Who holds ticker verified against the SEC company list on 2026-09-10 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗

PLAINS ALL AMERN PIPELINE L · UNIT LTD PARTN · Q1 2026 · 10 members disclosed PAA ↗

13F filers reporting this class for the quarter ended 2026-03-31: 287
sum of the reported values across every holder; undisclosed values are left out, never counted as zero: $5.0B
holders whose share count rose or who opened the position (new + add), by shares: 139
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 16

Holders — quarter ended 2026-03-31

by reported value · Δ shares vs 2025-12-31Holders rank by reported value. The change kind — new, add, trim or exit — is read from the share count against the prior quarter, never from the reported value.

13F holders of PAA ranked by reported value, 1–25 of 306 holders
#	Filer	Reported value	Shares	Δ shares	Change
1	ALPS ADVISORS INC	$1.6B	73,107,070	−2,944,519	TRIM
2	Invesco Ltd.	$745M	33,385,562	−123,236	TRIM
3	Blackstone Inc.	$418M	18,740,802	+5,448,226	ADD
4	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$381M	17,051,582	+761,703	ADD
5	MORGAN STANLEY	$255M	11,401,038	+1,519,790	ADD
6	UBS Group AG	$196M	8,768,404	+989,751	ADD
7	KAYNE ANDERSON CAPITAL ADVISORS LP	$138M	6,200,636	+1,081,102	ADD
8	BANK OF AMERICA CORP /DE/	$109M	4,902,155	−457,461	TRIM
9	CIBC Bancorp USA Inc.	$84.0M	3,761,989	—	NO PRIOR
10	Fractal Investments LLC	$81.0M	3,625,784	0	NO CHANGE
11	INFRASTRUCTURE CAPITAL ADVISORS, LLC	$69.0M	3,089,992	+130,164	ADD
12	BERKLEY W R CORP	$59.9M	2,684,307	+2,684,307	NEW
13	EAGLE GLOBAL ADVISORS LLC	$50.6M	2,265,985	−1,365,270	TRIM
14	DEUTSCHE BANK AG\	$42.1M	1,883,597	0	NO CHANGE
15	DUFF & PHELPS INVESTMENT MANAGEMENT CO	$39.7M	1,776,900	+1,776,900	NEW
16	WELLS FARGO & COMPANY/MN	$35.0M	1,565,609	+44,834	ADD
17	WESTWOOD HOLDINGS GROUP INC	$34.3M	1,538,227	+1,470,707	ADD
18	Energy Income Partners, LLC	$29.6M	1,323,892	−15,565	TRIM
19	LONGFELLOW INVESTMENT MANAGEMENT CO LLC	$27.5M	1,230,349	−364,091	TRIM
20	Mariner, LLC	$22.7M	1,016,435	+14,059	ADD
21	RAYMOND JAMES FINANCIAL INC	$18.8M	839,797	+54,202	ADD
22	STATE OF WISCONSIN INVESTMENT BOARD	$17.5M	785,079	+432,710	ADD
23	LPL Financial LLC	$17.0M	759,279	+23,269	ADD
24	MIZUHO MARKETS AMERICAS LLC	$16.8M	753,200	+753,200	NEW
25	Texas Yale Capital Corp.	$14.9M	665,863	+2,100	ADD

