLEX TRADING, LLC	194,799	0.03%	$4.3M	NEW
79	Gilman Hill Asset Management, LLC	182,065	0.03%	$4.1M	+450 (+0.2%)
80	Private Advisor Group, LLC	180,013	0.03%	$4.0M	+8,732 (+5.1%)
81	Cresset Asset Management, LLC	176,691	0.03%	$3.9M	+872 (+0.5%)
82	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	174,921	0.02%	$4.0M	+19,839 (+12.8%)
83	ELCO Management Co., LLC	174,230	0.02%	$3.9M	+14,663 (+9.2%)
84	SPIRIT OF AMERICA MANAGEMENT CORP/NY	171,300	0.02%	$3.8M	-11,000 (-6.0%)
85	Cambridge Investment Research Advisors, Inc.	169,968	0.02%	$3.8M	+92,120 (+118.3%)
86	PNC Financial Services Group, Inc.	155,119	0.02%	$3.5M	-960 (-0.6%)
87	Rydar Equities, Inc.	149,464	0.02%	$3.6M	+40,722 (+37.4%)
88	Kestra Advisory Services, LLC	149,373	0.02%	$3.3M	+8,755 (+6.2%)
89	FIRST TRUST ADVISORS LP	147,028	0.02%	$3.3M	-20,877 (-12.4%)
90	GraniteShares Advisors LLC	145,878	0.02%	$3.2M	+19,208 (+15.2%)
91	Quantinno Capital Management LP	145,146	0.02%	$3.2M	+111,182 (+327.4%)
92	NEUBERGER BERMAN GROUP LLC	145,052	0.02%	$3.2M	+100 (+0.1%)
93	Bank of New York Mellon Corp	143,410	0.02%	$3.2M	-174 (-0.1%)
94	NewEdge Advisors, LLC	139,680	0.02%	$3.1M	+18,465 (+15.2%)
95	VAN ECK ASSOCIATES CORP	134,897	0.02%	$3.0M	-74,198 (-35.5%)
96	Jump Financial, LLC	126,563	0.02%	$2.8M	-200,600 (-61.3%)
97	Cerity Partners LLC	123,225	0.02%	$2.7M	+3,738 (+3.1%)
98	Fort Sheridan Advisors LLC	118,858	0.02%	$2.6M	—
99	COMMONWEALTH EQUITY SERVICES, LLC	114,836	0.02%	$2.6M	-25,273 (-18.0%)
100	Wealth Alliance Advisory Group, LLC	111,307	0.02%	$2.5M	+1,449 (+1.3%)
101	Clarus Group, Inc.	111,303	0.02%	$2.5M	+278 (+0.3%)
102	Oxbow Advisors, LLC	109,773	0.02%	$2.4M	-1,429 (-1.3%)
103	HENGEHOLD CAPITAL MANAGEMENT LLC	109,691	0.02%	$2.4M	—
104	Icon Wealth Advisors, LLC	109,102	0.02%	$2.4M	-76 (-0.1%)
105	PFG Investments, LLC	107,050	0.02%	$2.4M	-32,693 (-23.4%)
106	Aptus Capital Advisors, LLC	106,169	0.02%	$2.4M	-459 (-0.4%)
107	HORIZON KINETICS ASSET MANAGEMENT LLC	105,324	0.01%	$2.3M	+15,115 (+16.8%)
108	CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT	105,300	0.01%	$2.3M	+50,000 (+90.4%)
109	DIVIDEND ASSETS CAPITAL, LLC	104,710	0.01%	$2.3M	-6,703 (-6.0%)
110	Wealthstar Advisors, LLC	103,094	0.01%	$2.3M	-486 (-0.5%)
111	BOKF, NA	100,720	0.01%	$2.2M	—
112	Treasurer of the State of North Carolina	98,995	0.01%	$2.2M	NEW
113	Cohen Capital Management, Inc.	95,397	0.01%	$2.1M	—
114	&PARTNERS	94,714	0.01%	$2.1M	+11,174 (+13.4%)
115	HUB Investment Partners, LLC	92,562	0.01%	$2.1M	-16,141 (-14.8%)
