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.

Western Midstream Partners, LP

CIK 0001423902WES· quarter ending 2026-06-30
Shares outstanding
218,937,797
Held by 13F filers
177,950,061
81.3% of shares outstanding
Holders
371
+26 vs 2026-03-31 · 50 new, 24 exited
Value
$7.8B
shares +7.7% vs prior quarter

Share classes (cover page of the 10-K filed 2019-02-20, as of 2019-02-18)

ClassListedShares outstandingHeld by 13F filers% of classHoldersCUSIP
Common stock—218,937,797177,950,06181.3%371958669103

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
CountCUSIPClass (as filers write it)HoldersShares heldClass shares% of classValueOptionsMapped via
958669103COM UNIT LP INT371177,950,061218,937,79781.3%$7.8B3 call / 4 put13DGholders →

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. 14 further CUSIPs map to this company (mostly bonds) but no 13F filer held them this quarter.

Top holders (250 of 371 · 958669103)

change vs 2026-03-31
#FilerShares% of classValueChange
1ALPS ADVISORS INC36,629,60016.73%$1.6B-2,007,754 (-5.2%)
2Invesco Ltd.24,122,31411.02%$1.1B+74,729 (+0.3%)
3MORGAN STANLEY21,230,9039.70%$929.1M+16,680,538 (+366.6%)
4Blackstone Inc.10,367,5204.74%$453.7M+1,612,098 (+18.4%)
5MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.8,637,5683.95%$378.0M-232,248 (-2.6%)
6GOLDMAN SACHS GROUP INC8,527,5593.89%$373.2M-230,953 (-2.6%)
7TORTOISE CAPITAL ADVISORS, L.L.C.6,506,1542.97%$284.7M-2,273,474 (-25.9%)
8NEUBERGER BERMAN GROUP LLC6,190,3692.83%$270.9M-93,341 (-1.5%)
9CHICKASAW CAPITAL MANAGEMENT LLC5,507,6542.52%$241.0M-69,371 (-1.2%)
10KAYNE ANDERSON CAPITAL ADVISORS LP3,928,1971.79%$171.9M+10,106 (+0.3%)
11UBS Group AG3,567,4821.63%$156.1M-154,756 (-4.2%)
12Clearbridge Investments, LLC2,711,3431.24%$118.6M+87,400 (+3.3%)
13WESTWOOD HOLDINGS GROUP INC2,183,1881.00%$95.5M+40,255 (+1.9%)
14BNP PARIBAS FINANCIAL MARKETS1,992,8170.91%$87.2M-114,273 (-5.4%)
15MILLER HOWARD INVESTMENTS INC /NY1,648,9420.75%$72.2M+63,967 (+4.0%)
16ING GROEP NV1,587,5000.73%$69.5M—
17Fractal Investments LLC1,524,6460.70%$66.7M-53,160 (-3.4%)
18BANK OF AMERICA CORP /DE/1,366,6020.62%$59.8M+238,318 (+21.1%)
19BARCLAYS PLC1,336,0500.61%$58.5M+274,140 (+25.8%)
20BERKLEY W R CORP1,266,9700.58%$55.4M—
21CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT1,259,9000.58%$55.1M-417,000 (-24.9%)
22INFRASTRUCTURE CAPITAL ADVISORS, LLC1,217,1820.56%$53.3M-17,697 (-1.4%)
23Recurrent Investment Advisors LLC1,133,2910.52%$49.6M-1,467 (-0.1%)
24EAGLE GLOBAL ADVISORS LLC1,041,4200.48%$45.6M-22,500 (-2.1%)
25JPMORGAN CHASE & CO980,5580.45%$42.5M-509,936 (-34.2%)
26STIFEL FINANCIAL CORP975,9750.45%$42.7M-7,969 (-0.8%)
27LONGFELLOW INVESTMENT MANAGEMENT CO LLC914,5250.42%$40.0M—
28WELLS FARGO & COMPANY/MN862,2540.39%$37.7M+23,699 (+2.8%)
29FIRST TRUST ADVISORS LP757,1710.35%$33.1M-145,414 (-16.1%)