Show all 306 holders

13F holders of PAA ranked by reported value, 26–306 of 306 holders
#	Filer	Reported value	Shares	Δ shares	Change
26	Focus Partners Wealth	$14.6M	654,266	−3,420	TRIM
27	Waverly Advisors, LLC	$13.9M	622,795	−53,229	TRIM
28	ROYAL BANK OF CANADA	$13.8M	617,070	+10,899	ADD
29	Americana Partners, LLC	$12.9M	579,048	+507	ADD
30	NEOS Investment Management LLC	$12.9M	575,617	+528,492	ADD
31	Sovereign Investment Advisors, LLC	$11.8M	528,931	+2,519	ADD
32	EXCHANGE TRADED CONCEPTS, LLC	$11.7M	525,612	−40,005	TRIM
33	OpenArc Corporate Advisory, LLC	$11.2M	500,040	0	NO CHANGE
34	CITIGROUP INC	$10.4M	464,012	−331,551	TRIM
35	FMR LLC	$10.0M	447,882	−78,948	TRIM
36	Advisors Asset Management, Inc.	$9.7M	436,629	+20,914	ADD
37	HighTower Advisors, LLC	$9.7M	433,814	+3,652	ADD
38	Maryland State Retirement & Pension System	$9.4M	418,862	−19,883	TRIM
39	AMERICAN FINANCIAL GROUP INC	$9.2M	412,500	0	NO CHANGE
40	U.S. Capital Wealth Advisors, LLC	$8.5M	379,437	+4,492	ADD
41	ENVESTNET ASSET MANAGEMENT INC	$8.1M	363,237	+68,503	ADD
42	Pathstone Holdings, LLC	$6.8M	302,443	−1,882,515	TRIM
43	BFSG, LLC	$5.7M	254,153	+254,153	NEW
44	Cetera Investment Advisers	$5.3M	235,820	+20,276	ADD
45	STIFEL FINANCIAL CORP	$5.2M	233,372	+4,507	ADD
46	BlackRock, Inc.	$4.9M	220,018	−4	TRIM
47	CWA Asset Management Group, LLC	$4.8M	214,427	−12,366	TRIM
48	Rockefeller Capital Management L.P.	$4.7M	210,240	+23,596	ADD
49	Corient Private Wealth LLC	$4.7M	407,180	−389,753	TRIM
50	NORTHERN TRUST CORP	$4.6M	205,460	+901	ADD
51	Callodine Capital Management, LP	$4.5M	200,000	+50,000	ADD
52	Nuveen, LLC	$4.4M	198,059	−140,739	TRIM
53	Chicago Partners Investment Group LLC	$4.4M	205,223	+146	ADD
54	ANGELES WEALTH MANAGEMENT, LLC	$4.3M	192,807	+192,807	NEW
55	Gilman Hill Asset Management, LLC	$4.1M	181,615	+44,640	ADD
56	Cresset Asset Management, LLC	$3.9M	175,819	+49,138	ADD
57	Private Advisor Group, LLC	$3.8M	171,281	+2,123	ADD
58	FIRST TRUST ADVISORS LP	$3.7M	167,905	−36,298	TRIM
59	ELCO Management Co., LLC	$3.6M	159,567	+143,488	ADD
60	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$3.5M	158,298	+93,177	ADD
61	Aster Capital Management (DIFC) Ltd	$3.5M	175,260	+175,260	NEW
62	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$3.4M	155,082	+29,301	ADD
63	US BANCORP \DE\	$3.4M	150,041	−2,100	TRIM
64	Kestra Advisory Services, LLC	$3.1M	140,618	+2,172	ADD
65	COMMONWEALTH EQUITY SERVICES, LLC	$3.1M	140,109	−14,364	TRIM
66	PFG Investments, LLC	$3.1M	139,743	+1,402	ADD
67	NewEdge Advisors, LLC	$2.7M	121,215	+121,215	NEW
68	Cerity Partners LLC	$2.7M	119,487	−120,373	TRIM
69	Fort Sheridan Advisors LLC	$2.7M	118,858	0	NO CHANGE
70	DIVIDEND ASSETS CAPITAL, LLC	$2.5M	111,413	−21,164	TRIM
71	Oxbow Advisors, LLC	$2.5M	111,202	−2,730	TRIM
