Who holds ticker verified against the SEC company list on 2026-09-10 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗

ENERGY TRANSFER L P · COM UT LTD PTN · quarter ended 2026-03-31 · 15 members disclosed ET ↗

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 942 holders are listed, largest first: 942
sum of the reported values across every holder; NULL values are excluded, never zero-filled: $14.1B
holders whose share count rose or who opened the position (new + add), by shares: 485
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 84

Holders — quarter ended 2026-03-31

ranked by reported value · Δ shares vs 2025-12-31 · kind by shares

13F holders of ET ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	MORGAN STANLEY	$1.7B	87,230,414	+920,142	ADD
2	ALPS ADVISORS INC	$1.7B	85,957,579	+2,114,492	ADD
3	Invesco Ltd.	$1.1B	56,091,478	+1,097,157	ADD
4	Blackstone Inc.	$601M	31,120,745	+5,345,504	ADD
5	UBS Group AG	$598M	30,973,018	−514,369	TRIM
6	BANK OF AMERICA CORP /DE/	$597M	30,956,358	+1,656,609	ADD
7	KAYNE ANDERSON CAPITAL ADVISORS LP	$474M	24,582,320	+627,373	ADD
8	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$461M	23,898,200	+1,335,837	ADD
9	FMR LLC	$458M	23,755,495	+1,666,038	ADD
10	NATIXIS	$413M	21,379,124	+894,600	ADD
11	WESTWOOD HOLDINGS GROUP INC	$328M	16,984,384	+16,662,220	ADD
12	CIBC Bancorp USA Inc.	$261M	13,503,824	—	NO PRIOR
13	WELLS FARGO & COMPANY/MN	$242M	12,528,791	−220,977	TRIM
14	BERKLEY W R CORP	$159M	8,250,000	0	NO CHANGE
15	CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT	$154M	7,997,600	+6,000	ADD
16	RAYMOND JAMES FINANCIAL INC	$151M	7,838,287	+391,758	ADD
17	LPL Financial LLC	$138M	7,141,895	−554,424	TRIM
18	STIFEL FINANCIAL CORP	$129M	6,691,054	+253,409	ADD
19	EAGLE GLOBAL ADVISORS LLC	$125M	6,459,576	−52,307	TRIM
20	Patient Capital Management, LLC	$118M	6,088,203	+815,328	ADD
21	Recurrent Investment Advisors LLC	$107M	5,562,381	+211,026	ADD
22	Garrett Wealth Advisory Group, LLC	$106M	5,479,308	+498	ADD
23	Stephens Group, LLC	$105M	5,444,597	−129,738	TRIM
24	CITIGROUP INC	$104M	5,385,988	+530,893	ADD
25	Rockefeller Capital Management L.P.	$99.1M	5,137,141	+592,588	ADD
26	COMMERCE BANK	$97.1M	5,028,697	+36,303	ADD
27	Fractal Investments LLC	$93.0M	4,820,215	+22,500	ADD
28	DUFF & PHELPS INVESTMENT MANAGEMENT CO	$83.9M	4,346,738	+4,346,738	NEW
29	INFRASTRUCTURE CAPITAL ADVISORS, LLC	$81.9M	4,243,763	+1,216,446	ADD
30	BlackRock, Inc.	$77.2M	4,000,999	+35,649	ADD
31	ROYAL BANK OF CANADA	$76.9M	3,985,096	−759,297	TRIM
32	Chicago Partners Investment Group LLC	$65.5M	3,434,858	+51,209	ADD
33	Long Focus Capital Management, LLC	$64.5M	3,342,400	0	NO CHANGE
34	Americana Partners, LLC	$62.4M	3,232,925	+46,678	ADD
35	MIZUHO MARKETS AMERICAS LLC	$61.8M	3,200,000	+3,200,000	NEW
36	Pinnacle Wealth Planning Services, Inc.	$59.3M	3,074,597	−760,993	TRIM
37	Maryland State Retirement & Pension System	$55.0M	2,849,140	−129,983	TRIM
38	OSAIC HOLDINGS, INC.	$54.9M	2,846,754	−10,071	TRIM
39	HighTower Advisors, LLC	$54.4M	2,818,232	+98,974	ADD
40	Allianz Asset Management GmbH	$51.2M	2,652,966	+497,967	ADD
41	Philosophy Capital Management LLC	$43.8M	2,267,928	−415,701	TRIM
42	LONGFELLOW INVESTMENT MANAGEMENT CO LLC	$42.2M	2,188,737	−839,496	TRIM
43	Cetera Investment Advisers	$40.9M	2,118,268	−67,730	TRIM
44	Northside Capital Management, LLC	$38.8M	2,009,261	−96,818	TRIM
45	Zurich Insurance Group Ltd/FI	$38.4M	1,990,834	0	NO CHANGE
46	Empowered Funds, LLC	$38.3M	1,982,403	+649,718	ADD
47	Mariner, LLC	$38.1M	1,975,085	+149,404	ADD
48	Catalyst Capital Advisors LLC	$37.4M	1,939,020	−75,180	TRIM
49	Beacon Pointe Advisors, LLC	$37.1M	1,922,976	+257,872	ADD
50	EXCHANGE TRADED CONCEPTS, LLC	$36.7M	1,903,180	+42,811	ADD
51	Sanctuary Advisors, LLC	$36.5M	1,888,661	+257,954	ADD
