NXG Cushing Midstream Energy Fund — Institutional Ownership
Which tracked institutions hold SRV, and how they changed the position last quarter. Latest holdings as of Jun 30, 2026. Source: SEC 13-F filings.
10
Funds holding
$7121514
Total value held
Buying
8 added/new · 0 reduced
| # | Institution | Value | Shares | Δ Shares | Change (QoQ) |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | $2780998 | 55520 | +4418 | +8.65% |
| 2 | Royal Bank Of Canada | $995000 | 19857 | +7763 | +64.19% |
| 3 | Stifel Financial Corp | $993288 | 19830 | +19830 | NEW BUY |
| 4 | Ubs Group Ag | $971695 | 19399 | +19399 | NEW BUY |
| 5 | Invesco Ltd. | $942544 | 18817 | +18817 | NEW BUY |
| 6 | Nicolet Bankshares Inc | $273892 | 5468 | +5468 | NEW BUY |
| 7 | Wells Fargo & Company/Mn | $114007 | 2276 | +2276 | NEW BUY |
| 8 | Fifth Third Bancorp | $28151 | 562 | — | Held |
| 9 | Atlantic Union Bankshares Corp | $11921 | 238 | — | Held |
| 10 | Pnc Financial Services Group, Inc. | $10018 | 200 | +200 | NEW BUY |
Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.