30HRT FINANCIAL LP747,9370.34%$32.7M+344,624 (+85.4%)
31Brookfield Corp /ON/731,3780.33%$32.0M+60,368 (+9.0%)
32NATIXIS657,6000.30%$28.8M-11,500 (-1.7%)
33CIBC Bancorp USA Inc.645,1680.29%$28.2M-426,970 (-39.8%)
34Texas Yale Capital Corp.638,0960.29%$27.9M+5,275 (+0.8%)
35RAYMOND JAMES FINANCIAL INC566,1670.26%$24.8M+10,440 (+1.9%)
36Allianz Asset Management GmbH443,4870.20%$19.4M—
37Catalyst Capital Advisors LLC406,9120.19%$17.8M+5,100 (+1.3%)
38Terril Brothers, Inc.402,9690.18%$17.6M-2,220 (-0.5%)
39Adams Asset Advisors, LLC374,8230.17%$16.4M+32,718 (+9.6%)
40Empowered Funds, LLC362,7160.17%$15.9M-110,273 (-23.3%)
41RR Advisors, LLC356,1230.16%$15.6M+171,810 (+93.2%)
42Empirical Finance, LLC330,0160.15%$14.4M-112,173 (-25.4%)
43LPL Financial LLC325,6560.15%$14.3M+25,732 (+8.6%)
44JENNISON ASSOCIATES LLC313,3670.14%$13.7M-6,048 (-1.9%)
45CITADEL ADVISORS LLC304,2740.14%$13.3MNEW
46Knollwood Investment Advisory, LLC301,0320.14%$13.2M—
47Susquehanna Portfolio Strategies, LLC287,8250.13%$12.6M-780 (-0.3%)
48Sovereign Investment Advisors, LLC274,4790.13%$12.0M—
49Slotnik Capital, LLC262,6140.12%$11.5M—
50Waverly Advisors, LLC250,8690.11%$11.0M-2,450 (-1.0%)
51VICTORY CAPITAL MANAGEMENT INC249,5810.11%$10.9M—
52Advisors Asset Management, Inc.232,8400.11%$10.2M-9,618 (-4.0%)
53EXCHANGE TRADED CONCEPTS, LLC224,4530.10%$9.8M-45,204 (-16.8%)
54Maryland State Retirement & Pension System216,2510.10%$9.5M-1,423 (-0.7%)
55STEPHENS INC /AR/215,0660.10%$9.4M+9,613 (+4.7%)
56ROYAL BANK OF CANADA207,1280.09%$9.1M-33,958 (-14.1%)
57Heronetta Management, L.P.206,3610.09%$9.0M—
58Arax Advisory Partners202,9960.09%$8.9M+201,096 (+10584.0%)
59Militia Capital Management LLC200,2500.09%$8.8M-400,500 (-66.7%)
60CITIGROUP INC175,5960.08%$7.7M+12,979 (+8.0%)
61Ellsworth Advisors, LLC172,4290.08%$7.8M+6,123 (+3.7%)
62HORIZON KINETICS ASSET MANAGEMENT LLC172,2270.08%$7.5M+2,483 (+1.5%)
63Americana Partners, LLC161,2450.07%$7.1M-814 (-0.5%)
64EVERGREEN CAPITAL MANAGEMENT LLC155,8670.07%$6.8M-2,300 (-1.5%)
65Sanctuary Advisors, LLC144,2480.07%$6.3M+192 (+0.1%)
66BANK OF MONTREAL /CAN/139,4470.06%$6.1MNEW
67Mariner, LLC137,0420.06%$6.0M+7,670 (+5.9%)
68Treasurer of the State of North Carolina135,0280.06%$5.9MNEW
69Rockefeller Capital Management L.P.134,1180.06%$5.9M+319 (+0.2%)
70CIBC WORLD MARKET INC.132,7000.06%$5.8M-24,500 (-15.6%)
71Cresset Asset Management, LLC131,8350.06%$5.8M+1,859 (+1.4%)
72ENVESTNET ASSET MANAGEMENT INC110,5590.05%$4.8M-152 (-0.1%)
73HENNESSY ADVISORS INC110,2600.05%$4.8M—
74Cambridge Investment Research Advisors, Inc.109,6760.05%$4.8M+51,638 (+89.0%)
75Lavaca Capital LLC108,0000.05%$4.7M—
76Cetera Investment Advisers99,4330.05%$4.4M-4,862 (-4.7%)
77HighTower Advisors, LLC98,2940.04%$4.3M+12,252 (+14.2%)
78Summit Financial, LLC94,5790.04%$4.1M+277 (+0.3%)