52	Callodine Capital Management, LP	$36.2M	1,875,000	+290,000	ADD
53	Nuveen, LLC	$36.1M	1,872,749	−227,780	TRIM
54	COMMONWEALTH EQUITY SERVICES, LLC	$33.8M	1,752,473	−54,254	TRIM
55	Waverly Advisors, LLC	$33.3M	1,725,843	+314,965	ADD
56	Kamunting Street Capital Management, L.P.	$31.2M	1,616,210	−700,000	TRIM
57	JENNISON ASSOCIATES LLC	$30.6M	1,584,039	+69,327	ADD
58	Appaloosa LP	$30.4M	1,576,125	−615,125	TRIM
59	U.S. Capital Wealth Advisors, LLC	$29.4M	1,523,408	−36,702	TRIM
60	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$27.4M	1,421,473	−4,572,774	TRIM
61	Empirical Finance, LLC	$27.1M	1,404,756	+652,711	ADD
62	Aptus Capital Advisors, LLC	$27.0M	1,397,277	+161,313	ADD
63	Kestra Advisory Services, LLC	$26.8M	1,389,504	+186,651	ADD
64	STEPHENS INC /AR/	$26.6M	1,380,437	−895	TRIM
65	Alden Global Capital LLC	$26.5M	1,370,511	0	NO CHANGE
66	MONETA GROUP INVESTMENT ADVISORS LLC	$26.1M	1,350,371	+6,732	ADD
67	Pathstone Holdings, LLC	$25.9M	1,343,586	+413,532	ADD
68	Texas Yale Capital Corp.	$25.3M	1,311,965	0	NO CHANGE
69	RR Advisors, LLC	$23.8M	1,235,260	+1,235,260	NEW
70	Militia Capital Management LLC	$23.2M	1,200,000	—	NO PRIOR
71	Creative Planning	$22.7M	1,174,396	+275,521	ADD
72	ENVESTNET ASSET MANAGEMENT INC	$22.1M	1,145,533	+121,312	ADD
73	JANE STREET GROUP, LLC	$21.2M	1,100,207	−457,711	TRIM
74	NEOS Investment Management LLC	$20.7M	1,071,247	+335,986	ADD
75	Prospera Financial Services Inc	$20.6M	1,064,992	+7,049	ADD
76	Tidal Investments LLC	$19.8M	1,028,313	+954,352	ADD
77	RBF Capital, LLC	$19.3M	1,000,000	−1,000,000	TRIM
78	&PARTNERS	$18.7M	971,273	+28,072	ADD
79	CNA FINANCIAL CORP	$18.3M	950,000	0	NO CHANGE
80	GROUP ONE TRADING LLC	$18.3M	948,962	−417,240	TRIM
81	TEMA ETFS LLC	$17.9M	926,143	+282,343	ADD
82	NORTHERN TRUST CORP	$17.6M	909,522	+515,349	ADD
83	TRUIST FINANCIAL CORP	$17.5M	904,322	+122,847	ADD
84	LONESTAR CAPITAL MANAGEMENT LLC	$17.4M	900,000	−29,000	TRIM
85	FOURPATH CAPITAL MANAGEMENT, LLC	$17.2M	890,413	+6,134	ADD
86	FFG Partners, LLC	$17.2M	889,071	+34,478	ADD
87	EVERGREEN CAPITAL MANAGEMENT LLC	$16.6M	862,598	−15,159	TRIM
88	NewEdge Advisors, LLC	$16.6M	860,407	+860,407	NEW
89	PARSONS CAPITAL MANAGEMENT INC/RI	$16.2M	841,146	+25,500	ADD
90	KCM Capital Inc	$16.2M	840,000	+240,000	ADD
91	FIRST TRUST ADVISORS LP	$15.7M	815,302	+172,852	ADD
92	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$15.5M	817,514	−273,922	TRIM
93	Heronetta Management, L.P.	$15.4M	799,229	−2,900	TRIM
94	Cresset Asset Management, LLC	$15.2M	787,235	+91,623	ADD
95	Texas Capital Bank Wealth Management Services Inc	$15.2M	785,422	+54,733	ADD
96	MAI Capital Management	$15.0M	776,470	+1,781	ADD
97	TECTONIC ADVISORS LLC	$14.6M	756,944	+30,251	ADD
98	Coronation Fund Managers Ltd.	$14.3M	742,278	+138,994	ADD
99	Private Advisor Group, LLC	$14.2M	734,016	+23,835	ADD
100	Turtle Creek Wealth Advisors, LLC	$14.1M	731,253	+11,313	ADD
101	Summit Financial, LLC	$13.7M	710,703	−182	TRIM
102	DEUTSCHE BANK AG\	$13.4M	696,213	0	NO CHANGE
103	Corient Private Wealth LLC	$13.4M	1,733,600	−2,083,803	TRIM
104	NEXPOINT ASSET MANAGEMENT, L.P.	$13.3M	687,440	−74,600	TRIM
105	DIVIDEND ASSETS CAPITAL, LLC	$13.2M	683,788	−59,370	TRIM
106	CHILDRESS CAPITAL ADVISORS, LLC	$11.5M	598,340	+7,000	ADD
107	NOMURA HOLDINGS INC	$11.4M	591,385	+3,682	ADD
108	Oxbow Advisors, LLC	$11.3M	586,053	+68,232	ADD
109	WEXFORD CAPITAL LP	$11.1M	575,015	0	NO CHANGE
110	Ensign Peak Advisors, Inc	$10.7M	555,230	0	NO CHANGE
111	BLAIR WILLIAM & CO/IL	$10.6M	547,059	−606	TRIM
112	Advisors Capital Management, LLC	$10.3M	532,182	+14,897	ADD
113	BROWN ADVISORY INC	$10.3M	531,286	+5,230	ADD
114	Requisite Capital Management, LLC	$10.1M	525,083	+13,700	ADD
115	Merewether Investment Management, LP	$10.0M	516,200	+516,200	NEW
