Who holds PBAticker 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 ↗

PEMBINA PIPELINE CORP · COM · quarter ended 2026-03-31 · 5 members disclosed PBA ↗

348

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

$12.2B

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

178

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 PBA ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	ROYAL BANK OF CANADA	$1.7B	38,726,115	−3,534,654	trim
2	BANK OF MONTREAL /CAN/	$944M	21,078,687	−4,530,196	trim
3	VANGUARD CAPITAL MANAGEMENT LLC	$740M	16,534,191	—	no prior
4	CIBC WORLD MARKET INC.	$550M	12,280,619	+1,384,990	add
5	1832 Asset Management L.P.	$525M	11,726,867	−40,771	trim
6	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$399M	8,924,666	−904,294	trim
7	Clearbridge Investments, LLC	$378M	8,445,279	+6,810,022	add
8	MACKENZIE FINANCIAL CORP	$371M	8,281,681	−2,631,884	trim
9	FIL Ltd	$348M	7,785,376	−6,193,182	trim
10	SCOTIA CAPITAL INC.	$299M	6,746,275	−132,694	trim
11	TD ASSET MANAGEMENT INC	$283M	6,332,525	+42,985	add
12	GEODE CAPITAL MANAGEMENT, LLC	$267M	5,868,614	+87,546	add
13	DEUTSCHE BANK AG\	$256M	5,725,777	+2,802,849	add
14	NATIONAL BANK OF CANADA /FI/	$256M	5,754,268	+597,009	add
15	CIBC Asset Management Inc	$253M	5,666,553	−2,953,754	trim
16	VANGUARD FIDUCIARY TRUST CO	$229M	5,118,122	—	no prior
17	Legal & General Group Plc	$198M	4,438,511	−23,049	trim
18	Vanguard Global Advisers, LLC	$183M	4,081,142	—	no prior
19	MORGAN STANLEY	$175M	3,915,090	−808,069	trim
20	BANK OF NOVA SCOTIA	$169M	3,766,410	−297,961	trim
21	Cardinal Capital Management, Inc.	$159M	3,555,001	+280,665	add
22	Amundi	$151M	3,377,710	+442,237	add
23	DIMENSIONAL FUND ADVISORS LP	$149M	3,328,784	+443,270	add
24	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$140M	3,127,754	+71,162	add
25	BANK OF AMERICA CORP /DE/	$130M	2,906,204	−3,295,325	trim
26	TORONTO DOMINION BANK	$119M	2,660,200	−709,369	trim
27	TD Waterhouse Canada Inc.	$107M	2,469,497	+766,084	add
28	Invesco Ltd.	$102M	2,278,129	−98,712	trim
29	UniSuper Management Pty Ltd	$97.5M	1,566,061	+65,961	add
30	Alberta Investment Management Corp	$96.5M	2,155,843	+1,701,343	add
31	Swiss National Bank	$87.4M	1,955,896	+416,100	add
32	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$81.5M	1,826,128	+70,427	add
33	FMR LLC	$77.2M	1,723,558	−638,908	trim
34	INTACT INVESTMENT MANAGEMENT INC.	$76.1M	1,701,464	−468,550	trim
35	KAYNE ANDERSON CAPITAL ADVISORS LP	$71.9M	1,606,533	−159,235	trim
36	BCV Asset Management Inc.	$71.1M	1,592,388	−21,180	trim
37	Nuveen, LLC	$70.4M	1,576,931	−140,018	trim
38	Recurrent Investment Advisors LLC	$67.2M	1,494,250	+4,107	add
39	WESTWOOD HOLDINGS GROUP INC	$65.6M	1,465,532	−99,504	trim