72	Clarus Group, Inc.	$2.5M	111,025	−3,374	TRIM
73	Wealth Alliance Advisory Group, LLC	$2.5M	109,858	+10,639	ADD
74	HENGEHOLD CAPITAL MANAGEMENT LLC	$2.4M	109,691	+27,221	ADD
75	Rydar Equities, Inc.	$2.4M	108,742	+2,218	ADD
76	HUB Investment Partners, LLC	$2.4M	108,703	+4,422	ADD
77	Aptus Capital Advisors, LLC	$2.4M	106,628	+106,628	NEW
78	Wealthstar Advisors, LLC	$2.3M	103,580	+62,477	ADD
79	Beacon Pointe Advisors, LLC	$2.2M	96,375	+35,694	ADD
80	BLUEFIN CAPITAL MANAGEMENT, LLC	$2.1M	92,100	—	NO PRIOR
81	HORIZON KINETICS ASSET MANAGEMENT LLC	$2.0M	90,209	+90,209	NEW
82	STEPHENS INC /AR/	$2.0M	89,464	−4,183	TRIM
83	Forvis Mazars Wealth Advisors, LLC	$2.0M	87,542	−90,000	TRIM
84	Mountain Lake Investment Management LLC	$1.9M	86,237	0	NO CHANGE
85	&PARTNERS	$1.9M	83,540	+9,630	ADD
86	DV Trading LLC	$1.8M	82,454	+49,221	ADD
87	QUADRANT CAPITAL GROUP LLC	$1.8M	80,845	0	NO CHANGE
88	Curi Capital, LLC	$1.7M	78,279	+15,988	ADD
89	Creative Planning	$1.7M	77,541	+14,943	ADD
90	CASTLEARK MANAGEMENT LLC	$1.6M	70,459	0	NO CHANGE
91	Independent Advisor Alliance	$1.6M	70,004	−3,665	TRIM
92	Apollon Wealth Management, LLC	$1.5M	67,373	−15,153	TRIM
93	FORTEM FINANCIAL GROUP, LLC	$1.5M	66,211	−22,052	TRIM
94	Corps Capital Advisors, LLC	$1.5M	66,118	+13,650	ADD
95	Prospera Financial Services Inc	$1.4M	62,857	+401	ADD
96	RR Advisors, LLC	$1.4M	62,549	+62,549	NEW
97	Sanctuary Advisors, LLC	$1.4M	61,360	+14,261	ADD
98	Summit Financial, LLC	$1.4M	61,269	+4	ADD
99	Parkside Financial Bank & Trust	$1.3M	59,899	−102	TRIM
100	OPPENHEIMER ASSET MANAGEMENT INC.	$1.3M	57,122	−23	TRIM
101	Clear Trail Advisors, LLC	$1.3M	57,047	+858	ADD
102	Nicholas Wealth, LLC.	$1.3M	56,975	+56,975	NEW
103	Vestmark Advisory Solutions, Inc.	$1.3M	56,815	+56,815	NEW
104	ELEVATION POINT WEALTH PARTNERS, LLC	$1.3M	56,816	+56,816	NEW
105	CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT	$1.2M	55,300	−100,000	TRIM
106	GUGGENHEIM CAPITAL LLC	$1.2M	55,063	+60	ADD
107	Greenline Partners, LLC	$1.2M	54,801	+54,801	NEW
108	Jackson Hole Capital Partners, LLC	$1.2M	54,491	−505	TRIM
109	CWM, LLC	$1.2M	51,715	+208	ADD
110	Prospect Financial Services LLC	$1.1M	50,947	−173	TRIM
111	EXENCIAL WEALTH ADVISORS, LLC	$1.1M	50,048	+8,838	ADD
112	NATIXIS	$1.1M	50,000	+50,000	NEW
113	Turtle Creek Wealth Advisors, LLC	$1.1M	48,885	0	NO CHANGE
114	OSAIC HOLDINGS, INC.	$1.0M	45,796	−25,667	TRIM
115	Stratos Wealth Partners, LTD.	$988K	44,238	+10,128	ADD
116	FIDELIS CAPITAL PARTNERS, LLC	$938K	42,000	+42,000	NEW
117	BEACON INVESTMENT ADVISORY SERVICES, INC.	$913K	40,900	0	NO CHANGE
118	Caprock Group, LLC	$912K	40,833	−5,900	TRIM
119	ProShare Advisors LLC	$867K	38,822	−5,031	TRIM
120	UMB Bank, n.a.	$861K	38,552	0	NO CHANGE