116	Fogel Capital Management, Inc.	$9.8M	510,337	+9,341	ADD
117	Quantinno Capital Management LP	$9.6M	496,002	+43,073	ADD
118	Advisors Asset Management, Inc.	$9.3M	483,964	+19,887	ADD
119	MERCER GLOBAL ADVISORS INC /ADV	$9.0M	464,306	−58,923	TRIM
120	Pekin Hardy Strauss, Inc.	$8.7M	453,339	−6,535	TRIM
121	AMERICAN FINANCIAL GROUP INC	$8.7M	450,896	0	NO CHANGE
122	Focus Partners Wealth	$8.4M	436,323	−40,169	TRIM
123	Moors & Cabot, Inc.	$8.3M	429,645	−5,425	TRIM
124	OPPENHEIMER & CO INC	$8.2M	427,344	−48,349	TRIM
125	Oak Grove Capital LLC	$8.0M	415,800	−6,700	TRIM
126	Fort Sheridan Advisors LLC	$8.0M	412,684	+17,185	ADD
127	Concorde Financial Corp	$7.9M	407,522	+5,923	ADD
128	Forum Financial Management, LP	$7.8M	401,906	−29,042	TRIM
129	PRIVATE MANAGEMENT GROUP INC	$7.7M	401,302	−351	TRIM
130	Lido Advisors, LLC	$7.7M	400,245	+50,469	ADD
131	HORIZON KINETICS ASSET MANAGEMENT LLC	$7.7M	398,708	+39,060	ADD
132	Gilman Hill Asset Management, LLC	$7.7M	397,266	+25,541	ADD
133	D.A. DAVIDSON & CO.	$7.7M	397,089	−8,178	TRIM
134	SALEM INVESTMENT COUNSELORS INC	$7.4M	383,340	+39	ADD
135	Capital Investment Advisors, LLC	$7.4M	381,355	−4,746	TRIM
136	Cumberland Partners Ltd	$7.3M	380,005	0	NO CHANGE
137	Sowell Financial Services LLC	$7.2M	374,743	+11,704	ADD
138	VestGen Advisors, LLC	$6.7M	336,530	+30,757	ADD
139	Concurrent Investment Advisors, LLC	$6.7M	345,555	+12,249	ADD
140	Cerity Partners LLC	$6.7M	344,676	+42,917	ADD
141	HUB Investment Partners, LLC	$6.4M	332,476	+137,092	ADD
142	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$6.4M	329,402	+30,292	ADD
143	Stratos Wealth Partners, LTD.	$6.3M	326,264	−32,665	TRIM
144	SageGuard Financial Group, LLC	$6.3M	324,201	−8,531	TRIM
145	US BANCORP \DE\	$6.3M	324,106	−26,020	TRIM
146	Hilltop Holdings Inc.	$6.2M	320,187	−11,192	TRIM
147	M&T BANK CORP	$6.1M	317,951	−3,520	TRIM
148	Keebeck Wealth Management	$6.1M	315,299	−2,379	TRIM
149	Old North State Wealth Management, LLC	$6.0M	310,572	+2,548	ADD
150	Everest Financial Group LLC	$6.0M	308,726	—	NO PRIOR
151	Steward Partners Investment Advisory, LLC	$6.0M	308,493	+18,404	ADD
152	DCF Advisers, LLC	$5.8M	300,500	0	NO CHANGE
153	Kovack Advisors, Inc.	$5.7M	297,778	+154,761	ADD
154	CWM, LLC	$5.5M	283,200	+40,385	ADD
155	Knollwood Investment Advisory, LLC	$5.5M	282,726	0	NO CHANGE
156	Apollon Wealth Management, LLC	$5.2M	267,887	+4,578	ADD
157	CAMBIAR INVESTORS LLC	$5.1M	263,683	+1,160	ADD
158	ProShare Advisors LLC	$5.1M	261,805	−33,279	TRIM
159	GOLDENTREE ASSET MANAGEMENT LP	$5.0M	259,793	−79,200	TRIM
160	Jackson Hole Capital Partners, LLC	$4.9M	252,643	+39,395	ADD
161	BALDWIN WEALTH PARTNERS LLC/MA	$4.9M	252,181	−5,422	TRIM
162	WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD	$4.9M	251,922	+30,551	ADD
163	Calamos Advisors LLC	$4.7M	246,052	+15,062	ADD
164	PFG Investments, LLC	$4.6M	238,567	−3,067	TRIM
165	CASTLEARK MANAGEMENT LLC	$4.6M	238,240	0	NO CHANGE
166	Mizuho Markets Cayman LP	$4.5M	230,813	+74,577	ADD
167	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	$4.4M	232,631	−15,775	TRIM
168	American Assets Investment Management, LLC	$4.4M	225,800	0	NO CHANGE
169	BANK OF MONTREAL /CAN/	$4.4M	225,760	−2,665,266	TRIM
170	Brookstone Capital Management	$4.3M	220,372	−9,068	TRIM
171	FIDELIS CAPITAL PARTNERS, LLC	$4.2M	217,619	+115,302	ADD
172	Mutual Advisors, LLC	$4.2M	216,416	+1,911	ADD
173	J.W. COLE ADVISORS, INC.	$4.2M	216,142	−10,699	TRIM
174	SHEPHERD KAPLAN KROCHUK, LLC	$4.1M	214,961	+10,470	ADD
175	Independent Advisor Alliance	$4.1M	213,499	−88,102	TRIM
176	Northern Right Capital Management, L.P.	$4.1M	212,512	0	NO CHANGE
177	180 WEALTH ADVISORS, LLC	$4.1M	211,704	+2,336	ADD
178	KESTRA PRIVATE WEALTH SERVICES, LLC	$4.0M	206,644	+206,644	NEW
179	1900 WEALTH MANAGEMENT LLC	$4.0M	206,401	+104	ADD
