Who holds ticker 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 · common stock · Q1 2026 · 12 members disclosed EPD ↗

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 1,166 holders are listed, largest first: 1,166
sum of the reported values across every holder; undisclosed values are left out, never counted as zero: $15.1B
holders whose share count rose or who opened the position (new + add), by shares: 550
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 43

Holders — quarter ended 2026-03-31

by reported value · Δ shares vs 2025-12-31Holders rank by reported value. The change kind — new, add, trim or exit — is read from the share count against the prior quarter, never from the reported value.

13F holders of EPD ranked by reported value, 1–25 of 1,166 holders
#	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

Show the top 500 of 1,166 holders

13F holders of EPD ranked by reported value, 26–500 of 1,166 holders
#	Filer	Reported value	Shares	Δ shares	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

Truncated by Public Filings. Top 500 of 1,166 holders shown; the rest are on EDGAR. Method ↗

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

Congress ↔ notable managers · EPD

Congress · last 90 days

Buyers: 0 — —
Sellers: 0 — —

filed 2026-07-31 → 2026-10-29 · statutory ranges

Use of congressional disclosure reports for commercial purposes, credit decisions or solicitation is restricted by 5 U.S.C. §13107(c).

Notable managers · quarter ended 2026-03-31

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

by shares · $ = value heldNEW + ADD vs TRIM + EXIT, by share count. $ = 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, by filing date · 13F rows are quarter-end snapshots, not trades

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 changed or closed since the 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; each record notes its original unit.

Affiliated managers may report the same position, 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.