40	CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT	$60.7M	1,357,100	+10,000	add
41	Federation des caisses Desjardins du Quebec	$59.8M	1,350,873	−166,280	trim
42	FRANKLIN RESOURCES INC	$58.4M	1,305,181	+118,702	add
43	D. E. Shaw & Co., Inc.	$56.8M	1,270,043	+1,260,143	add
44	CANADA PENSION PLAN INVESTMENT BOARD	$56.4M	1,259,945	−4,720,368	trim
45	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$54.6M	1,219,100	+1,219,100	new
46	DUFF & PHELPS INVESTMENT MANAGEMENT CO	$52.9M	859,602	+859,602	new
47	VANGUARD ASSET MANAGEMENT, Ltd	$48.7M	1,087,492	—	no prior
48	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$46.3M	744,137	−18,633	trim
49	FIRST TRUST ADVISORS LP	$44.0M	982,865	−185,395	trim
50	Blackstone Inc.	$42.7M	952,930	−11,564	trim
51	Fiera Capital Corp	$41.6M	930,749	−26,573	trim
52	Addenda Capital Inc.	$37.7M	605,547	−13,420	trim
53	BlackRock, Inc.	$35.8M	799,952	+88,862	add
54	UBS Group AG	$33.4M	746,210	−584,759	trim
55	Maryland State Retirement & Pension System	$31.9M	712,792	+47,973	add
56	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$30.9M	689,399	+168,418	add
57	NICOLA WEALTH MANAGEMENT LTD.	$29.7M	664,500	−323,300	trim
58	NEOS Investment Management LLC	$27.1M	607,910	+607,910	new
59	Purpose Unlimited Inc.	$26.5M	592,493	+9,740	add
60	Vanguard Investments Australia, Ltd.	$25.3M	564,137	—	no prior
61	BANK OF NOVA SCOTIA TRUST CO	$23.8M	530,819	+48,286	add
62	CITADEL ADVISORS LLC	$22.5M	503,362	+496,204	add
63	Bank of New York Mellon Corp	$22.1M	494,773	−15,353	trim
64	AVIVA PLC	$21.8M	487,465	+13,763	add
65	NORTHERN TRUST CORP	$21.2M	473,400	+1,801	add
66	VANGUARD PORTFOLIO MANAGEMENT LLC	$20.8M	464,573	—	no prior
67	RENAISSANCE TECHNOLOGIES LLC	$20.0M	445,764	+418,200	add
68	GUARDIAN CAPITAL LP	$19.9M	445,859	−632	trim
69	Harvest Portfolios Group Inc.	$19.6M	437,427	+40,511	add
70	MILLENNIUM MANAGEMENT LLC	$18.6M	415,122	+350,725	add
71	Catalyst Capital Advisors LLC	$16.6M	370,106	−29,781	trim
72	AMERICAN CENTURY COMPANIES INC	$16.2M	361,741	+91,637	add
73	Man Group plc	$15.7M	352,166	+346,521	add
74	Hillsdale Investment Management Inc.	$15.0M	335,664	−581,461	trim
75	ENVESTNET ASSET MANAGEMENT INC	$14.4M	322,585	+183,261	add
76	Connor, Clark & Lunn Investment Management Ltd.	$13.4M	300,027	−489,029	trim
77	AGF MANAGEMENT LTD	$13.2M	292,542	−1,968,614	trim
78	Korea Investment CORP	$12.8M	287,321	−30,435	trim
79	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$12.7M	285,219	+13,228	add
80	BARCLAYS PLC	$12.0M	268,263	+166,066	add
81	Guardian Partners Inc.	$12.0M	266,886	−2,251	trim
82	PJT Investments Corp.	$11.8M	264,237	+2,897	add
83	AQR CAPITAL MANAGEMENT LLC	$11.8M	263,814	−9,717	trim
84	WELLS FARGO & COMPANY/MN	$11.7M	260,362	+16,637	add
85	Pictet Asset Management Holding SA	$11.3M	252,256	+2,149	add