121	Cornerstone Wealth Management, LLC	$849K	38,025	−299	TRIM
122	Procyon Advisors, LLC	$788K	35,289	+13,500	ADD
123	Southeast Asset Advisors, LLC	$782K	35,000	0	NO CHANGE
124	Manske Wealth Management	$781K	34,977	−4,231	TRIM
125	F/m Investments LLC	$775K	34,686	0	NO CHANGE
126	Diversified Trust Co	$764K	34,221	0	NO CHANGE
127	Quantinno Capital Management LP	$758K	33,964	−4,100	TRIM
128	SCS Capital Management LLC	$742K	33,214	0	NO CHANGE
129	BLAIR WILLIAM & CO/IL	$715K	32,021	+516	ADD
130	Apella Capital, LLC	$708K	33,689	+33,689	NEW
131	KESTRA PRIVATE WEALTH SERVICES, LLC	$702K	31,444	+13,039	ADD
132	Steward Partners Investment Advisory, LLC	$672K	30,114	−710	TRIM
133	MERCER GLOBAL ADVISORS INC /ADV	$671K	30,050	−4,179	TRIM
134	Lido Advisors, LLC	$671K	30,026	+13,804	ADD
135	Spire Wealth Management	$668K	29,907	+13,454	ADD
136	Hartford Financial Management Inc.	$665K	29,766	0	NO CHANGE
137	Pasadena Private Wealth, LLC	$662K	29,640	0	NO CHANGE
138	Concurrent Investment Advisors, LLC	$661K	29,615	+184	ADD
139	Avidian Wealth Enterprises, LLC	$658K	29,450	+1,495	ADD
140	TWO SIGMA SECURITIES, LLC	$653K	29,254	+29,254	NEW
141	D.A. DAVIDSON & CO.	$635K	28,439	+28,439	NEW
142	Symmetry Partners, LLC	$628K	28,105	0	NO CHANGE
143	MGO ONE SEVEN LLC	$598K	26,760	+2,287	ADD
144	Squarepoint Ops LLC	$560K	25,100	+25,100	NEW
145	World Investment Advisors	$558K	24,996	+3,454	ADD
146	Segment Wealth Management, LLC	$545K	24,400	+24,400	NEW
147	Mutual Advisors, LLC	$543K	24,305	+8	ADD
148	IEQ CAPITAL, LLC	$539K	24,140	+11,202	ADD
149	TRUIST FINANCIAL CORP	$522K	23,364	−10,046	TRIM
150	Westover Capital Advisors, LLC	$514K	23,000	0	NO CHANGE
151	INDEPENDENT FINANCIAL GROUP, LLC	$506K	22,650	—	NO PRIOR
152	Glenview Trust Co	$493K	22,076	0	NO CHANGE
153	NAPLES GLOBAL ADVISORS, LLC	$492K	22,035	+4,135	ADD
154	Lee Financial Co	$491K	21,976	0	NO CHANGE
155	Stablepoint Partners, LLC	$471K	21,110	0	NO CHANGE
156	Kovack Advisors, Inc.	$467K	21,071	+8,446	ADD
157	Atala Financial Inc	$466K	21,349	0	NO CHANGE
158	Diligent Investors, LLC	$462K	20,699	0	NO CHANGE
159	BALDWIN WEALTH PARTNERS LLC/MA	$445K	19,909	−1,500	TRIM
160	Hardy Reed LLC	$440K	19,700	−11,850	TRIM
161	AE Wealth Management LLC	$439K	19,652	+2,701	ADD
162	Rede Wealth, LLC	$430K	19,250	−1,433	TRIM
163	Samalin Investment Counsel, LLC	$428K	19,173	+394	ADD
164	Aviance Capital Partners, LLC	$422K	18,884	+1,325	ADD
165	VestGen Advisors, LLC	$419K	19,100	0	NO CHANGE
166	Amundi	$417K	18,653	+18,653	NEW
167	COMMERCE BANK	$416K	18,626	+3,836	ADD
168	CFM WEALTH PARTNERS LLC	$414K	18,556	−495	TRIM
169	Secure Asset Management, LLC	$412K	18,452	−3,799	TRIM
170	ISLAY CAPITAL MANAGEMENT, LLC	$409K	18,300	0	NO CHANGE
171	CenterStar Asset Management, LLC	$409K	18,318	+18,318	NEW
