Who holds TRPticker 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 ↗

TC ENERGY CORP · COM · quarter ended 2026-03-31 · 8 members disclosed TRP ↗

538

holders13F filers reporting this class for the quarter ended 2026-03-31; the 500 largest are listed

$41.7B

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

263

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 TRP ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	ROYAL BANK OF CANADA	$5.6B	89,106,183	−5,218,228	trim
2	BANK OF MONTREAL /CAN/	$3.4B	54,319,175	+4,915,886	add
3	Capital Research Global Investors	$2.8B	44,847,288	+12,675,171	add
4	VANGUARD CAPITAL MANAGEMENT LLC	$1.8B	29,502,215	—	no prior
5	FIL Ltd	$1.7B	27,007,850	−1,297,939	trim
6	1832 Asset Management L.P.	$1.4B	22,038,036	−2,474,486	trim
7	TD ASSET MANAGEMENT INC	$1.4B	21,682,113	+813,341	add
8	CANADA PENSION PLAN INVESTMENT BOARD	$1.1B	17,519,449	−649,011	trim
9	GQG Partners LLC	$1.1B	16,946,570	+792,101	add
10	DEUTSCHE BANK AG\	$978M	15,624,978	+240,723	add
11	CIBC WORLD MARKET INC.	$958M	15,298,592	−8,278,132	trim
12	TORONTO DOMINION BANK	$852M	13,608,378	−3,206,633	trim
13	Connor, Clark & Lunn Investment Management Ltd.	$816M	13,054,490	+3,400,405	add
14	MACKENZIE FINANCIAL CORP	$800M	12,774,832	−643,374	trim
15	GEODE CAPITAL MANAGEMENT, LLC	$663M	10,405,501	+379,493	add
16	NATIONAL BANK OF CANADA /FI/	$641M	10,335,091	−850,782	trim
17	TD Waterhouse Canada Inc.	$635M	10,307,909	+5,501,777	add
18	CIBC Asset Management Inc	$582M	9,298,849	+356,330	add
19	SCOTIA CAPITAL INC.	$574M	9,247,515	−61,002	trim
20	VANGUARD FIDUCIARY TRUST CO	$572M	9,131,941	—	no prior
21	Clearbridge Investments, LLC	$560M	8,945,134	+162,575	add
22	DODGE & COX	$557M	8,892,400	−401,900	trim
23	MORGAN STANLEY	$540M	8,626,094	+3,582,566	add
24	Legal & General Group Plc	$540M	8,644,969	−475,473	trim
25	BANK OF NOVA SCOTIA	$525M	8,380,992	+639,127	add
26	Federation des caisses Desjardins du Quebec	$497M	8,038,058	+147,632	add
27	Capital World Investors	$476M	7,608,584	+281,460	add
28	Vanguard Global Advisers, LLC	$457M	7,295,642	—	no prior
29	Blackstone Inc.	$402M	6,415,297	+4,163,313	add
30	AMERICAN CENTURY COMPANIES INC	$357M	5,706,795	−702,669	trim
31	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$354M	5,654,803	−3,924,231	trim
32	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$315M	5,039,536	+218,761	add
33	KAYNE ANDERSON CAPITAL ADVISORS LP	$302M	4,817,663	−530,017	trim
34	THORNBURG INVESTMENT MANAGEMENT INC	$295M	4,720,722	+679,868	add
35	Amundi	$288M	4,608,330	+379,506	add
36	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$278M	4,445,810	+205,755	add
37	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$257M	4,121,843	+1,836,579	add
38	Alberta Investment Management Corp	$251M	4,004,271	+2,993,633	add
39	BANK OF AMERICA CORP /DE/	$245M	3,909,668	+364,575	add
40	Capital International Investors	$222M	3,542,345	−22,646,084	trim
41	Swiss National Bank	$219M	3,502,801	+746,300	add
42	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$186M	2,976,289	+88,728	add
43	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$181M	2,888,715	+124,930	add
44	FEDERATED HERMES, INC.	$177M	2,834,942	+8,194	add
45	BlackRock, Inc.	$158M	2,528,178	+951,515	add
46	Cardinal Capital Management, Inc.	$158M	2,534,676	+137,786	add
47	OMERS ADMINISTRATION Corp	$136M	2,180,000	−240,000	trim
48	Invesco Ltd.	$134M	2,144,371	−1,328,148	trim
49	WESTWOOD HOLDINGS GROUP INC	$134M	2,143,297	+18,459	add
50	PICTON MAHONEY ASSET MANAGEMENT	$129M	2,064,368	+8,405	add
51	DIMENSIONAL FUND ADVISORS LP	$122M	1,954,036	−247,622	trim
52	VANGUARD ASSET MANAGEMENT, Ltd	$122M	1,949,012	—	no prior
