Who holds ETticker 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 ↗

942

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

$14.1B

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

485

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 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

Quarter ended 2026-03-31Newest 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 2026-06-16 → 2026-09-14 · 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 · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

15 members of Congress disclosed ET — the congressional view ↗