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 ↗

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

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 538 holders are listed, largest first: 538
sum of the reported values across every holder; NULL values are excluded, never zero-filled: $41.7B
holders whose share count rose or who opened the position (new + add), by shares: 263
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 43

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

Newest 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 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding: 0 — $0 held
Trimming: 1 Gotham Asset Management $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 · 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

8 members of Congress disclosed TRP — 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).