116	Beacon Pointe Advisors, LLC	92,081	0.01%	$2.0M	-4,294 (-4.5%)
117	STEPHENS INC /AR/	89,620	0.01%	$2.0M	+156 (+0.2%)
118	TWO SIGMA SECURITIES, LLC	89,069	0.01%	$2.0M	+59,815 (+204.5%)
119	Elemental Capital Partners LLC	88,760	0.01%	$2.0M	+76,007 (+596.0%)
120	Tidal Investments LLC	87,636	0.01%	$2.0M	+77,384 (+754.8%)
121	Forvis Mazars Wealth Advisors, LLC	87,542	0.01%	$1.9M	—
122	BLUEFIN CAPITAL MANAGEMENT, LLC	85,800	0.01%	$1.9M	-6,300 (-6.8%)
123	Curi Capital, LLC	84,800	0.01%	$1.9M	+6,521 (+8.3%)
124	Lido Advisors, LLC	84,518	0.01%	$1.9M	+54,492 (+181.5%)
125	Janney Montgomery Scott LLC	82,916	0.01%	$1.8M	-15,604 (-15.8%)
126	Mountain Lake Investment Management LLC	81,960	0.01%	$1.8M	-4,277 (-5.0%)
127	CAPTRUST FINANCIAL ADVISORS	72,874	0.01%	$1.6M	-1,200 (-1.6%)
128	CASTLEARK MANAGEMENT LLC	70,459	0.01%	$1.6M	—
129	Independent Advisor Alliance	70,004	0.01%	$1.6M	—
130	Apollon Wealth Management, LLC	67,182	0.01%	$1.5M	-191 (-0.3%)
131	Corps Capital Advisors, LLC	66,118	0.01%	$1.5M	—
132	SILVERCREST ASSET MANAGEMENT GROUP LLC	64,781	0.01%	$1.4M	-3,017 (-4.4%)
133	FORTEM FINANCIAL GROUP, LLC	63,547	0.01%	$1.4M	-2,664 (-4.0%)
134	AMERIPRISE FINANCIAL INC	63,089	0.01%	$1.4M	-3,683 (-5.5%)
135	Summit Financial, LLC	62,572	0.01%	$1.4M	+1,303 (+2.1%)
136	RR Advisors, LLC	62,549	0.01%	$1.4M	—
137	Prospera Financial Services Inc	62,409	0.01%	$1.4M	-448 (-0.7%)
138	Sanctuary Advisors, LLC	60,635	0.01%	$1.3M	-725 (-1.2%)
139	Parkside Financial Bank & Trust	60,291	0.01%	$1.3M	+392 (+0.7%)
140	Savant Capital, LLC	59,634	0.01%	$1.4M	NEW
141	Creative Planning	59,426	0.01%	$1.3M	-18,115 (-23.4%)
142	GUGGENHEIM CAPITAL LLC	58,887	0.01%	$1.3M	+3,824 (+6.9%)
143	OPPENHEIMER ASSET MANAGEMENT INC.	57,295	0.01%	$1.3M	+173 (+0.3%)
144	Vestmark Advisory Solutions, Inc.	57,145	0.01%	$1.3M	+330 (+0.6%)
145	ELEVATION POINT WEALTH PARTNERS, LLC	57,145	0.01%	$1.3M	+329 (+0.6%)
146	Clear Trail Advisors, LLC	57,047	0.01%	$1.3M	—
147	Nicholas Wealth, LLC.	56,633	0.01%	$1.3M	-342 (-0.6%)
148	Bramshill Investments, LLC	56,532	0.01%	$1.3M	+620 (+1.1%)
149	Morse Asset Management, Inc	56,500	0.01%	$1.3M	—
150	Greenline Partners, LLC	56,172	0.01%	$1.3M	+1,371 (+2.5%)
151	OSAIC HOLDINGS, INC.	52,945	0.01%	$1.2M	+7,149 (+15.6%)
152	Turtle Creek Wealth Advisors, LLC	50,885	0.01%	$1.1M	+2,000 (+4.1%)
153	Symphony Financial Services, Inc.	50,599	0.01%	$1.1M	-1,659 (-3.2%)
154	TRUST CO OF TOLEDO NA /OH/	50,162	0.01%	$1.1M	-2,232 (-4.3%)
155	NATIXIS	50,000	0.01%	$1.1M	—
