As of the latest SEC filings, South Bow Corp (SOBO) is held by 147 institutional funds. The largest fund shareholder is Fidelity Series Canada Fund (FCNSX), holding an estimated $177,994,544.12 in market value, representing 1.79% of its portfolio.
Funds holding South Bow Corp (SOBO)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- SOBO
- CIK:
- 0002019061
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
FCNSX
Fidelity Series Canada Fund
|
MF | Fidelity | 1.79% | $177,994,544.12 | 5,199,546 | Apr 30, 2026 | Jun 26, 2026 |
|
TIBIX
Thornburg Investment Income Builder Fund
|
MF | Independent / Boutique | 0.54% | $113,830,635.32 | 3,421,560 | Mar 31, 2026 | May 26, 2026 |
|
VTISX
VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND
|
ETF | Vanguard | 0.02% | $104,200,873.85 | 3,043,898 | Apr 30, 2026 | Jun 26, 2026 |
|
MLPX
Global X MLP and Energy Infrastructure ETF
|
ETF | Independent / Boutique | 2.50% | $80,922,696.87 | 2,512,347 | Feb 28, 2026 | Apr 29, 2026 |
|
CIRAX
Capital Income Builder
|
MF | Independent / Boutique | 0.06% | $71,987,381.38 | 2,102,883 | Apr 30, 2026 | Jun 26, 2026 |
|
VDVIX
VANGUARD DEVELOPED MARKETS INDEX FUND
|
ETF | Vanguard | 0.02% | $66,646,327.25 | 2,003,278 | Mar 31, 2026 | May 28, 2026 |
|
ANWPX
New Perspective Fund
|
MF | Independent / Boutique | 0.04% | $59,849,411.77 | 1,798,974 | Mar 31, 2026 | May 28, 2026 |
|
UTF
COHEN & STEERS INFRASTRUCTURE FUND INC
|
CEF | Cohen & Steers | 1.67% | $52,515,873.19 | 1,578,540 | Mar 31, 2026 | May 29, 2026 |
|
PAFDX
T. Rowe Price Equity Income Fund
|
MF | T. Rowe Price | 0.27% | $43,881,331.32 | 1,319,000 | Mar 31, 2026 | May 28, 2026 |
|
RMLPX
Recurrent MLP & Energy Infrastructure Fund
|
MF | Independent / Boutique | 2.35% | $36,787,353.28 | 1,074,397 | Apr 30, 2026 | Jun 26, 2026 |
|
CGVYX
American Funds Global Insight Fund
|
MF | Capital Group / American Funds | 0.14% | $29,193,517.13 | 852,796 | Apr 30, 2026 | Jun 26, 2026 |
|
SMAPX
WESTWOOD SALIENT MLP & ENERGY
|
MF | Independent / Boutique | 2.01% | $29,030,144.32 | 847,843 | Apr 30, 2026 | Jun 25, 2026 |
|
CSHAX
NYLI Cushing MLP Premier Fund
|
MF | Independent / Boutique | 2.31% | $27,700,600.00 | 860,000 | Feb 28, 2026 | Apr 24, 2026 |
|
VFSNX
VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUND
|
ETF | Vanguard | 0.19% | $26,361,582.07 | 770,070 | Apr 30, 2026 | Jun 26, 2026 |
|
IGF
iShares Global Infrastructure ETF
|
ETF | BlackRock / iShares | 0.25% | $25,544,424.15 | 767,823 | Mar 31, 2026 | May 22, 2026 |
|
DFIEX
INTERNATIONAL CORE EQUITY 2 PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.06% | $23,708,262.21 | 692,414 | Apr 30, 2026 | Jun 24, 2026 |
|
FICDX
Fidelity Canada Fund
|
MF | Fidelity | 2.00% | $22,822,741.56 | 666,694 | Apr 30, 2026 | Jun 26, 2026 |
|
PRAFX
T. Rowe Price Real Assets Fund, Inc.
|
MF | T. Rowe Price | 0.21% | $22,471,067.53 | 675,443 | Mar 31, 2026 | May 28, 2026 |
|
-
The Canadian Small Company Series
|
ETF | Dimensional Fund Advisors | 0.96% | $22,350,742.08 | 652,767 | Apr 30, 2026 | Jun 24, 2026 |
|
FSTEX
Invesco Energy Fund
|
MF | Invesco | 3.63% | $22,323,012.48 | 652,096 | Apr 30, 2026 | Jun 26, 2026 |
|
PRNEX
T. Rowe Price New Era Fund
|
MF | T. Rowe Price | 0.68% | $21,632,032.52 | 650,223 | Mar 31, 2026 | May 28, 2026 |
|
FMCHX
Fidelity Mid-Cap Stock Fund
|
MF | Fidelity | 0.23% | $20,029,866.01 | 585,109 | Apr 30, 2026 | Jun 26, 2026 |
|
TORIX
Tortoise Energy Infrastructure Total Return Fund
|
MF | Independent / Boutique | 0.48% | $18,412,814.29 | 571,649 | Feb 28, 2026 | Apr 29, 2026 |
|
HTD
John Hancock Tax-Advantaged Dividend Income Fund
|
CEF | John Hancock | 1.80% | $17,633,600.00 | 515,000 | Apr 30, 2026 | Jun 25, 2026 |
|
GLERX
Goldman Sachs Energy Infrastructure Fund
|
MF | Goldman Sachs | 3.71% | $17,487,807.51 | 542,931 | Feb 28, 2026 | Apr 21, 2026 |
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