Who holds EPDticker verified against the SEC company list on 2026-09-11 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗

ENTERPRISE PRODS PARTNERS L · COM · quarter ended 2026-03-31 · 12 members disclosed EPD ↗

1,166

holders13F filers reporting this class for the quarter ended 2026-03-31; the 500 largest are listed

$15.1B

combined valuesum of the reported values across every holder; NULL values are excluded, never zero-filled

550

addsholders whose share count rose or who opened the position (new + add), by shares

exitsholders absent this quarter after holding last quarter — inferred from absence, not a sale record

Holders — quarter ended 2026-03-31

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

13F holders of EPD ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	ALPS ADVISORS INC	$1.6B	43,521,097	+881,966	add
2	Invesco Ltd.	$1.0B	26,646,255	+49,718	add
3	MORGAN STANLEY	$811M	21,419,522	+2,303,189	add
4	Blackstone Inc.	$799M	21,103,484	+1,848,129	add
5	Energy Income Partners, LLC	$520M	13,731,348	−1,158,835	trim
6	KAYNE ANDERSON CAPITAL ADVISORS LP	$493M	13,031,597	−317,752	trim
7	UBS Group AG	$477M	12,607,250	−370,534	trim
8	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$459M	12,118,253	+635,567	add
9	BANK OF AMERICA CORP /DE/	$446M	11,778,570	−950,280	trim
10	AMERICAN CENTURY COMPANIES INC	$431M	11,384,591	−3,470,486	trim
11	CIBC Bancorp USA Inc.	$329M	8,680,163	—	no prior
12	Ensign Peak Advisors, Inc	$314M	8,302,325	−750,000	trim
13	FMR LLC	$278M	7,346,475	−689,667	trim
14	BlackRock, Inc.	$266M	7,028,170	−3,671,242	trim
15	BERKLEY W R CORP	$258M	6,825,000	+6,825,000	new
16	RAYMOND JAMES FINANCIAL INC	$251M	6,645,019	+12,193	add
17	WESTWOOD HOLDINGS GROUP INC	$208M	5,496,068	+5,367,816	add
18	FAIRHOLME CAPITAL MANAGEMENT LLC	$206M	5,455,800	+5,400	add
19	WELLS FARGO & COMPANY/MN	$186M	4,919,698	+145,476	add
20	Hamlin Capital Management, LLC	$184M	4,863,306	−59,180	trim
21	PRINCIPAL FINANCIAL GROUP INC	$162M	4,270,820	−319,372	trim
22	LPL Financial LLC	$158M	4,165,740	+12,375	add
23	STIFEL FINANCIAL CORP	$154M	4,067,750	+89,019	add
24	HighTower Advisors, LLC	$146M	3,866,288	+7,659	add
25	Paralel Advisors LLC	$138M	3,650,000	0	no change
26	EAGLE GLOBAL ADVISORS LLC	$126M	3,325,426	+395,624	add
27	ROYAL BANK OF CANADA	$122M	3,230,255	−142,874	trim
28	Corient Private Wealth LLC	$94.8M	2,741,683	−2,841,345	trim
29	Americana Partners, LLC	$86.5M	2,285,210	+37,748	add
30	U.S. Capital Wealth Advisors, LLC	$86.2M	2,276,743	−5,573	trim
31	BARCLAYS PLC	$81.3M	2,149,061	−779,007	trim
32	Rockefeller Capital Management L.P.	$81.1M	2,144,188	+103,415	add
33	Chicago Partners Investment Group LLC	$78.0M	2,066,758	+20,007	add
34	First Eagle Investment Management, LLC	$73.5M	1,941,481	+25,786	add
35	Texas Yale Capital Corp.	$72.2M	1,909,341	+3,402	add
36	Fractal Investments LLC	$69.5M	1,837,044	0	no change
37	DEUTSCHE BANK AG\	$69.3M	1,831,446	−26,489	trim
38	CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT	$66.0M	1,745,500	−47,000	trim
39	Progeny 3, Inc.	$63.7M	1,683,631	−63,675	trim
40	Recurrent Investment Advisors LLC	$63.4M	1,675,483	−25,167	trim
41	DUFF & PHELPS INVESTMENT MANAGEMENT CO	$59.0M	1,560,173	+1,560,173	new
42	INFRASTRUCTURE CAPITAL ADVISORS, LLC	$58.6M	1,548,308	+207,566	add
43	OSAIC HOLDINGS, INC.	$57.4M	1,516,185	+71,043	add
44	BLAIR WILLIAM & CO/IL	$55.0M	1,454,357	+300,456	add
45	Mariner, LLC	$51.9M	1,372,882	−21,972	trim
46	Oxbow Advisors, LLC	$51.6M	1,364,787	+35,702	add
47	Maryland State Retirement & Pension System	$49.5M	1,307,298	−59,389	trim
48	Epoch Investment Partners, Inc.	$47.5M	1,254,604	−33,948	trim
49	SailingStone Capital Partners LLC	$42.8M	1,129,954	−20,677	trim
50	Northside Capital Management, LLC	$42.7M	1,127,179	−416,234	trim