156	TORONTO DOMINION BANK	50,000	0.01%	$1.1M	+45,664 (+1053.1%)
157	Prospect Financial Services LLC	46,634	0.01%	$1.0M	-4,313 (-8.5%)
158	VIEWPOINT INVESTMENT PARTNERS CORP	46,200	0.01%	$1.0M	+31,500 (+214.3%)
159	BLAIR WILLIAM & CO/IL	46,083	0.01%	$1.0M	+14,062 (+43.9%)
160	Stratos Wealth Partners, LTD.	45,348	0.01%	$1.0M	+1,110 (+2.5%)
161	STEEL GROVE CAPITAL ADVISORS, LLC	44,238	0.01%	$985K	+46 (+0.1%)
162	ProShare Advisors LLC	42,978	0.01%	$957K	+4,156 (+10.7%)
163	FIDELIS CAPITAL PARTNERS, LLC	42,000	0.01%	$935K	—
164	BEACON INVESTMENT ADVISORY SERVICES, INC.	40,900	0.01%	$910K	—
165	UMB Bank, n.a.	38,552	0.01%	$858K	—
166	Cornerstone Wealth Management, LLC	38,025	0.01%	$846K	—
167	HARBOUR INVESTMENTS, INC.	36,498	0.01%	$812K	+463 (+1.3%)
168	Apella Capital, LLC	35,769	0.01%	$811K	+2,080 (+6.2%)
169	Caprock Group, LLC	35,549	0.01%	$791K	-5,284 (-12.9%)
170	Chung Wu Investment Group, LLC	35,279	0.01%	$785K	-4,200 (-10.6%)
171	KESTRA PRIVATE WEALTH SERVICES, LLC	35,176	0.00%	$783K	+3,732 (+11.9%)
172	F/m Investments LLC	34,686	0.00%	$772K	—
173	DIVERSIFIED TRUST CO	34,221	0.00%	$762K	—
174	Manske Wealth Management	34,055	0.00%	$758K	-922 (-2.6%)
175	Sippican Capital Advisors	32,750	0.00%	$729K	-50 (-0.2%)
176	Spire Wealth Management	32,696	0.00%	$728K	+2,789 (+9.3%)
177	KEYBANK NATIONAL ASSOCIATION/OH	31,835	0.00%	$709K	+1,834 (+6.1%)
178	D.A. DAVIDSON & CO.	31,635	0.00%	$704K	+3,196 (+11.2%)
179	Concurrent Investment Advisors, LLC	30,124	0.00%	$671K	+509 (+1.7%)
180	Hartford Financial Management Inc.	29,766	0.00%	$663K	—
181	MERCER GLOBAL ADVISORS INC /ADV	29,701	0.00%	$661K	-349 (-1.2%)
182	Avidian Wealth Enterprises, LLC	29,646	0.00%	$660K	+196 (+0.7%)
183	Pasadena Private Wealth, LLC	29,640	0.00%	$660K	—
184	Meeder Advisory Services, Inc.	29,500	0.00%	$657K	NEW
185	GSA CAPITAL PARTNERS LLP	29,239	0.00%	$651K	NEW
186	Steward Partners Investment Advisory, LLC	28,400	0.00%	$632K	-1,714 (-5.7%)
187	BROWN BROTHERS HARRIMAN & CO	28,357	0.00%	$631K	+500 (+1.8%)
188	Symmetry Partners, LLC	28,105	0.00%	$626K	—
189	Arkadios Wealth Advisors	27,827	0.00%	$619K	-1,501 (-5.1%)
190	MGO ONE SEVEN LLC	27,163	0.00%	$605K	+403 (+1.5%)
191	PIN OAK INVESTMENT ADVISORS INC	27,017	0.00%	$601K	+586 (+2.2%)
192	Cascade Financial Partners, LLC	25,659	0.00%	$571K	—
193	SEI INVESTMENTS CO	25,343	0.00%	$564K	NEW
194	Squarepoint Ops LLC	25,100	0.00%	$559K	—
195	GOULD ASSET MANAGEMENT LLC /CA/	24,485	0.00%	$545K	—
196	Liberty Capital Management, Inc.	24,400	0.00%	$543K	NEW
