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Security record

ET

Energy Transfer LP · Energy · Oil & Gas Midstream

21.02 -0.3% mkt cap $72.33B quote delayed (FMP) · as of Aug 25 22:08 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
88Tracked holders
-2Δ holders
566.10MShares held
$10.80BReported value
+0New positions
−2Exits
Stable Conviction score 53/100 6 quarters of rising tracked shares ●●●●●● How these are computed → Explain this at the Research Desk →

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
QuarterHoldersΔSharesReported valueNewExits
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
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Morgan Stanley 85.82M -1.8% $1.64B 0.1% ▼ Trim 4 SEC ↗
2 Morgan Stanley 85.82M -1.8% $1.64B 0.1% ▼ Trim 4 SEC ↗
3 Morgan Stanley 85.82M -1.8% $1.64B 0.1% ▼ Trim 4 SEC ↗
4 Morgan Stanley 85.82M -1.8% $1.64B 0.1% ▼ Trim 4 SEC ↗
5 Morgan Stanley 85.82M -1.8% $1.64B 0.1% ▼ Trim 4 SEC ↗
6 Morgan Stanley 85.82M -1.8% $1.64B 0.1% ▼ Trim 4 SEC ↗
7 Morgan Stanley 85.82M -1.8% $1.64B 0.1% ▼ Trim 4 SEC ↗
8 Morgan Stanley 85.82M -1.8% $1.64B 0.1% ▼ Trim 4 SEC ↗
9 Morgan Stanley 85.82M -1.8% $1.64B 0.1% ▼ Trim 4 SEC ↗
10 Morgan Stanley 85.82M -1.8% $1.64B 0.1% ▼ Trim 4 SEC ↗
11 Morgan Stanley 85.82M -1.8% $1.64B 0.1% ▼ Trim 4 SEC ↗
12 JPMorgan Chase 81.08M +12.3% $1.55B 0.1% ▲ Add 4 SEC ↗
13 JPMorgan Chase 81.08M +12.3% $1.55B 0.1% ▲ Add 4 SEC ↗
14 JPMorgan Chase 81.08M +12.3% $1.55B 0.1% ▲ Add 4 SEC ↗
15 JPMorgan Chase 81.08M +12.3% $1.55B 0.1% ▲ Add 4 SEC ↗
16 JPMorgan Chase 81.08M +12.3% $1.55B 0.1% ▲ Add 4 SEC ↗
17 JPMorgan Chase 81.08M +12.3% $1.55B 0.1% ▲ Add 4 SEC ↗
18 Goldman Sachs Group 62.82M +4.0% $1.20B 0.1% ▲ Add 4 SEC ↗
19 Goldman Sachs Group 62.82M +4.0% $1.20B 0.1% ▲ Add 4 SEC ↗
20 Goldman Sachs Group 62.82M +4.0% $1.20B 0.1% ▲ Add 4 SEC ↗
21 Invesco Ltd. 54.93M -2.1% $1.05B 0.1% ▼ Trim 3 SEC ↗
22 Invesco Ltd. 54.93M -2.1% $1.05B 0.1% ▼ Trim 3 SEC ↗
23 Invesco Ltd. 54.93M -2.1% $1.05B 0.1% ▼ Trim 3 SEC ↗
24 Invesco Ltd. 54.93M -2.1% $1.05B 0.1% ▼ Trim 3 SEC ↗
25 UBS Group AG 31.02M -1.4% $589.53M 0.1% ▼ Trim 3 SEC ↗
26 UBS Group AG 31.02M -1.4% $589.53M 0.1% ▼ Trim 3 SEC ↗
27 UBS Group AG 31.02M -1.4% $589.53M 0.1% ▼ Trim 3 SEC ↗
28 UBS Group AG 31.02M -1.4% $589.53M 0.1% ▼ Trim 3 SEC ↗
29 UBS Group AG 31.02M -1.4% $589.53M 0.1% ▼ Trim 3 SEC ↗
30 Bank Of America Corp /De/ 28.14M -9.1% $538.04M 0.0% ▼ Trim 3 SEC ↗