86	CIDEL ASSET MANAGEMENT INC	$11.2M	251,656	+2,381	add
87	CIBC Bancorp USA Inc.	$11.1M	248,037	—	no prior
88	Janus Henderson Group Ltd.	$10.9M	243,857	−2,384,707	trim
89	FEDERATED HERMES, INC.	$10.8M	241,237	−2,330	trim
90	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$10.3M	231,229	+231,229	new
91	MONTRUSCO BOLTON INVESTMENTS INC.	$10.0M	224,396	−5,094	trim
92	Northwest & Ethical Investments L.P.	$10.0M	223,285	−52,326	trim
93	JANE STREET GROUP, LLC	$8.6M	192,580	+99,891	add
94	Vident Advisory, LLC	$8.3M	186,348	+41,556	add
95	Generali Asset Management SPA SGR	$8.3M	132,792	+41,135	add
96	STATE OF WISCONSIN INVESTMENT BOARD	$8.2M	183,299	−20,200	trim
97	Zurcher Kantonalbank (Zurich Cantonalbank)	$7.5M	167,568	+167,568	new
98	BNP Paribas Asset Management Holding S.A.	$7.4M	164,240	+117,899	add
99	K.J. Harrison & Partners Inc	$7.3M	162,606	−44,954	trim
100	Investment Management Corp of Ontario	$7.0M	156,449	+11,500	add
101	Quantinno Capital Management LP	$6.6M	147,404	+15,935	add
102	MORGAN DEMPSEY CAPITAL MANAGEMENT LLC	$6.4M	143,916	−4,530	trim
103	Lansforsakringar Fondforvaltning AB (publ)	$6.1M	135,912	0	no change
104	WELLINGTON MANAGEMENT GROUP LLP	$5.8M	130,725	+38,467	add
105	LOUISBOURG INVESTMENTS INC.	$5.8M	129,498	−97,840	trim
106	ASR Vermogensbeheer N.V.	$5.8M	129,172	0	no change
107	Cetera Investment Advisers	$5.4M	119,983	+47,066	add
108	Creative Planning	$5.3M	119,466	+11,452	add
109	DAVIS-REA LTD.	$5.2M	116,582	−786	trim
110	Cumberland Partners Ltd	$5.0M	111,322	−31,534	trim
111	USS Investment Management Ltd	$5.0M	110,640	0	no change
112	M&T BANK CORP	$4.9M	109,246	−2,007	trim
113	LPL Financial LLC	$4.5M	100,379	+1,771	add
114	PCJ Investment Counsel Ltd.	$4.5M	99,545	−40,775	trim
115	TWO SIGMA INVESTMENTS, LP	$4.4M	98,079	+23,600	add
116	RAYMOND JAMES FINANCIAL INC	$4.3M	96,045	+6,252	add
117	COMMONWEALTH EQUITY SERVICES, LLC	$4.2M	93,884	−100,681	trim
118	Swiss Life Asset Management Ltd	$4.2M	93,329	+12,585	add
119	CITIGROUP INC	$4.1M	92,075	−65,110	trim
120	AMERIPRISE FINANCIAL INC	$4.0M	71,039	+39,758	add
121	Quantbot Technologies LP	$4.0M	88,854	+34,930	add
122	Edgemoor Investment Advisors, Inc.	$3.9M	86,088	−402	trim
123	Summit Financial, LLC	$3.8M	84,812	0	no change
124	EAGLE GLOBAL ADVISORS LLC	$3.8M	84,770	+11,040	add
125	NATIXIS	$3.8M	84,388	+9,154	add
126	BFSG, LLC	$3.7M	81,608	+81,608	new
127	Hudson Bay Capital Management LP	$3.6M	79,732	+79,732	new
128	Silver Lake Advisory, LLC	$3.6M	79,346	−960	trim
129	Metis Global Partners, LLC	$3.2M	72,252	−698	trim
130	PRINCIPAL FINANCIAL GROUP INC	$3.2M	71,408	−11,900	trim
131	WORLDQUANT MILLENNIUM ADVISORS LLC	$3.1M	69,049	+69,049	new
132	Steward Partners Investment Advisory, LLC	$3.0M	67,030	+14,361	add