180	Equitable Holdings, Inc.	$3.9M	233,235	+50,169	ADD
181	DAYMARK WEALTH PARTNERS, LLC	$3.9M	200,106	+13,632	ADD
182	IMC-Chicago, LLC	$3.9M	199,994	−5,623	TRIM
183	Strong Tower Advisory Services	$3.8M	197,261	+7,381	ADD
184	HOWARD FINANCIAL SERVICES, LTD.	$3.8M	197,157	+8,982	ADD
185	OPPENHEIMER ASSET MANAGEMENT INC.	$3.7M	194,113	+4,729	ADD
186	Lavaca Capital LLC	$3.7M	192,800	−68,926	TRIM
187	Cannell & Spears LLC	$3.7M	192,551	−49,546	TRIM
188	HB Wealth Management, LLC	$3.7M	190,273	−7,243	TRIM
189	Kingsview Wealth Management, LLC	$3.7M	189,917	−5,582	TRIM
190	Keeler Thomas Management LLC	$3.7M	189,192	+189,192	NEW
191	Encore Global Management, LP	$3.6M	189,000	—	NO PRIOR
192	CFM WEALTH PARTNERS LLC	$3.6M	188,858	0	NO CHANGE
193	One Charles Private Wealth Services, LLC	$3.6M	187,441	−7,553	TRIM
194	IEQ CAPITAL, LLC	$3.6M	186,158	−7,696	TRIM
195	Clear Trail Advisors, LLC	$3.6M	184,173	−602	TRIM
196	Enclave Advisors LLC	$3.5M	181,490	−3,028	TRIM
197	ArchPoint Investors	$3.5M	181,126	0	NO CHANGE
198	Haverford Trust Co	$3.5M	181,005	+83,377	ADD
199	GREAT VALLEY ADVISOR GROUP, INC.	$3.5M	180,861	+37,917	ADD
200	MONECO ADVISORS, LLC	$3.5M	179,817	+128,783	ADD
201	Corps Capital Advisors, LLC	$3.5M	179,022	+15,230	ADD
202	FRANKLIN RESOURCES INC	$3.4M	175,339	+58,612	ADD
203	Beverly Hills Private Wealth, LLC	$3.3M	173,426	+730	ADD
204	NewEdge Wealth, LLC	$3.3M	172,289	−6,725	TRIM
205	Ackerman Capital Advisors, LLC	$3.3M	169,498	0	NO CHANGE
206	Visionary Wealth Advisors	$3.2M	167,350	−820	TRIM
207	Prospect Financial Services LLC	$3.2M	165,169	−3,050	TRIM
208	LEVEL FOUR ADVISORY SERVICES, LLC	$3.2M	164,961	−22,105	TRIM
209	SUMMIT SECURITIES GROUP LLC	$3.1M	162,100	+94,000	ADD
210	Pingora Partners LLC	$3.1M	162,094	+1,300	ADD
211	Ellsworth Advisors, LLC	$3.1M	160,294	+13,265	ADD
212	INDEPENDENT FINANCIAL GROUP, LLC	$3.1M	159,649	—	NO PRIOR
213	Wilmington Savings Fund Society, FSB	$3.1M	159,065	+2,343	ADD
214	Henson-Edgewater Management, LLC	$3.0M	157,780	0	NO CHANGE
215	FORTEM FINANCIAL GROUP, LLC	$3.0M	155,804	−10,837	TRIM
216	Linscomb Wealth, Inc.	$3.0M	154,688	+74,062	ADD
217	Baugh & Associates, LLC	$3.0M	154,077	−3,786	TRIM
218	Hartree Partners, LP	$2.9M	150,000	+150,000	NEW
219	Susquehanna Portfolio Strategies, LLC	$2.9M	148,374	+3,194	ADD
220	CVA Family Office, LLC	$2.8M	147,246	+141,811	ADD
221	Allworth Financial LP	$2.8M	146,731	−16,369	TRIM
222	FIFTH THIRD BANCORP	$2.8M	146,720	+19,512	ADD
223	Pathway Financial Advisers, LLC	$2.8M	145,833	+145,833	NEW
224	Venture Visionary Partners LLC	$2.8M	145,142	−569	TRIM
225	Procyon Advisors, LLC	$2.8M	144,867	+12,882	ADD
226	Millennium Capital Advisors, LLC	$2.7M	142,168	+1,039	ADD
227	Wealthcare Advisory Partners LLC	$2.7M	139,481	+914	ADD
228	OUTFITTERS FINANCIAL LLC	$2.7M	137,762	0	NO CHANGE
229	Caprock Group, LLC	$2.6M	136,559	−13,596	TRIM
230	Sage Investment Counsel LLC	$2.6M	134,809	0	NO CHANGE
231	Clarus Group, Inc.	$2.6M	134,799	−267	TRIM
232	ACT CAPITAL MANAGEMENT, LLC	$2.6M	133,100	0	NO CHANGE
233	Curi Capital, LLC	$2.6M	132,128	+34,270	ADD
234	Rockwood Wealth Management, LLC	$2.5M	131,192	+27	ADD
235	Uptown Financial Advisors LLC	$2.5M	128,734	−1,417	TRIM
236	MGO ONE SEVEN LLC	$2.4M	126,160	−4,355	TRIM
237	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$2.4M	125,886	+125,886	NEW
238	Sullivan Wood Capital Management LLC	$2.4M	125,726	−20,125	TRIM
239	Sigma Planning Corp	$2.4M	122,253	−366	TRIM
240	Integrated Advisors Network LLC	$2.4M	122,065	−15,782	TRIM
241	Gateway Wealth Partners, LLC	$2.3M	119,838	+64,000	ADD
242	Quantum Private Wealth, LLC	$2.2M	116,048	−413	TRIM
243	FOUNDATIONS INVESTMENT ADVISORS, LLC	$2.2M	115,676	+19,026	ADD
244	DAVENPORT & Co LLC	$2.2M	115,466	+1,218	ADD
