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 ↗

PEMBINA PIPELINE CORP · COM · quarter ended 2026-03-31 · 6 members disclosed PBA ↗

13F filers reporting this class for the quarter ended 2026-03-31: 348
sum of the reported values across every holder; NULL values are excluded, never zero-filled: $12.2B
holders whose share count rose or who opened the position (new + add), by shares: 178
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 31

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

Newest 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: 1 Kevin Hern R–OK-1 $15K–$50K

filed 2026-07-03 → 2026-10-01 · 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
2026-09-25	Kevin Hern Congress	SELL	$15K–$50K
2026-05-15	Gotham Asset Management 13F	TRIM	−4,384 sh

2 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

6 members of Congress disclosed PBA — the congressional view ↗

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 been changed or closed before you ever see it, and is older still by however long ago that 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 with unit_basis carried on every record.

Affiliated managers may report the same position (otherManager), 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 (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).