Security record
ET
Energy Transfer LP · Energy · Oil & Gas Midstream
88Tracked holders
-2Δ holders
566.10MShares held
$10.80BReported value
+0New positions
−2Exits
Momentum inputs (comparable managers):
holder breadth -2.2% ·
share flow +1.2% ·
net new positions -2.3%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 88 | -2 | 566.10M | $10.80B | — | −2 |
| Q1 2026 | 91 | 0 | 559.60M | $10.78B | +4 | −4 |
| Q4 2025 | 90 | -2 | 499.20M | $8.23B | — | −2 |
| Q3 2025 | 11 | -2 | 247.94M | $4.25B | — | −2 |
| Q2 2025 | 10 | +1 | 51.80M | $939.19M | +1 | — |
| Q1 2025 | 7 | +1 | 7.70M | $143.22M | +1 | — |
| Q4 2024 | 6 | +1 | 5.19M | $101.75M | +1 | — |
| Q3 2024 | 5 | 0 | 12.37M | $198.48M | — | — |
| Q2 2024 | 5 | — | 8.28M | $134.32M | — | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 85.82M | -1.8% | $1.64B | 0.1% | ▼ Trim | 4 | SEC ↗ ×11 |
| 2 | JPMorgan Chase ✦ | 81.08M | +12.3% | $1.55B | 0.1% | ▲ Add | 4 | SEC ↗ ×6 |
| 3 | Goldman Sachs Group ✦ | 62.82M | +4.0% | $1.20B | 0.1% | ▲ Add | 4 | SEC ↗ ×3 |
| 4 | Invesco Ltd. | 54.93M | -2.1% | $1.05B | 0.1% | ▼ Trim | 3 | SEC ↗ ×4 |
| 5 | UBS Group AG | 31.02M | -1.4% | $589.53M | 0.1% | ▼ Trim | 3 | SEC ↗ ×5 |
| 6 | Bank Of America Corp /De/ | 28.14M | -9.1% | $538.04M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 7 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 24.42M | +2.2% | $466.83M | 0.6% | ▲ Add | 3 | SEC ↗ |
| 8 | Fidelity (FMR) ✦ | 21.97M | -7.5% | $420.12M | 0.0% | ▼ Trim | 5 | SEC ↗ ×3 |
| 9 | Neuberger Berman Group LLC | 16.69M | +5.4% | $319.13M | 0.2% | ▲ Add | 3 | SEC ↗ ×2 |
| 10 | CIBC Bancorp USA Inc. | 13.53M | +0.2% | $258.62M | 0.3% | ▲ Add | 2 | SEC ↗ ×2 |
| 11 | Clearbridge Investments, LLC | 13.31M | +1.5% | $254.45M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 12 | Wells Fargo & Company/Mn | 13.39M | +3.0% | $252.38M | 0.0% | ▲ Add | 3 | SEC ↗ ×6 |
| 13 | Bnp Paribas Financial Markets | 10.35M | -6.2% | $197.86M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 14 | BROOKFIELD Corp /ON/ | 8.53M | +32.3% | $163.07M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 15 | Raymond James Financial Inc | 8.54M | +7.9% | $162.66M | 0.0% | ▲ Add | 3 | SEC ↗ ×6 |
| 16 | LPL Financial LLC | 7.97M | +4.9% | $148.92M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 17 | Barclays Plc | 7.15M | -27.6% | $136.75M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 18 | Stifel Financial Corp | 6.57M | -1.8% | $125.63M | 0.1% | ▼ Trim | 3 | SEC ↗ ×5 |
| 19 | Citigroup Inc | 5.73M | +6.3% | $109.52M | 0.1% | ▲ Add | 3 | SEC ↗ ×2 |
| 20 | Rockefeller Capital Management L.P. | 4.94M | -4.0% | $94.27M | 0.1% | ▼ Trim | 3 | SEC ↗ ×4 |
| 21 | Hrt Financial Lp | 4.20M | -7.5% | $80.27M | 0.1% | ▼ Trim | 3 | SEC ↗ ×2 |
| 22 | Royal Bank Of Canada | 4.03M | +1.1% | $77.02M | 0.0% | ▲ Add | 3 | SEC ↗ ×7 |
| 23 | BlackRock ✦ (passive) | 4.02M | +0.4% | $76.82M | 0.0% | ▲ Add | 5 | SEC ↗ ×6 |
| 24 | Allianz Asset Management GmbH | 2.96M | +11.5% | $56.55M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 25 | Osaic Holdings, Inc. | 2.96M | +3.3% | $56.52M | 0.1% | ▲ Add | 3 | SEC ↗ ×5 |
| 26 | HighTower Advisors, LLC | 2.75M | -2.3% | $52.65M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 27 | Susquehanna International Group, Llp | 2.43M | +71.1% | $46.50M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 28 | Nuveen, LLC | 2.19M | +16.8% | $41.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Victory Capital Management Inc | 2.16M | 0.0% | $41.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Cetera Investment Advisers | 2.07M | -4.9% | $39.18M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 31 | Corient Private Wealth LP | 1.87M | +7.8% | $35.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Mariner, LLC | 1.82M | -8.6% | $34.61M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 33 | Jennison Associates Llc | 1.80M | +13.8% | $34.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Commonwealth Equity Services, Llc | 1.75M | -5.0% | $32.79M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 35 | Tidal Investments LLC | 1.61M | +56.7% | $30.81M | 0.1% | ▲ Add | 3 | SEC ↗ ×2 |
| 36 | Appaloosa ✦ | 1.58M | 0.0% | $30.14M | 0.4% | Held | 9 | SEC ↗ |
| 37 | Envestnet Asset Management Inc | 1.24M | +8.6% | $23.79M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | First Trust Advisors Lp | 1.23M | +51.3% | $23.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Jones Financial Companies Lllp | 1.01M | +7.8% | $19.35M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Captrust Financial Advisors | 1.01M | +26.7% | $19.33M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | Creative Planning | 971.80K | -17.2% | $18.58M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 42 | Truist Financial Corp | 921.77K | +1.9% | $17.62M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 43 | Wealth Enhancement Advisory… | 877.66K | +7.4% | $17.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 44 | Group One Trading Llc | 840.16K | -11.5% | $16.06M | 0.5% | ▼ Trim | 3 | SEC ↗ |