31 Bank Of America Corp /De/ 28.14M -9.1% $538.04M 0.0% ▼ Trim 3 SEC ↗
32 Bank Of America Corp /De/ 28.14M -9.1% $538.04M 0.0% ▼ Trim 3 SEC ↗
33 MIRAE ASSET GLOBAL ETFS HOLDINGS… 24.42M +2.2% $466.83M 0.6% ▲ Add 3 SEC ↗
34 Fidelity (FMR) 21.97M -7.5% $420.12M 0.0% ▼ Trim 5 SEC ↗
35 Fidelity (FMR) 21.97M -7.5% $420.12M 0.0% ▼ Trim 5 SEC ↗
36 Fidelity (FMR) 21.97M -7.5% $420.12M 0.0% ▼ Trim 5 SEC ↗
37 Neuberger Berman Group LLC 16.69M +5.4% $319.13M 0.2% ▲ Add 3 SEC ↗
38 Neuberger Berman Group LLC 16.69M +5.4% $319.13M 0.2% ▲ Add 3 SEC ↗
39 CIBC Bancorp USA Inc. 13.53M +0.2% $258.62M 0.3% ▲ Add 2 SEC ↗
40 CIBC Bancorp USA Inc. 13.53M +0.2% $258.62M 0.3% ▲ Add 2 SEC ↗
41 Clearbridge Investments, LLC 13.31M +1.5% $254.45M 0.2% ▲ Add 3 SEC ↗
42 Wells Fargo & Company/Mn 13.39M +3.0% $252.38M 0.0% ▲ Add 3 SEC ↗
43 Wells Fargo & Company/Mn 13.39M +3.0% $252.38M 0.0% ▲ Add 3 SEC ↗
44 Wells Fargo & Company/Mn 13.39M +3.0% $252.38M 0.0% ▲ Add 3 SEC ↗
45 Wells Fargo & Company/Mn 13.39M +3.0% $252.38M 0.0% ▲ Add 3 SEC ↗
46 Wells Fargo & Company/Mn 13.39M +3.0% $252.38M 0.0% ▲ Add 3 SEC ↗
47 Wells Fargo & Company/Mn 13.39M +3.0% $252.38M 0.0% ▲ Add 3 SEC ↗
48 Bnp Paribas Financial Markets 10.35M -6.2% $197.86M 0.1% ▼ Trim 3 SEC ↗
49 BROOKFIELD Corp /ON/ 8.53M +32.3% $163.07M 0.2% ▲ Add 3 SEC ↗
50 Raymond James Financial Inc 8.54M +7.9% $162.66M 0.0% ▲ Add 3 SEC ↗
51 Raymond James Financial Inc 8.54M +7.9% $162.66M 0.0% ▲ Add 3 SEC ↗
52 Raymond James Financial Inc 8.54M +7.9% $162.66M 0.0% ▲ Add 3 SEC ↗
53 Raymond James Financial Inc 8.54M +7.9% $162.66M 0.0% ▲ Add 3 SEC ↗
54 Raymond James Financial Inc 8.54M +7.9% $162.66M 0.0% ▲ Add 3 SEC ↗
55 Raymond James Financial Inc 8.54M +7.9% $162.66M 0.0% ▲ Add 3 SEC ↗
56 LPL Financial LLC 7.97M +4.9% $148.92M 0.0% ▲ Add 3 SEC ↗
57 LPL Financial LLC 7.97M +4.9% $148.92M 0.0% ▲ Add 3 SEC ↗
58 Barclays Plc 7.15M -27.6% $136.75M 0.0% ▼ Trim 3 SEC ↗
59 Barclays Plc 7.15M -27.6% $136.75M 0.0% ▼ Trim 3 SEC ↗
60 Barclays Plc 7.15M -27.6% $136.75M 0.0% ▼ Trim 3 SEC ↗
61 Stifel Financial Corp 6.57M -1.8% $125.63M 0.1% ▼ Trim 3 SEC ↗
62 Stifel Financial Corp 6.57M -1.8% $125.63M 0.1% ▼ Trim 3 SEC ↗
63 Stifel Financial Corp 6.57M -1.8% $125.63M 0.1% ▼ Trim 3 SEC ↗
64 Stifel Financial Corp 6.57M -1.8% $125.63M 0.1% ▼ Trim 3 SEC ↗
65 Stifel Financial Corp 6.57M -1.8% $125.63M 0.1% ▼ Trim 3 SEC ↗
66 Citigroup Inc 5.73M +6.3% $109.52M 0.1% ▲ Add 3 SEC ↗