53	WELLS FARGO & COMPANY/MN	$121M	1,932,360	−231,811	trim
54	FRANKLIN RESOURCES INC	$111M	1,778,654	+181,722	add
55	TWO SIGMA INVESTMENTS, LP	$110M	1,762,584	+1,413,547	add
56	BROOKFIELD Corp /ON/	$109M	1,735,576	+141,556	add
57	Nuveen, LLC	$107M	1,711,380	+60,292	add
58	DUFF & PHELPS INVESTMENT MANAGEMENT CO	$102M	1,626,340	+1,626,340	new
59	Janus Henderson Group Ltd.	$94.6M	1,516,877	−119,798	trim
60	UBS Group AG	$91.7M	1,464,688	−165,141	trim
61	AGF MANAGEMENT LTD	$87.9M	1,133,745	−123,101	trim
62	Maryland State Retirement & Pension System	$87.0M	1,392,122	+93,054	add
63	ENVESTNET ASSET MANAGEMENT INC	$84.0M	1,342,972	−23,955	trim
64	CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT	$80.2M	1,280,600	−14,900	trim
65	Addenda Capital Inc.	$80.0M	908,833	−10,091	trim
66	RAYMOND JAMES FINANCIAL INC	$76.3M	1,218,755	−166,735	trim
67	EXCHANGE TRADED CONCEPTS, LLC	$66.3M	1,058,554	+62,563	add
68	BARCLAYS PLC	$66.1M	1,056,636	+7,326	add
69	Qube Research & Technologies Ltd	$65.4M	1,043,964	+957,134	add
70	Vontobel Holding Ltd.	$63.3M	1,010,769	+1,010,769	new
71	Vanguard Investments Australia, Ltd.	$63.2M	1,008,593	—	no prior
72	PUBLIC SECTOR PENSION INVESTMENT BOARD	$59.1M	945,141	+855,369	add
73	LPL Financial LLC	$58.4M	933,699	+49,995	add
74	M&G Plc	$57.4M	911,849	−123,039	trim
75	Bank of New York Mellon Corp	$56.7M	905,452	−30,782	trim
76	AVIVA PLC	$56.0M	897,488	+25,984	add
77	NORTHERN TRUST CORP	$55.9M	893,139	+16,883	add
78	Energy Income Partners, LLC	$55.4M	884,270	−209,915	trim
79	BANK OF NOVA SCOTIA TRUST CO	$54.9M	877,577	+1,306	add
80	Scheer, Rowlett & Associates Investment Management Ltd.	$50.2M	803,654	−131,197	trim
81	CITADEL ADVISORS LLC	$45.8M	731,730	−14,726	trim
82	FIRST TRUST ADVISORS LP	$45.1M	720,201	−104,051	trim
83	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$44.9M	517,000	−9,181	trim
84	Yaupon Capital Management LP	$43.2M	690,366	−452,661	trim
85	Fractal Investments LLC	$40.6M	649,000	0	no change
86	MILLENNIUM MANAGEMENT LLC	$40.1M	640,882	−265,195	trim
87	Point72 Asset Management, L.P.	$34.8M	555,871	−285,804	trim
88	Allianz Asset Management GmbH	$33.8M	541,783	+1,912	add
89	NEOS Investment Management LLC	$29.7M	475,754	+475,754	new
90	INTACT INVESTMENT MANAGEMENT INC.	$28.6M	457,635	−19,670	trim
91	VOLORIDGE INVESTMENT MANAGEMENT, LLC	$28.3M	451,398	+451,398	new
92	BRADLEY FOSTER & SARGENT INC/CT	$27.7M	442,065	+41,133	add
93	Capital International, Inc./CA/	$27.6M	440,849	−62,810	trim
94	CIBC Bancorp USA Inc.	$24.7M	394,186	—	no prior
95	Pictet Asset Management Holding SA	$24.3M	389,807	−12,436	trim
96	Coleford Investment Management Ltd.	$22.6M	358,860	+95,690	add
97	Zurcher Kantonalbank (Zurich Cantonalbank)	$21.5M	344,283	+344,283	new
98	HighTower Advisors, LLC	$21.2M	338,396	−7,978	trim
99	STATE OF WISCONSIN INVESTMENT BOARD	$20.5M	328,201	−36,800	trim
100	BALYASNY ASSET MANAGEMENT L.P.	$19.9M	318,212	+318,212	new
101	Harvest Portfolios Group Inc.	$19.9M	317,344	+19,135	add
102	Northwest & Ethical Investments L.P.	$19.7M	315,101	−29,435	trim
103	SIR Capital Management, L.P.	$19.3M	308,500	−193,746	trim
104	Covalis Capital LLP	$18.8M	300,700	+24,453	add
105	Aviso Financial Inc.	$18.7M	298,404	+6,159	add
106	Heathbridge Capital Management Ltd.	$18.3M	292,775	−92,325	trim
107	Catalyst Capital Advisors LLC	$17.7M	283,508	+14,810	add
108	GUARDIAN CAPITAL LP	$17.6M	282,852	−642	trim
109	D. E. Shaw & Co., Inc.	$17.1M	272,929	+89,887	add
110	Purpose Unlimited Inc.	$17.0M	272,136	−245,694	trim
111	STIFEL FINANCIAL CORP	$16.7M	267,388	−31,202	trim
112	Greenline Partners, LLC	$16.3M	258,036	−15,429	trim
113	Cardinal Point Capital Management ULC	$15.8M	252,721	−1,379	trim