79GLENMEDE TRUST CO NA85,4810.04%$3.7M—
80SPIRIT OF AMERICA MANAGEMENT CORP/NY85,1500.04%$3.7M-6,500 (-7.1%)
81Pathstone Holdings, LLC83,0780.04%$3.6M—
82FORT WASHINGTON INVESTMENT ADVISORS INC /OH/78,8190.04%$3.4M—
83D.A. DAVIDSON & CO.74,3390.03%$3.3M+1,890 (+2.6%)
84MAI Capital Management73,5870.03%$3.2M+25,923 (+54.4%)
85Pekin Hardy Strauss, Inc.73,1560.03%$3.2M+6 (+0.0%)
86NewEdge Advisors, LLC71,9770.03%$3.1M+5,393 (+8.1%)
87GraniteShares Advisors LLC70,4360.03%$3.1M+9,225 (+15.1%)
88Hartree Partners, LP66,0000.03%$2.9MNEW
89BlackRock, Inc.65,6550.03%$2.9M-1 (-0.0%)
90Parkside Financial Bank & Trust65,5200.03%$2.9M+82 (+0.1%)
91VAN ECK ASSOCIATES CORP63,1890.03%$2.8M-14,114 (-18.3%)
92Kestra Advisory Services, LLC61,4500.03%$2.7M+9,156 (+17.5%)
93DIVIDEND ASSETS CAPITAL, LLC59,4920.03%$2.6M-4,863 (-7.6%)
94HUB Investment Partners, LLC59,2190.03%$2.6M-1,343 (-2.2%)
95TRUIST FINANCIAL CORP55,3700.03%$2.4M+7,876 (+16.6%)
96CAPTRUST FINANCIAL ADVISORS54,4870.02%$2.4M+1,267 (+2.4%)
97HUNTINGTON NATIONAL BANK49,9990.02%$2.2M—
98CFM WEALTH PARTNERS LLC49,8830.02%$2.2M—
99ELCO Management Co., LLC49,4370.02%$2.2M-712 (-1.4%)
100WEXFORD CAPITAL LP48,5260.02%$2.1M—
101SageGuard Financial Group, LLC44,4770.02%$1.9M+133 (+0.3%)
102JANE STREET GROUP, LLC44,0720.02%$1.9MNEW
103CARY STREET PARTNERS INVESTMENT ADVISORY LLC43,6550.02%$1.9M—
104AlTi Global, Inc.42,8000.02%$1.9M+29,996 (+234.3%)
105Quantinno Capital Management LP42,1610.02%$1.8M+33,056 (+363.1%)
106OSAIC HOLDINGS, INC.41,6330.02%$1.8M+10,882 (+35.4%)
107GUGGENHEIM CAPITAL LLC39,9130.02%$1.7M+859 (+2.2%)
108AlphaCore Capital LLC39,5550.02%$1.7M—
109FMR LLC39,2360.02%$1.7M+200 (+0.5%)
110Creative Planning38,6760.02%$1.7M-8,677 (-18.3%)
111Samalin Investment Counsel, LLC38,5600.02%$1.7M+794 (+2.1%)
112NORTHERN TRUST CORP38,4910.02%$1.7M-2,673 (-6.5%)
113Beacon Pointe Advisors, LLC37,7270.02%$1.7M+647 (+1.7%)
114CHILTON CAPITAL MANAGEMENT LLC36,9190.02%$1.6M-3,550 (-8.8%)
115OPPENHEIMER ASSET MANAGEMENT INC.36,3030.02%$1.6M+259 (+0.7%)
116Requisite Capital Management, LLC36,0460.02%$1.6M—
117IFG Advisory, LLC36,0440.02%$1.6M+1,467 (+4.2%)
118ALBERT D MASON INC35,6720.02%$1.6M+277 (+0.8%)
119COMMONWEALTH EQUITY SERVICES, LLC35,2900.02%$1.5M+7,889 (+28.8%)
120Cedar Wealth Management, LLC34,5420.02%$1.5M+6,840 (+24.7%)
121Turtle Creek Wealth Advisors, LLC34,4020.02%$1.5M—
122INDEPENDENT FINANCIAL GROUP, LLC34,3930.02%$1.5M-1,336 (-3.7%)
123KEYBANK NATIONAL ASSOCIATION/OH33,1770.02%$1.5M—
124IEQ CAPITAL, LLC32,2530.01%$1.4M+642 (+2.0%)
125DAYMARK WEALTH PARTNERS, LLC31,9470.01%$1.4M-17,089 (-34.8%)
126Cerity Partners LLC31,2090.01%$1.4M-112 (-0.4%)
127US BANCORP \DE\30,7100.01%$1.3M—
128NewEdge Wealth, LLC29,5000.01%$1.3M+6,048 (+25.8%)
129PFG Investments, LLC29,2010.01%$1.3M-2,909 (-9.1%)
130SILVERCREST ASSET MANAGEMENT GROUP LLC28,9700.01%$1.3M-1,194 (-4.0%)
