Who Owns SRV?
NXG Cushing Midstream Energy Fund — Institutional Ownership & 13F Holdings
$45.00
-0.08 (-0.18%)
Market Cap
$198.5M
Shares Outstanding
4,667,608
Institutional Holders
29
Total Inst. Value
$24.2M
% of Float Held
—
QoQ Holder Change
+11
Institutional data as of Q1 2025
New Positions
6
Closed Positions
4
Increased
9
Decreased
7
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | SIT INVESTMENT ASSOCIATES INC | $9.4M | 212,970 |
| 2 | UBS Group AG | $3.4M | 77,004 |
| 3 | MORGAN STANLEY | $2.8M | 63,066 |
| 4 | Cambridge Investment Research Advisors, Inc. | $1.5M | 35,012 |
| 5 | J.W. COLE ADVISORS, INC. | $1.2M | 28,283 |
| 6 | OSAIC HOLDINGS, INC. | $1.1M | 25,692 |
| 7 | STIFEL FINANCIAL CORP | $843K | 19,179 |
| 8 | ROYAL BANK OF CANADA | $531K | 12,084 |
| 9 | LEVEL FOUR ADVISORY SERVICES, LLC | $419K | 9,525 |
| 10 | Private Advisor Group, LLC | $300K | 6,828 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| MORGAN STANLEY | +1K | $2.8M |
| Cambridge Investment Research Advisors, Inc. | +9K | $1.5M |
| J.W. COLE ADVISORS, INC. | +7K | $1.2M |
| OSAIC HOLDINGS, INC. | +19K | $1.1M |
| LEVEL FOUR ADVISORY SERVICES, LLC | +2K | $419K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| SIT INVESTMENT ASSOCIATES INC | -80K | $9.4M |
| UBS Group AG | -7K | $3.4M |
| CoreCap Advisors, LLC | -1K | $86K |
| STIFEL FINANCIAL CORP | -1K | $843K |
| ROYAL BANK OF CANADA | -150 | $531K |
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Frequently Asked Questions
How many institutional investors hold SRV?
As of Q1 2025, 29 institutional investors report holding SRV (NXG Cushing Midstream Energy Fund) in their 13F filings.
Which hedge fund owns the most SRV?
The largest institutional holder of SRV is SIT INVESTMENT ASSOCIATES INC with $9.4M in shares.
Are institutions buying or selling SRV?
This quarter, 6 institutions opened new positions in SRV and 4 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.