51	Cetera Investment Advisers	$41.4M	1,094,669	+17,287	add
52	COMMONWEALTH EQUITY SERVICES, LLC	$41.2M	1,088,417	−20,110	trim
53	Fort Sheridan Advisors LLC	$40.0M	1,056,663	+77,004	add
54	ELEVATION POINT WEALTH PARTNERS, LLC	$39.1M	1,032,176	+13,120	add
55	LONGFELLOW INVESTMENT MANAGEMENT CO LLC	$39.0M	1,031,154	−556,142	trim
56	Vestmark Advisory Solutions, Inc.	$39.0M	1,030,490	+11,434	add
57	Focus Partners Wealth	$38.8M	1,025,113	+29,399	add
58	Allianz Asset Management GmbH	$38.0M	1,003,325	−20,262	trim
59	Auto-Owners Insurance Co	$37.8M	1,000,000	0	no change
60	Creative Planning	$36.4M	962,240	+95,860	add
61	EXCHANGE TRADED CONCEPTS, LLC	$36.3M	960,294	+7,734	add
62	Prospera Financial Services Inc	$35.6M	941,495	−26,269	trim
63	COMMERCE BANK	$34.1M	901,591	+19,083	add
64	EVERGREEN CAPITAL MANAGEMENT LLC	$33.2M	876,343	−18,063	trim
65	VORPAL, LLC	$31.7M	838,807	0	no change
66	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$31.5M	838,506	−356,450	trim
67	CNA FINANCIAL CORP	$31.2M	825,000	−225,000	trim
68	Beacon Pointe Advisors, LLC	$30.4M	802,248	+169,414	add
69	SANDERS MORRIS HARRIS LLC	$30.4M	802,160	+802,160	new
70	KDK Private Wealth Management, LLC	$29.5M	779,657	+7,147	add
71	JENNISON ASSOCIATES LLC	$27.2M	718,543	+31,447	add
72	Kestra Advisory Services, LLC	$26.9M	709,712	−21,941	trim
73	US BANCORP \DE\	$26.4M	697,005	−45,364	trim
74	CITIGROUP INC	$25.8M	681,853	−254,078	trim
75	Kamunting Street Capital Management, L.P.	$25.1M	662,964	−20,388	trim
76	ENVESTNET ASSET MANAGEMENT INC	$24.4M	645,792	+38,451	add
77	STEPHENS INC /AR/	$23.9M	632,544	+27,271	add
78	Cerity Partners LLC	$23.9M	631,472	+139,172	add
79	MAI Capital Management	$23.8M	630,008	+959	add
80	M&T BANK CORP	$23.0M	607,785	−8,963	trim
81	Capital Investment Advisors, LLC	$22.7M	599,088	+2,655	add
82	JRM Investment Counsel, LLC	$20.9M	553,284	+12,088	add
83	INVESTMENT MANAGEMENT ASSOCIATES INC /ADV	$20.4M	539,017	+8,693	add
84	NEOS Investment Management LLC	$20.4M	537,801	+491,221	add
85	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$20.3M	537,981	−15,705	trim
86	MARCO INVESTMENT MANAGEMENT LLC	$20.0M	529,681	−560	trim
87	Waverly Advisors, LLC	$19.8M	522,446	−20,129	trim
88	Sanctuary Advisors, LLC	$19.7M	520,778	−5,965	trim
89	TRUIST FINANCIAL CORP	$18.8M	495,763	−1,522,335	trim
90	Heronetta Management, L.P.	$18.7M	495,048	−1,400	trim
91	D.A. DAVIDSON & CO.	$18.0M	476,594	+8,135	add
92	&PARTNERS	$18.0M	475,737	−1,082	trim
93	Catalyst Capital Advisors LLC	$17.7M	467,740	+8,900	add
94	AlphaCore Capital LLC	$17.3M	456,511	+9,128	add
95	RR Advisors, LLC	$17.1M	451,930	+451,930	new
96	Mesirow Financial Investment Management, Inc.	$16.2M	428,545	+3,952	add
97	OPPENHEIMER & CO INC	$16.1M	425,624	+23,898	add
98	Turtle Creek Wealth Advisors, LLC	$15.6M	411,781	+1,200	add
99	TECTONIC ADVISORS LLC	$15.3M	405,360	−294,150	trim
100	Moors & Cabot, Inc.	$15.3M	403,430	−947	trim
101	Cresset Asset Management, LLC	$15.2M	402,106	−22,690	trim
102	Private Advisor Group, LLC	$15.1M	399,000	−13,766	trim
103	FIRST MANHATTAN CO. LLC.	$15.0M	397,204	−5,865	trim
104	NewEdge Advisors, LLC	$15.0M	396,788	+18,663	add
105	NORTHERN TRUST CORP	$14.7M	388,664	−24,068	trim
106	Fogel Capital Management, Inc.	$14.7M	387,260	+10,820	add
107	WP Advisors, LLC	$14.4M	381,103	+6,487	add
108	Fisher Funds Management LTD	$13.6M	359,963	0	no change
109	Empowered Funds, LLC	$13.3M	352,437	+352,437	new
110	Hurley Capital, LLC	$13.3M	351,725	+351,725	new
111	DAVENPORT & Co LLC	$13.3M	348,085	+7,809	add
112	PARSONS CAPITAL MANAGEMENT INC/RI	$13.2M	347,843	+1,763	add
113	DIVIDEND ASSETS CAPITAL, LLC	$13.1M	346,750	−18,424	trim
114	MERCER GLOBAL ADVISORS INC /ADV	$13.0M	344,002	−15,833	trim
115	Sovereign Investment Advisors, LLC	$12.6M	332,382	+1,574	add
