Position in SBR
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,125,127
+$94,863 QoQ
Shares Held
14,934
-0.6% QoQ
Ownership
0.102%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
21 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SBR Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Mar 31, 2026MERCER GLOBAL ADVISORS INC /ADV holds $103,340,488 across 29 Oil & Gas Midstream names. SBR ranks #14 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMB |
Williams Companies, Inc.
|
206,247 | $15,010,656 | |
| 2 | LNG |
Cheniere Energy, Inc.
|
47,301 | $13,422,131 | |
| 3 | EPD |
Enterprise Products Partners L.P.
|
344,002 | $13,017,035 | |
| 4 | KMI |
Kinder Morgan, Inc.
|
365,052 | $12,240,193 | |
| 5 | ET |
Energy Transfer LP
|
464,306 | $8,961,105 | |
| 6 | OKE |
Oneok Inc /New/
|
86,999 | $7,863,839 | |
| 7 | TRGP |
Targa Resources Corp.
|
20,713 | $5,193,370 | |
| 8 | AM |
Antero Midstream Corp
|
224,270 | $5,113,356 |
All Filings in SBR
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,125,127 | 14,934 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,030,264 | 15,025 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $1,160,672 | 14,607 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $992,398 | 14,883 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,007,430 | 14,883 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,065,670 | 16,443 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,070,906 | 17,337 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,121,530 | 17,337 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,102,587 | 17,339 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,216,526 | 17,927 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $1,197,073 | 18,165 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $1,394,828 | 21,153 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,516,124 | 21,113 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $1,805,814 | 21,133 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $1,291,168 | 18,165 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,105,215 | 18,154 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $1,201,777 | 20,810 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $722,231 | 17,328 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $791,198 | 18,473 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $752,653 | 18,667 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,240,873 | 40,872 | Shares | Sole | 2021-08-10 | |
| No filing history on record for this holder in this stock. | ||||||