131BWM Planning, LLC28,3250.01%$1.2M—
132Nicholas Wealth, LLC.28,0890.01%$1.2M+28 (+0.1%)
133Curi Capital, LLC27,9380.01%$1.2M—
134Chicago Partners Investment Group LLC27,7000.01%$1.3M+5,692 (+25.9%)
135Moors & Cabot, Inc.26,5770.01%$1.2M+293 (+1.1%)
136Apollon Wealth Management, LLC26,3450.01%$1.2M-3,914 (-12.9%)
137AMERICAN FINANCIAL GROUP INC25,5000.01%$1.1M—
138Abel Hall, LLC25,1880.01%$1.1M—
139Summit Trail Advisors, LLC25,1350.01%$1.1M+21 (+0.1%)
140FIDELIS CAPITAL PARTNERS, LLC25,0200.01%$1.1M-11,001 (-30.5%)
141JBF Capital, Inc.25,0000.01%$1.1M—
142ARDSLEY ADVISORY PARTNERS LP25,0000.01%$1.1MNEW
143Advisory Services Network, LLC24,5010.01%$1.1M-491 (-2.0%)
144Jump Financial, LLC24,3080.01%$1.1M-270,442 (-91.8%)
145SL ADVISORS, LLC23,4660.01%$1.0M-136 (-0.6%)
146Janney Montgomery Scott LLC23,0520.01%$1.0MNEW
147Steward Partners Investment Advisory, LLC22,0050.01%$963K+9,247 (+72.5%)
148Kercheville Advisors, LLC22,0000.01%$963K+2,700 (+14.0%)
149Autumn Glory Partners, LLC22,0000.01%$963K-9,000 (-29.0%)
150WEALTH ENHANCEMENT ADVISORY SERVICES, LLC21,8070.01%$973K-8,015 (-26.9%)
151CVFG LLC21,6300.01%$947K-100 (-0.5%)
152GFS Advisors, LLC21,2000.01%$45KNEW
153ProShare Advisors LLC21,0800.01%$922K+1,023 (+5.1%)
154Plan Group Financial, LLC20,3500.01%$891K+2,220 (+12.2%)
155Mutual Advisors, LLC20,2530.01%$886K+218 (+1.1%)
156SIMPLEX TRADING, LLC19,3240.01%$846K-7,776 (-28.7%)
157Concurrent Investment Advisors, LLC19,1180.01%$837K+1,710 (+9.8%)
158NAVELLIER & ASSOCIATES INC18,1110.01%$793K+7,488 (+70.5%)
159Evanson Financial, LLC18,0970.01%$792KNEW
160Bramshill Investments, LLC18,0430.01%$790K+192 (+1.1%)
161Snowden Capital Advisors LLC17,4400.01%$763K-347 (-2.0%)
162GSA CAPITAL PARTNERS LLP17,4290.01%$763K-33,201 (-65.6%)
163SIMON QUICK ADVISORS, LLC17,4000.01%$761K—
164Stratos Wealth Partners, LTD.17,0860.01%$748K+3,344 (+24.3%)
165VestGen Advisors, LLC16,9810.01%$743K+367 (+2.2%)
166Cornerstone Management, Inc.16,7350.01%$732K—
167Rockwood Wealth Management, LLC16,7130.01%$731K—
168Caprock Group, LLC16,3650.01%$716K+86 (+0.5%)
169BLAIR WILLIAM & CO/IL16,3350.01%$715K+6,651 (+68.7%)
170DIVERSIFIED TRUST CO16,2510.01%$711K—
171Kovack Advisors, Inc.16,2510.01%$710K-6,955 (-30.0%)
172Bollard Group LLC16,2190.01%$710K—
173Lido Advisors, LLC16,0920.01%$704K+205 (+1.3%)
174ACADIAN ASSET MANAGEMENT LLC15,9310.01%$697KNEW
175Penbrook Management LLC15,9000.01%$696K—
176NOVEM GROUP15,8430.01%$693K+300 (+1.9%)
177&PARTNERS15,4760.01%$677K-1,060 (-6.4%)
178Focus Partners Wealth15,3440.01%$671K-6,356 (-29.3%)
179Fayez Sarofim & Co14,7040.01%$643K—
180Ulland Investment Advisors, LLC14,6500.01%$641K+2,650 (+22.1%)
181Icon Wealth Advisors, LLC14,3470.01%$628K+199 (+1.4%)
182BITTERROOT CAPITAL ADVISORS LLC14,2980.01%$626K+1,260 (+9.7%)
183Oxinas Partners, LLC13,7610.01%$602K—