116	GenTrust, LLC	$12.6M	332,201	0	no change
117	Pathstone Holdings, LLC	$12.5M	330,404	+2,980	add
118	Segment Wealth Management, LLC	$12.2M	321,451	+69,700	add
119	Seven Post Investment Office LP	$11.5M	304,608	+2,478	add
120	Steward Partners Investment Advisory, LLC	$11.5M	303,029	+19,123	add
121	Inscription Capital, LLC	$11.2M	297,174	+101	add
122	Edgemoor Investment Advisors, Inc.	$11.1M	294,522	−3,003	trim
123	Pathway Financial Advisers, LLC	$11.1M	293,889	+293,889	new
124	Delta Investment Management, LLC	$11.0M	290,483	+5,114	add
125	HUB Investment Partners, LLC	$10.5M	276,951	−22,750	trim
126	Linscomb Wealth, Inc.	$10.4M	275,809	+227	add
127	ALLIANCEBERNSTEIN L.P.	$10.2M	317,262	−18,787	trim
128	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$9.9M	262,917	−50,343	trim
129	FOUNDATIONS INVESTMENT ADVISORS, LLC	$9.8M	258,853	−31,526	trim
130	ACCOUNT MANAGEMENT LLC	$9.7M	257,210	0	no change
131	Ellsworth Advisors, LLC	$9.7M	256,060	+40,329	add
132	Advisors Asset Management, Inc.	$9.7M	255,473	+11,345	add
133	AMERICAN FINANCIAL GROUP INC	$9.6M	255,000	0	no change
134	SALEM INVESTMENT COUNSELORS INC	$9.6M	254,426	0	no change
135	Jackson Hole Capital Partners, LLC	$9.4M	249,598	+3,456	add
136	Sound View Wealth Advisors Group, LLC	$9.1M	241,788	−1,324	trim
137	Rothschild Capital Partners, LLC	$8.8M	233,118	+16,687	add
138	Choate Investment Advisors	$8.8M	231,940	−34,051	trim
139	Renaissance Investment Group LLC	$8.7M	228,710	−2,850	trim
140	Nitor Capital Management LLC	$8.4M	222,604	0	no change
141	Evercore Wealth Management, LLC	$8.3M	219,962	+3,469	add
142	WEXFORD CAPITAL LP	$8.3M	219,887	0	no change
143	Loudon Investment Management, LLC	$8.2M	217,907	0	no change
144	KING LUTHER CAPITAL MANAGEMENT CORP	$8.2M	216,221	+7,952	add
145	Gilman Hill Asset Management, LLC	$8.2M	215,812	+12,834	add
146	BROWN ADVISORY INC	$8.0M	211,114	−894	trim
147	Mutual Advisors, LLC	$7.8M	206,995	+2,610	add
148	SHEETS SMITH WEALTH MANAGEMENT	$7.6M	202,027	0	no change
149	MARKEL GROUP INC.	$7.6M	202,000	+202,000	new
150	OUTFITTERS FINANCIAL LLC	$7.6M	200,372	0	no change
151	HSBC HOLDINGS PLC	$7.5M	199,428	−921,544	trim
152	EP Wealth Advisors, LLC	$7.5M	199,373	−24,234	trim
153	CHILTON CAPITAL MANAGEMENT LLC	$7.5M	199,067	−9,261	trim
154	Snowden Capital Advisors LLC	$7.5M	198,382	+3,862	add
155	Knollwood Investment Advisory, LLC	$7.5M	196,968	0	no change
156	Lido Advisors, LLC	$7.4M	196,388	−58,306	trim
157	Elgethun Capital Management	$7.1M	187,091	+2,760	add
158	CFM WEALTH PARTNERS LLC	$7.0M	183,670	0	no change
159	MONETA GROUP INVESTMENT ADVISORS LLC	$6.9M	181,811	+695	add
160	BALDWIN WEALTH PARTNERS LLC/MA	$6.9M	181,726	−60,809	trim
161	Savant Capital, LLC	$6.8M	180,013	+895	add
162	Independent Advisor Alliance	$6.5M	172,578	−16,080	trim
163	ArchPoint Investors	$6.5M	171,996	+4,558	add
164	FRANKLIN RESOURCES INC	$6.5M	170,776	+9,889	add
165	Pekin Hardy Strauss, Inc.	$6.4M	169,243	−150	trim
166	INDEPENDENT FINANCIAL GROUP, LLC	$6.4M	168,864	—	no prior
167	CHILDRESS CAPITAL ADVISORS, LLC	$6.3M	165,965	0	no change
168	CWM, LLC	$6.0M	159,724	−5,256	trim
169	Hollow Brook Wealth Management LLC	$5.9M	156,316	−3,410	trim
170	Meixler Investment Management, Ltd.	$5.9M	155,825	+12,900	add
171	EVOLVE PRIVATE WEALTH, LLC	$5.8M	154,492	+134,218	add
172	Hilltop Holdings Inc.	$5.8M	153,054	−11,569	trim
173	TORONTO DOMINION BANK	$5.7M	151,943	+151,943	new
174	HB Wealth Management, LLC	$5.7M	151,455	+4,899	add
175	PRIVATE MANAGEMENT GROUP INC	$5.7M	151,147	−951	trim
176	Equitable Holdings, Inc.	$5.7M	174,887	+24,511	add
177	FIRST FOUNDATION ADVISORS	$5.7M	150,279	+217	add
178	Concurrent Investment Advisors, LLC	$5.6M	149,089	+2,125	add
179	PFG Investments, LLC	$5.6M	148,606	+1,560	add