245	GFS Advisors, LLC	$2.2M	114,600	+5,600	ADD
246	Intellectus Partners, LLC	$2.2M	114,427	+107	ADD
247	BLUEFIN CAPITAL MANAGEMENT, LLC	$2.2M	114,099	—	NO PRIOR
248	Vestmark Advisory Solutions, Inc.	$2.2M	112,835	+21,003	ADD
249	ELEVATION POINT WEALTH PARTNERS, LLC	$2.2M	112,836	+21,004	ADD
250	World Investment Advisors	$2.2M	112,284	−2,215	TRIM
251	Huntleigh Advisors, Inc.	$2.2M	111,959	−1,730	TRIM
252	AE Wealth Management LLC	$2.1M	110,976	+7,586	ADD
253	SILVERLAKE WEALTH MANAGEMENT LLC	$2.1M	110,214	−2,527	TRIM
254	Jacobi Capital Management LLC	$2.1M	108,249	−1,173	TRIM
255	Cornerstone Advisory, LLC	$2.1M	106,560	+2,701	ADD
256	MML INVESTORS SERVICES, LLC	$2.1M	106,240	−109,729	TRIM
257	Intrua Financial, LLC	$2.0M	106,214	−13,914	TRIM
258	FIRST MANHATTAN CO. LLC.	$2.0M	105,565	+4,411	ADD
259	Avidian Wealth Enterprises, LLC	$2.0M	105,450	−308	TRIM
260	MCGUIRE CAPITAL ADVISORS INC	$2.0M	105,384	+12,479	ADD
261	Summit Trail Advisors, LLC	$2.0M	101,856	+28,344	ADD
262	Legacy Advisors, LLC	$2.0M	101,747	−7,165	TRIM
263	CHAPIN DAVIS, INC.	$2.0M	101,055	−11,612	TRIM
264	Ariston Services Group	$1.9M	0	−100,683	TRIM
265	Annis Gardner Whiting Capital Advisors, LLC	$1.9M	100,000	+100,000	NEW
266	Mountain Lake Investment Management LLC	$1.9M	99,285	0	NO CHANGE
267	SCS Capital Management LLC	$1.9M	99,137	−8,148	TRIM
268	SANDERS MORRIS HARRIS LLC	$1.9M	99,068	+99,068	NEW
269	QUADRANT CAPITAL GROUP LLC	$1.9M	98,262	0	NO CHANGE
270	EXENCIAL WEALTH ADVISORS, LLC	$1.9M	98,143	+3,077	ADD
271	KIRR MARBACH & CO LLC /IN/	$1.9M	96,792	−2,286	TRIM
272	Private Wealth Partners, LLC	$1.9M	96,500	0	NO CHANGE
273	NFSG Corp	$1.9M	95,876	+7,429	ADD
274	Pinnacle Financial Partners, Inc.	$1.8M	95,669	−12,980	TRIM
275	CAPITAL ADVISORS INC/OK	$1.8M	95,663	+19,683	ADD
276	B. Riley Wealth Advisors, Inc.	$1.8M	93,853	−5,463	TRIM
277	CHELSEA COUNSEL CO	$1.8M	94,000	0	NO CHANGE
278	Autumn Glory Partners, LLC	$1.8M	92,467	+5,077	ADD
279	MITCHELL MCLEOD PUGH & WILLIAMS INC	$1.8M	92,313	−41	TRIM
280	Manske Wealth Management	$1.8M	92,093	−786	TRIM
281	Axiom Investment Management LLC	$1.8M	90,901	—	NO PRIOR
282	Alpha Wealth Funds, LLC	$1.8M	89,500	0	NO CHANGE
283	CASCADE INVESTMENT GROUP, INC.	$1.8M	90,704	−1,480	TRIM
284	Carrera Capital Advisors	$1.7M	90,668	+48,865	ADD
285	Avior Wealth Management, LLC	$1.7M	90,606	+446	ADD
286	Rossmore Private Capital	$1.7M	90,000	0	NO CHANGE
287	SCP Investment, LP	$1.7M	88,600	+88,600	NEW
288	SEI INVESTMENTS CO	$1.7M	87,707	−12,600	TRIM
289	RESOLUTE CAPITAL, LLC	$1.7M	87,586	+10,811	ADD
290	DIVERSIFY WEALTH MANAGEMENT, LLC	$1.7M	84,879	+84,879	NEW
291	Western Wealth Management, LLC	$1.7M	86,328	+86,328	NEW
292	GILPIN WEALTH MANAGEMENT, LLC	$1.7M	85,855	−9,045	TRIM
293	NICOLET BANKSHARES INC	$1.7M	86,013	+86,013	NEW
294	McAdam, LLC	$1.7M	85,763	+23	ADD
295	Stablepoint Partners, LLC	$1.6M	85,426	+4	ADD
296	Summit Financial Strategies, Inc.	$1.6M	85,242	+4	ADD
297	Meixler Investment Management, Ltd.	$1.6M	86,875	+86,875	NEW
298	Clear Harbor Asset Management, LLC	$1.6M	84,157	−25,470	TRIM
299	Evanson Asset Management, LLC	$1.6M	83,001	+42,540	ADD
300	Aull & Monroe Investment Management Corp	$1.6M	82,952	0	NO CHANGE
301	Gladstone Institutional Advisory LLC	$1.6M	82,366	−3,736	TRIM
302	Snowden Capital Advisors LLC	$1.6M	81,355	+9,211	ADD
303	EP Wealth Advisors, LLC	$1.6M	80,963	−58,922	TRIM
304	Burford Brothers, Inc.	$1.6M	80,853	+3,767	ADD
305	Enhancing Capital LLC	$1.6M	80,640	0	NO CHANGE
306	Directional Asset Management	$1.6M	80,500	0	NO CHANGE
307	Northstar Advisory Group, LLC	$1.6M	80,373	−584	TRIM
308	MATTERS CAPITAL LLC	$1.5M	80,271	0	NO CHANGE
309	PERSONAL CFO SOLUTIONS, LLC	$1.5M	79,918	+13	ADD
310	Avos Capital Management, LLC	$1.5M	79,365	+2,670	ADD
311	Merit Financial Group, LLC	$1.5M	79,348	−8,089	TRIM
