NXG Cushing Midstream Energy (SRV): which funds own it
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Sections with a free account
No concentrated manager holds it.
Quarter flow (concentrated managers)
Concentrated managers holding it
None in the latest quarter.
Largest holders of SRV (all 13F filers)
- LPL Financial95 KWealth adviser+18 K
- Osaic Holdings57 KWealth adviser+5,902
- Morgan Stanley56 KBank or trading desk+4,418
- NWF Advisory Services41 KType not verified+8,350
- J.w. Cole Advisors37 KType not verified+37 K
- Summit Financial37 KType not verified−13 K
- Everstar Asset Management26 KType not verified+26 K
- Focus Financial Network24 KType not verified+4,552
- Royal Bank of Canada20 KBank or trading desk+7,763
- Stifel Financial20 KWealth adviser+460
- Shares
- 95 K
- Change
- +18 K
See more
- Type
- Wealth adviser
- Value
- $4.8M
- Shares
- 57 K
- Change
- +5,902
See more
- Type
- Wealth adviser
- Value
- $2.9M
- Shares
- 56 K
- Change
- +4,418
See more
- Type
- Bank or trading desk
- Value
- $2.8M
- Shares
- 41 K
- Change
- +8,350
See more
- Type
- Type not verified
- Value
- $2.0M
- Shares
- 37 K
- Change
- +37 K
See more
- Type
- Type not verified
- Value
- $1.8M
- Shares
- 37 K
- Change
- −13 K
See more
- Type
- Type not verified
- Value
- $1.8M
- Everstar Asset Management
- Shares
- 26 K
- Change
- +26 K
See more
- Type
- Type not verified
- Value
- $1.3M
- Shares
- 24 K
- Change
- +4,552
See more
- Type
- Type not verified
- Value
- $1.2M
- Shares
- 20 K
- Change
- +7,763
See more
- Type
- Bank or trading desk
- Value
- $995K
- Shares
- 20 K
- Change
- +460
See more
- Type
- Wealth adviser
- Value
- $993K
The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.
Insiders (Form 4)
10% owners who bought (6 m): 0
Open-market purchases, excluding 10b5-1 plans. Officers and directors only; joint filers of the same purchase count as one. 10% owners with no role are shown separately. 0 = nobody bought; “no data” = we do not have its Form 4 filings.
Each of the company's Form 4 filings, on EDGAR ↗Latest trades, with date and filing →
Above 5% (13D/13G)
Disclosed stakes, with their amendments. A filing is not always a purchase: there are also reductions and changes of filing entity.
This list may be incomplete: we hold 13D and 13G filings made since Dec 23, 2024. A holder above 5% that has not filed anything since then is not shown here.
- SIT Investment Associatesfell below 5%13G · amendmentfiling ↗Event: Apr 1, 2026 · filed: Jun 5, 2026
- SIT Investment Associates5.2%13Gfiling ↗Event: Dec 31, 2025 · filed: Jan 6, 2026
- SIT Investment Associates4.9%(fell below 5%)13G · amendmentfiling ↗Event: Mar 20, 2025 · filed: Apr 2, 2025
Above 5% over time (13D/13G)
Each holder with its filings in order. History since December 2024.
All material events (8-K)
Earnings, agreements, financing, management changes and announcements from the last year, with a filter by type and a link to each filing.