172	DOLIVER ADVISORS, LP	$399K	17,848	−100	TRIM
173	Morgan Creek Capital Management, LLC	$394K	17,642	0	NO CHANGE
174	Creekside Partners	$391K	17,500	0	NO CHANGE
175	Equitable Holdings, Inc.	$390K	21,704	+3,086	ADD
176	Brookstone Capital Management	$376K	16,856	+3	ADD
177	Avantax Planning Partners, Inc.	$368K	16,500	−2,200	TRIM
178	SUMMIT SECURITIES GROUP LLC	$362K	16,200	−5,700	TRIM
179	FOUNDATIONS INVESTMENT ADVISORS, LLC	$356K	15,928	−127	TRIM
180	Argyle Capital Partners, LLC	$352K	15,750	−1,250	TRIM
181	HB Wealth Management, LLC	$345K	15,463	−519	TRIM
182	Avior Wealth Management, LLC	$345K	15,460	+15,460	NEW
183	Chancellor Financial Group WB LP	$345K	15,457	0	NO CHANGE
184	Arkfeld Wealth Strategies, L.L.C.	$344K	15,968	0	NO CHANGE
185	Prasad Wealth Partners, LLC	$344K	15,398	+237	ADD
186	RITHOLTZ WEALTH MANAGEMENT	$337K	15,100	0	NO CHANGE
187	CLIFFORD SWAN INVESTMENT COUNSEL LLC	$330K	14,783	−1,232	TRIM
188	Brookwood Investment Group LLC	$328K	14,690	−387	TRIM
189	Arista Wealth Management, LLC	$326K	14,600	0	NO CHANGE
190	EVOLVE PRIVATE WEALTH, LLC	$326K	14,595	+14,595	NEW
191	NewEdge Wealth, LLC	$323K	14,455	0	NO CHANGE
192	Composition Wealth, LLC	$319K	14,294	+100	ADD
193	Requisite Capital Management, LLC	$319K	14,267	0	NO CHANGE
194	MATTERN CAPITAL MANAGEMENT, LLC	$304K	13,602	0	NO CHANGE
195	BANK OF MONTREAL /CAN/	$300K	13,448	−620	TRIM
196	Magnus Financial Group LLC	$289K	12,921	−1,926	TRIM
197	Elemental Capital Partners LLC	$285K	12,753	+12,753	NEW
198	Hibernia Wealth Partners, LLC	$279K	12,508	+258	ADD
199	HANCOCK WHITNEY CORP	$276K	12,310	+12,310	NEW
200	SENTINEL WEALTH MANAGEMENT, INC.	$273K	12,206	0	NO CHANGE
201	Providence Financial Advisors, LLC	$269K	12,058	0	NO CHANGE
202	Pingora Partners LLC	$269K	12,033	0	NO CHANGE
203	ECLECTIC ASSOCIATES INC /ADV	$266K	11,918	0	NO CHANGE
204	JANE STREET GROUP, LLC	$263K	11,760	−45,467	TRIM
205	Summit Trail Advisors, LLC	$260K	11,651	+11,651	NEW
206	Archford Capital Strategies, LLC	$258K	11,574	0	NO CHANGE
207	REGIONS FINANCIAL CORP	$252K	11,295	0	NO CHANGE
208	FIRST NATIONAL TRUST CO	$250K	11,208	+170	ADD
209	WealthTrust Axiom LLC	$241K	10,800	−500	TRIM
210	State of Wyoming	$241K	10,788	+10,788	NEW
211	VIEWPOINT INVESTMENT PARTNERS CORP	$240K	14,700	+2,300	ADD
212	Cannell & Spears LLC	$239K	10,700	0	NO CHANGE
213	Hilltop Holdings Inc.	$237K	10,600	+10,600	NEW
214	CHOREO, LLC	$237K	10,594	+10,594	NEW
215	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$235K	10,545	+5,434	ADD
216	StoneX Group Inc.	$234K	10,489	−23,941	TRIM
217	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$234K	10,464	+30	ADD
218	Beverly Hills Private Wealth, LLC	$233K	10,434	0	NO CHANGE
219	AQR CAPITAL MANAGEMENT LLC	$231K	10,338	0	NO CHANGE
