SOBO SOUTH BOW CORP
COM
CUSIP: 83671M105
Institutional Holders282
Total Institutional Value$3,378,073,923
Total Shares Held129,459,981
Avg Position$11,978,986
Top 5 Holders %47.3%
Alpha-Weighted Score68.2
New Positions+25
Exited Positions-40
Top 15 Institutional Holders by Value
■ New ■ Increased ■ Decreased ■ Unchanged
Institutional Holders — Q4 25
| Manager | Alpha | Flow | Value | Shares | Change |
|---|---|---|---|---|---|
| ROYAL BANK OF CANADA | High Conviction | Market Mover | $455,787,000 (13.5%) | 16,592,199 | -73.2% |
| CAPITAL RESEARCH & MANAGEMENT CO - DIVISION 3 | High Conviction | Significant Flow | $425,840,316 (12.6%) | 15,483,085 | -2.2% |
| FMR LLC | High Conviction | Market Mover | $277,314,358 (8.2%) | 10,082,858 | -28.2% |
| VANGUARD GROUP INC | High Conviction | Market Mover | $238,387,207 (7.1%) | 8,667,365 | - |
| CLEARBRIDGE INVESTMENTS, LLC | High Conviction | Significant Flow | $199,513,650 (5.9%) | 7,262,965 | - |
| BANK OF MONTREAL /CAN/ | High Conviction | Market Mover | $171,772,125 (5.1%) | 6,245,325 | 34.5% |
| CIBC WORLD MARKETS INC. | High Conviction | Significant Flow | $98,240,741 (2.9%) | 3,571,092 | 8.7% |
| THORNBURG INVESTMENT MANAGEMENT INC | Elite Conviction | Moderate Flow | $77,840,120 (2.3%) | 2,829,875 | 37.8% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | High Conviction | Significant Flow | $65,696,812 (1.9%) | 2,391,584 | 6.6% |
| DIMENSIONAL FUND ADVISORS LP | High Conviction | Market Mover | $64,541,359 (1.9%) | 2,348,827 | 47.3% |
| TD ASSET MANAGEMENT INC | High Conviction | Significant Flow | $56,611,506 (1.7%) | 2,055,635 | 17.9% |
| SCOTIA CAPITAL INC. | High Conviction | Moderate Flow | $56,401,895 (1.7%) | 2,053,500 | 11.9% |
| LEGAL & GENERAL GROUP PLC | High Conviction | Market Mover | $51,105,605 (1.5%) | 1,855,728 | -12.1% |
| CANADA PENSION PLAN INVESTMENT BOARD | High Conviction | Significant Flow | $45,381,786 (1.3%) | 1,650,000 | 20.2% |
| BANK OF AMERICA CORP /DE/ | Moderate Conviction | Market Mover | $44,437,120 (1.3%) | 1,617,660 | -66.6% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | High Conviction | Significant Flow | $44,348,539 (1.3%) | 1,612,433 | 40.1% |
| TWENTIETH CENTURY COMPANIES INC | High Conviction | Market Mover | $42,079,884 (1.2%) | 1,529,980 | 55.1% |
| Invesco Ltd. | Moderate Conviction | Market Mover | $41,841,453 (1.2%) | 1,523,169 | - |
| MORGAN STANLEY | Moderate Conviction | Market Mover | $41,529,109 (1.2%) | 1,511,797 | -5.2% |
| SWANK ENERGY INCOME ADVISORS, LP | Elite Conviction | Low Flow | $40,944,035 (1.2%) | 1,490,500 | -5.4% |
| MURCHINSON LTD. | High Conviction | Minimal Flow | $40,309,478 (1.2%) | 1,467,400 | NEW |
| TORONTO DOMINION BANK | High Conviction | Significant Flow | $39,819,501 (1.2%) | 1,447,747 | 46.4% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | High Conviction | Market Mover | $37,889,534 (1.1%) | 1,373,600 | -5.0% |
