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Disclosery

SRV NXG CUSHING MIDSTREAM ENERGY

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COM NEW (fund), issuer CIK 1400897

36 managers (36 13F filers) reported a position in SRV shares at 2026-03-31, 601,870 shares in all. 11 filers opened a position and 5 filers sold out during the quarter.

Managers
36
13F filers
36
New
11
Added
14
Reduced
6
Sold out
5
Shares held by filers
601,870

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
ABSOLUTE INVESTMENT ADVISERS, LLC99,777$4.44M0.52%+24,49713F-HRTimeline
LPL Financial LLC77,920$3.47M<0.01%+3,71313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.51,372$2.29M<0.01%+14,58013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY51,102$2.27M<0.01%-21,08313F-HRTimelineGroup
Summit Financial, LLC49,740$2.21M0.03%-1,12713F-HRTimeline
NWF Advisory Services Inc.32,160$1.43M0.16%+16,62013F-HRTimeline
Quarry LP26,001$1.16M0.23%+10,69613F-HRTimeline
Focus Financial Network, Inc.19,449$865K0.03%+7,34713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP19,370$862K<0.01%-95813F-HRTimelineGroup
UBS Group AGin group UBS Group AG17,506$779K<0.01%+2,15013F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC13,957$621K<0.01%+7,23313F-HRTimelineGroup
CoreCap Advisors, LLC13,150$585K0.02%+11,20013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA12,094$538K<0.01%-35013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC11,858$528K<0.01%+1,30113F-HRTimeline
Invesco Ltd.in group Invesco Ltd.10,721$477K<0.01%new13F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.9,783$435K<0.01%new13F-HRTimelineGroup
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.9,285$413K0.03%013F-HRTimelineGroup
Private Advisor Group, LLC8,856$394K<0.01%+1,90013F-HRTimeline
Total Wealth Planning & Management, Inc.8,157$363K0.29%new13F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC7,994$356K0.01%new13F-HRTimelineGroup
XTX Topco Ltdin group XTX Topco Ltd7,801$347K0.01%new13F-HRTimelineGroup
NewEdge Advisors, LLC7,627$339K<0.01%+3,60413F-HR/ATimeline
Janney Montgomery Scott LLC6,875$306K<0.01%+59513F-HRTimeline
Symphony Financial Services, Inc.5,672$252K0.13%+37813F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…5,334$237K<0.01%-50513F-HRTimelineGroup
WEDBUSH SECURITIES INC5,240$233K0.01%013F-HRTimeline
OneDigital Investment Advisors LLC5,000$222K<0.01%new13F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC3,835$171K<0.01%new13F-HRTimelineGroup
Colonial Trust Co / SCin group Colonial Trust Advisors3,148$140K0.02%013F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…562$25K<0.01%new13F-HRTimelineGroup
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp238$10.6K<0.01%013F-HRTimelineGroup
Osbon Capital Management LLC158$7.03K0.01%new13F-HRTimeline
FINANCIAL CONSULATE, INC100$4.45K<0.01%013F-HRTimeline
Advisory Services Network, LLC22$979<0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC6$267<0.01%new13F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$17<0.01%-113F-HR/ATimelineGroupAmount filed as zero, left out of ratios.