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Security record · archived quarter

ET

Energy Transfer LP · Energy · Oil & Gas Midstream

20.25 +1.8% mkt cap $69.71B quote delayed (FMP) · as of Oct 23 22:08 UTC · separate from filing data below

Q3 2026 Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024
91Tracked holders
0Δ holders
559.60MShares held
$10.78BReported value
+4New positions
−4Exits
Rising Conviction score 58/100 5 quarters of rising tracked shares ●●●●●○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth 0.0% · share flow +9.1% · net new positions 0.0% · formula

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q3 2026 2 0 974.92K $20.09M n/a −1
Q2 2026 87 -2 563.35M $10.75B n/a −3
Q1 2026 91 0 559.60M $10.78B +4 −4
Q4 2025 90 -2 499.20M $8.23B n/a −2
Q3 2025 11 -2 247.94M $4.25B n/a −2
Q2 2025 10 +1 51.80M $939.19M +1 n/a
Q1 2025 7 +1 7.70M $143.22M +1 n/a
Q4 2024 6 +1 5.19M $101.75M +1 n/a
Q3 2024 5 0 12.37M $198.48M n/a n/a
Q2 2024 5 n/a 8.28M $134.32M n/a n/a
Holder count
Who holds it · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Morgan Stanley ✦ 87.43M +1.3% $1.69B 0.1% ▲ Add 3 SEC ↗ ×10
2 JPMorgan Chase ✦ 72.21M +96.7% $1.41B 0.1% ▲ Add 3 SEC ↗ ×6
3 Goldman Sachs Group ✦ 60.42M +17.0% $1.17B 0.2% ▲ Add 3 SEC ↗ ×3
4 Invesco Ltd. 56.09M +2.0% $1.08B 0.1% ▲ Add 2 SEC ↗ ×5
5 UBS Group AG 31.45M -0.1% $603.28M 0.1% ▼ Trim 2 SEC ↗ ×4
6 Bank Of America Corp /De/ 30.96M +5.7% $597.46M 0.0% ▲ Add 2 SEC ↗ ×4
7 MIRAE ASSET GLOBAL ETFS HOLDINGS… 23.90M +5.9% $461.24M 0.6% ▲ Add 2 SEC ↗
8 Fidelity (FMR) ✦ 23.76M +7.5% $458.48M 0.0% ▲ Add 4 SEC ↗ ×3
9 Neuberger Berman Group LLC 15.84M -0.7% $305.71M 0.2% ▼ Trim 2 SEC ↗ ×2
10 CIBC Bancorp USA Inc. 13.50M n/a $260.62M 0.4% n/c 1 SEC ↗ ×2
11 Clearbridge Investments, LLC 13.11M +0.7% $252.99M 0.2% ▲ Add 2 SEC ↗
12 Wells Fargo & Company/Mn 13.01M +2.0% $247.35M 0.0% ▲ Add 2 SEC ↗ ×6
13 Bnp Paribas Financial Markets 11.03M -13.2% $212.94M 0.1% ▼ Trim 2 SEC ↗
14 Barclays Plc 9.88M +301.4% $190.73M 0.1% ▲ Add 2 SEC ↗ ×2
15 Raymond James Financial Inc 7.92M +6.3% $152.21M 0.0% ▲ Add 2 SEC ↗ ×6
16 LPL Financial LLC 7.60M -1.2% $143.15M 0.0% ▼ Trim 2 SEC ↗ ×2
17 Stifel Financial Corp 6.69M +3.9% $129.14M 0.1% ▲ Add 2 SEC ↗ ×4
18 BROOKFIELD Corp /ON/ 6.45M -8.8% $124.39M 0.2% ▼ Trim 2 SEC ↗
19 Citigroup Inc 5.39M +10.9% $103.95M 0.1% ▲ Add 2 SEC ↗ ×2
20 Rockefeller Capital Management L.P. 5.14M +13.1% $99.19M 0.2% ▲ Add 2 SEC ↗ ×3
21 Hrt Financial Lp 4.54M +29.0% $87.58M 0.2% ▲ Add 2 SEC ↗ ×2
22 BlackRock ✦ (passive) 4.00M +0.9% $77.22M 0.0% ▲ Add 4 SEC ↗ ×6
23 Royal Bank Of Canada 3.99M -16.0% $76.91M 0.0% ▼ Trim 2 SEC ↗ ×7