| RECURRENT INVESTMENT ADVISORS LLC | Elite Conviction | Low Flow | $37,787,068 (1.1%) | 1,370,635 | -17.1% |
| TD WATERHOUSE CANADA INC. | High Conviction | Significant Flow | $36,700,116 (1.1%) | 1,336,103 | 6.0% |
| ROBECO INVESTMENT MANAGEMENT, INC. | High Conviction | Significant Flow | $35,844,628 (1.1%) | 1,311,881 | -4.9% |
| BROOKFIELD Corp /ON/ | Elite Conviction | Moderate Flow | $33,297,918 (1.0%) | 1,212,156 | -9.5% |
| WESTWOOD HOLDINGS GROUP INC | High Conviction | Moderate Flow | $29,593,046 (0.9%) | 1,077,286 | -49.2% |
| GOLDMAN SACHS GROUP INC | High Conviction | Market Mover | $28,844,126 (0.9%) | 1,050,023 | -55.6% |
| INTACT INVESTMENT MANAGEMENT INC. | High Conviction | Low Flow | $26,522,359 (0.8%) | 964,360 | 16.2% |
| TORTOISE CAPITAL ADVISORS, L.L.C. | Elite Conviction | Low Flow | $25,879,240 (0.8%) | 942,091 | -3.0% |
| NORGES BANK | High Conviction | Market Mover | $24,566,014 (0.7%) | 893,176 | NEW |
| MILLER HOWARD INVESTMENTS INC /NY | High Conviction | Low Flow | $21,930,610 (0.6%) | 798,348 | - |
| TWO SIGMA INVESTMENTS, LP | Moderate Conviction | Significant Flow | $21,040,152 (0.6%) | 765,932 | -3.5% |
| PORTLAND INVESTMENT COUNSEL INC. | Elite Conviction | Minimal Flow | $20,656,380 (0.6%) | 751,044 | -2.8% |
| BARCLAYS PLC | High Conviction | Market Mover | $20,571,156 (0.6%) | 748,859 | -6.6% |
| Blackstone Inc. | High Conviction | Moderate Flow | $19,478,922 (0.6%) | 709,098 | -68.3% |
| CITADEL ADVISORS LLC | Moderate Conviction | Market Mover | $19,234,494 (0.6%) | 700,200 | 1,557.5% |
| GEODE CAPITAL MANAGEMENT, LLC | High Conviction | Market Mover | $19,131,109 (0.6%) | 692,541 | 229.0% |
| NATIONAL BANK OF CANADA /FI/ | Moderate Conviction | Market Mover | $18,993,828 (0.6%) | 696,794 | 31.7% |
| QUBE RESEARCH & TECHNOLOGIES LTD | Moderate Conviction | Market Mover | $14,633,967 (0.4%) | 532,722 | -34.1% |
| MACKENZIE FINANCIAL CORP | High Conviction | Significant Flow | $13,126,839 (0.4%) | 463,475 | 62.0% |
| SCHWAB CHARLES INVESTMENT MANAGEMENT INC | High Conviction | Market Mover | $12,150,612 (0.4%) | 441,204 | -51.9% |
| HEATHBRIDGE CAPITAL MANAGEMENT LTD. | Elite Conviction | Minimal Flow | $11,565,677 (0.3%) | 419,950 | 98.7% |
| SWISS NATIONAL BANK | High Conviction | Market Mover | $11,363,446 (0.3%) | 412,320 | - |
| BANK OF NOVA SCOTIA | High Conviction | Significant Flow | $10,593,900 (0.3%) | 385,197 | 49.1% |
| ONTARIO MUNICIPAL EMPLOYEE RETIREMENT BOARD | High Conviction | Significant Flow | $9,088,090 (0.3%) | 330,000 | 3,280.1% |
| TAL INVESTMENT COUNSEL LTD | High Conviction | Significant Flow | $8,672,988 (0.3%) | 315,155 | - |
| FEDERATION DES CAISSES DESJARDINS DU QUEBEC | High Conviction | Significant Flow | $8,428,860 (0.2%) | 306,731 | -2.2% |
| FIL LTD | High Conviction | Significant Flow | $8,075,785 (0.2%) | 293,627 | 5.5% |