67 Citigroup Inc 5.73M +6.3% $109.52M 0.1% ▲ Add 3 SEC ↗
68 Rockefeller Capital Management L.P. 4.94M -4.0% $94.27M 0.1% ▼ Trim 3 SEC ↗
69 Rockefeller Capital Management L.P. 4.94M -4.0% $94.27M 0.1% ▼ Trim 3 SEC ↗
70 Rockefeller Capital Management L.P. 4.94M -4.0% $94.27M 0.1% ▼ Trim 3 SEC ↗
71 Rockefeller Capital Management L.P. 4.94M -4.0% $94.27M 0.1% ▼ Trim 3 SEC ↗
72 Hrt Financial Lp 4.20M -7.5% $80.27M 0.1% ▼ Trim 3 SEC ↗
73 Hrt Financial Lp 4.20M -7.5% $80.27M 0.1% ▼ Trim 3 SEC ↗
74 Royal Bank Of Canada 4.03M +1.1% $77.02M 0.0% ▲ Add 3 SEC ↗
75 Royal Bank Of Canada 4.03M +1.1% $77.02M 0.0% ▲ Add 3 SEC ↗
76 Royal Bank Of Canada 4.03M +1.1% $77.02M 0.0% ▲ Add 3 SEC ↗
77 Royal Bank Of Canada 4.03M +1.1% $77.02M 0.0% ▲ Add 3 SEC ↗
78 Royal Bank Of Canada 4.03M +1.1% $77.02M 0.0% ▲ Add 3 SEC ↗
79 Royal Bank Of Canada 4.03M +1.1% $77.02M 0.0% ▲ Add 3 SEC ↗
80 Royal Bank Of Canada 4.03M +1.1% $77.02M 0.0% ▲ Add 3 SEC ↗
81 BlackRock (passive) 4.02M +0.4% $76.82M 0.0% ▲ Add 5 SEC ↗
82 BlackRock (passive) 4.02M +0.4% $76.82M 0.0% ▲ Add 5 SEC ↗
83 BlackRock (passive) 4.02M +0.4% $76.82M 0.0% ▲ Add 5 SEC ↗
84 BlackRock (passive) 4.02M +0.4% $76.82M 0.0% ▲ Add 5 SEC ↗
85 BlackRock (passive) 4.02M +0.4% $76.82M 0.0% ▲ Add 5 SEC ↗
86 BlackRock (passive) 4.02M +0.4% $76.82M 0.0% ▲ Add 5 SEC ↗
87 Allianz Asset Management GmbH 2.96M +11.5% $56.55M 0.1% ▲ Add 3 SEC ↗
88 Osaic Holdings, Inc. 2.96M +3.3% $56.52M 0.1% ▲ Add 3 SEC ↗
89 Osaic Holdings, Inc. 2.96M +3.3% $56.52M 0.1% ▲ Add 3 SEC ↗
90 Osaic Holdings, Inc. 2.96M +3.3% $56.52M 0.1% ▲ Add 3 SEC ↗
91 Osaic Holdings, Inc. 2.96M +3.3% $56.52M 0.1% ▲ Add 3 SEC ↗
92 Osaic Holdings, Inc. 2.96M +3.3% $56.52M 0.1% ▲ Add 3 SEC ↗
93 HighTower Advisors, LLC 2.75M -2.3% $52.65M 0.1% ▼ Trim 3 SEC ↗
94 Susquehanna International Group, Llp 2.43M +71.1% $46.50M 0.0% ▲ Add 3 SEC ↗
95 Susquehanna International Group, Llp 2.43M +71.1% $46.50M 0.0% ▲ Add 3 SEC ↗
96 Nuveen, LLC 2.19M +16.8% $41.81M 0.0% ▲ Add 3 SEC ↗
97 Victory Capital Management Inc 2.16M 0.0% $41.29M 0.0% ▲ Add 3 SEC ↗
98 Cetera Investment Advisers 2.07M -4.9% $39.18M 0.0% ▼ Trim 3 SEC ↗
99 Cetera Investment Advisers 2.07M -4.9% $39.18M 0.0% ▼ Trim 3 SEC ↗
100 Corient Private Wealth LP 1.87M +7.8% $35.73M 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.

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: Q2 2026 · Methodology · Get this via the API