24 Osaic Holdings, Inc. 2.86M +0.2% $55.14M 0.1% ▲ Add 2 SEC ↗ ×5
25 HighTower Advisors, LLC 2.82M +3.6% $54.39M 0.1% ▲ Add 2 SEC ↗
26 Allianz Asset Management GmbH 2.65M +23.1% $51.20M 0.1% ▲ Add 2 SEC ↗
27 Victory Capital Management Inc 2.16M +5614.6% $41.66M 0.0% ▲ Add 2 SEC ↗
28 Cetera Investment Advisers 2.18M -0.2% $41.61M 0.0% ▼ Trim 2 SEC ↗ ×2
29 Mariner, LLC 1.99M +8.9% $38.28M 0.0% ▲ Add 2 SEC ↗ ×4
30 Nuveen, LLC 1.87M -10.8% $36.14M 0.0% ▼ Trim 2 SEC ↗
31 Commonwealth Equity Services, Llc 1.84M +1.8% $34.83M 0.0% ▲ Add 2 SEC ↗ ×2
32 Jennison Associates Llc 1.58M +4.6% $30.57M 0.0% ▲ Add 2 SEC ↗
33 Appaloosa ✦ 1.58M -28.1% $30.42M 0.5% ▼ Trim 8 SEC ↗
34 Susquehanna International Group, Llp 1.42M -76.3% $27.43M 0.0% ▼ Trim 2 SEC ↗ ×2
35 Creative Planning 1.17M +30.6% $22.67M 0.0% ▲ Add 2 SEC ↗ ×2
36 Envestnet Asset Management Inc 1.15M +11.8% $22.11M 0.0% ▲ Add 2 SEC ↗
37 Jane Street Group, Llc 1.10M -29.4% $21.23M 0.0% ▼ Trim 2 SEC ↗ ×2
38 Tidal Investments LLC 1.03M +1290.3% $19.85M 0.1% ▲ Add 2 SEC ↗ ×2
39 Jones Financial Companies Lllp 936.66K +12.6% $18.42M 0.0% ▲ Add 2 SEC ↗ ×2
40 Group One Trading Llc 948.96K -30.5% $18.31M 0.6% ▼ Trim 2 SEC ↗
41 Northern Trust Corp 909.52K +130.7% $17.55M 0.0% ▲ Add 2 SEC ↗ ×2
42 Truist Financial Corp 904.32K +15.7% $17.45M 0.0% ▲ Add 2 SEC ↗ ×3
43 First Trust Advisors Lp 815.30K +26.9% $15.74M 0.0% ▲ Add 2 SEC ↗
44 Wealth Enhancement Advisory… 817.51K -25.1% $15.48M 0.0% ▼ Trim 2 SEC ↗
45 Captrust Financial Advisors 798.23K +4.6% $15.42M 0.0% ▲ Add 2 SEC ↗
46 Deutsche Bank Ag\ 696.21K 0.0% $13.44M 0.0% Held 2 SEC ↗
47 Corient Private Wealth LP 1.73M -54.6% $13.40M 0.0% ▼ Trim 2 SEC ↗
48 Nomura Holdings Inc 591.38K +0.6% $11.41M 0.1% ▲ Add 2 SEC ↗
49 Ameriprise Financial Inc 564.74K -8.2% $10.90M 0.0% ▼ Trim 2 SEC ↗ ×4
50 Ensign Peak Advisors, Inc 555.23K 0.0% $10.72M 0.0% Held 2 SEC ↗
51 Blair William & Co/Il 547.06K -0.1% $10.56M 0.0% ▼ Trim 2 SEC ↗
52 Brown Advisory Inc 531.29K +1.0% $10.25M 0.0% ▲ Add 2 SEC ↗ ×2
53 Lido Advisors, LLC 605.02K +73.0% $10.09M 0.0% ▲ Add 2 SEC ↗ ×4
54 Quantinno Capital Management LP 496.00K +9.5% $9.57M 0.0% ▲ Add 2 SEC ↗
55 Mercer Global Advisors Inc /Adv 464.31K -11.3% $8.96M 0.0% ▼ Trim 2 SEC ↗
56 Focus Partners Wealth 436.32K -8.4% $8.42M 0.0% ▼ Trim 2 SEC ↗
57 Simplex Trading, Llc 394.23K -46.2% $7.61M 0.2% ▼ Trim 2 SEC ↗
58 Cibc World Market Inc. 354.73K -4.0% $6.85M 0.0% ▼ Trim 2 SEC ↗
59 Cerity Partners LLC 344.68K +14.2% $6.65M 0.0% ▲ Add 2 SEC ↗ ×2
60 Us Bancorp \De\ 344.11K -1.7% $6.49M 0.0% ▼ Trim 2 SEC ↗ ×3
61 Northwestern Mutual Wealth… 329.40K +10.1% $6.36M 0.0% ▲ Add 2 SEC ↗