312	Fiduciary Group, LLC	$1.5M	79,262	−25	TRIM
313	Spire Wealth Management	$1.5M	78,689	+16,450	ADD
314	GFG Capital, LLC	$1.5M	78,668	+78,668	NEW
315	Glenview Trust Co	$1.5M	78,315	+1,831	ADD
316	Kercheville Advisors, LLC	$1.5M	77,990	+13,573	ADD
317	F/m Investments LLC	$1.5M	77,933	0	NO CHANGE
318	FORTRESS PRIVATE LEDGER, LLC	$1.5M	77,306	+861	ADD
319	Inscription Capital, LLC	$1.5M	77,170	+122	ADD
320	Canal Capital Management, LLC	$1.5M	76,187	+76,187	NEW
321	Addis & Hill, Inc	$1.5M	75,658	−2,671	TRIM
322	MSH Capital Advisors LLC	$1.4M	75,042	−16,592	TRIM
323	ARDSLEY ADVISORY PARTNERS LP	$1.4M	75,000	+50,000	ADD
324	FOUNDERS FINANCIAL SECURITIES LLC	$1.4M	74,943	+262	ADD
325	Sequoia Financial Advisors, LLC	$1.4M	73,877	+21,174	ADD
326	Stokes Family Office, LLC	$1.4M	73,790	+395	ADD
327	Asio Capital, LLC	$1.4M	73,500	0	NO CHANGE
328	Dynamic Advisor Solutions LLC	$1.4M	73,448	+18,311	ADD
329	Apella Capital, LLC	$1.4M	74,839	+74,839	NEW
330	Abundance Wealth Counselors	$1.4M	71,843	+17,535	ADD
331	Inspire Advisors, LLC	$1.4M	71,568	−10,150	TRIM
332	NAPLES GLOBAL ADVISORS, LLC	$1.4M	71,149	+7,500	ADD
333	GRIFFIN ASSET MANAGEMENT, INC.	$1.4M	70,123	+898	ADD
334	Argyle Capital Partners, LLC	$1.4M	70,038	−3,330	TRIM
335	Platform Technology Partners	$1.3M	69,115	+586	ADD
336	Paragon Capital Management Ltd	$1.3M	68,724	0	NO CHANGE
337	Meridian Wealth Advisors, LLC	$1.3M	68,365	−63	TRIM
338	REGIONS FINANCIAL CORP	$1.3M	67,526	+18,137	ADD
339	Joseph P. Lucia & Associates, LLC	$1.3M	66,660	−7,337	TRIM
340	LaSalle St. Investment Advisors, LLC	$1.3M	65,737	+224	ADD
341	AlTi Global, Inc.	$1.3M	65,458	+65,458	NEW
342	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$1.3M	65,402	+65,402	NEW
343	CHOREO, LLC	$1.3M	65,187	−12,415	TRIM
344	Greenland Capital Management LP	$1.3M	65,000	+65,000	NEW
345	Stockman Wealth Management, Inc.	$1.2M	64,166	−5,100	TRIM
346	Gibraltar Capital Management, Inc.	$1.2M	62,986	+2,500	ADD
347	RHODES INVESTMENT ADVISORS INC /ADV	$1.2M	62,147	—	NO PRIOR
348	HBW ADVISORY SERVICES LLC	$1.2M	61,654	+13,673	ADD
349	Greenline Partners, LLC	$1.2M	60,687	+24,877	ADD
350	LMG Wealth Partners, LLC	$1.2M	60,131	0	NO CHANGE
351	AVALON CAPITAL MANAGEMENT	$1.2M	60,000	0	NO CHANGE
352	Claro Advisors Inc.	$1.2M	59,814	0	NO CHANGE
353	PFG Advisors	$1.1M	59,040	+1,140	ADD
354	Xcel Wealth Management, LLC	$1.1M	58,985	+58,985	NEW
355	Independent Wealth Network Inc.	$1.1M	58,808	+1,935	ADD
356	BURNEY CO/	$1.1M	58,297	−6,202	TRIM
357	RAHLFS CAPITAL, LLC	$1.1M	58,225	+58,225	NEW
358	Obermeyer Wealth Partners	$1.1M	58,217	0	NO CHANGE
359	Merrion Investment Management Co, LLC	$1.1M	58,000	0	NO CHANGE
360	GUGGENHEIM CAPITAL LLC	$1.1M	57,939	−268	TRIM
361	StoneX Group Inc.	$1.1M	56,896	−8,614	TRIM
362	Emissary Wealth LLC	$1.1M	56,633	+1,485	ADD
363	HUNTINGTON NATIONAL BANK	$1.1M	56,628	+56,628	NEW
364	Fortis Capital Management LLC	$1.1M	56,488	+6,599	ADD
365	Bleakley Financial Group, LLC	$1.1M	56,321	+27,815	ADD
366	ZEGA Investments, LLC	$1.1M	56,179	+14	ADD
367	RFG Advisory, LLC	$1.1M	55,909	+3,158	ADD
368	Bridgewater Advisors Inc.	$1.1M	52,830	+2	ADD
369	STUART INVESTMENT ADVISORS, INC.	$1.1M	54,898	+54,898	NEW
370	LAVELLE CAPITAL LP	$1.1M	54,421	—	NO PRIOR
371	Cornerstone Wealth Management, LLC	$1.0M	54,120	+426	ADD
372	Diversified Enterprises, LLC	$1.0M	53,923	0	NO CHANGE
373	SIMON QUICK ADVISORS, LLC	$1.0M	53,680	0	NO CHANGE
374	LexAurum Advisors, LLC	$1.0M	53,547	—	NO PRIOR
375	Diversify Advisory Services, LLC	$1.0M	52,202	−38,270	TRIM
376	BLB&B Advisors, LLC	$1.0M	53,302	+4,251	ADD
377	Samalin Investment Counsel, LLC	$1.0M	53,084	+791	ADD
378	Ausdal Financial Partners, Inc.	$1.0M	52,912	−2,146	TRIM
379	Chevy Chase Trust Holdings, LLC	$1.0M	52,541	+1,640	ADD