133	ProShare Advisors LLC	$2.9M	65,401	−388	trim
134	Utah Retirement Systems	$2.8M	63,589	−1,338	trim
135	KRAEMATON INVESTMENT ADVISORS, INC	$2.6M	59,035	−604	trim
136	CASCADE INVESTMENT GROUP, INC.	$2.5M	56,834	−1,001	trim
137	PUBLIC SECTOR PENSION INVESTMENT BOARD	$2.5M	56,004	0	no change
138	Baird Financial Group, Inc.	$2.4M	53,082	+53,082	new
139	Mariner, LLC	$2.4M	52,681	+8,071	add
140	Tacita Capital Inc	$2.3M	51,774	0	no change
141	Aviso Financial Inc.	$2.3M	51,337	+1,444	add
142	Capital World Investors	$2.3M	50,709	0	no change
143	Qube Research & Technologies Ltd	$2.2M	49,447	+3,207	add
144	TECTONIC ADVISORS LLC	$2.2M	49,283	+3,478	add
145	Allianz Asset Management GmbH	$2.2M	49,403	+6,711	add
146	ALLIANCEBERNSTEIN L.P.	$2.1M	55,265	+650	add
147	Cerity Partners LLC	$1.9M	42,951	+4,864	add
148	OSAIC HOLDINGS, INC.	$1.9M	42,560	+1,725	add
149	Capital Investment Advisors, LLC	$1.9M	42,123	−1,060	trim
150	APG Asset Management N.V.	$1.8M	46,969	−2,526	trim
151	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	$1.8M	40,493	+660	add
152	ALBERT D MASON INC	$1.8M	40,098	+299	add
153	ExodusPoint Capital Management, LP	$1.8M	39,900	+39,900	new
154	Schonfeld Strategic Advisors LLC	$1.7M	38,133	+38,133	new
155	Kestra Advisory Services, LLC	$1.7M	37,770	+890	add
156	Tidal Investments LLC	$1.6M	36,713	+5,959	add
157	SIG North Trading, ULC	$1.6M	35,764	−669,668	trim
158	Corient Private Wealth LLC	$1.5M	37,266	−39,926	trim
159	Vanguard Personalized Indexing Management, LLC	$1.5M	34,149	+689	add
160	Broderick Brian C	$1.5M	32,823	+300	add
161	ALPS ADVISORS INC	$1.4M	30,267	+1,124	add
162	Graham Capital Management, L.P.	$1.3M	29,572	+29,572	new
163	STIFEL FINANCIAL CORP	$1.3M	29,264	−1,336	trim
164	Glenview Trust Co	$1.2M	27,750	0	no change
165	LETKO, BROSSEAU & ASSOCIATES INC	$1.2M	26,600	+3,350	add
166	MAI Capital Management	$1.2M	26,269	+200	add
167	Empowered Funds, LLC	$1.1M	25,516	+25,516	new
168	ROYAL LONDON ASSET MANAGEMENT LTD	$1.1M	25,403	0	no change
169	HighTower Advisors, LLC	$1.1M	25,268	+581	add
170	Cardinal Point Capital Management ULC	$1.1M	24,516	+640	add
171	Crossmark Global Holdings, Inc.	$1.1M	24,363	—	no prior
172	Ensign Peak Advisors, Inc	$1.1M	23,700	−2,400	trim
173	Thrive Wealth Management, LLC	$1.0M	23,421	−2,741	trim
174	PICTON MAHONEY ASSET MANAGEMENT	$1.0M	23,007	+5,378	add
175	Sequoia Financial Advisors, LLC	$1.0M	22,852	−3,731	trim
176	Focus Partners Wealth	$1.0M	22,768	+1,610	add
177	Gotham Asset Management, LLC	$974K	21,771	−4,384	trim
178	INTECH INVESTMENT MANAGEMENT LLC	$950K	21,298	−5,429	trim
179	OPPENHEIMER ASSET MANAGEMENT INC.	$938K	20,956	−58	trim
180	TRUIST FINANCIAL CORP	$938K	20,955	+4,360	add
181	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$908K	20,293	−85,482	trim