197	Segment Wealth Management, LLC	24,400	0.00%	$543K	—
198	World Investment Advisors	24,396	0.00%	$545K	-600 (-2.4%)
199	DV Trading LLC	24,366	0.00%	$542K	-58,088 (-70.4%)
200	Mutual Advisors, LLC	24,313	0.00%	$541K	+8 (+0.0%)
201	TRUIST FINANCIAL CORP	23,658	0.00%	$527K	+294 (+1.3%)
202	SCS Capital Management LLC	23,629	0.00%	$526K	-9,585 (-28.9%)
203	DRW Securities, LLC	23,241	0.00%	$517K	-17,959 (-43.6%)
204	Westover Capital Advisors, LLC	23,000	0.00%	$512K	—
205	INDEPENDENT FINANCIAL GROUP, LLC	22,770	0.00%	$507K	+120 (+0.5%)
206	Fulcrum Asset Management LLP	22,282	0.00%	$493K	—
207	Glenview Trust Co	22,076	0.00%	$491K	—
208	NAPLES GLOBAL ADVISORS, LLC	22,035	0.00%	$491K	—
209	Lee Financial Co	21,976	0.00%	$489K	—
210	Callahan Advisors, LLC	21,811	0.00%	$486K	+17 (+0.1%)
211	Brookstone Capital Management	21,739	0.00%	$484K	+4,883 (+29.0%)
212	BALDWIN WEALTH PARTNERS LLC/MA	21,409	0.00%	$477K	+1,500 (+7.5%)
213	Atala Financial Inc	21,349	0.00%	$475K	—
214	Stablepoint Partners, LLC	21,110	0.00%	$470K	—
215	Argyle Capital Partners, LLC	21,000	0.00%	$467K	+5,250 (+33.3%)
216	Diligent Investors, LLC	20,699	0.00%	$461K	—
217	MAI Capital Management	20,279	0.00%	$451K	+12,352 (+155.8%)
218	AE Wealth Management LLC	20,054	0.00%	$446K	+402 (+2.0%)
219	CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC	20,000	0.00%	$445K	—
220	Evercore Wealth Management, LLC	20,000	0.00%	$445K	NEW
221	Hardy Reed LLC	19,700	0.00%	$439K	—
222	Samalin Investment Counsel, LLC	19,532	0.00%	$435K	+359 (+1.9%)
223	Rede Wealth, LLC	19,250	0.00%	$429K	—
224	VestGen Advisors, LLC	19,100	0.00%	$425K	—
225	Equitable Holdings, Inc.	19,090	0.00%	$425K	-2,614 (-12.0%)
226	Aviance Capital Partners, LLC	18,884	0.00%	$420K	—
227	Amundi	18,653	0.00%	$415K	—
228	COMMERCE BANK	18,626	0.00%	$415K	—
229	CFM WEALTH PARTNERS LLC	18,556	0.00%	$413K	—
230	ISLAY CAPITAL MANAGEMENT, LLC	18,300	0.00%	$407K	—
231	Annandale Capital, LLC	18,153	0.00%	$404K	—
232	Crescent Grove Advisors, LLC	18,071	0.00%	$402K	-23,382 (-56.4%)
233	DOLIVER ADVISORS, LP	17,848	0.00%	$397K	—
234	Morgan Creek Capital Management, LLC	17,642	0.00%	$393K	—
235	Creekside Partners	17,500	0.00%	$390K	—
236	R.H. Dinel Investment Counsel, Inc.	17,000	0.00%	$378K	—
237	NewEdge Wealth, LLC	16,986	0.00%	$378K	+2,531 (+17.5%)
238	Avantax Planning Partners, Inc.	16,500	0.00%	$367K	—
239	ROTHSCHILD INVESTMENT LLC	16,400	0.00%	$365K	-1,200 (-6.8%)
240	GFS Advisors, LLC	16,025	0.00%	$4K	NEW
241	Archer Investment Corp	16,000	0.00%	$356K	+8,000 (+100.0%)