180	CHOREO, LLC	$5.6M	148,513	+9,459	add
181	Summit Financial, LLC	$5.6M	148,171	−5,004	trim
182	CAPITAL ADVISORS INC/OK	$5.6M	147,471	+8,214	add
183	Hardman Johnston Global Advisors LLC	$5.5M	144,671	−34,214	trim
184	Stratos Wealth Partners, LTD.	$5.4M	142,565	+2,042	add
185	EPACRIA CAPITAL PARTNERS, LLC	$5.3M	139,372	0	no change
186	Quantinno Capital Management LP	$5.3M	139,100	+52,313	add
187	Haverford Trust Co	$5.1M	135,880	+61,521	add
188	R.H. Investment Group, LLC	$5.1M	134,995	+3,400	add
189	F/m Investments LLC	$5.1M	134,431	−300	trim
190	HOWARD FINANCIAL SERVICES, LTD.	$5.1M	133,768	+14,392	add
191	Shoker Investment Counsel, Inc.	$5.0M	131,119	−3,240	trim
192	SAPIENT CAPITAL LLC	$4.9M	129,884	−477	trim
193	Pinnacle Financial Partners, Inc.	$4.7M	125,373	−3,394	trim
194	KKM Financial LLC	$4.7M	146,480	0	no change
195	LEVEL FOUR ADVISORY SERVICES, LLC	$4.7M	123,818	−11,641	trim
196	JFS WEALTH ADVISORS, LLC	$4.7M	122,908	0	no change
197	Apollon Wealth Management, LLC	$4.6M	122,735	+13,755	add
198	MONECO ADVISORS, LLC	$4.6M	120,475	+2,103	add
199	ProShare Advisors LLC	$4.5M	120,133	−15,273	trim
200	Cercano Management LLC	$4.5M	120,021	0	no change
201	Cherokee Insurance Co	$4.5M	120,000	0	no change
202	Private Wealth Partners, LLC	$4.5M	119,100	+1,800	add
203	WOODMONT INVESTMENT COUNSEL LLC	$4.5M	118,242	−6,554	trim
204	Legacy Advisors, LLC	$4.5M	118,229	+844	add
205	Curi Capital, LLC	$4.4M	116,013	+14,058	add
206	HORIZON KINETICS ASSET MANAGEMENT LLC	$4.3M	114,820	+2,757	add
207	ProVise Management Group, LLC	$4.3M	113,907	−1,801	trim
208	Allworth Financial LP	$4.3M	113,010	−2,874	trim
209	XML Financial, LLC	$4.3M	112,381	+3,512	add
210	Calamos Advisors LLC	$4.2M	111,546	+5,736	add
211	FLC Capital Advisors	$4.2M	111,463	−1,727	trim
212	DAYMARK WEALTH PARTNERS, LLC	$4.2M	111,267	+3,275	add
213	WCG Wealth Advisors LLC	$4.2M	110,066	−20,384	trim
214	INTEGRITY ALLIANCE, LLC.	$4.1M	109,072	−5,859	trim
215	KESTRA PRIVATE WEALTH SERVICES, LLC	$4.1M	108,651	−13,807	trim
216	Certified Advisory Corp	$4.1M	108,479	+19,135	add
217	Pasadena Private Wealth, LLC	$4.1M	108,017	−11,383	trim
218	Clear Trail Advisors, LLC	$4.1M	107,605	−542	trim
219	ARS Investment Partners, LLC	$4.0M	105,187	−7,000	trim
220	Joel Isaacson & Co., LLC	$4.0M	105,143	+2,372	add
221	DOLIVER ADVISORS, LP	$3.9M	103,613	+4,300	add
222	Lavaca Capital LLC	$3.9M	103,098	0	no change
223	BFSG, LLC	$3.8M	101,709	+100,401	add
224	Hilton Capital Management, LLC	$3.8M	100,630	−4,000	trim
225	Greenline Partners, LLC	$3.8M	99,632	+13,165	add
226	Belpointe Asset Management LLC	$3.8M	99,329	+50,066	add
227	Wealthcare Advisory Partners LLC	$3.6M	95,880	+909	add
228	RWA WEALTH PARTNERS, LLC	$3.6M	95,389	+15,492	add
229	Perigon Wealth Management, LLC	$3.6M	95,125	−255	trim
230	Teamwork Financial Advisors, LLC	$3.6M	94,760	−549	trim
231	EXENCIAL WEALTH ADVISORS, LLC	$3.6M	94,496	−1,355	trim
232	TRITONPOINT WEALTH, LLC	$3.6M	93,967	−10,209	trim
233	Kercheville Advisors, LLC	$3.5M	93,320	+52,620	add
234	Corps Capital Advisors, LLC	$3.5M	92,755	+7,785	add
235	PINNACLE ASSOCIATES LTD	$3.5M	92,591	−981	trim
236	Verity & Verity, LLC	$3.5M	92,530	−7,556	trim
237	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$3.5M	92,501	+92,501	new
238	Clearstead Advisors, LLC	$3.5M	92,251	−974	trim
239	Susquehanna Portfolio Strategies, LLC	$3.5M	91,191	+1,112	add
240	Trinity Legacy Partners, LLC	$3.4M	92,511	+2,415	add
241	FIRST TRUST ADVISORS LP	$3.4M	88,824	−2,253	trim
242	Procyon Advisors, LLC	$3.4M	88,650	+6,337	add
243	Wilmington Savings Fund Society, FSB	$3.3M	88,225	+5,220	add
244	ING GROEP NV	$3.3M	87,900	+87,900	new
245	OSTERWEIS CAPITAL MANAGEMENT INC	$3.3M	87,815	0	no change
246	GREAT VALLEY ADVISOR GROUP, INC.	$3.3M	86,362	+470	add
