Companies / Energy Transfer LP / Institutional holders

Energy Transfer LP

Institutional holders · 13F as of Mar 31, 2026

Holder	Value	Shares	% of shares
SPIRIT OF AMERICA MANAGEMENT CORP/NY	$4.93M	255,200	0.01%
WHITTIER TRUST CO OF NEVADA INC	$4.88M	257,479	0.01%
BALDWIN WEALTH PARTNERS LLC/MA	$4.87M	252,181	0.01%
CoreCap Advisors, LLC	$4.84M	293,240	0.01%
Steward Partners Investment Advisory, LLC	$4.78M	290,089	0.01%
Calamos Advisors LLC	$4.75M	246,052	0.01%
Knollwood Investment Advisory, LLC	$4.66M	282,726	0.01%
CASTLEARK MANAGEMENT LLC	$4.60M	238,240	0.01%
American Assets Investment Management, LLC	$4.36M	225,800	0.01%
Apollon Wealth Management, LLC	$4.34M	263,309	0.01%
North Star Investment Management Corporation	$4.33M	224,439	0.01%
CAMBIAR INVESTORS LLC	$4.33M	262,523	0.01%
Lavaca Capital LLC	$4.32M	261,726	0.01%
KEYBANK NATIONAL ASSOCIATION/OH	$4.23M	219,232	0.01%
SHEPHERD KAPLAN KROCHUK, LLC	$4.15M	214,961	0.01%
Northern Right Capital Management, L.P.	$4.10M	212,512	0.01%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	$4.10M	248,406	0.01%
Cullen Capital Management, LLC	$4.05M	209,917	0.01%
Cannell & Spears LLC	$3.99M	242,097	0.01%
PFG Investments, LLC	$3.98M	241,634	0.01%
EQUITABLE HOLDINGS, INC.	$3.88M	233,235	0.01%
BASSO CAPITAL MANAGEMENT, L.P.	$3.81M	197,250	0.01%
Brookstone Capital Management	$3.78M	229,440	0.01%
OPPENHEIMER ASSET MANAGEMENT INC.	$3.75M	194,113	0.01%
WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD	$3.65M	221,371	0.01%
MML INVESTORS SERVICES, LLC	$3.63M	189,939	0.01%
KESTRA PRIVATE WEALTH SERVICES, LLC	$3.63M	220,012	0.01%
Old West Investment Management, LLC	$3.61M	219,080	0.01%
CFM WEALTH PARTNERS LLC	$3.61M	188,858	0.01%
Confluence Wealth Services, Inc.	$3.57M	216,364	0.01%
Mutual Advisors, LLC	$3.54M	214,505	0.01%
Jackson Hole Capital Partners, LLC	$3.52M	213,248	0.01%
PSI Advisors, LLC	$3.51M	212,935	0.01%
J.W. COLE ADVISORS, INC.	$3.48M	226,841	0.01%
180 WEALTH ADVISORS, LLC	$3.45M	209,368	0.01%
1900 WEALTH MANAGEMENT LLC	$3.40M	206,297	0.01%
IMC-Chicago, LLC	$3.39M	205,617	0.01%
Bank of New York Mellon Corp/The	$3.34M	172,971	0.01%
Sunbelt Securities, Inc.	$3.33M	201,676	0.01%
Beverly Hills Private Wealth, LLC	$3.31M	173,373	0.01%
Crescent Grove Advisors, LLC	$3.30M	199,993	0.01%
HB Wealth Management, LLC	$3.26M	197,516	0.01%
Kingsview Wealth Management, LLC	$3.22M	195,499	0.01%
HUB Investment Partners, LLC	$3.22M	195,384	0.01%
One Charles Private Wealth Services, LLC	$3.22M	194,994	0.01%
IEQ CAPITAL, LLC	$3.20M	193,854	0.01%
SEGALL BRYANT & HAMILL, LLC	$3.19M	165,499	0.00%
Global Retirement Partners, LLC	$3.18M	192,810	0.01%
Strong Tower Advisory Services	$3.13M	189,880	0.01%
Valeo Financial Advisors, LLC	$3.12M	189,045	0.01%