Who holds PAAticker 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 · quarter ended 2026-03-31 · 10 members disclosed PAA ↗

287

holders13F filers reporting this class for the quarter ended 2026-03-31

$5.0B

combined valuesum of the reported values across every holder; NULL values are excluded, never zero-filled

139

addsholders whose share count rose or who opened the position (new + add), by shares

exitsholders absent this quarter after holding last quarter — inferred from absence, not a sale record

Holders — quarter ended 2026-03-31

ranked by reported value · Δ shares vs 2025-12-31 · kind by shares

13F holders of PAA ranked by reported value
#	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
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	KING LUTHER CAPITAL MANAGEMENT CORP	—	—	−13,905	exit
289	GLENMEDE TRUST CO NA	—	—	−230,823	exit
290	HARBOUR INVESTMENTS, INC.	—	—	−291	exit
291	DAVENPORT & Co LLC	—	—	−12,000	exit
292	CIBC Private Wealth Group LLC	—	—	−4,713,673	exit
293	Liberty Capital Management, Inc.	—	—	−24,400	exit
294	B. Riley Wealth Advisors, Inc.	—	—	−10,300	exit
295	TCTC Holdings, LLC	—	—	−7,050	exit
296	Inspire Investing, LLC	—	—	−71,205	exit
297	Stratos Investment Management, LLC	—	—	−10,000	exit
298	Global Retirement Partners, LLC	—	—	−16,242	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

Quarter ended 2026-03-31Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · PAA

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers: 0 — —
Sellers: 0 — —

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

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

new + add vs trim + exit, by shares · $ = reported value now, not the change · PLAINS ALL AMERN PIPELINE L

No moves on either side in the window.

10 members of Congress disclosed PAA — the congressional view ↗