| BLACKROCK FUNDING, INC. /DE | High Conviction | Market Mover | $7,673,906 (0.2%) | 279,356 | 44.9% |
| SIG NORTH TRADING, ULC | High Conviction | Low Flow | $7,449,809 (0.2%) | 271,198 | 2.5% |
| TWO SIGMA ADVISERS, LP | High Conviction | Significant Flow | $6,952,657 (0.2%) | 253,100 | -40.9% |
| SPR & CO LP | High Conviction | Low Flow | $6,867,500 (0.2%) | 250,000 | -11.9% |
| MILLENNIUM MANAGEMENT, L.L.C. | Moderate Conviction | Market Mover | $6,605,848 (0.2%) | 240,475 | 424.8% |
| MARYLAND STATE RETIREMENT & PENSION SYSTEM | High Conviction | Moderate Flow | $6,541,572 (0.2%) | 237,732 | -8.4% |
| FAITHSHARES ADVISORS LLC | Moderate Conviction | Significant Flow | $4,905,455 (0.1%) | 178,575 | -17.2% |
| CATALYST CAPITAL ADVISORS LLC | High Conviction | Low Flow | $4,441,322 (0.1%) | 161,679 | -23.0% |
| Nuveen, LLC | High Conviction | Market Mover | $4,285,778 (0.1%) | 155,622 | -2.7% |
| HER MAJESTY THE QUEEN IN RIGHT OF THE PROVINCE OF ALBERTA AS REPRESENTED BY ALBERTA INVESTMENT MANAGEMENT CORP | High Conviction | Significant Flow | $4,264,678 (0.1%) | 155,056 | -17.2% |
| SHAW D E & CO INC | Moderate Conviction | Market Mover | $4,104,721 (0.1%) | 149,227 | -70.0% |
| CAPITAL INTERNATIONAL SARL | High Conviction | Moderate Flow | $4,002,524 (0.1%) | 145,403 | -3.2% |
| QUADRATURE CAPITAL LTD | Moderate Conviction | Significant Flow | $3,896,863 (0.1%) | 141,500 | -70.5% |
| FRANKLIN RESOURCES INC | High Conviction | Market Mover | $3,654,939 (0.1%) | 132,887 | 6.7% |
| RUSSELL INVESTMENTS GROUP, LTD. | Moderate Conviction | Market Mover | $3,534,073 (0.1%) | 128,345 | 9.2% |
| UBS Group AG | Moderate Conviction | Market Mover | $3,443,749 (0.1%) | 125,364 | 3.2% |
| MOORS & CABOT, INC. | High Conviction | Low Flow | $3,410,428 (0.1%) | 124,151 | - |
| TCW GROUP INC | High Conviction | Moderate Flow | $3,398,039 (0.1%) | 123,700 | -2.9% |
| TRIASIMA PORTFOLIO MANAGEMENT INC. | High Conviction | Low Flow | $3,260,696 (0.1%) | 118,400 | 2.3% |
| MAN GROUP PLC | High Conviction | Significant Flow | $3,232,422 (0.1%) | 117,671 | NEW |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT CORP | High Conviction | Moderate Flow | $3,042,505 (0.1%) | 110,620 | -11.4% |
| AUSBIL INVESTMENT MANAGEMENT LTD | High Conviction | Minimal Flow | $2,932,507 (0.1%) | 106,483 | - |
| CAPITAL GROUP PRIVATE CLIENT SERVICES, INC. | Elite Conviction | Low Flow | $2,925,020 (0.1%) | 106,354 | -11.9% |
| DEUTSCHE BANK AG\\ | Moderate Conviction | Market Mover | $2,842,486 (0.1%) | 103,476 | - |
| TREXQUANT INVESTMENT LP | High Conviction | Significant Flow | $2,729,172 (0.1%) | 99,351 | -38.8% |
| NORTHERN TRUST CORP | High Conviction | Market Mover | $2,711,207 (0.1%) | 98,697 | -12.5% |
| GOODMAN & COMPANY, INVESTMENT COUNSEL LTD. | High Conviction | Significant Flow | $2,702,032 (0.1%) | 98,363 | -2.8% |
| QUANTBOT TECHNOLOGIES LP | High Conviction | Moderate Flow | $1,972,648 (0.1%) | 71,811 | -28.2% |