247	FLAGSHIP HARBOR ADVISORS, LLC	$3.3M	86,169	+86,169	new
248	MITCHELL MCLEOD PUGH & WILLIAMS INC	$3.2M	85,538	−404	trim
249	OPPENHEIMER ASSET MANAGEMENT INC.	$3.2M	85,475	−112	trim
250	FIDELIS CAPITAL PARTNERS, LLC	$3.2M	83,967	+39,399	add
251	Kovack Advisors, Inc.	$3.2M	84,146	+40,160	add
252	KEYBANK NATIONAL ASSOCIATION/OH	$3.1M	83,213	−6,974	trim
253	REGIONS FINANCIAL CORP	$3.1M	83,203	+627	add
254	SHRIER WEALTH MANAGEMENT, LLC	$3.1M	81,962	+1,471	add
255	MML INVESTORS SERVICES, LLC	$3.1M	81,947	−13,815	trim
256	Blue Trust, Inc.	$3.1M	81,706	−12,817	trim
257	World Investment Advisors	$3.1M	81,578	−2,879	trim
258	Applied Capital LLC/FL	$3.1M	80,959	+3,027	add
259	McAlvany Wealth Management LLC	$3.1M	78,356	+8,020	add
260	MGO ONE SEVEN LLC	$3.0M	79,960	+5,865	add
261	CASTLEARK MANAGEMENT LLC	$3.0M	79,461	0	no change
262	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$3.0M	78,511	+32,008	add
263	TD Waterhouse Canada Inc.	$3.0M	79,352	−31,642	trim
264	Samalin Investment Counsel, LLC	$3.0M	78,438	+7,223	add
265	CENTRAL VALLEY ADVISORS, LLC	$3.0M	78,020	+15,253	add
266	Sowell Financial Services LLC	$2.9M	77,599	−869	trim
267	Nuveen, LLC	$2.9M	76,716	−184,500	trim
268	COWA, LLC	$2.9M	76,330	−11,816	trim
269	FIDUCIENT ADVISORS LLC	$2.8M	74,065	−3,860	trim
270	Evanson Asset Management, LLC	$2.8M	74,001	+21,649	add
271	CHATHAM CAPITAL GROUP, INC.	$2.8M	73,527	+34	add
272	Baer Investment Advisory LLC	$2.7M	72,091	−7,683	trim
273	Avidian Wealth Enterprises, LLC	$2.7M	71,386	+4,543	add
274	Caprock Group, LLC	$2.7M	71,049	−5,228	trim
275	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$2.7M	70,971	+61,698	add
276	One Charles Private Wealth Services, LLC	$2.7M	70,843	+668	add
277	United Advisor Group, LLC	$2.6M	69,479	+2,812	add
278	Aptus Capital Advisors, LLC	$2.6M	68,736	+49,602	add
279	RS CRUM INC.	$2.6M	68,553	−150	trim
280	VestGen Advisors, LLC	$2.6M	67,777	+18,790	add
281	HUNTINGTON NATIONAL BANK	$2.6M	67,568	+67,568	new
282	Keeler Thomas Management LLC	$2.6M	67,490	+67,490	new
283	Cornerstone Select Advisors, LLC	$2.5M	66,681	+2,951	add
284	C2C Wealth Management, LLC	$2.5M	66,146	+3,000	add
285	GP Brinson Investments LLC	$2.5M	65,909	−205,554	trim
286	Sequoia Financial Advisors, LLC	$2.5M	65,700	+21,177	add
287	SEI INVESTMENTS CO	$2.5M	65,600	−40,188	trim
288	Charles Schwab Trust Co	$2.5M	65,518	0	no change
289	PALISADE CAPITAL MANAGEMENT, LP	$2.5M	65,461	0	no change
290	Merit Financial Group, LLC	$2.5M	65,454	−631	trim
291	Dynamic Advisor Solutions LLC	$2.4M	64,714	+5,220	add
292	B. Riley Wealth Advisors, Inc.	$2.4M	62,146	−6,768	trim
293	Cannell & Spears LLC	$2.4M	63,670	−37,500	trim
294	Magnus Financial Group LLC	$2.4M	63,606	+2,621	add
295	Optimist Retirement Group LLC	$2.4M	63,307	−758	trim
296	Visionary Wealth Advisors	$2.4M	63,134	−397	trim
297	Jefferies Financial Group Inc.	$2.4M	62,781	+49,711	add
298	Silverberg Bernstein Capital Management LLC	$2.4M	62,480	0	no change
299	L. Roy Papp & Associates, LLP	$2.3M	61,858	+13	add
300	Intrua Financial, LLC	$2.3M	61,484	−2,763	trim
301	SCS Capital Management LLC	$2.3M	61,157	−4,114	trim
302	TCFG WEALTH MANAGEMENT, LLC	$2.3M	60,604	0	no change
303	TCFG Investment Advisors, LLC	$2.3M	60,604	—	no prior
304	Tidal Investments LLC	$2.3M	60,464	+33,366	add
305	Morey & Quinn Wealth Partners, LLC	$2.3M	59,738	−340	trim
306	PROMETHIUM ADVISORS,LLC	$2.2M	59,339	0	no change
307	EDMP, INC.	$2.2M	58,138	−1,577	trim
308	IEQ CAPITAL, LLC	$2.2M	57,753	−6,736	trim
309	OpenArc Corporate Advisory, LLC	$2.2M	57,712	−2,836	trim
310	Lifetime Wealth Management P.C.	$2.2M	57,386	+5	add
311	Robertson Stephens Wealth Management, LLC	$2.2M	56,977	−2,400	trim
312	UMB Bank, n.a.	$2.1M	56,330	+2,242	add
313	Capital Investment Advisory Services, LLC	$2.1M	56,060	+4,388	add