182	QUADRANT CAPITAL GROUP LLC	$901K	20,128	−4,424	trim
183	Lombard Odier Asset Management (Switzerland) SA	$881K	19,658	+2,300	add
184	Atria Investments, Inc	$854K	19,070	−5,995	trim
185	MERCER GLOBAL ADVISORS INC /ADV	$828K	18,494	−12,990	trim
186	CAPSTONE INVESTMENT ADVISORS, LLC	$818K	18,286	+18,286	new
187	Snowden Capital Advisors LLC	$813K	18,173	−207	trim
188	Walleye Capital LLC	$795K	17,765	+17,765	new
189	Heronetta Management, L.P.	$792K	17,698	−180,000	trim
190	Rockefeller Capital Management L.P.	$784K	17,513	+3,906	add
191	DIVERSIFIED MANAGEMENT INC	$782K	17,465	+17,465	new
192	BLI - Banque de Luxembourg Investments	$781K	20,800	+20,800	new
193	Mediolanum International Funds Ltd	$761K	16,820	0	no change
194	SIGNATUREFD, LLC	$746K	16,674	−996	trim
195	PFG Investments, LLC	$724K	16,169	+62	add
196	Assenagon Asset Management S.A.	$681K	15,252	+458	add
197	Ethic Inc.	$679K	15,169	+1,019	add
198	BARD ASSOCIATES INC	$657K	14,679	−99	trim
199	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$653K	14,634	−3,769	trim
200	Squarepoint Ops LLC	$649K	14,497	+14,497	new
201	KESTRA PRIVATE WEALTH SERVICES, LLC	$636K	14,216	+18	add
202	LEVEL FOUR ADVISORY SERVICES, LLC	$622K	13,900	−9,924	trim
203	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$612K	13,684	+221	add
204	Summerhill Capital Management lnc.	$610K	13,662	+13,662	new
205	Cresset Asset Management, LLC	$600K	13,396	−179	trim
206	Pacifica Partners Inc.	$593K	13,276	−160	trim
207	Laird Norton Wetherby Trust Company, LLC	$592K	13,231	+790	add
208	BAXTER BROS INC	$591K	13,200	0	no change
209	Brooklyn Investment Group	$570K	12,730	+12,730	new
210	&PARTNERS	$524K	11,872	+499	add
211	MONTAG A & ASSOCIATES INC	$518K	11,575	0	no change
212	RITHOLTZ WEALTH MANAGEMENT	$508K	11,340	+826	add
213	Gold Investment Management Ltd.	$494K	11,044	+3	add
214	TCFG WEALTH MANAGEMENT, LLC	$491K	10,975	+21	add
215	TCFG Investment Advisors, LLC	$491K	10,975	—	no prior
216	Groupe la Francaise	$477K	10,695	+1,110	add
217	CREDIT AGRICOLE S A	$474K	10,583	+150	add
218	NewEdge Advisors, LLC	$474K	10,582	+10,582	new
219	Texas Yale Capital Corp.	$459K	10,247	0	no change
220	OMERS ADMINISTRATION Corp	$455K	10,200	+10,200	new
221	VIEWPOINT INVESTMENT PARTNERS CORP	$443K	9,800	+9,800	new
222	GREENLEAF TRUST	$429K	9,581	−60	trim
223	Brevan Howard Capital Management LP	$421K	9,396	+9,396	new
224	Pathstone Holdings, LLC	$404K	9,035	+150	add
225	CHILTON CAPITAL MANAGEMENT LLC	$399K	8,906	0	no change
226	Orion Porfolio Solutions, LLC	$394K	8,802	+8,802	new
227	One Capital Management, LLC	$386K	8,620	−2,295	trim
228	Candriam S.C.A.	$377K	8,452	−9,930	trim
229	Sanctuary Advisors, LLC	$377K	8,425	+462	add
230	TWINBEECH CAPITAL LP	$376K	8,400	+8,400	new