380	Talon Private Wealth, LLC	$1.0M	52,455	—	NO PRIOR
381	Perigon Wealth Management, LLC	$1.0M	52,420	+7,785	ADD
382	HFG Advisors, Inc.	$1.0M	52,334	−17,118	TRIM
383	BENJAMIN EDWARDS INC	$998K	51,724	−128,274	TRIM
384	Fund Advisors of America Inc/FL	$993K	51,470	−6,016	TRIM
385	Arax Advisory Partners	$990K	51,314	+116	ADD
386	TRED AVON FAMILY WEALTH, LLC	$989K	51,231	−455	TRIM
387	INSIGNEO ADVISORY SERVICES, LLC	$987K	51,163	+38,270	ADD
388	Wealth Alliance Advisory Group, LLC	$983K	50,921	+1,825	ADD
389	WCG Wealth Advisors LLC	$982K	50,874	+1,865	ADD
390	Advisor OS, LLC	$975K	50,529	+2,377	ADD
391	Compass Financial Group, INC/SD	$973K	50,427	+175	ADD
392	Meriwether Wealth & Planning, LLC	$972K	50,386	−1,000	TRIM
393	FLAGSHIP HARBOR ADVISORS, LLC	$968K	50,172	+50,172	NEW
394	KAVAR CAPITAL PARTNERS GROUP, LLC	$967K	50,111	+33,211	ADD
395	TRB Wealth Management, LLC	$965K	50,000	—	NO PRIOR
396	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	$955K	49,507	+9,821	ADD
397	Morton Capital Management LLC/CA	$951K	49,267	+700	ADD
398	TD Waterhouse Canada Inc.	$950K	50,098	+31,509	ADD
399	Corsicana & Co.	$945K	50,840	−400	TRIM
400	Mattern Wealth Management LLC	$941K	48,772	+2,000	ADD
401	Elemental Capital Partners LLC	$935K	48,439	+48,439	NEW
402	National Philanthropic Trust	$919K	47,634	—	NO PRIOR
403	RWA WEALTH PARTNERS, LLC	$917K	47,528	−1,409	TRIM
404	NATIONAL BANK OF CANADA /FI/	$916K	47,542	+13,915	ADD
405	Oak Harvest Investment Services	$911K	47,188	+1,428	ADD
406	Thrive Wealth Management, LLC	$909K	47,094	+60	ADD
407	Excelsior Advisor Network LLC	$901K	46,708	+46,708	NEW
408	IFG Advisory, LLC	$896K	46,441	+8,465	ADD
409	Sound View Wealth Advisors Group, LLC	$893K	46,283	−333	TRIM
410	Sunbeam Capital Management, LLC	$887K	45,950	+93	ADD
411	KCM INVESTMENT ADVISORS LLC	$882K	45,700	−1,300	TRIM
412	Triad Wealth Partners, LLC	$875K	45,356	−1,153	TRIM
413	MATRIX PRIVATE CAPITAL GROUP LLC	$873K	45,243	+45,243	NEW
414	TOCQUEVILLE ASSET MANAGEMENT L.P.	$868K	44,981	+15,425	ADD
415	Maia Wealth LLC	$866K	44,870	+959	ADD
416	Asset Allocation Strategies LLC	$859K	44,496	+765	ADD
417	Waterfront Wealth Inc.	$856K	44,376	+10	ADD
418	Hardy Reed LLC	$850K	44,040	0	NO CHANGE
419	Larson Financial Group LLC	$847K	43,893	−1,779	TRIM
420	one8zero8, LLC	$846K	43,834	0	NO CHANGE
421	MOODY NATIONAL BANK TRUST DIVISION	$838K	43,394	+277	ADD
422	CWA Asset Management Group, LLC	$836K	43,300	−1,781	TRIM
423	Delos Wealth Advisors, LLC	$827K	42,841	−19,202	TRIM
424	TMB Capital Partners, LLC	$814K	42,171	+405	ADD
425	MMBG INVESTMENT ADVISORS CO.	$809K	41,905	0	NO CHANGE
426	Allspring Global Investments Holdings, LLC	$806K	42,277	0	NO CHANGE
427	Diversified Trust Co	$806K	41,757	0	NO CHANGE
428	XML Financial, LLC	$804K	41,641	−4,996	TRIM
429	Kathmere Capital Management, LLC	$803K	41,581	+41,581	NEW
430	NOESIS CAPITAL MANGEMENT CORP	$801K	41,527	+35	ADD
431	Vanguard Personalized Indexing Management, LLC	$798K	41,359	+1,558	ADD
432	Parkside Financial Bank & Trust	$796K	41,226	+367	ADD
433	MISSION WEALTH MANAGEMENT, LP	$792K	41,025	−100	TRIM
434	Bouchey Financial Group, Ltd.	$790K	41,402	0	NO CHANGE
435	Signal Advisors Wealth, LLC	$782K	40,508	+40,508	NEW
436	Samjo Management, LLC	$772K	40,000	0	NO CHANGE
437	Lee Financial Co	$769K	39,824	−3,790	TRIM
438	WealthTrust Axiom LLC	$768K	39,784	0	NO CHANGE
439	CHIRON CAPITAL MANAGEMENT, LLC	$764K	39,610	—	NO PRIOR
440	Avantax Planning Partners, Inc.	$760K	39,362	+5,392	ADD
441	FIRST FINANCIAL BANKSHARES INC	$755K	39,119	+39,119	NEW
442	WINEBRENNER CAPITAL MANAGEMENT LLC	$751K	38,935	+32	ADD
443	NorthCoast Asset Management LLC	$751K	38,929	−4,435	TRIM
444	MARCO INVESTMENT MANAGEMENT LLC	$751K	38,907	+572	ADD
445	Tradition Wealth Management, LLC	$751K	38,906	+4,327	ADD
