ENERGY TRANSFER L P
CUSIP 29273V704
Energy Transfer L P has 53 institutional holders in Filings Flow’s 13F database, together reporting 11.07M shares worth $128M as of Q1 2026. The largest reported holders are Infrastructure Capital Advisors, LLC, Kim, LLC, and Wells Fargo & Company/Mn.
Institutional Holders
53
Q1 2026
Reported Value
$128M
Ticker
unmapped
private placement or foreign
Quarters Tracked
2
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| INFRASTRUCTURE CAPITAL ADVISORS, LLC$1.4B AUM | 4.04% | $58M | 5.01M | Q1 2026OLDER |
| KIM, LLC$976M AUM | 2.46% | $24M | 2.07M | Q1 2026OLDER |
| Kamunting Street Capital Management, L.P.$183M AUM | 0.41% | $746,000 | 64.5K | Q1 2026OLDER |
| Magnus Financial Group LLC$1.4B AUM | 0.30% | $4M | 370.1K | Q2 2026 |
| Phraction Management LLC$483M AUM | 0.16% | $794,859 | 68.7K | Q1 2026OLDER |
| Mezzasalma Advisors, LLC$391M AUM | 0.13% | $513,014 | 44.3K | Q1 2026OLDER |
| One Charles Private Wealth Services, LLC$400M AUM | 0.12% | $461,504 | 39.9K | Q1 2026OLDER |
| LAZARI CAPITAL MANAGEMENT, INC.$287M AUM | 0.10% | $283,465 | 24.5K | Q1 2026OLDER |
| TERRIL BROTHERS, INC.$366M AUM | 0.09% | $313,836 | 27.1K | Q1 2026OLDER |
| Beacon Financial Advisory LLC$443M AUM | 0.06% | $260,008 | 22.5K | Q1 2026OLDER |
| Clear Harbor Asset Management, LLC$1.4B AUM | 0.05% | $776,173 | 67.1K | Q1 2026OLDER |
| Samalin Investment Counsel, LLC$282M AUM | 0.05% | $128,537 | 11.1K | Q1 2026OLDER |
| Mraz, Amerine & Associates, Inc.$678M AUM | 0.04% | $239,464 | 20.7K | Q1 2026OLDER |
| NORTHCAPE WEALTH MANAGEMENT, LLC$367M AUM | 0.03% | $115,700 | 10.0K | Q1 2026OLDER |
| GUGGENHEIM CAPITAL LLC$12.9B AUM | 0.03% | $4M | 350.6K | Q1 2026OLDER |
| Sowell Financial Services LLC$2.7B AUM | 0.03% | $736,401 | 63.6K | Q1 2026OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.03% | $4M | 360.4K | Q1 2026OLDER |
| Abel Hall, LLC$469M AUM | 0.02% | $115,700 | 10.0K | Q1 2026OLDER |
| Pasadena Private Wealth, LLC$723M AUM | 0.02% | $175,864 | 15.2K | Q1 2026OLDER |
| Oxbow Advisors, LLC$1.2B AUM | 0.02% | $280,698 | 24.3K | Q1 2026OLDER |
| XML Financial, LLC$1.2B AUM | 0.02% | $244,706 | 21.1K | Q1 2026OLDER |
| Kozak & Associates, Inc.$576M AUM | 0.02% | $94,158 | 8.2K | Q2 2026 |
| SUMMITRY LLC$2.8B AUM | 0.01% | $404,950 | 35.0K | Q1 2026OLDER |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.01% | $552,287 | 45.9K | Q1 2026OLDER |
| Sigma Planning Corp$3.6B AUM | 0.01% | $406,376 | 35.1K | Q1 2026OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.01% | $117,007 | 10.1K | Q1 2026OLDER |
| Lido Advisors, LLC$32.7B AUM | 0.01% | $2M | 204.8K | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.01% | $1M | 119.4K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.01% | $2M | 133.8K | Q1 2026OLDER |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.00% | $115,700 | 10.0K | Q1 2026OLDER |
| JNBA Financial Advisors$1.2B AUM | 0.00% | $34,710 | 3.0K | Q1 2026OLDER |
| CHOREO, LLC$8.1B AUM | 0.00% | $182,806 | 15.8K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $156,669 | 13.5K | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $57,850 | 5.0K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $5M | 459.0K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $1M | 87.2K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $6M | 479.5K | Q2 2026 |
| HORIZON KINETICS ASSET MANAGEMENT LLC$9.2B AUM | 0.00% | $96,031 | 8.3K | Q1 2026OLDER |
| Frazier Financial Advisors, LLC$181M AUM | 0.00% | $1,529 | 132 | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $6M | 475.5K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $729,085 | 63.0K | Q1 2026OLDER |
| Wilmington Savings Fund Society, FSB$4.2B AUM | 0.00% | $23,140 | 2.0K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $194,018 | 16.8K | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $231,400 | 20.0K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $908,051 | 78.5K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $15,446 | 1.3K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $158,720 | 13.7K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $54,171 | 4.7K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $46,280 | 4.0K | Q1 2026OLDER |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.00% | $14,367 | 1.2K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $10,413 | 900 | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $94,000 | 8.2K | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $278 | 24 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.