220	Tidal Investments LLC	$229K	10,252	−2,732	TRIM
221	KWB Wealth	$225K	12,547	0	NO CHANGE
222	Obermeyer Wealth Partners	$223K	10,000	+10,000	NEW
223	Abel Hall, LLC	$223K	10,000	0	NO CHANGE
224	SLT Holdings LLC	$223K	10,000	0	NO CHANGE
225	Waterfront Wealth Inc.	$223K	9,990	+9,990	NEW
226	Kingsview Wealth Management, LLC	$221K	9,896	+9,896	NEW
227	Quantum Private Wealth, LLC	$218K	9,760	+9,760	NEW
228	Snowden Capital Advisors LLC	$217K	9,732	+9,732	NEW
229	Sigma Planning Corp	$217K	9,701	+9,701	NEW
230	Physician Wealth Advisors, Inc.	$217K	9,700	0	NO CHANGE
231	McElhenny Sheffield Capital Management, LLC	$215K	9,646	+9,646	NEW
232	Arrow Investment Advisors, LLC	$215K	9,607	+9,607	NEW
233	BROWN ADVISORY INC	$213K	9,557	−500	TRIM
234	Aull & Monroe Investment Management Corp	$212K	9,500	+9,500	NEW
235	DAYMARK WEALTH PARTNERS, LLC	$205K	9,197	+9,197	NEW
236	Advisor OS, LLC	$204K	9,140	+9,140	NEW
237	Virtus Investment Advisers, LLC	$193K	8,646	−561	TRIM
238	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	$181K	8,321	+102	ADD
239	MAI Capital Management	$177K	7,927	+350	ADD
240	Allworth Financial LP	$158K	7,064	−1,967	TRIM
241	TD Waterhouse Canada Inc.	$133K	6,122	+5,822	ADD
242	ARMSTRONG ADVISORY GROUP, INC	$113K	5,076	+4,576	ADD
243	Federation des caisses Desjardins du Quebec	$105K	4,690	0	NO CHANGE
244	REAP Financial Group, LLC	$102K	4,552	0	NO CHANGE
245	Solstein Capital, LLC	$85.0K	3,807	+3,807	NEW
246	Scarborough Advisors, LLC	$80.4K	3,602	+3,602	NEW
247	Geneos Wealth Management Inc.	$79.3K	3,550	−682	TRIM
248	Hilltop National Bank	$73.7K	3,300	0	NO CHANGE
249	NATIONAL BANK OF CANADA /FI/	$71.6K	3,210	0	NO CHANGE
250	Arax Advisory Partners	$66.1K	2,960	−315	TRIM
251	Larson Financial Group LLC	$55.8K	2,500	0	NO CHANGE
252	Trask Adam Roland	$55.8K	2,500	—	NO PRIOR
253	HRT FINANCIAL LP	$50.3K	2,251,634	+834,899	ADD
254	Caldwell Trust Co	$49.2K	2,205	0	NO CHANGE
255	EVERMAY WEALTH MANAGEMENT LLC	$44.7K	2,000	0	NO CHANGE
256	NFSG Corp	$44.1K	1,977	−286	TRIM
257	CENTRAL TRUST Co	$38.0K	1,700	0	NO CHANGE
258	MATHER GROUP, LLC.	$35.1K	1,574	+1,574	NEW
259	SIGNATUREFD, LLC	$27.6K	1,236	+536	ADD
260	FIFTH THIRD BANCORP	$27.3K	1,221	−1,000	TRIM
261	Bollard Group LLC	$27.2K	1,215,856	+86,602	ADD
262	CBIZ Investment Advisory Services, LLC	$22.8K	1,021	0	NO CHANGE
263	Security National Bank	$22.3K	1,000	0	NO CHANGE
264	Blue Trust, Inc.	$22.3K	1,000	−350	TRIM
265	Activest Wealth Management	$22.3K	1,000	0	NO CHANGE
266	Financial Freedom, LLC	$19.3K	865	+865	NEW
267	Atlantic Edge Private Wealth Management, LLC	$14.5K	650	0	NO CHANGE
268	Atlantic Union Bankshares Corp	$13.4K	600	0	NO CHANGE
269	Wilmington Savings Fund Society, FSB	$11.2K	500	0	NO CHANGE