114	Man Group plc	$15.8M	251,790	+176,462	add
115	Midwest Trust Co	$15.4M	245,413	−8,733	trim
116	Lansforsakringar Fondforvaltning AB (publ)	$15.1M	241,215	+3,418	add
117	Fiera Capital Corp	$14.3M	229,855	+91,777	add
118	Varma Mutual Pension Insurance Co	$13.4M	215,100	0	no change
119	SIG North Trading, ULC	$13.2M	210,444	+117,048	add
120	TRUIST FINANCIAL CORP	$13.0M	207,558	−2,685	trim
121	Trexquant Investment LP	$12.9M	206,696	+152,660	add
122	BNP Paribas Asset Management Holding S.A.	$12.8M	203,803	+18,158	add
123	Lorne Steinberg Wealth Management Inc.	$12.7M	203,385	+3,071	add
124	Korea Investment CORP	$11.8M	188,890	−356,550	trim
125	Guardian Partners Inc.	$11.7M	184,625	−2,475	trim
126	Bell Bank	$11.3M	180,873	−4,099	trim
127	HSBC HOLDINGS PLC	$10.9M	174,018	−96,362	trim
128	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$10.9M	174,199	+115,536	add
129	USS Investment Management Ltd	$10.9M	174,365	0	no change
130	Sourcerock Group LLC	$10.4M	165,584	−179,973	trim
131	ALLIANZ SE	$10.3M	165,472	+12,665	add
132	Guinness Asset Management LTD	$10.3M	164,540	+45,750	add
133	EAGLE GLOBAL ADVISORS LLC	$10.2M	162,260	−22,400	trim
134	Cinctive Capital Management LP	$10.0M	160,114	+86,599	add
135	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	$10.0M	160,307	−6,856	trim
136	Engineers Gate Manager LP	$9.7M	154,827	+154,827	new
137	Hillsdale Investment Management Inc.	$9.6M	152,977	+139,552	add
138	Quantinno Capital Management LP	$9.3M	148,547	+24,114	add
139	Investment Management Corp of Ontario	$9.3M	148,235	+20,700	add
140	Cetera Investment Advisers	$9.2M	146,992	+7,609	add
141	Allspring Global Investments Holdings, LLC	$8.8M	141,978	−63,536	trim
142	Vident Advisory, LLC	$8.6M	138,766	+28,872	add
143	&PARTNERS	$8.2M	130,413	+1,645	add
144	Metis Global Partners, LLC	$8.1M	129,474	−6,253	trim
145	PRINCIPAL FINANCIAL GROUP INC	$8.0M	127,734	−64,000	trim
146	Ruffer LLP	$7.7M	123,040	+123,040	new
147	Capital Group Private Client Services, Inc.	$7.5M	120,336	−106,283	trim
148	ProShare Advisors LLC	$7.3M	117,117	−706	trim
149	Utah Retirement Systems	$7.1M	113,683	−2,439	trim
150	Mariner, LLC	$7.1M	112,892	+4,071	add
151	ASSETMARK, INC	$7.0M	112,138	−19,806	trim
152	AQR CAPITAL MANAGEMENT LLC	$6.7M	106,627	+31,412	add
153	JANE STREET GROUP, LLC	$6.5M	103,947	+12,632	add
154	Advisors Asset Management, Inc.	$6.4M	102,441	+8,382	add
155	Cannell & Spears LLC	$6.1M	96,650	0	no change
156	ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/	$5.9M	94,851	−1,192	trim
157	COMMONWEALTH EQUITY SERVICES, LLC	$5.8M	93,064	−3,763	trim
158	INFRASTRUCTURE CAPITAL ADVISORS, LLC	$5.7M	91,257	+66,257	add
159	Swiss Life Asset Management Ltd	$5.7M	90,879	−52,051	trim
160	ALLIANCEBERNSTEIN L.P.	$5.6M	101,766	+2,001	add
161	Bleakley Financial Group, LLC	$5.5M	87,283	−2,699	trim
162	CITIGROUP INC	$5.4M	86,995	−161,738	trim
163	US BANCORP \DE\	$5.4M	86,683	−5,510	trim
164	BCV Asset Management Inc.	$5.3M	84,495	+67,153	add
165	HF Advisory Group, LLC	$5.2M	83,668	+4,480	add
166	DAVENPORT & Co LLC	$5.2M	83,677	+1,319	add
167	NATIXIS	$5.2M	83,142	−21,149	trim
168	Mediolanum International Funds Ltd	$5.2M	82,205	+1,445	add
169	OSAIC HOLDINGS, INC.	$5.0M	80,835	−8,686	trim
170	Americana Partners, LLC	$4.9M	78,600	+1,750	add
171	Aventail Capital Group, LP	$4.9M	78,040	+36,816	add
172	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$4.9M	77,910	−82,119	trim
173	MML INVESTORS SERVICES, LLC	$4.8M	77,128	−20,875	trim
174	EVENTIDE ASSET MANAGEMENT, LLC	$4.3M	67,377	+67,377	new
175	K.J. Harrison & Partners Inc	$4.2M	67,086	−4,966	trim
176	Tacita Capital Inc	$4.1M	65,226	0	no change