446	Savant Capital, LLC	$750K	38,869	+6,648	ADD
447	TCTC Holdings, LLC	$750K	38,848	0	NO CHANGE
448	Plan Group Financial, LLC	$747K	38,702	−4,252	TRIM
449	Nicholson Meyer Capital Management, Inc.	$747K	38,701	−6,500	TRIM
450	Canvas Wealth Advisors, LLC	$746K	38,658	+64	ADD
451	Stratos Wealth Advisors, LLC	$730K	37,845	+20	ADD
452	KPP Advisory Services LLC	$727K	37,661	−696	TRIM
453	FAS Wealth Partners, Inc.	$724K	37,499	+455	ADD
454	HILLTOP WEALTH ADVISORS, LLC	$718K	37,180	0	NO CHANGE
455	Prosperity Consulting Group, LLC	$712K	36,888	+2,939	ADD
456	Wealthstar Advisors, LLC	$711K	36,842	−5,797	TRIM
457	Essex Financial Services, Inc.	$707K	36,629	−1,356	TRIM
458	NWAM LLC	$702K	36,390	+1,618	ADD
459	Blueprint Financial Advisors LLC	$684K	35,445	+487	ADD
460	SeaCrest Wealth Management, LLC	$681K	35,296	+2,075	ADD
461	Archford Capital Strategies, LLC	$680K	35,213	−6,276	TRIM
462	Gaddis Premier Wealth Advisors LLC	$679K	35,182	+277	ADD
463	Magnus Financial Group LLC	$678K	35,117	+3,971	ADD
464	INTEGRITY ALLIANCE, LLC.	$671K	34,766	+1,075	ADD
465	Alessandra Capital Management, LLC	$670K	34,700	—	NO PRIOR
466	ARS Wealth Advisors Group, LLC	$664K	34,386	+227	ADD
467	Empirical Asset Management, LLC	$657K	34,035	−12,279	TRIM
468	SFMG, LLC	$653K	33,849	+1,601	ADD
469	Strategic Financial Concepts, LLC	$652K	33,782	+33,782	NEW
470	Rehmann Capital Advisory Group	$652K	33,774	+8,265	ADD
471	ROMANO BROTHERS AND COMPANY	$647K	33,502	+1,500	ADD
472	BEAM WEALTH ADVISORS, INC.	$645K	33,434	−2,444	TRIM
473	JOHNSON INVESTMENT COUNSEL INC	$644K	33,374	+33,374	NEW
474	BANK OF NOVA SCOTIA	$630K	32,630	+32,630	NEW
475	NOVEM GROUP	$624K	32,354	+206	ADD
476	Trifecta Capital Advisors, LLC	$623K	32,300	+8,350	ADD
477	Focus Partners Advisor Solutions, LLC	$617K	31,985	+31,985	NEW
478	PINNACLE ASSOCIATES LTD	$617K	31,969	−398	TRIM
479	LAKE STREET PRIVATE WEALTH, LLC	$617K	31,947	−9,077	TRIM
480	Southeast Asset Advisors, LLC	$612K	31,713	−620	TRIM
481	CONNING INC.	$611K	31,667	0	NO CHANGE
482	WHITENER CAPITAL MANAGEMENT, INC.	$607K	31,425	0	NO CHANGE
483	Camelot Portfolios, LLC	$602K	31,171	0	NO CHANGE
484	SP Asset Management LLC	$602K	31,170	+539	ADD
485	SmartHarvest Portfolios, LLC	$602K	31,168	+835	ADD
486	HM PAYSON & CO	$598K	30,979	+4,116	ADD
487	Traub Capital Management LLC	$593K	30,700	0	NO CHANGE
488	HORAN Wealth, LLC	$592K	35,544	0	NO CHANGE
489	Blueprint Investment Partners LLC	$591K	30,635	+677	ADD
490	HANCOCK WHITNEY CORP	$588K	30,200	+30,200	NEW
491	INTRUST BANK NA	$587K	30,395	+30,395	NEW
492	Redhawk Wealth Advisors, Inc.	$584K	30,273	+269	ADD
493	EVOLVE PRIVATE WEALTH, LLC	$583K	30,199	+15,099	ADD
494	SIGNATUREFD, LLC	$583K	30,181	+159	ADD
495	Aspen Grove Capital, LLC	$579K	30,001	0	NO CHANGE
496	Black Swift Group, LLC	$579K	30,000	0	NO CHANGE
497	CMC Financial Group	$579K	30,000	+30,000	NEW
498	DOLIVER ADVISORS, LP	$578K	29,946	−490	TRIM
499	RK Capital Management, LLC/FL	$577K	29,900	+29,900	NEW
500	Almanack Investment Partners, LLC.	$574K	29,736	+28	ADD

Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · ET

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers: 0 — —
Sellers: 0 — —

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding: 1 Gotham Asset Management $352K held
Trimming: 1 Appaloosa $30.4M held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · ENERGY TRANSFER L P

Merged timeline of congressional filings and notable-manager moves on ET
Date	Who	Change	Size
2026-05-15	Gotham Asset Management 13F	NEW	+18,249 sh
2026-05-15	Appaloosa 13F	TRIM	−615,125 sh

2 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

15 members of Congress disclosed ET — the congressional view ↗

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.

Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).