| COMMONWEALTH EQUITY SERVICES, LLP | Moderate Conviction | Market Mover | $1,969,420 (0.1%) | 71,693 | 97,881.1% |
| ENVESTNET ASSET MANAGEMENT INC | High Conviction | Significant Flow | $1,964,483 (0.1%) | 71,510 | 210.6% |
| HIGHTOWER ADVISORS, LLC | High Conviction | Significant Flow | $1,931,918 (0.1%) | 70,328 | - |
| WILEY BROS.-AINTREE CAPITAL, LLC | High Conviction | Significant Flow | $1,848,594 (0.1%) | 67,030 | 389.9% |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | High Conviction | Significant Flow | $1,837,325 (0.1%) | 66,718 | 5.7% |
| CAPITAL INTERNATIONAL LTD /CA/ | High Conviction | Low Flow | $1,830,999 (0.1%) | 66,555 | 16.8% |
| HERONETTA MANAGEMENT, L.P. | Elite Conviction | Minimal Flow | $1,732,677 (0.1%) | 46,497 | -4.1% |
| JPMORGAN CHASE & CO | High Conviction | Market Mover | $1,582,476 (0.0%) | 57,607 | -76.5% |
| VIDENT ADVISORY, LLC | Moderate Conviction | Significant Flow | $1,527,080 (0.0%) | 55,465 | -7.4% |
| RAYMOND JAMES FINANCIAL INC | Moderate Conviction | Market Mover | $1,519,599 (0.0%) | 55,319 | -2.4% |
| PICTET ASSET MANAGEMENT HOLDING SA | High Conviction | Market Mover | $1,374,670 (0.0%) | 49,916 | -91.9% |
| GREENLINE PARTNERS, LLC | High Conviction | Low Flow | $1,369,846 (0.0%) | 49,867 | -3.3% |
| JANE STREET GROUP, LLC | Moderate Conviction | Market Mover | $1,279,104 (0.0%) | 46,495 | -85.6% |
| ZURCHER KANTONALBANK | High Conviction | Significant Flow | $1,225,242 (0.0%) | 44,490 | 8.8% |
| ALPS ADVISORS INC | High Conviction | Moderate Flow | $1,139,950 (0.0%) | 41,498 | 27.5% |
| LPL FINANCIAL LLC | High Conviction | Market Mover | $1,057,562 (0.0%) | 38,499 | - |
| OPPENHEIMER & CO INC | High Conviction | Moderate Flow | $1,039,959 (0.0%) | 37,858 | -7.2% |
| AQUATIC CAPITAL MANAGEMENT LLC | Moderate Conviction | Moderate Flow | $1,038,174 (0.0%) | 37,793 | NEW |
| INVESTMENT MANAGEMENT CORP OF ONTARIO | High Conviction | Moderate Flow | $1,025,757 (0.0%) | 37,341 | 85.8% |
| Steadtrust LLC (CIK 0002097595) | High Conviction | Minimal Flow | $942,770 (0.0%) | 34,320 | -3.4% |
| XTX TOPCO LTD | Moderate Conviction | Moderate Flow | $891,292 (0.0%) | 32,446 | -40.3% |
| CAPITAL INTERNATIONAL, INC./CA/ | High Conviction | Moderate Flow | $865,751 (0.0%) | 31,473 | -16.7% |
Implied Institutional Price History
Estimated from 13F aggregate market value ÷ shares reported across all institutional filers. Reflects quarter-end snapshot, not actual trade prices.
| Quarter | Filers | Institutional Value | Shares Held | Est. Avg Price |
|---|---|---|---|---|
| Q4 25 | 276 | $3.38B | 129,564,049 | $26.09 |
| Q3 25 | 286 | $4.84B | 186,018,744 | $26.04 |
| Q2 25 | 282 | $3.62B | 154,480,848 | $23.45 |
| Q1 25 | 292 | $4.14B | 166,352,815 | $24.89 |
| Q4 24 | 282 | $3.33B | 155,186,542 | $21.46 |
Source: SEC 13F-HR filings. Implied price = aggregate market value ÷ shares reported. Not investment advice.