270	WOLFF WIESE MAGANA LLC	$11.2K	500	0	NO CHANGE
271	SJS Investment Consulting Inc.	$11.2K	500	0	NO CHANGE
272	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$10.1K	451	+204	ADD
273	BIRCHBROOK, INC.	$8.9K	400	0	NO CHANGE
274	Financial Network Wealth Advisors LLC	$8.3K	370	—	NO PRIOR
275	GILPIN WEALTH MANAGEMENT, LLC	$5.5K	247	−58	TRIM
276	Tower Research Capital LLC (TRC)	$4.6K	206	−941	TRIM
277	SALEM INVESTMENT COUNSELORS INC	$4.5K	200	+200	NEW
278	ASSETMARK, INC	$2.9K	132	0	NO CHANGE
279	SHP Wealth Management	$2.5K	111	+2	ADD
280	ACADIAN ASSET MANAGEMENT LLC	$2.3K	103,023	+103,023	NEW
281	Clearstead Advisors, LLC	$2.2K	100	0	NO CHANGE
282	TOTH FINANCIAL ADVISORY CORP	$2.2K	100	0	NO CHANGE
283	Annandale Capital, LLC	$405	18,153	−4,135	TRIM
284	Mountain Hill Investment Partners Corp.	$238	11	+1	ADD
285	Smithfield Trust Co	$28	1,276	+1,276	NEW
286	ELEVATION WEALTH PARTNERS, LLC	$28	1	0	NO CHANGE
287	VALLEY NATIONAL ADVISERS INC	$11	500	0	NO CHANGE
288	CIBC Private Wealth Group LLC	—	—	—	n/c
289	Liberty Capital Management, Inc.	—	—	—	n/c
290	Global Retirement Partners, LLC	—	—	—	n/c
291	KING LUTHER CAPITAL MANAGEMENT CORP	—	—	−13,905	EXIT
292	GLENMEDE TRUST CO NA	—	—	−230,823	EXIT
293	HARBOUR INVESTMENTS, INC.	—	—	−291	EXIT
294	DAVENPORT & Co LLC	—	—	−12,000	EXIT
295	B. Riley Wealth Advisors, Inc.	—	—	−10,300	EXIT
296	TCTC Holdings, LLC	—	—	−7,050	EXIT
297	Inspire Investing, LLC	—	—	−71,205	EXIT
298	Stratos Investment Management, LLC	—	—	−10,000	EXIT
299	WEALTH ALLIANCE, LLC	—	—	−11,587	EXIT
300	XTX Topco Ltd	—	—	−37,726	EXIT
301	Naviter Wealth, LLC	—	—	−13,858	EXIT
302	Dunhill Financial, LLC	—	—	−235	EXIT
303	Prossimo Advisors, LLC	—	—	−12,343	EXIT
304	PRECEDENT WEALTH PARTNERS, LLC	—	—	−22,049	EXIT
305	CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC	—	—	−20,000	EXIT
306	Turas Capital Management LP	—	—	−598,100	EXIT

Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · PAA

Congress · last 90 days

Buyers: 0 — —
Sellers: 0 — —

filed 2026-07-31 → 2026-10-29 · statutory ranges

Use of congressional disclosure reports for commercial purposes, credit decisions or solicitation is restricted by 5 U.S.C. §13107(c).

Notable managers · quarter ended 2026-03-31

Adding: 0 — $0 held
Trimming: 0 — $0 held

by shares · $ = value heldNEW + ADD vs TRIM + EXIT, by share count. $ = reported value now, not the change. · PLAINS ALL AMERN PIPELINE L

No moves on either side in the window.

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings: a position may have changed or closed since the quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars; each record notes its original unit.

Affiliated managers may report the same position, so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice.