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NXG Cushing Midstream Energy (SRV)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares103,325 from 95,446
Change+7,879 (+8%)
Value$4.3M (-$502.2K)
Filed 2026-11-06
NWF Advisory Services Inc.
INCREASED
Shares45,080 from 40,510
Change+4,570 (+11%)
Value$1.9M (-$162.4K)
Filed 2026-10-19
J.W. Cole Advisors, Inc.
DECREASED
Shares36,638 from 36,866
Change-228 (-1%)
Value$1.5M (-$329.5K)
Filed 2026-11-05
Focus Financial Network, Inc.
INCREASED
Shares31,798 from 24,001
Change+7,797 (+32%)
Value$1.3M (+$114.5K)
Filed 2026-10-14
Advisory Solutions Group, LLC
INCREASED
Shares17,034 from 15,383
Change+1,651 (+11%)
Value$705.4K (-$65.2K)
Filed 2026-10-14
Commonwealth Equity Services, LLC
DECREASED
Shares14,329 from 14,672
Change-343 (-2%)
Value$593.4K (-$141.6K)
Filed 2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares9,866 from 9,003
Change+863 (+10%)
Value$409.0K (-$42.0K)
Filed 2026-11-02
Wedbush Securities Inc
UNCHANGED
Shares5,240 from 5,240
Change0 (0%)
Value$217.0K (-$45.0K)
Filed 2026-10-22
CoreCap Advisors, LLC
INCREASED
Shares4,950 from 4,850
Change+100 (+2%)
Value$205.0K (-$38.0K)
Filed 2026-10-08
Rossby Financial, LCC
NEW
Shares3,982
Change+3,982
Value$164.9K
Filed 2026-11-05
Fifth Third Bancorp
UNCHANGED
Shares562 from 562
Change0 (0%)
Value$23.3K (-$4.9K)
Filed 2026-11-05
PNC Financial Services Group, Inc.
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$8.3K (-$1.7K)
Filed 2026-11-06
Financial Consulate, Inc
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$4.1K (-$868)
Filed 2026-10-23
Highline Wealth Partners LLC
NEW
Shares60
Change+60
Value$2.5K
Filed 2026-10-19
Allworth Financial LP
UNCHANGED
Shares21 from 21
Change0 (0%)
Value$1.1K ($0)
Filed 2026-11-06
Imc-Chicago, LLC
CLOSED
Shares0 from 10,298
Change-10,298 (-100%)
Value$0 (-$515.8K)
Filed 2026-11-05
Axxcess Wealth Management, LLC
CLOSED
Shares0 from 5,905
Change-5,905 (-100%)
Value$0 (-$295.8K)
Filed 2026-10-21
Signaturefd, LLC
CLOSED
Shares0 from 175
Change-175 (-100%)
Value$0 (-$8.8K)
Filed 2026-10-23
Osaic Holdings, Inc.
N/A
Shares— from 57,274
Change-57,274 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 55,520
Change-55,520 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 36,848
Change-36,848 (-100%)
Value—
Everstar Asset Management, LLC
N/A
Shares— from 25,819
Change-25,819 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 19,857
Change-19,857 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 19,830
Change-19,830 (-100%)
Value—
UBS Group AG
N/A
Shares— from 19,399
Change-19,399 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 18,817
Change-18,817 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 14,303
Change-14,303 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 10,790
Change-10,790 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 10,576
Change-10,576 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 10,101
Change-10,101 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 9,930
Change-9,930 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 9,585
Change-9,585 (-100%)
Value—
Symphony Financial Services, Inc.
N/A
Shares— from 6,566
Change-6,566 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 5,624
Change-5,624 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 5,468
Change-5,468 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 5,442
Change-5,442 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 3,648
Change-3,648 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 2,276
Change-2,276 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 238
Change-238 (-100%)
Value—
Status
LPL Financial LLC
INCREASED103,32595,446+7,879+8%$4.8M$4.3M-$502.2K2026-11-06
NWF Advisory Services Inc.