177	CASTLEARK MANAGEMENT LLC	$4.1M	64,810	+12,350	add
178	BAXTER BROS INC	$4.0M	63,605	−1,300	trim
179	ASR Vermogensbeheer N.V.	$3.9M	62,853	0	no change
180	L & S Advisors Inc	$3.8M	60,986	+60,986	new
181	EVERGREEN CAPITAL MANAGEMENT LLC	$3.8M	60,094	+2,616	add
182	WELLINGTON MANAGEMENT GROUP LLP	$3.7M	59,376	−403	trim
183	apricus wealth, LLC	$3.6M	57,510	−1,230	trim
184	Fideuram Asset Management (Ireland) dac	$3.6M	41,765	+41,765	new
185	Sovereign Investment Advisors, LLC	$3.5M	55,254	+2,688	add
186	Creative Planning	$3.4M	54,344	+44	add
187	Union Bancaire Privee, UBP SA	$3.4M	60,068	+60,068	new
188	FMR LLC	$3.3M	52,256	+12,384	add
189	Empowered Funds, LLC	$3.2M	50,707	+3,306	add
190	VICTORY CAPITAL MANAGEMENT INC	$3.1M	35,600	−9,000	trim
191	EFG International AG	$3.0M	48,260	+16,253	add
192	NewEdge Advisors, LLC	$2.8M	44,072	+44,072	new
193	Atria Investments, Inc	$2.7M	43,743	−681	trim
194	CHELSEA COUNSEL CO	$2.7M	43,150	0	no change
195	PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC	$2.7M	43,487	−6,930	trim
196	Sanctuary Advisors, LLC	$2.7M	43,209	−2,206	trim
197	ROYAL LONDON ASSET MANAGEMENT LTD	$2.7M	42,790	+418	add
198	Capital International Sarl	$2.5M	40,629	−26,419	trim
199	Hudson Bay Capital Management LP	$2.5M	40,591	+40,591	new
200	MILFORD FUNDS LTD	$2.5M	29,163	+29,163	new
201	INTECH INVESTMENT MANAGEMENT LLC	$2.5M	40,456	+10,406	add
202	Ewing Morris & Co. Investment Partners Ltd.	$2.5M	39,156	+116	add
203	Lombard Odier Asset Management (Switzerland) SA	$2.4M	38,830	+4,300	add
204	SEI INVESTMENTS CO	$2.4M	38,554	−688	trim
205	Aperture Investors, LLC	$2.4M	37,909	+37,909	new
206	BOOTHBAY FUND MANAGEMENT, LLC	$2.4M	37,731	−42,309	trim
207	Cerity Partners LLC	$2.3M	37,317	+1,491	add
208	Ensign Peak Advisors, Inc	$2.3M	36,707	−6,500	trim
209	Sumitomo Mitsui Trust Group, Inc.	$2.2M	34,935	−1,404	trim
210	VIEWPOINT INVESTMENT PARTNERS CORP	$2.1M	36,337	+36,337	new
211	BENJAMIN EDWARDS INC	$2.1M	33,481	+10,342	add
212	FULTON BANK, N.A.	$2.1M	33,314	−779	trim
213	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$2.1M	33,377	−1,496	trim
214	Corient Private Wealth LLC	$2.1M	33,503	−59,959	trim
215	TECTONIC ADVISORS LLC	$2.1M	32,809	+2,090	add
216	Assenagon Asset Management S.A.	$2.0M	31,794	+801	add
217	FOUNDATIONS INVESTMENT ADVISORS, LLC	$2.0M	31,257	+5,386	add
218	Quantbot Technologies LP	$2.0M	31,181	+31,181	new
219	WORLDQUANT MILLENNIUM ADVISORS LLC	$1.9M	31,055	+22,643	add
220	Raleigh Capital Management Inc.	$1.9M	30,026	+777	add
221	UniSuper Management Pty Ltd	$1.8M	20,300	0	no change
222	STABLEFORD CAPITAL II LLC	$1.7M	27,122	−140	trim
223	JRM Investment Counsel, LLC	$1.7M	27,000	0	no change
224	GUGGENHEIM CAPITAL LLC	$1.7M	26,484	+5,497	add
225	AMERIPRISE FINANCIAL INC	$1.7M	22,951	+4,229	add
226	Royal Fund Management, LLC	$1.6M	24,984	+636	add
227	Inspire Advisors, LLC	$1.5M	23,978	+4,573	add
228	SIGNATUREFD, LLC	$1.5M	23,960	+1,282	add
229	IEQ CAPITAL, LLC	$1.5M	23,791	+1,418	add
230	Generali Asset Management SPA SGR	$1.5M	17,091	−57,815	trim
231	BURNEY CO/	$1.5M	23,502	+23,502	new
232	Verdence Capital Advisors LLC	$1.5M	23,358	−147	trim
233	RITHOLTZ WEALTH MANAGEMENT	$1.4M	23,119	+1,575	add
234	Candriam S.C.A.	$1.4M	23,142	+2,126	add
235	Envestnet Portfolio Solutions, Inc.	$1.4M	22,689	−20,221	trim
236	KESTRA PRIVATE WEALTH SERVICES, LLC	$1.4M	22,379	+6,426	add
237	EVERETT HARRIS & CO /CA/	$1.4M	22,004	−1,330	trim
238	BTG Pactual Asset Management US LLC	$1.4M	21,719	+21,719	new
239	Crossmark Global Holdings, Inc.	$1.3M	21,440	—	no prior
240	ALPS ADVISORS INC	$1.3M	21,318	+332	add
241	ELEVATION POINT WEALTH PARTNERS, LLC	$1.3M	21,157	+13,569	add
242	Pathstone Holdings, LLC	$1.3M	20,858	+6	add