314	Northstar Advisory Group, LLC	$2.1M	55,893	+1,412	add
315	Ausdal Financial Partners, Inc.	$2.1M	55,666	+424	add
316	Geneos Wealth Management Inc.	$2.1M	55,340	+495	add
317	Inspire Advisors, LLC	$2.1M	54,808	−262	trim
318	CHIRON CAPITAL MANAGEMENT, LLC	$2.1M	54,679	—	no prior
319	Quadrant Private Wealth Management, LLC	$2.1M	54,673	+204	add
320	Summit Trail Advisors, LLC	$2.1M	54,656	+11,518	add
321	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$2.1M	54,640	+54,640	new
322	HARRELL INVESTMENT PARTNERS, LLC	$2.0M	54,004	+23,898	add
323	Red Door Wealth Management, LLC	$2.0M	53,218	+600	add
324	Covenant Asset Management, LLC	$2.0M	53,179	−11	trim
325	Patten Group, Inc.	$2.0M	52,647	+256	add
326	GFS Advisors, LLC	$2.0M	52,500	0	no change
327	180 WEALTH ADVISORS, LLC	$2.0M	51,896	+3,496	add
328	Lee Financial Co	$2.0M	51,757	+166	add
329	Argyle Capital Partners, LLC	$2.0M	51,728	−2,059	trim
330	BANK OF MONTREAL /CAN/	$1.9M	51,458	−311,639	trim
331	ELCO Management Co., LLC	$1.9M	51,294	+28,982	add
332	Paragon Advisors, LLC	$1.9M	51,288	−19,000	trim
333	Cornerstone Advisory, LLC	$1.9M	50,815	+4,099	add
334	Parkside Financial Bank & Trust	$1.9M	50,180	+245	add
335	Samjo Management, LLC	$1.9M	50,150	0	no change
336	American Assets Investment Management, LLC	$1.9M	50,000	0	no change
337	Fund Advisors of America Inc/FL	$1.9M	49,021	−4,518	trim
338	JB Capital LLC	$1.9M	48,910	−59,133	trim
339	Plan Group Financial, LLC	$1.8M	48,137	+13,988	add
340	Uptown Financial Advisors LLC	$1.8M	48,051	0	no change
341	Signal Advisors Wealth, LLC	$1.8M	47,859	+16,730	add
342	Objectivity Squared, LLC	$1.8M	47,417	+696	add
343	JOHNSON INVESTMENT COUNSEL INC	$1.8M	47,180	+47,180	new
344	CMH Wealth Management LLC	$1.8M	47,060	+47,060	new
345	E&G Advisors, LLC	$1.8M	47,642	−327	trim
346	Quantum Private Wealth, LLC	$1.8M	46,729	−503	trim
347	MOODY NATIONAL BANK TRUST DIVISION	$1.8M	46,678	−311	trim
348	Addison Capital Co	$1.8M	46,315	0	no change
349	Clarus Group, Inc.	$1.7M	46,167	+23	add
350	CAPITAL CITY TRUST CO/FL	$1.7M	46,158	+718	add
351	RITHOLTZ WEALTH MANAGEMENT	$1.7M	46,127	+670	add
352	Oliver Luxxe Assets LLC	$1.7M	45,926	−963	trim
353	FIRST NATIONAL BANK OF OMAHA	$1.7M	44,360	−530	trim
354	LMCG INVESTMENTS, LLC	$1.7M	45,734	−442	trim
355	Wealthspire Advisors, LLC	$1.7M	45,490	+7,150	add
356	Kingsview Wealth Management, LLC	$1.7M	45,376	+7,014	add
357	Obermeyer Wealth Partners	$1.7M	45,272	+2,500	add
358	AE Wealth Management LLC	$1.7M	44,789	−4,008	trim
359	OneDigital Investment Advisors LLC	$1.7M	44,280	−790	trim
360	ORLEANS CAPITAL MANAGEMENT CORP/LA	$1.7M	44,170	0	no change
361	FSM Wealth Advisors, LLC	$1.7M	43,789	−2,394	trim
362	Axiom Investment Management LLC	$1.7M	43,774	—	no prior
363	Destiny Wealth Partners, LLC	$1.6M	43,400	+43,400	new
364	PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV	$1.6M	43,335	+100	add
365	WealthTrust Axiom LLC	$1.6M	43,139	0	no change
366	GILPIN WEALTH MANAGEMENT, LLC	$1.6M	42,293	−614	trim
367	Forum Financial Management, LP	$1.6M	42,236	+6,927	add
368	Orion Investment Co	$1.6M	42,092	+6,725	add
369	Windsor Advisory Group, LLC	$1.6M	41,814	−5,445	trim
370	MCGUIRE CAPITAL ADVISORS INC	$1.6M	41,448	−7,989	trim
371	Cresta Advisors, Ltd.	$1.6M	41,427	+608	add
372	Integrated Advisors Network LLC	$1.6M	41,376	+7,619	add
373	Tyche Wealth Partners LLC	$1.6M	41,093	+306	add
374	Ascentis Independent Advisors	$1.6M	41,089	−671	trim
375	CMG Global Holdings, LLC	$1.6M	41,083	0	no change
376	Silver Lake Advisory, LLC	$1.5M	40,834	−8,116	trim
377	MADDEN SECURITIES Corp	$1.5M	40,615	−3,976	trim
378	Platform Technology Partners	$1.5M	40,487	−1,490	trim
379	Meridian Wealth Advisors, LLC	$1.5M	40,448	0	no change
380	MILESTONE ASSET MANAGEMENT, LLC	$1.5M	40,195	−4,963	trim