INCREASED45,08040,510+4,570+11%$2.0M$1.9M-$162.4K2026-10-19
J.W. Cole Advisors, Inc.
DECREASED36,63836,866-228-1%$1.8M$1.5M-$329.5K2026-11-05
Focus Financial Network, Inc.
INCREASED31,79824,001+7,797+32%$1.2M$1.3M+$114.5K2026-10-14
Advisory Solutions Group, LLC
INCREASED17,03415,383+1,651+11%$770.5K$705.4K-$65.2K2026-10-14
Commonwealth Equity Services, LLC
DECREASED14,32914,672-343-2%$734.9K$593.4K-$141.6K2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED9,8669,003+863+10%$451.0K$409.0K-$42.0K2026-11-02
Wedbush Securities Inc
UNCHANGED5,2405,24000%$262.0K$217.0K-$45.0K2026-10-22
CoreCap Advisors, LLC
INCREASED4,9504,850+100+2%$242.9K$205.0K-$38.0K2026-10-08
Rossby Financial, LCC
NEW3,982—+3,982——$164.9K—2026-11-05
Fifth Third Bancorp
UNCHANGED56256200%$28.2K$23.3K-$4.9K2026-11-05
PNC Financial Services Group, Inc.
UNCHANGED20020000%$10.0K$8.3K-$1.7K2026-11-06
Financial Consulate, Inc
UNCHANGED10010000%$5.0K$4.1K-$8682026-10-23
Highline Wealth Partners LLC
NEW60—+60——$2.5K—2026-10-19
Allworth Financial LP
UNCHANGED212100%$1.1K$1.1K$02026-11-06
Imc-Chicago, LLC
CLOSED010,298-10,298-100%$515.8K$0-$515.8K2026-11-05
Axxcess Wealth Management, LLC
CLOSED05,905-5,905-100%$295.8K$0-$295.8K2026-10-21
Signaturefd, LLC
CLOSED0175-175-100%$8.8K$0-$8.8K2026-10-23
Osaic Holdings, Inc.
N/A—57,274-57,274-100%$2.9M———
Morgan Stanley
N/A—55,520-55,520-100%$2.8M———
Summit Financial, LLC
N/A—36,848-36,848-100%$1.8M———
Everstar Asset Management, LLC
N/A—25,819-25,819-100%$1.3M———
Royal Bank of Canada
N/A—19,857-19,857-100%$995.0K———
Stifel Financial Corp
N/A—19,830-19,830-100%$993.3K———
UBS Group AG
N/A—19,399-19,399-100%$971.7K———
Invesco Ltd.
N/A—18,817-18,817-100%$942.5K———
Jane Street Group, LLC
N/A—14,303-14,303-100%$716.4K———
XTX Topco Ltd
N/A—10,790-10,790-100%$540.5K———
Private Advisor Group, LLC
N/A—10,576-10,576-100%$529.7K———
NewEdge Advisors, LLC
N/A—10,101-10,101-100%$506.0K———
Baird Financial Group, Inc.
N/A—9,930-9,930-100%$497.4K———
Stratos Wealth Advisors, LLC
N/A—9,585-9,585-100%$480.1K———
Symphony Financial Services, Inc.
N/A—6,566-6,566-100%$328.9K———
Kovack Advisors, Inc.
N/A—5,624-5,624-100%$281.3K———
Nicolet Bankshares Inc
N/A—5,468-5,468-100%$273.9K———
Janney Montgomery Scott LLC
N/A—5,442-5,442-100%$273.0K———
OneDigital Investment Advisors LLC
N/A—5,000-5,000-100%$250.5K———
Colonial Trust Co / SC
N/A—3,648-3,648-100%$182.7K———
Wells Fargo & Company
N/A—2,276-2,276-100%$114.0K———
Atlantic Union Bankshares Corp
N/A—238-238-100%$11.9K———
Showing 40 of 40 institutions