243	PINNACLE ASSOCIATES LTD	$1.3M	20,660	0	no change
244	IMC-Chicago, LLC	$1.3M	20,598	+20,598	new
245	JACKSON SQUARE CAPITAL, LLC	$1.3M	20,537	+342	add
246	WEALTH ALLIANCE, LLC	$1.3M	20,102	+7	add
247	Sequoia Financial Advisors, LLC	$1.2M	19,837	+937	add
248	Argyle Capital Management, LLC	$1.2M	19,700	−700	trim
249	D.A. DAVIDSON & CO.	$1.2M	19,216	+6,154	add
250	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$1.2M	18,910	−6,054	trim
251	GLENMEDE TRUST CO NA	$1.2M	18,485	−3,144	trim
252	Compound Planning, Inc.	$1.2M	18,434	+745	add
253	Rockefeller Capital Management L.P.	$1.2M	18,383	+4,616	add
254	Orion Porfolio Solutions, LLC	$1.1M	18,328	−2,064	trim
255	CIDEL ASSET MANAGEMENT INC	$1.1M	18,036	+1,338	add
256	Moors & Cabot, Inc.	$1.1M	17,921	−800	trim
257	Laird Norton Wetherby Trust Company, LLC	$1.1M	17,604	+427	add
258	Turtle Creek Wealth Advisors, LLC	$1.1M	17,411	0	no change
259	Equitable Holdings, Inc.	$1.1M	19,688	+1,567	add
260	CREDIT AGRICOLE S A	$1.1M	17,096	+579	add
261	Kestra Advisory Services, LLC	$1.1M	16,974	−1,872	trim
262	Walleye Trading LLC	$1.0M	15,998	+8,063	add
263	Focus Partners Wealth	$990K	16,480	+1,399	add
264	Souders Financial Advisors	$975K	15,583	−2,885	trim
265	QUADRANT CAPITAL GROUP LLC	$962K	15,375	−306	trim
266	FIRST INTERSTATE BANK	$951K	15,199	+499	add
267	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$949K	15,160	−1,253	trim
268	BALDWIN WEALTH PARTNERS LLC/MA	$948K	15,152	−775	trim
269	MERCER GLOBAL ADVISORS INC /ADV	$938K	14,986	+1,296	add
270	180 WEALTH ADVISORS, LLC	$932K	14,887	+21	add
271	YANKCOM Partnership	$917K	14,655	−1,027	trim
272	Radnor Capital Management, LLC	$908K	14,500	0	no change
273	Recurrent Investment Advisors LLC	$905K	14,455	+1,900	add
274	Private Advisor Group, LLC	$882K	14,087	+106	add
275	FLAGSHIP HARBOR ADVISORS, LLC	$871K	13,906	+13,906	new
276	ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC	$862K	13,773	+1,375	add
277	FOURPATH CAPITAL MANAGEMENT, LLC	$851K	13,597	+7	add
278	Vise Technologies, Inc.	$849K	15,431	0	no change
279	KEYBANK NATIONAL ASSOCIATION/OH	$846K	13,518	+4,364	add
280	Vanguard Personalized Indexing Management, LLC	$833K	13,313	−560	trim
281	Snowden Capital Advisors LLC	$794K	12,586	+2,639	add
282	Tidal Investments LLC	$786K	12,555	−3,814	trim
283	Cordoba Advisory Partners LLC	$773K	12,261	+12	add
284	Heronetta Management, L.P.	$740K	11,816	−125,500	trim
285	Dynamic Technology Lab Private Ltd	$737K	11,780	+11,780	new
286	HB Wealth Management, LLC	$729K	11,671	+272	add
287	AXQ CAPITAL, LP	$727K	11,621	+11,621	new
288	Caprock Group, LLC	$727K	11,491	+2,155	add
289	Wealthstar Advisors, LLC	$718K	11,465	+165	add
290	Code Waechter LLC	$702K	11,220	−2,903	trim
291	Hudson Portfolio Management LLC	$690K	11,016	0	no change
292	LOUISBOURG INVESTMENTS INC.	$686K	10,975	0	no change
293	Kingsview Wealth Management, LLC	$677K	10,810	+504	add
294	BLAIR WILLIAM & CO/IL	$676K	10,795	+10,795	new
295	CAPSTONE INVESTMENT ADVISORS, LLC	$672K	10,740	+2,006	add
296	Oxbow Advisors, LLC	$670K	10,698	−1,483	trim
297	Summerhill Capital Management lnc.	$666K	10,663	+10,663	new
298	M&T BANK CORP	$644K	10,281	−222	trim
299	Gold Investment Management Ltd.	$631K	10,089	+125	add
300	Dickmeyer Boyce Financial Management, Inc.	$631K	10,073	—	no prior
301	Value Partners Investments Inc.	$624K	9,987	−265	trim
302	Curi Capital, LLC	$617K	9,764	+34	add
303	INTRUST BANK NA	$616K	9,839	+80	add
304	PRINCETON CAPITAL MANAGEMENT LLC	$606K	9,673	+9,673	new
305	Cohen Investment Advisors LLC	$596K	9,540	+150	add
306	AE Wealth Management LLC	$589K	9,412	+981	add
307	Baird Financial Group, Inc.	$586K	9,357	+9,357	new