231	US BANCORP \DE\	$373K	8,337	−3,624	trim
232	AXQ CAPITAL, LP	$368K	8,221	+8,221	new
233	CHOREO, LLC	$366K	8,185	+302	add
234	TWO SIGMA SECURITIES, LLC	$354K	7,904	+7,904	new
235	Prosperity Consulting Group, LLC	$340K	7,596	+35	add
236	ASAHI LIFE ASSET MANAGEMENT CO., LTD.	$338K	7,575	+7,575	new
237	Mayflower Financial Advisors, LLC	$335K	7,492	+142	add
238	M.E. ALLISON & CO., INC.	$333K	7,450	0	no change
239	HB Wealth Management, LLC	$331K	7,403	−43	trim
240	BARRETT & COMPANY, INC.	$331K	7,395	+60	add
241	SILVIA MCCOLL WEALTH MANAGEMENT, LLC	$313K	7,000	0	no change
242	Acorn Wealth Advisors, LLC	$308K	6,877	−292	trim
243	Beverly Hills Private Wealth, LLC	$302K	6,747	+841	add
244	ETF Store, Inc.	$300K	6,705	−31	trim
245	DANSKE BANK A/S	$290K	6,489	−9,037	trim
246	GROUP ONE TRADING LLC	$288K	6,424	+6,125	add
247	Checchi Capital Advisers, LLC	$285K	6,373	+112	add
248	Beacon Pointe Advisors, LLC	$284K	6,353	−1,906	trim
249	JCIC Asset Management Inc.	$282K	6,322	+115	add
250	MONECO ADVISORS, LLC	$281K	6,281	+60	add
251	Continuum Advisory, LLC	$278K	6,207	+6,207	new
252	Stratos Wealth Partners, LTD.	$273K	6,105	−986	trim
253	Granite Group Advisors, LLC	$270K	6,048	−506	trim
254	Centiva Capital, LP	$267K	5,955	+5,955	new
255	Private Advisor Group, LLC	$257K	5,738	+3	add
256	DAVENPORT & Co LLC	$256K	5,718	−304	trim
257	IHT Wealth Management, LLC	$250K	5,586	+14	add
258	Wernau Asset Management Inc.	$249K	5,572	0	no change
259	MARCO INVESTMENT MANAGEMENT LLC	$249K	5,570	0	no change
260	Avantax Planning Partners, Inc.	$248K	5,543	0	no change
261	Kingsview Wealth Management, LLC	$242K	5,405	+52	add
262	Kellett Wealth Advisors, LLC	$242K	5,400	0	no change
263	EP Wealth Advisors, LLC	$236K	5,276	+5,276	new
264	Keudell/Morrison Wealth Management	$229K	5,126	+5,126	new
265	AIGEN INVESTMENT MANAGEMENT, LP	$228K	5,099	+5,099	new
266	Disciplined Investments, LLC	$224K	5,000	+5,000	new
267	Abel Hall, LLC	$224K	5,000	+5,000	new
268	PDS Planning, Inc	$221K	4,935	+4,935	new
269	Compound Planning, Inc.	$221K	4,927	+4,927	new
270	CWM, LLC	$215K	4,803	−478	trim
271	STEPHENS INC /AR/	$211K	4,703	+4,703	new
272	Stanich Group LLC	$209K	4,680	+4,680	new
273	SAGESPRING WEALTH PARTNERS, LLC	$205K	4,589	+4,589	new
274	Allworth Financial LP	$195K	4,349	+1,077	add
275	RHUMBLINE ADVISERS	$187K	4,173	+1	add
276	Dixon Mitchell Investment Counsel Inc.	$168K	3,756	−95	trim
277	William B. Walkup & Associates, Inc.	$119K	2,975	0	no change
278	Arax Advisory Partners	$107K	2,390	−858	trim
279	EXCHANGE TRADED CONCEPTS, LLC	$104K	2,324	−160	trim
280	DekaBank Deutsche Girozentrale	$100K	2,187,064	0	no change
281	Bank Julius Baer & Co. Ltd, Zurich	$91.4K	2,042	−844	trim
282	Twin Tree Management, LP	$80.9K	1,808	+1,808	new