184Corient Private Wealth LP13,7450.01%$601K-8,526 (-38.3%)
185CASTLEARK MANAGEMENT LLC13,3900.01%$586K—
186Bank of New York Mellon Corp13,3900.01%$586K+10 (+0.1%)
187HOURGLASS CAPITAL, LLC13,3080.01%$582K—
188Kaizen Financial Strategies13,2130.01%$570K+640 (+5.1%)
189MGO ONE SEVEN LLC12,9200.01%$565K+1,671 (+14.9%)
190Westover Capital Advisors, LLC12,7000.01%$556K—
191PEAPACK GLADSTONE FINANCIAL CORP12,3020.01%$539K-363 (-2.9%)
192Linscomb Wealth, Inc.12,0680.01%$528K-7,661 (-38.8%)
193Global Retirement Partners, LLC12,0270.01%$526KNEW
194DIMENSIONAL FUND ADVISORS LP11,8200.01%$517K-144 (-1.2%)
195South Street Advisors LLC11,6600.01%$510K+3,020 (+35.0%)
196Prospera Financial Services Inc11,4200.01%$500K+355 (+3.2%)
197Fiduciary Group, LLC11,4200.01%$500K+1,000 (+9.6%)
198HOWARD FINANCIAL SERVICES, LTD.11,4010.01%$499K+222 (+2.0%)
199FIDUCIARY FINANCIAL GROUP, LLC11,0420.01%$483K+361 (+3.4%)
200Avidian Wealth Enterprises, LLC10,9530.01%$479KNEW
201KESTRA PRIVATE WEALTH SERVICES, LLC10,7600.00%$471K-8,739 (-44.8%)
202WHALEROCK POINT PARTNERS, LLC10,6000.00%$464KNEW
203F/m Investments LLC10,3400.00%$452K—
204SCHULHOFF & CO INC10,1000.00%$442K—
205Belfer Management LLC10,0810.00%$441K-2,017 (-16.7%)
206Hardy Reed LLC10,0500.00%$440K—
207Belpointe Asset Management LLC10,0000.00%$438KNEW
208Integrated Wealth Concepts LLC9,9220.00%$434K+3,717 (+59.9%)
209Private Advisor Group, LLC9,9020.00%$433K+422 (+4.5%)
210TOCQUEVILLE ASSET MANAGEMENT L.P.9,6980.00%$424K+825 (+9.3%)
211Collaborative Capital Advisors LLC9,6200.00%$421KNEW
212SG Americas Securities, LLC9,4590.00%$414K-1,760 (-15.7%)
213CHOREO, LLC9,3880.00%$411K-487 (-4.9%)
214COMMERCE BANK9,3670.00%$410KNEW
215MITCHELL MCLEOD PUGH & WILLIAMS INC9,3270.00%$408K+952 (+11.4%)
216GABELLI FUNDS LLC9,0510.00%$396K—
217Cascade Financial Partners, LLC8,9260.00%$391K—
218Cadent Capital Advisors, LLC8,9170.00%$390K+74 (+0.8%)
219HB Wealth Management, LLC8,8400.00%$387K-1,099 (-11.1%)
220IHT Wealth Management, LLC8,8330.00%$387KNEW
221Tidal Investments LLC8,7690.00%$384K+3,828 (+77.5%)
222Convergence Financial, LLC8,6840.00%$380K-76 (-0.9%)
223Gruss & Co., LLC8,5000.00%$372KNEW
224Stonebridge Financial Group, LLC / MO8,4310.00%$369K+48 (+0.6%)
225Intrua Financial, LLC8,3570.00%$366K+1,764 (+26.8%)
226Corps Capital Advisors, LLC8,3160.00%$364K—
227M&T Bank Corp8,2760.00%$362K-264 (-3.1%)
228DRW Securities, LLC8,0240.00%$351K+3,022 (+60.4%)
229Quantum Financial Planning Services, Inc.8,0000.00%$350K—
230Obermeyer Wealth Partners8,0000.00%$350K—
231Fulcrum Asset Management LLP7,9330.00%$344K—
232MOODY NATIONAL BANK TRUST DIVISION7,5470.00%$330K—
233SUMMIT SECURITIES GROUP LLC7,5000.00%$328KNEW
234SUSQUEHANNA INTERNATIONAL GROUP, LLP7,3930.00%$324K-96,261 (-92.9%)
235Savant Capital, LLC7,3480.00%$312KNEW
236PDS Planning, Inc7,2000.00%$315KNEW