242	HB Wealth Management, LLC	15,988	0.00%	$356K	+525 (+3.4%)
243	Arkfeld Wealth Strategies, L.L.C.	15,968	0.00%	$356K	—
244	Prasad Wealth Partners, LLC	15,613	0.00%	$348K	+215 (+1.4%)
245	Valeo Financial Advisors, LLC	15,553	0.00%	$346K	-9,569 (-38.1%)
246	Avior Wealth Management, LLC	15,460	0.00%	$344K	—
247	Chancellor Financial Group WB LP	15,457	0.00%	$344K	—
248	WEDBUSH SECURITIES INC	15,204	0.00%	$338K	-1,943 (-11.3%)
249	CLIFFORD SWAN INVESTMENT COUNSEL LLC	15,183	0.00%	$338K	+400 (+2.7%)
250	RITHOLTZ WEALTH MANAGEMENT	15,100	0.00%	$336K	—

Exited since 2026-03-31 (38 filers; largest 25 shown)

U.S. Capital Wealth Advisors, LLC	−379,437
MANNING & NAPIER ADVISORS LLC	−200,000
Callodine Capital Management, LP	−200,000
Aster Capital Management (DIFC) Ltd	−175,260
QUADRANT CAPITAL GROUP LLC	−80,845
Sunbelt Securities, Inc.	−54,597
Jackson Hole Capital Partners, LLC	−54,491
BASSO CAPITAL MANAGEMENT, L.P.	−54,200
CWM, LLC	−51,715
EXENCIAL WEALTH ADVISORS, LLC	−50,048
Procyon Advisors, LLC	−35,289
Southeast Asset Advisors, LLC	−35,000
Secure Asset Management, LLC	−18,452
CenterStar Asset Management, LLC	−18,318
Foundations Investment Advisors, LLC	−15,928
Claris Financial LLC	−15,591
EVOLVE PRIVATE WEALTH, LLC	−14,595
Hibernia Wealth Partners, LLC	−12,508
JANE STREET GROUP, LLC	−11,760
Keystone Financial Group	−11,653
StoneX Group Inc.	−10,489
Redwood Wealth Management Group, LLC	−10,300
SLT Holdings LLC	−10,000
Kingsview Wealth Management, LLC	−9,896
BROWN ADVISORY INC	−9,557

Large holders from 13D/13G (latest per reporting person, last 2 years)

Filed when a holder crosses 5% or changes materially, so often more current than the quarter-end 13F. Percentages are the filer's own, against the share count they used.

Reporting person	Form	Filed	Event	Shares	% of class
CIBC Private Wealth Group LLC	SCHEDULE 13G/A	2026-10-05	2024-12-31	0	0%
Alerian MLP ETF	SCHEDULE 13G/A	2026-09-10	2026-06-30	70,510,853	9.99%
ALPS Advisors, Inc.	SCHEDULE 13G/A	2026-09-10	2026-06-30	70,510,853	9.99%

Source: SEC Form 13F-HR information tables for the quarter ending 2026-06-30 (filed within 45 days of quarter end; amendments applied; values normalised to dollars), the share count from the company's latest 10-K/10-Q XBRL cover page, and Schedule 13D/13G filings. Each row is a legal 13F filer as filed — related entities (e.g. Vanguard's advisers) are not merged. Retail brokerage accounts are not reported on 13F, so the remainder is mostly retail and insiders.