381	Texas Capital Bank Wealth Management Services Inc	$1.5M	40,082	−144	trim
382	JAMISON PRIVATE WEALTH MANAGEMENT, INC.	$1.5M	40,034	+570	add
383	Aster Capital Management (DIFC) Ltd	$1.5M	44,310	+44,310	new
384	Galvin, Gaustad & Stein, LLC	$1.5M	39,723	−83	trim
385	NewEdge Wealth, LLC	$1.5M	39,608	−3,689	trim
386	Apella Capital, LLC	$1.5M	40,223	+40,223	new
387	Glenview Trust Co	$1.5M	38,972	−652	trim
388	MOSELEY INVESTMENT MANAGEMENT INC	$1.5M	38,620	−37	trim
389	Round Rock Advisors LLC	$1.5M	38,435	0	no change
390	Eaton Financial Holdings Company, LLC	$1.5M	38,358	+581	add
391	CORDA Investment Management, LLC.	$1.5M	38,335	−1,000	trim
392	Overbrook Management Corp	$1.4M	38,241	0	no change
393	Diversified Trust Co	$1.4M	38,059	+3,165	add
394	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	$1.4M	38,455	−846	trim
395	Bryn Mawr Trust Advisors, LLC	$1.4M	37,725	0	no change
396	HM PAYSON & CO	$1.4M	37,354	+236	add
397	TRED AVON FAMILY WEALTH, LLC	$1.4M	37,154	+4,045	add
398	Karras Company, Inc.	$1.4M	37,129	−613	trim
399	Essex Financial Services, Inc.	$1.4M	36,025	−469	trim
400	Focus Partners Advisor Solutions, LLC	$1.4M	35,950	+35,950	new
401	SIMON QUICK ADVISORS, LLC	$1.4M	35,914	+9,164	add
402	QUADRANT CAPITAL GROUP LLC	$1.4M	35,836	0	no change
403	Fiduciary Group, LLC	$1.4M	35,731	−320	trim
404	SeaBridge Investment Advisors LLC	$1.3M	35,606	0	no change
405	StoneX Group Inc.	$1.3M	35,509	−5,419	trim
406	Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	$1.3M	35,413	+356	add
407	Matthew Goff Investment Advisor, LLC	$1.3M	35,261	0	no change
408	Mayflower Financial Advisors, LLC	$1.3M	35,120	+530	add
409	Sigma Planning Corp	$1.3M	35,000	−645	trim
410	McAdam, LLC	$1.3M	34,929	+591	add
411	Quad-Cities Investment Group, LLC	$1.3M	34,766	−1,264	trim
412	Avantax Planning Partners, Inc.	$1.3M	34,607	−7,463	trim
413	Canal Capital Management, LLC	$1.3M	34,410	+25,016	add
414	NorthRock Partners, LLC	$1.3M	34,365	−4,369	trim
415	FIDUCIARY TRUST CO	$1.3M	34,365	−896	trim
416	Crumly & Associates Inc.	$1.3M	34,195	+2,343	add
417	NICOLET BANKSHARES INC	$1.3M	34,076	+34,076	new
418	WHITENER CAPITAL MANAGEMENT, INC.	$1.3M	33,782	−97	trim
419	VICTORY FINANCIAL GROUP, LLC	$1.3M	33,516	0	no change
420	Providence Capital Advisors, LLC	$1.3M	33,375	−3,625	trim
421	Bleakley Financial Group, LLC	$1.3M	33,070	+755	add
422	Aull & Monroe Investment Management Corp	$1.2M	33,031	0	no change
423	Claro Advisors Inc.	$1.2M	32,754	+190	add
424	CWA Asset Management Group, LLC	$1.2M	32,552	+2,056	add
425	Ranch Capital Advisors Inc.	$1.2M	32,537	+215	add
426	MISSION WEALTH MANAGEMENT, LP	$1.2M	32,273	−75	trim
427	TOCQUEVILLE ASSET MANAGEMENT L.P.	$1.2M	32,199	−500	trim
428	GRIFFIN ASSET MANAGEMENT, INC.	$1.2M	31,927	−105	trim
429	Stablepoint Partners, LLC	$1.2M	31,898	0	no change
430	Almanack Investment Partners, LLC.	$1.2M	31,864	+13	add
431	Frisch Financial Group, Inc.	$1.2M	31,842	0	no change
432	GUGGENHEIM CAPITAL LLC	$1.2M	31,762	−340	trim
433	Stockman Wealth Management, Inc.	$1.2M	31,722	−1,161	trim
434	Founders Capital Management	$1.2M	31,603	−249	trim
435	Asset Dedication, LLC	$1.2M	31,360	−3,690	trim
436	Blue Owl Capital Holdings LP	$1.2M	31,290	0	no change
437	Requisite Capital Management, LLC	$1.2M	31,244	0	no change
438	Chicago Capital, LLC	$1.2M	31,178	−3,350	trim
439	Hartford Financial Management Inc.	$1.2M	31,045	0	no change
440	BENJAMIN EDWARDS INC	$1.2M	30,991	+1,005	add
441	Hilltop National Bank	$1.2M	30,797	+1,150	add
442	MCF Advisors LLC	$1.2M	30,750	—	no prior
443	NATIXIS	$1.2M	30,572	0	no change
444	VISTA INVESTMENT PARTNERS LLC	$1.2M	30,517	−11,800	trim
445	CENTRAL TRUST Co	$1.2M	30,418	+3,660	add
446	Leo Wealth, LLC	$1.2M	30,404	+444	add