| 45 | Northern Trust Corp | 734.07K | -19.3% | $14.04M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 46 | Quantinno Capital Management LP | 699.61K | +41.0% | $13.38M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 47 | Deutsche Bank Ag\ | 696.21K | 0.0% | $13.31M | 0.0% | Held | 3 | SEC ↗ |
| 48 | Lido Advisors, LLC | 725.97K | +20.0% | $12.34M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 49 | Nomura Holdings Inc | 597.87K | +1.1% | $11.43M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 50 | Ameriprise Financial Inc | 595.26K | +5.4% | $11.38M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 51 | Focus Partners Wealth | 587.81K | +34.7% | $11.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 52 | Ensign Peak Advisors, Inc | 555.23K | 0.0% | $10.62M | 0.0% | Held | 3 | SEC ↗ |
| 53 | Brown Advisory Inc | 509.68K | -4.1% | $9.75M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 54 | Blair William & Co/Il | 487.22K | -10.9% | $9.32M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 55 | IMC-Chicago, LLC | 408.16K | +104.1% | $7.80M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 56 | Mercer Global Advisors Inc /Adv | 382.06K | -17.7% | $7.30M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 57 | Cerity Partners LLC | 376.28K | +9.2% | $7.19M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 58 | Cibc World Market Inc. | 356.24K | +0.4% | $6.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 59 | Northwestern Mutual Wealth… | 341.20K | +3.6% | $6.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 60 | ProShare Advisors LLC | 288.48K | +10.2% | $5.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 61 | Pnc Financial Services Group, Inc. | 287.35K | +7.0% | $5.49M | 0.0% | ▲ Add | 3 | SEC ↗ ×7 |
| 62 | Us Bancorp \De\ | 285.34K | -17.1% | $5.30M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 63 | Simplex Trading, Llc | 277.19K | -29.7% | $5.30M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 64 | Mml Investors Services, Llc | 189.94K | +78.8% | $3.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 65 | Fayez Sarofim & Co | 183.02K | 0.0% | $3.50M | 0.0% | Held | 3 | SEC ↗ ×2 |
| 66 | Franklin Resources Inc | 174.34K | -0.6% | $3.33M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 67 | Fifth Third Bancorp | 140.80K | -7.0% | $2.66M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 68 | Bank of New York Mellon Corp | 137.09K | -20.7% | $2.62M | 0.0% | ▼ Trim | 3 | SEC ↗ ×6 |
| 69 | Bank Of Montreal /Can/ | 126.80K | -43.8% | $2.42M | 0.0% | ▼ Trim | 3 | SEC ↗ ×6 |
| 70 | Sei Investments Co | 123.42K | +40.7% | $2.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 71 | First Manhattan Co. Llc. | 96.79K | -8.3% | $1.85M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 72 | Nomura Asset Management… | 57.93K | -11.4% | $1.11M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 73 | Chevy Chase Trust Holdings, LLC | 52.04K | -0.9% | $995,024 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 74 | Assetmark, Inc | 51.89K | +296.0% | $992,191 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 75 | National Bank Of Canada /Fi/ | 46.54K | -2.1% | $889,163 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 76 | Allspring Global Investments… | 42.28K | 0.0% | $806,434 | 0.0% | Held | 3 | SEC ↗ ×2 |
| 77 | TD Waterhouse Canada Inc. | 35.02K | -31.8% | $666,690 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 78 | Bank Of Nova Scotia | 33.74K | +3.4% | $645,109 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 79 | Sumitomo Mitsui Trust Group, Inc. | 32.00K | -63.6% | $611,840 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 80 | Lazard Asset Management Llc | 31.98K | +15.2% | $611,534 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 81 | Fisher Asset Management ✦ | 29.74K | +47.6% | $568,559 | 0.0% | ▲ Add | 9 | SEC ↗ |
| 82 | Empower Advisory Group, LLC | 25.30K | +7.9% | $483,736 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 83 | UBS AM, a distinct business unit of… | 24.74K | 0.0% | $473,029 | 0.0% | Held | 3 | SEC ↗ |
| 84 | Gotham Asset Management ✦ | 18.25K | 0.0% | $348,921 | 0.0% | Held | 2 | SEC ↗ |
| 85 | GAMCO Investors ✦ | 15.10K | -39.8% | $288,712 | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 86 | Baird Financial Group, Inc. | 14.50K | +45.0% | $277,240 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 87 | AQR Capital Management ✦ | 14.45K | -9.0% | $276,265 | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 88 | Russell Investments Group, Ltd. | 10.54K | +32.4% | $201,431 | 0.0% | ▲ Add | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Jane Street Group, Llc | $21.23M | was 0.0% |
| Toronto Dominion Bank | $30,298 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 1 holders, 190.40K shares, $3,674 reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Open-market purchases (P)
Aug 19
WARREN KELCY L
Director · 647.97K sh @ 21.26 · $13.78M
Aug 18
WARREN KELCY L
Director · 352.03K sh @ 21.27 · $7.49M
Aug 07
Perry James Richard
Director · 12.36K sh @ 20.23 · $250,000
Open-market sales (S)
No open-market insider sales in our coverage window.
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q2 2026 ·
Methodology ·
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