SRV Institutional Ownership
NXG Cushing Midstream Energy Fund
1W: +0.1%
1M: -5.3%
3M: -11.3%
YTD: +7.8%
1Y: -3.5%
3Y: +59.0%
5Y: +127.8%
$42.37
-0.22 (-0.52%)
Weekly Expected Move ±3.5%
$39
$41
$42
$44
$45
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Institutional Ownership — SRV
47
Institutional Holders
+6 vs prior quarter
0.0%
Ownership
+0.00pp
$31M
Total Invested
12
New Positions
19
Increased
11
Reduced
8
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (50 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 95,446 | $4M | +17,526 | +22.5% | 21Q | SEC ↗ |
| 2 | OSAIC HOLDINGS, INC. | 57,274 | $2M | +5,902 | +11.5% | 25Q | SEC ↗ |
| 3 | MORGAN STANLEY | 55,520 | $2M | +4,418 | +8.6% | 25Q | SEC ↗ |
| 4 | NWF Advisory Services Inc. | 40,510 | $2M | +8,350 | +26.0% | 5Q | SEC ↗ |
| 5 | J.W. COLE ADVISORS, INC. NEW | 36,866 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 6 | Summit Financial, LLC | 36,848 | $2M | -12,892 | -25.9% | 5Q | SEC ↗ |
| 7 | Everstar Asset Management, LLC NEW | 25,819 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 8 | Focus Financial Network, Inc. | 24,001 | $1M | +4,552 | +23.4% | 4Q | SEC ↗ |
| 9 | ROYAL BANK OF CANADA | 19,857 | $841K | +7,763 | +64.2% | 25Q | SEC ↗ |
| 10 | STIFEL FINANCIAL CORP | 19,830 | $840K | +460 | +2.4% | 14Q | SEC ↗ |
| 11 | UBS Group AG | 19,399 | $822K | +1,893 | +10.8% | 25Q | SEC ↗ |
| 12 | Invesco Ltd. | 18,817 | $797K | +8,096 | +75.5% | 2Q | SEC ↗ |
| 13 | Advisory Solutions Group, LLC NEW | 15,383 | $652K | — | +0.0% | 1Q | SEC ↗ |
| 14 | COMMONWEALTH EQUITY SERVICES, LLC | 14,672 | $622K | +2,814 | +23.7% | 10Q | SEC ↗ |
| 15 | JANE STREET GROUP, LLC | 14,303 | $606K | +346 | +2.5% | 4Q | SEC ↗ |
| 16 | XTX Topco Ltd | 10,790 | $457K | +2,989 | +38.3% | 2Q | SEC ↗ |
| 17 | Private Advisor Group, LLC | 10,576 | $448K | +1,720 | +19.4% | 7Q | SEC ↗ |
| 18 | IMC-Chicago, LLC NEW | 10,298 | $436K | — | +0.0% | 1Q | SEC ↗ |
| 19 | NewEdge Advisors, LLC | 10,101 | $428K | +2,474 | +32.4% | 15Q | SEC ↗ |
| 20 | Baird Financial Group, Inc. | 9,930 | $421K | +147 | +1.5% | 2Q | SEC ↗ |
| 21 | Stratos Wealth Advisors, LLC | 9,585 | $406K | +300 | +3.2% | 7Q | SEC ↗ |
| 22 | Cambridge Investment Research Advisors NEW | 9,003 | $381K | — | +0.0% | 1Q | SEC ↗ |
| 23 | Symphony Financial Services, Inc. | 6,566 | $278K | +894 | +15.8% | 3Q | SEC ↗ |
| 24 | AXXCESS WEALTH MANAGEMENT, LLC NEW | 5,905 | $250K | — | +0.0% | 1Q | SEC ↗ |
| 25 | Kovack Advisors, Inc. NEW | 5,624 | $238K | — | +0.0% | 1Q | SEC ↗ |
| 26 | NICOLET BANKSHARES INC NEW | 5,468 | $232K | — | +0.0% | 1Q | SEC ↗ |
| 27 | Janney Montgomery Scott LLC | 5,442 | $231K | -1,433 | -20.8% | 10Q | SEC ↗ |
| 28 | WEDBUSH SECURITIES INC | 5,240 | $222K | — | +0.0% | 10Q | SEC ↗ |
| 29 | OneDigital Investment Advisors LLC | 5,000 | $212K | — | +0.0% | 2Q | SEC ↗ |
| 30 | CoreCap Advisors, LLC | 4,850 | $205K | -8,300 | -63.1% | 8Q | SEC ↗ |
| 31 | Colonial Trust Co / SC | 3,648 | $155K | +500 | +15.9% | 15Q | SEC ↗ |
| 32 | WELLS FARGO & COMPANY/MN | 2,276 | $96K | +2,276 | — | 25Q | SEC ↗ |
| 33 | Integrated Wealth Concepts LLC NEW | 2,230 | $94K | — | +0.0% | 1Q | SEC ↗ |
| 34 | FIFTH THIRD BANCORP | 562 | $24K | — | +0.0% | 2Q | SEC ↗ |
| 35 | Atlantic Union Bankshares Corp | 238 | $10K | — | +0.0% | 4Q | SEC ↗ |
| 36 | PNC Financial Services Group, Inc. NEW | 200 | $8K | — | +0.0% | 1Q | SEC ↗ |
| 37 | SIGNATUREFD, LLC NEW | 175 | $7K | — | +0.0% | 1Q | SEC ↗ |