283	IFG Advisory, LLC	$80.6K	1,800	+1,800	new
284	Cromwell Holdings LLC	$77.8K	1,739	0	no change
285	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$73.5K	1,642	+708	add
286	Larson Financial Group LLC	$72.8K	1,626	+52	add
287	Geneos Wealth Management Inc.	$64.6K	1,444	0	no change
288	Tower Research Capital LLC (TRC)	$45.7K	1,022	−5,326	trim
289	MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd	$45.4K	999,523	+105,360	add
290	Physician Wealth Advisors, Inc.	$41.2K	920	0	no change
291	MATHER GROUP, LLC.	$36.6K	817	+817	new
292	Pinnacle Wealth Planning Services, Inc.	$36.4K	813	−69	trim
293	TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA	$31.3K	700	0	no change
294	PRIVATE TRUST CO NA	$31.1K	695	0	no change
295	N.E.W. Advisory Services LLC	$30.4K	680	0	no change
296	Smartleaf Asset Management LLC	$29.5K	654	−65	trim
297	CANADA LIFE ASSURANCE Co	$29.4K	661,192	−25,853	trim
298	FIFTH THIRD BANCORP	$27.8K	621	+15	add
299	Medallion Wealth Advisors, LLC	$26.9K	600	—	no prior
300	Spire Wealth Management	$24.9K	557	+3	add
301	ASSETMARK, INC	$24.8K	553	+2	add
302	GHP Investment Advisors, Inc.	$23.2K	518	0	no change
303	CENTRAL TRUST Co	$23.1K	515	0	no change
304	Hilltop National Bank	$22.4K	500	+200	add
305	Triumph Capital Management	$21.8K	488	0	no change
306	Jackson, Grant Investment Advisers, Inc.	$20.1K	450	0	no change
307	FINANCIAL CONSULATE, INC	$19.7K	440	+15	add
308	VAN ECK ASSOCIATES CORP	$16.0K	358,024	+63,473	add
309	Manchester Capital Management LLC	$15.8K	353	0	no change
310	Lavaca Capital LLC	$13.4K	300	0	no change
311	True Wealth Design, LLC	$11.5K	257	+19	add
312	Atlantic Union Bankshares Corp	$11.2K	250	0	no change
313	DELTA ASSET MANAGEMENT LLC/TN	$9.0K	200	0	no change
314	LORD, ABBETT & CO. LLC	$7.9K	175,531	+26,194	add
315	NISA INVESTMENT ADVISORS, LLC	$7.3K	162	+73	add
316	Bell Investment Advisors, Inc	$6.3K	141	0	no change
317	SBI Securities Co., Ltd.	$4.7K	104	−33	trim
318	JPL Wealth Management, LLC	$4.6K	102	+102	new
319	Vermillion Wealth Management, Inc.	$4.5K	100	0	no change
320	Parkside Financial Bank & Trust	$4.0K	89	+18	add
321	A. D. Beadell Investment Counsel, Inc.	$3.9K	86,255	−175	trim
322	Destiny Wealth Partners, LLC	$3.8K	85	+85	new
323	CVA Family Office, LLC	$3.8K	84	0	no change
324	JFS WEALTH ADVISORS, LLC	$3.2K	72	−105	trim
325	NATIXIS ADVISORS, LLC	$2.1K	46,477	+1,055	add
326	INGALLS & SNYDER LLC	$1.6K	35,401	−25	trim
327	Claret Asset Management Corp	$1.5K	33,983	+2,791	add
328	Addison Advisors LLC	$1.4K	32	0	no change
329	HRT FINANCIAL LP	$1.2K	26,933	+1,458	add
330	GSA CAPITAL PARTNERS LLP	$1.2K	26,347	+26,347	new
331	Sienna Gestion	$1.1K	24	−339,000	trim
332	Tradewinds Capital Management, LLC	$896	20	0	no change
333	SHP Wealth Management	$895	20	+20	new