308	STEPHENS INC /AR/	$582K	9,303	−897	trim
309	Cresset Asset Management, LLC	$574K	9,100	+3,762	add
310	Corps Capital Advisors, LLC	$572K	9,141	0	no change
311	Keudell/Morrison Wealth Management	$557K	8,898	−5	trim
312	Avantax Planning Partners, Inc.	$553K	8,838	+713	add
313	Meixler Investment Management, Ltd.	$548K	8,643	−815	trim
314	Disciplined Investments, LLC	$539K	8,611	0	no change
315	Mesirow Financial Investment Management, Inc.	$534K	8,535	+2	add
316	Beverly Hills Private Wealth, LLC	$532K	8,505	−308	trim
317	Jackson Hole Capital Partners, LLC	$515K	8,220	−340	trim
318	Lantz Financial LLC	$509K	8,125	+229	add
319	FOX RUN MANAGEMENT, L.L.C.	$500K	7,935	−28,289	trim
320	Steadtrust LLC	$495K	7,900	−200	trim
321	Brevan Howard Capital Management LP	$472K	7,538	+7,538	new
322	Groupe la Francaise	$459K	7,352	+154	add
323	NTV ASSET MANAGEMENT LLC	$457K	7,302	+1,000	add
324	Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	$448K	7,155	+2,181	add
325	Vestmark Advisory Solutions, Inc.	$437K	6,984	−525	trim
326	GUYASUTA INVESTMENT ADVISORS INC	$426K	6,800	0	no change
327	Savant Capital, LLC	$425K	6,796	+1,227	add
328	Farmers & Merchants Trust Co of Long Beach	$419K	6,690	0	no change
329	Cravens & Co Advisors, LLC	$413K	6,600	+150	add
330	U.S. Capital Wealth Advisors, LLC	$412K	6,575	+1,009	add
331	Stratos Wealth Partners, LTD.	$406K	6,481	−4,459	trim
332	Hilltop Holdings Inc.	$399K	6,366	−930	trim
333	Concurrent Investment Advisors, LLC	$398K	6,356	+2,107	add
334	PRIVATE TRUST CO NA	$397K	6,334	+352	add
335	CHOREO, LLC	$396K	6,326	−93	trim
336	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$394K	6,301	+4,934	add
337	FSM Wealth Advisors, LLC	$389K	6,221	−192	trim
338	Arista Wealth Management, LLC	$388K	6,200	0	no change
339	Dixon Mitchell Investment Counsel Inc.	$380K	6,042	−75	trim
340	Checchi Capital Advisers, LLC	$379K	6,059	−40	trim
341	Convergence Financial, LLC	$377K	6,030	+6,030	new
342	Valtinson Bruner Financial Planning LLC	$377K	6,021	0	no change
343	Guinness Atkinson Asset Management Inc	$362K	5,800	+436	add
344	Ethic Inc.	$348K	5,560	+1,143	add
345	Advyzon Investment Management, LLC	$344K	5,489	+1,510	add
346	Rempart Asset Management Inc.	$343K	5,500	0	no change
347	Chicago Partners Investment Group LLC	$343K	5,716	−300	trim
348	Diversified Trust Co	$340K	5,431	−170	trim
349	SAGESPRING WEALTH PARTNERS, LLC	$335K	5,353	−141	trim
350	West Family Investments, Inc.	$335K	5,348	−2,794	trim
351	World Investment Advisors	$333K	5,324	−120	trim
352	SANDERS MORRIS HARRIS LLC	$331K	5,300	0	no change
353	PCM Encore, LLC	$326K	5,200	+357	add
354	Perennial Investment Advisors, LLC	$325K	5,196	+269	add
355	FOCUSED ALPHA, LLC	$322K	5,151	+762	add
356	GATEWAY INVESTMENT ADVISERS LLC	$321K	5,125	−5,278	trim
357	MGO ONE SEVEN LLC	$318K	5,080	+5,080	new
358	PARSONS CAPITAL MANAGEMENT INC/RI	$318K	5,075	0	no change
359	Goelzer Investment Management, Inc.	$318K	5,072	0	no change
360	PFG Investments, LLC	$314K	5,016	0	no change
361	Vigil Wealth Management, LLC	$313K	5,000	0	no change
362	LAZARD ASSET MANAGEMENT LLC	$309K	4,941	−157	trim
363	MAI Capital Management	$309K	4,935	+584	add
364	DEARBORN PARTNERS LLC	$306K	4,885	0	no change
365	Squarepoint Ops LLC	$304K	4,862	+4,862	new
366	J.W. COLE ADVISORS, INC.	$303K	4,843	+560	add
367	SummitTX Capital, L.P.	$302K	4,830	−1,832	trim
368	NewEdge Wealth, LLC	$299K	4,777	+453	add
369	Kathmere Capital Management, LLC	$298K	4,761	+1,109	add
370	Sunpointe, LLC	$296K	4,740	+17	add
371	Venture Visionary Partners LLC	$289K	4,624	0	no change
372	Merit Financial Group, LLC	$288K	4,603	+331	add
373	Centiva Capital, LP	$285K	4,549	−9,548	trim