| 38 | FINANCIAL CONSULATE, INC | 100 | $4K | — | +0.0% | 3Q | SEC ↗ |
| 39 | Allworth Financial LP NEW | 21 | $1K | — | +0.0% | 1Q | SEC ↗ |
| 40 | CWM, LLC NEW | 6 | $0K | — | +0.0% | 1Q | SEC ↗ |
| 41 | Advisory Services Network, LLC | 0 | $0K | -22 | -100.0% | 1Q | SEC ↗ |
| 42 | ENVESTNET ASSET MANAGEMENT INC | 0 | $0K | -5,258 | -100.0% | 1Q | SEC ↗ |
| 43 | SIT INVESTMENT ASSOCIATES INC | 0 | $0K | -323,176 | -100.0% | 1Q | SEC ↗ |
| 44 | Quarry LP | 0 | $0K | -26,001 | -100.0% | 2Q | SEC ↗ |
| 45 | WOLVERINE ASSET MANAGEMENT LLC | 0 | $0K | -3,835 | -100.0% | 1Q | SEC ↗ |
| 46 | Osbon Capital Management LLC | 0 | $0K | -158 | -100.0% | 1Q | SEC ↗ |
| 47 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0 | $0K | -5,334 | -100.0% | 2Q | SEC ↗ |
| 48 | ABSOLUTE INVESTMENT ADVISERS, LLC | 0 | $0K | -99,777 | -100.0% | 2Q | SEC ↗ |
| 49 | Total Wealth Planning & Management, In | 0 | $0K | -8,157 | -100.0% | 1Q | SEC ↗ |
| 50 | Virtu Financial LLC | 0 | $0K | -7,994 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (13)
| Holder | Shares | Value |
|---|---|---|
| J.W. COLE ADVISORS, INC. | 36,866 | $2M |
| Everstar Asset Management, LLC | 25,819 | $1M |
| Advisory Solutions Group, LLC | 15,383 | $652K |
| IMC-Chicago, LLC | 10,298 | $436K |
| Cambridge Investment Research Advis | 9,003 | $381K |
| AXXCESS WEALTH MANAGEMENT, LLC | 5,905 | $250K |
| Kovack Advisors, Inc. | 5,624 | $238K |
| NICOLET BANKSHARES INC | 5,468 | $232K |
| Integrated Wealth Concepts LLC | 2,230 | $94K |
| PNC Financial Services Group, Inc. | 200 | $8K |
| SIGNATUREFD, LLC | 175 | $7K |
| Allworth Financial LP | 21 | $1K |
| CWM, LLC | 6 | $0K |
Sold Out (10)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| SIT INVESTMENT ASSOCIATES INC | 323,176 | $14M |
| ABSOLUTE INVESTMENT ADVISERS, LLC | 99,777 | $4M |
| Quarry LP | 26,001 | $1M |
| Total Wealth Planning & Management, | 8,157 | $346K |
| Virtu Financial LLC | 7,994 | $339K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 5,334 | $226K |
| ENVESTNET ASSET MANAGEMENT INC | 5,258 | $223K |
| WOLVERINE ASSET MANAGEMENT LLC | 3,835 | $162K |
| Osbon Capital Management LLC | 158 | $7K |
| Advisory Services Network, LLC | 22 | $1K |
Biggest Increases (19)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| LPL Financial LLC | +17,526 | +22.5% | 95,446 |
| NWF Advisory Services Inc. | +8,350 | +26.0% | 40,510 |
| Invesco Ltd. | +8,096 | +75.5% | 18,817 |
| ROYAL BANK OF CANADA | +7,763 | +64.2% | 19,857 |
| OSAIC HOLDINGS, INC. | +5,902 | +11.5% | 57,274 |
| Focus Financial Network, Inc. | +4,552 | +23.4% | 24,001 |
| MORGAN STANLEY | +4,418 | +8.6% | 55,520 |
| XTX Topco Ltd | +2,989 | +38.3% | 10,790 |
| COMMONWEALTH EQUITY SERVICES, LLC | +2,814 | +23.7% | 14,672 |
| NewEdge Advisors, LLC | +2,474 | +32.4% | 10,101 |
| WELLS FARGO & COMPANY/MN | +2,276 | — | 2,276 |
| UBS Group AG | +1,893 | +10.8% | 19,399 |
| Private Advisor Group, LLC | +1,720 | +19.4% | 10,576 |
| Symphony Financial Services, Inc. | +894 | +15.8% | 6,566 |
| Colonial Trust Co / SC | +500 | +15.9% | 3,648 |
| STIFEL FINANCIAL CORP | +460 | +2.4% | 19,830 |
| JANE STREET GROUP, LLC | +346 | +2.5% | 14,303 |
| Stratos Wealth Advisors, LLC | +300 | +3.2% | 9,585 |
| Baird Financial Group, Inc. | +147 | +1.5% | 9,930 |
Biggest Decreases (3)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Summit Financial, LLC | -12,892 | -25.9% | 36,848 |
| CoreCap Advisors, LLC | -8,300 | -63.1% | 4,850 |
| Janney Montgomery Scott LLC | -1,433 | -20.8% | 5,442 |