334	JTC Employer Solutions Trustee Ltd	$569	12,750	0	no change
335	THRIVENT FINANCIAL FOR LUTHERANS	$546	12,246	+12,246	new
336	MV CAPITAL MANAGEMENT, INC.	$448	10	+4	add
337	Transamerica Financial Advisors, LLC	$358	8	+8	new
338	MOSAIC FINANCIAL GROUP, LLC	$302	6,750	0	no change
339	Old North State Trust, LLC	$259	5,790	0	no change
340	Godfrey Financial Associates, Inc.	$224	5	0	no change
341	Advocate Investing Services LLC	$179	4	0	no change
342	Farmers & Merchants Trust Co of Chambersburg PA	$90	2,000	0	no change
343	Kilter Group LLC	$45	1	+1	new
344	TOBAM	$18	295	−446	trim
345	Harvest Fund Management Co., Ltd	$13	292	+292	new
346	VALLEY NATIONAL ADVISERS INC	$12	283	0	no change
347	Penserra Capital Management LLC	$1	36	0	no change
348	NOMURA ASSET MANAGEMENT CO LTD	$0	0	0	no change
349	RNC CAPITAL MANAGEMENT LLC	—	—	−24,542	exit
350	VANGUARD GROUP INC	—	—	−27,233,442	exit
351	SMITH, MOORE & CO.	—	—	−7,708	exit
352	MML INVESTORS SERVICES, LLC	—	—	−6,076	exit
353	HARBOUR INVESTMENTS, INC.	—	—	−1,475	exit
354	ONTARIO TEACHERS PENSION PLAN BOARD	—	—	−46,676	exit
355	COUNTRY TRUST BANK	—	—	−200	exit
356	TORTOISE CAPITAL ADVISORS, L.L.C.	—	—	−3,852,716	exit
357	GUGGENHEIM CAPITAL LLC	—	—	−7,789	exit
358	CIBC Private Wealth Group LLC	—	—	−249,338	exit
359	NORGES BANK	—	—	−5,609,272	exit
360	TCTC Holdings, LLC	—	—	−174	exit
361	SUMMIT SECURITIES GROUP LLC	—	—	−1	exit
362	Dynamic Technology Lab Private Ltd	—	—	−6,448	exit
363	DT Investment Partners, LLC	—	—	−1	exit
364	Caprock Group, LLC	—	—	−8,227	exit
365	Quadrature Capital Ltd	—	—	−381,300	exit
366	Midwest Professional Planners, LTD.	—	—	−23,598	exit
367	CX Institutional	—	—	−124	exit
368	Global Retirement Partners, LLC	—	—	−1,028	exit
369	IEQ CAPITAL, LLC	—	—	−19,068	exit
370	XTX Topco Ltd	—	—	−27,387	exit
371	Blue Trust, Inc.	—	—	−45	exit
372	Optiver Holding B.V.	—	—	−2	exit
373	SageView Advisory Group, LLC	—	—	−34	exit
374	Dunhill Financial, LLC	—	—	−675	exit
375	Caitong International Asset Management Co., Ltd	—	—	−1,535	exit
376	Quarry LP	—	—	−75	exit
377	Safe Harbor Fiduciary, LLC	—	—	−619	exit
378	SummitTX Capital, L.P.	—	—	−15,061	exit
379	Westerkirk Capital Inc.	—	—	−1,700	exit

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

Congress ↔ notable managers · PBA

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: 1 Gotham Asset Management $974K held

new + add vs trim + exit, by shares · $ = reported value now, not the change · PEMBINA PIPELINE CORP

Merged timeline of congressional filings and notable-manager moves on PBA
Date	Who	Change	Size
2026-05-15	Gotham Asset Management 13F	trim	−4,384 sh

1 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

5 members of Congress disclosed PBA — the congressional view ↗