Companies / Energy Transfer LP / Institutional holders

Energy Transfer LP

Institutional holders · 13F as of Mar 31, 2026

Holder	Value	Shares	% of shares
Evergreen Capital Management LLC	$16.65M	862,598	0.03%
PARSONS CAPITAL MANAGEMENT INC/RI	$16.23M	841,146	0.02%
FIRST TRUST ADVISORS LP	$15.74M	815,302	0.02%
CNA FINANCIAL CORP	$15.67M	950,000	0.03%
Westend Capital Management, LLC	$15.43M	806,861	0.02%
Pathstone Holdings, LLC	$15.34M	930,054	0.03%
MANNING & NAPIER ADVISORS LLC	$15.34M	930,000	0.03%
Texas Capital Bank Wealth Management Services Inc	$15.02M	785,422	0.02%
MAI Capital Management	$14.99M	776,470	0.02%
McGowan Group Asset Management, Inc.	$14.83M	899,349	0.03%
Creative Planning	$14.82M	898,875	0.03%
Prime Capital Investment Advisors, LLC	$14.60M	885,577	0.03%
FOURPATH CAPITAL MANAGEMENT, LLC	$14.58M	884,279	0.03%
FFG Partners, LLC	$14.09M	854,593	0.02%
NewEdge Advisors, LLC	$13.96M	846,622	0.02%
JONES FINANCIAL COMPANIES LLLP	$13.72M	831,772	0.02%
DEUTSCHE BANK AG	$13.31M	696,213	0.02%
Heronetta Management, L.P.	$13.23M	802,129	0.02%
DIVIDEND ASSETS CAPITAL, LLC	$13.20M	683,788	0.02%
TRUIST FINANCIAL CORP	$12.89M	781,475	0.02%
Williams Jones Wealth Management, LLC.	$12.70M	769,931	0.02%
CAPTRUST FINANCIAL ADVISORS	$12.58M	762,872	0.02%
NEXPOINT ASSET MANAGEMENT, L.P.	$12.57M	762,040	0.02%
GLENMEDE TRUST CO NA	$12.53M	759,556	0.02%
Empirical Finance, LLC	$12.40M	752,045	0.02%
NEOS Investment Management LLC	$12.12M	735,261	0.02%
SIMPLEX TRADING, LLC	$12.08M	732,464	0.02%
TECTONIC ADVISORS LLC	$11.98M	726,693	0.02%
Turtle Creek Wealth Advisors, LLC	$11.87M	719,940	0.02%
Summit Financial, LLC	$11.72M	710,885	0.02%
Private Advisor Group, LLC	$11.71M	710,181	0.02%
BOKF, NA	$11.57M	701,794	0.02%
Cresset Asset Management, LLC	$11.47M	695,612	0.02%
NOMURA HOLDINGS INC	$11.41M	591,385	0.02%
Oxbow Advisors, LLC	$11.41M	596,629	0.02%
Wexford Capital LP	$11.10M	575,015	0.02%
HENNESSY ADVISORS INC	$11.00M	569,760	0.02%
TEMA ETFS LLC	$10.62M	643,800	0.02%
Advisors Capital Management, LLC	$10.27M	532,182	0.02%
BROWN ADVISORY INC	$10.25M	531,286	0.02%
AMERIPRISE FINANCIAL INC	$10.15M	615,463	0.02%
Lido Advisors, LLC	$9.99M	521,197	0.02%
Coronation Fund Managers Ltd.	$9.95M	603,284	0.02%
KCM Capital Inc	$9.89M	600,000	0.02%
Militia Capital Partners, LP	$9.89M	600,000	0.02%
CHILDRESS CAPITAL ADVISORS, LLC	$9.75M	591,340	0.02%
Requisite Capital Management, LLC	$9.57M	500,433	0.01%
Advisors Asset Management, Inc.	$9.34M	483,964	0.01%
Ensign Peak Advisors, Inc	$9.16M	555,230	0.02%
BLAIR WILLIAM & CO/IL	$9.03M	547,665	0.02%