447	CITIZENS FINANCIAL GROUP INC/RI	$1.1M	30,363	−364	trim
448	HFG Advisors, Inc.	$1.1M	30,335	−3,000	trim
449	Cornerstone Wealth Management, LLC	$1.1M	30,302	−14	trim
450	Stokes Family Office, LLC	$1.1M	30,085	+205	add
451	ANGELES WEALTH MANAGEMENT, LLC	$1.1M	29,957	−1,026	trim
452	Advisor OS, LLC	$1.1M	29,873	+33	add
453	Leisure Capital Management	$1.1M	29,859	−3,784	trim
454	Arax Advisory Partners	$1.1M	29,802	−153	trim
455	Cyndeo Wealth Partners, LLC	$1.1M	29,787	−97,169	trim
456	MSH Capital Advisors LLC	$1.1M	29,463	−23,691	trim
457	WELCH & FORBES LLC	$1.1M	29,295	+29,295	new
458	Rockwood Wealth Management, LLC	$1.1M	29,228	+10	add
459	MATHER GROUP, LLC.	$1.1M	29,111	+1,200	add
460	AMI INVESTMENT MANAGEMENT INC	$1.1M	28,947	0	no change
461	SeaCrest Wealth Management, LLC	$1.1M	28,911	−1,340	trim
462	Larson Financial Group LLC	$1.1M	28,608	−5,016	trim
463	NAPLES GLOBAL ADVISORS, LLC	$1.1M	28,484	+14,700	add
464	TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC	$1.1M	28,402	0	no change
465	South Street Advisors LLC	$1.1M	28,390	+3,980	add
466	Northern Financial Advisors Inc	$1.1M	28,329	+9,118	add
467	GRANVILLE CAPITAL, INC.	$1.1M	27,978	0	no change
468	SEARLE & CO.	$1.1M	27,903	0	no change
469	Carnegie Investment Counsel	$1.1M	27,751	−15,630	trim
470	Smart Money Group LLC	$1.0M	27,740	−1,012	trim
471	Vanguard Personalized Indexing Management, LLC	$1.0M	27,730	−123,865	trim
472	Curated Wealth Partners LLC	$1.0M	27,670	0	no change
473	Venture Visionary Partners LLC	$1.0M	27,537	−329	trim
474	WATERS PARKERSON & CO., LLC	$1.0M	27,518	−4,000	trim
475	Mill Creek Capital Advisors, LLC	$1.0M	27,498	0	no change
476	Bridgewater Advisors Inc.	$1.0M	27,108	+3,405	add
477	UHLMANN PRICE SECURITIES, LLC	$1.0M	27,363	−3,173	trim
478	Brookstone Capital Management	$1.0M	27,109	+1,408	add
479	Advisor Resource Council	$1.0M	27,045	+43	add
480	Pine Valley Investments Ltd Liability Co	$1.0M	26,939	+34	add
481	Rehmann Capital Advisory Group	$1.0M	26,844	+635	add
482	JBR Co Financial Management Inc	$1.0M	31,611	0	no change
483	CITADEL ADVISORS LLC	$1.0M	26,767	−150,500	trim
484	Spire Wealth Management	$1.0M	26,711	+1,058	add
485	DELTA FINANCIAL ADVISORS LLC	$1.0M	26,682	0	no change
486	CRAWFORD INVESTMENT COUNSEL INC	$1.0M	26,588	+839	add
487	BIP Wealth, LLC	$1.0M	26,578	+26,578	new
488	Hardy Reed LLC	$1.0M	26,456	+2,300	add
489	Sage Investment Counsel LLC	$996K	26,318	+386	add
490	Apollon Financial, LLC	$994K	26,261	+2,000	add
491	HANCOCK WHITNEY CORP	$990K	25,904	+25,904	new
492	Sargent Investment Group, LLC	$988K	26,105	+487	add
493	Atria Investments, Inc	$987K	26,074	+1,237	add
494	Manske Wealth Management	$984K	25,996	−324	trim
495	ZEGA Investments, LLC	$974K	25,733	+241	add
496	TWO SIGMA SECURITIES, LLC	$970K	25,642	+25,642	new
497	Lakewood Asset Management LLC	$970K	25,640	0	no change
498	SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC	$969K	25,599	0	no change
499	Tactive Advisors, LLC	$961K	25,403	+2,357	add
500	LAVELLE CAPITAL LP	$960K	25,380	—	no prior

Quarter ended 2026-03-31Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · EPD

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

Congress · last 90 days

Buyers: 0 — —
Sellers: 0 — —

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding: 2 Markel Group, Gotham Asset Management $8.0M held
Trimming: 0 — $0 held

new + add vs trim + exit, by shares · $ = reported value now, not the change · ENTERPRISE PRODS PARTNERS L

Merged timeline of congressional filings and notable-manager moves on EPD
Date	Who	Change	Size
2026-05-15	Gotham Asset Management 13F	new	+10,033 sh
2026-05-01	Markel Group 13F	new	+202,000 sh

2 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

12 members of Congress disclosed EPD — the congressional view ↗