62 Cwm, Llc 284.10K +17.0% $5.48M 0.0% ▲ Add 2 SEC ↗ ×2
63 Pnc Financial Services Group, Inc. 268.56K +3.2% $5.18M 0.0% ▲ Add 2 SEC ↗ ×7
64 ProShare Advisors LLC 261.81K -11.3% $5.05M 0.0% ▼ Trim 2 SEC ↗
65 Bank Of Montreal /Can/ 225.78K -92.2% $4.36M 0.0% ▼ Trim 2 SEC ↗ ×7
66 IMC-Chicago, LLC 199.99K -2.7% $3.86M 0.1% ▼ Trim 2 SEC ↗
67 Fayez Sarofim & Co 183.02K +1.7% $3.53M 0.0% ▲ Add 2 SEC ↗ ×2
68 Franklin Resources Inc 175.34K +50.2% $3.38M 0.0% ▲ Add 2 SEC ↗ ×2
69 Bank of New York Mellon Corp 172.97K -37.2% $3.34M 0.0% ▼ Trim 2 SEC ↗ ×7
70 Fifth Third Bancorp 151.40K +19.0% $2.89M 0.0% ▲ Add 2 SEC ↗ ×2
71 Mml Investors Services, Llc 106.24K -50.8% $2.05M 0.0% ▼ Trim 2 SEC ↗
72 First Manhattan Co. Llc. 105.56K +4.4% $2.04M 0.0% ▲ Add 2 SEC ↗
73 Sumitomo Mitsui Trust Group, Inc. 88.00K 0.0% $1.70M 0.0% Held 2 SEC ↗
74 Sei Investments Co 87.71K -12.6% $1.69M 0.0% ▼ Trim 2 SEC ↗
75 Nomura Asset Management… 65.40K +17.7% $1.26M 0.0% ▲ Add 2 SEC ↗
76 Chevy Chase Trust Holdings, LLC 52.54K +3.2% $1.01M 0.0% ▲ Add 2 SEC ↗
77 TD Waterhouse Canada Inc. 51.34K +176.2% $964,659 0.0% ▲ Add 2 SEC ↗ ×2
78 National Bank Of Canada /Fi/ 47.54K +41.4% $916,365 0.0% ▲ Add 2 SEC ↗ ×2
79 Allspring Global Investments… 42.28K 0.0% $806,434 0.0% Held 2 SEC ↗ ×2
80 Bank Of Nova Scotia 32.63K New $629,806 0.0% New 1 SEC ↗
81 Lazard Asset Management Llc 27.77K +13.3% $536,000 0.0% ▲ Add 2 SEC ↗
82 GAMCO Investors ✦ 25.10K 0.0% $484,430 0.0% Held 8 SEC ↗
83 UBS AM, a distinct business unit of… 24.74K +3614.7% $477,482 0.0% ▲ Add 2 SEC ↗
84 Empower Advisory Group, LLC 23.45K -0.1% $452,489 0.0% ▼ Trim 2 SEC ↗
85 Fisher Asset Management ✦ 20.15K -37.0% $388,865 0.0% ▼ Trim 8 SEC ↗
86 Gotham Asset Management ✦ 18.25K New $352,206 0.0% New 1 SEC ↗
87 AQR Capital Management ✦ 15.87K -5.8% $306,310 0.0% ▼ Trim 6 SEC ↗
88 Assetmark, Inc 13.11K +159.3% $252,923 0.0% ▲ Add 2 SEC ↗
89 Baird Financial Group, Inc. 10.00K New $193,027 0.0% New 1 SEC ↗ ×2
90 Russell Investments Group, Ltd. 7.96K +49.2% $153,520 0.0% ▲ Add 2 SEC ↗
91 Toronto Dominion Bank 1.57K New $30,298 0.0% New 1 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.

New buyers

Bank Of Nova Scotia $629,806 0.0%
Gotham Asset Management $352,206 0.0%
Baird Financial Group, Inc. $193,027 0.0%
Toronto Dominion Bank $30,298 0.0%

Exited

Hsbc Holdings Plc $84.29M was 0.0%
Pacer Advisors, Inc. $5.90M was 0.0%
Alliancebernstein L.P. $202,909 was 0.0%
Financial Engines Advisors… $170,869 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.

Insider transactions

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: Q1 2026 · Methodology · Get this via the API