374	Gotham Asset Management, LLC	$280K	4,480	−28,526	trim
375	Osmosis Investment Management UK Ltd	$280K	4,451	+4,451	new
376	DRW Securities, LLC	$280K	4,470	+4,470	new
377	ATLANTIC FAMILY WEALTH, LLC	$278K	4,433	+146	add
378	CENTRAL TRUST Co	$274K	4,371	+25	add
379	Banque Cantonale Vaudoise	$272K	4,351	+4,351	new
380	Inscription Capital, LLC	$270K	4,320	0	no change
381	QRG CAPITAL MANAGEMENT, INC.	$270K	4,309	+4,309	new
382	October Effect Ltd	$269K	4,300	0	no change
383	GREENLEAF TRUST	$266K	4,253	+457	add
384	MOODY LYNN LIEBERSON & WALKER, LLC	$266K	4,250	0	no change
385	FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC	$263K	4,200	0	no change
386	Callahan Advisors, LLC	$263K	4,200	0	no change
387	Brooklyn Investment Group	$261K	4,175	+4,175	new
388	Walleye Capital LLC	$256K	4,089	+3,701	add
389	Physician Wealth Advisors, Inc.	$253K	4,048	0	no change
390	JONES FINANCIAL COMPANIES LLLP	$252K	4,027	+46	add
391	Independent Solutions Wealth Management, LLC	$250K	4,000	0	no change
392	FORTRESS PRIVATE LEDGER, LLC	$247K	3,943	+3,943	new
393	PRINCIPAL SECURITIES, INC.	$246K	3,931	+231	add
394	Frank, Rimerman Advisors LLC	$246K	3,930	0	no change
395	GENESIS PRIVATE WEALTH, LLC	$246K	3,929	−141	trim
396	GREENWOOD GEARHART LLC	$246K	3,926	+3,926	new
397	FIFTH THIRD BANCORP	$244K	3,899	−456	trim
398	Dakota Community Bank & Trust NA	$243K	3,886	−100	trim
399	PDS Planning, Inc	$242K	3,871	−226	trim
400	CWM, LLC	$240K	3,841	+10	add
401	JCIC Asset Management Inc.	$239K	3,821	+75	add
402	Amplify Investments, LLC	$236K	3,774	0	no change
403	Leonteq Securities AG	$235K	2,700	−1,000	trim
404	Pacific Sage Partners, LLC	$233K	3,722	0	no change
405	Steward Partners Investment Advisory, LLC	$230K	3,682	−534	trim
406	IFS Group,LLC	$229K	3,664	—	no prior
407	LAUREL OAK WEALTH MANAGEMENT, LLC	$229K	3,652	0	no change
408	VOYA INVESTMENT MANAGEMENT LLC	$227K	3,641	−6,092	trim
409	Essex Financial Services, Inc.	$222K	3,548	−205	trim
410	EASTERN BANK	$219K	3,500	0	no change
411	Alan B Lancz & Associates, Inc.	$219K	3,500	+3,500	new
412	Greenland Capital Management LP	$218K	3,500	+3,500	new
413	DAYMARK WEALTH PARTNERS, LLC	$218K	3,480	−340	trim
414	Wealth Science Advisors LLC	$218K	3,955	0	no change
415	ADELL HARRIMAN & CARPENTER INC	$215K	3,431	+3,431	new
416	J.M. Arbour, LLC	$210K	3,349	+3,349	new
417	Phillips Wealth Planners LLC	$208K	3,176	−2,543	trim
418	Allworth Financial LP	$208K	3,322	+101	add
419	Beacon Pointe Advisors, LLC	$207K	3,301	+3,301	new
420	Abel Hall, LLC	$206K	3,283	+3,283	new
421	Burkett Asset Management Ltd	$204K	3,268	+3,268	new
422	BROWN ADVISORY INC	$202K	3,229	+3,229	new
423	AIGEN INVESTMENT MANAGEMENT, LP	$202K	2,922	+2,922	new
424	SFMG, LLC	$202K	3,224	+3,224	new
425	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	$201K	3,206	−3,531	trim
426	Bravera Wealth	$196K	3,123	—	no prior
427	GROUP ONE TRADING LLC	$195K	3,119	+388	add
428	RHUMBLINE ADVISERS	$192K	3,061	−11	trim
429	Wilmington Savings Fund Society, FSB	$189K	3,018	0	no change
430	Parkside Financial Bank & Trust	$177K	2,833	+133	add
431	Cromwell Holdings LLC	$171K	2,697	0	no change
432	Smartleaf Asset Management LLC	$139K	2,203	+387	add
433	VISION FINANCIAL MARKETS LLC	$131K	2,100	−750	trim
434	ARCADIA INVESTMENT MANAGEMENT CORP/MI	$125K	2,000	0	no change
435	ATWOOD & PALMER INC	$119K	1,895	0	no change
436	LOM Asset Management Ltd	$118K	1,350	0	no change
437	HM PAYSON & CO	$112K	1,790	0	no change
438	Pacifica Partners Inc.	$102K	1,625	0	no change
439	OSSIAM	$96.1K	1,539	−185	trim
440	Spire Wealth Management	$93.9K	1,500	−1,000	trim
441	CNB Bank	$92.2K	1,473	0	no change
442	Arax Advisory Partners	$91.7K	1,466	−1,563	trim