237Sequoia Financial Advisors, LLC7,1750.00%$314K—
238INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV7,1320.00%$312K—
239Outlook Wealth Advisors, LLC7,0630.00%$309K-15 (-0.2%)
240Nicholas Hoffman & Company, LLC.7,0000.00%$306K+1,000 (+16.7%)
241Virtu Financial LLC6,8800.00%$301K-36,751 (-84.2%)
242BROWN BROTHERS HARRIMAN & CO6,8160.00%$298K+1,000 (+17.2%)
243Magnus Financial Group LLC6,6510.00%$291K+834 (+14.3%)
244FIFTH THIRD BANCORP6,6200.00%$290K+189 (+2.9%)
245Venture Visionary Partners LLC6,5000.00%$284K+200 (+3.2%)
246Laird Norton Wetherby Trust Company, LLC6,4500.00%$282K—
247Curated Wealth Partners LLC6,4000.00%$280K—
248Naviter Wealth, LLC6,4000.00%$280K—
249Hickory Point Bank & Trust6,3500.00%$278K—
250Wilmington Savings Fund Society, FSB6,3430.00%$278K—
Exited since 2026-03-31 (24 filers; largest 24 shown)
U.S. Capital Wealth Advisors, LLC−140,475
PARAGON ASSOCIATES & PARAGON ASSOCIATES II JOINT VENTURE−100,000
Keeler Thomas Management LLC−52,453
BASSO CAPITAL MANAGEMENT, L.P.−42,150
CWM, LLC−22,209
Evanson Asset Management, LLC−18,082
EQUITEC PROPRIETARY MARKETS, LLC−14,700
JOURNEY STRATEGIC WEALTH LLC−13,300
SANDERS MORRIS HARRIS LLC−6,697
Jaffetilchin Investment Partners, LLC−5,552
QUADRANT CAPITAL GROUP LLC−5,435
Regal Investment Advisors LLC−4,951
Sunbelt Securities, Inc.−3,800
McIlrath & Eck, LLC−2,324
State of Wyoming−1,718
Fortitude Family Office, LLC−1,367
Sound Income Strategies, LLC−1,167
United Community Bank−1,150
Global Wealth Strategies & Associates−906
Pacific Center for Financial Services−300
TWIN PEAKS WEALTH ADVISORS, LLC−241
Medallion Wealth Advisors, LLC−212
Strategic Investment Solutions, Inc. /IL−20
Signature Resources Capital Management, LLC−1

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 personFormFiledEventShares% of class
Alerian MLP ETFSCHEDULE 13G/A2026-07-092026-06-3036,093,2178.74%
ALPS Advisors, Inc.SCHEDULE 13G/A2026-07-092026-06-3036,629,6008.87%
Anadarko Holding CompanySCHEDULE 13D/A2026-02-052026-02-039,004,2092.3%
Anadarko Petroleum CorporationSCHEDULE 13D/A2026-02-052026-02-03150,374,17638.3%
Anadarko USH1 CorporationSCHEDULE 13D/A2026-02-052026-02-039,004,2092.3%
APC Midstream Holdings, LLCSCHEDULE 13D/A2026-02-052026-02-03457,8490.1%
Baseball Merger Sub 2, Inc.SCHEDULE 13D/A2026-02-052026-02-03150,374,17638.3%
Kerr-McGee CorporationSCHEDULE 13D/A2026-02-052026-02-039,004,2092.3%
Kerr-McGee Worldwide CorporationSCHEDULE 13D/A2026-02-052026-02-039,004,2092.3%
Occidental Petroleum CorporationSCHEDULE 13D/A2026-02-052026-02-03150,374,17638.3%
OXY Oil Partners, Inc.SCHEDULE 13D/A2026-02-052026-02-03150,374,17638.3%
OXY USA Inc.SCHEDULE 13D/A2026-02-052026-02-03150,374,17638.3%
Western Gas Resources, Inc.SCHEDULE 13D/A2026-02-052026-02-03141,369,96736%

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.