443	ACADIAN ASSET MANAGEMENT LLC	$89.1K	1,428,100	−157,600	trim
444	CANADA LIFE ASSURANCE Co	$75.9K	1,220,735	−15,972	trim
445	Larson Financial Group LLC	$73.7K	1,177	+345	add
446	WEBSTER BANK, N. A.	$68.9K	1,101	+1,101	new
447	State of Wyoming	$67.5K	1,082	+590	add
448	Archer Investment Corp	$65.3K	1,043	+1,043	new
449	FARMERS & MERCHANTS INVESTMENTS INC	$65.1K	1,040	+72	add
450	SouthState Bank Corp	$62.6K	1,000	0	no change
451	Truvestments Capital LLC	$60.2K	961	0	no change
452	Blume Capital Management, Inc.	$56.3K	900	+900	new
453	Harbor Asset Planning, Inc.	$55.2K	882	0	no change
454	Tower Research Capital LLC (TRC)	$51.0K	814	−2,299	trim
455	Atlantic Union Bankshares Corp	$50.1K	800	−200	trim
456	MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd	$48.8K	767,761	−25,838	trim
457	NISA INVESTMENT ADVISORS, LLC	$45.1K	713	+40	add
458	TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA	$43.7K	700	+144	add
459	Transamerica Financial Advisors, LLC	$43.3K	684	+280	add
460	Hilltop National Bank	$41.3K	659	0	no change
461	Compagnie Lombard Odier SCmA	$39.9K	640	0	no change
462	Pinnacle Wealth Planning Services, Inc.	$37.6K	601	−3	trim
463	VAN ECK ASSOCIATES CORP	$32.8K	523,808	+58,983	add
464	Hartford Financial Management Inc.	$31.1K	496	0	no change
465	Smallwood Wealth Investment Management, LLC	$30.4K	485	0	no change
466	Annis Gardner Whiting Capital Advisors, LLC	$28.4K	453	0	no change
467	Manchester Capital Management LLC	$27.2K	435	0	no change
468	Sterling Capital Management LLC	$26.3K	420	+420	new
469	DUNCKER STREETT & CO INC	$25.0K	400	0	no change
470	Jackson, Grant Investment Advisers, Inc.	$24.8K	397	+4	add
471	SBI Securities Co., Ltd.	$24.4K	390	+67	add
472	Frazier Financial Advisors, LLC	$22.3K	356	−164	trim
473	Richard W. Paul & Associates, LLC	$21.1K	337	+2	add
474	COUNTRY TRUST BANK	$20.3K	325	0	no change
475	Grove Bank & Trust	$20.3K	325	0	no change
476	Geneos Wealth Management Inc.	$19.5K	312	0	no change
477	EVOLUTION WEALTH MANAGEMENT INC.	$19.2K	306	+251	add
478	Towne Trust Company, N.A	$18.8K	300	0	no change
479	HHM Wealth Advisors, LLC	$16.5K	264	0	no change
480	CALDWELL SUTTER CAPITAL, INC.	$15.8K	253	+100	add
481	IFG Advisory, LLC	$15.3K	245	+245	new
482	Premier Fund Managers Ltd	$15.3K	242,607	+15,433	add
483	DekaBank Deutsche Girozentrale	$13.7K	215,979	0	no change
484	Cache Advisors, LLC	$12.2K	140	+140	new
485	MATHER GROUP, LLC.	$11.7K	188	+188	new
486	Blue Trust, Inc.	$10.5K	167	−11	trim
487	JFS WEALTH ADVISORS, LLC	$10.1K	161	−129	trim
488	GODSEY & GIBB, INC	$9.8K	156	0	no change
489	JNBA Financial Advisors	$9.8K	156	0	no change
490	Rialto Wealth Management, LLC	$9.8K	156	0	no change
491	Glen Eagle Advisors, LLC	$9.4K	150	−650	trim
492	True Wealth Design, LLC	$9.0K	143	+18	add
493	SJS Investment Consulting Inc.	$8.8K	141	0	no change
494	GHP Investment Advisors, Inc.	$7.2K	115	0	no change
495	Caldwell Trust Co	$6.3K	100	0	no change
496	SALEM INVESTMENT COUNSELORS INC	$6.1K	97	+97	new
497	NATIXIS ADVISORS, LLC	$6.0K	96,312	+10,015	add
498	THRIVENT FINANCIAL FOR LUTHERANS	$6.0K	95,858	+90,307	add
499	CVA Family Office, LLC	$5.5K	88	0	no change
500	Bell Investment Advisors, Inc	$4.9K	79	0	no change

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

Congress ↔ notable managers · TRP

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 $280K held

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

Merged timeline of congressional filings and notable-manager moves on TRP
Date	Who	Change	Size
2026-05-15	Gotham Asset Management 13F	trim	−28,526 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

8 members of Congress disclosed TRP — the congressional view ↗