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Energy Transfer L P

CUSIP: 29273V704 | 63 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Magnus Financial Group LLC377,924
0.3% of portfolio›$4.2M
D.A. Davidson & Co.342,631
0.0% of portfolio›$3.8M
Lido Advisors, LLC204,771
0.0% of portfolio›$2.3M
Kestra Advisory Services, LLC135,688
0.0% of portfolio›$1.5M
Phraction Management LLC135,630
0.3% of portfolio›$1.5M
Cambridge Investment Research Advisors, Inc.111,968
0.0% of portfolio›$1.2K
HUB Investment Partners, LLC71,604
0.0% of portfolio›$788.4K
Sowell Financial Services LLC61,097
0.0% of portfolio›$672.7K
Clear Harbor Asset Management, LLC58,150
0.0% of portfolio›$640.2K
Chicago Partners Investment Group LLC45,871
0.0% of portfolio›$487.6K
Regions Financial Corp43,635
0.0% of portfolio›$480.4K
Mezzasalma Advisors, LLC40,640
0.1% of portfolio›$447.4K
Lazari Capital Management, Inc.28,500
0.1% of portfolio›$313.8K
XML Financial, LLC23,750
0.0% of portfolio›$261.5K
Beacon Financial Advisory LLC21,766
0.0% of portfolio›$239.6K
Sigma Planning Corp21,657
0.0% of portfolio›$238.4K
US Bancorp \de\20,000
0.0% of portfolio›$220.2K
Commonwealth Equity Services, LLC19,374
0.0% of portfolio›$213.3K
Parcion Private Wealth LLC17,232
0.0% of portfolio›$189.7K
Choreo, LLC15,800
0.0% of portfolio›$174.0K
Samalin Investment Counsel, LLC10,684
0.0% of portfolio›$117.6K
OceanIQ Capital, LLC10,000
0.1% of portfolio›$103.8K
Abel Hall, LLC10,000
0.0% of portfolio›$110.1K
Northcape Wealth Management, LLC10,000
0.0% of portfolio›$110.1K
Kozak & Associates, Inc.8,245
0.0% of portfolio›$88.1K
EverSource Wealth Advisors, LLC5,000
0.0% of portfolio›$55.1K
Fifth Third Bancorp4,682
0.0% of portfolio›$51.5K
Jnba Financial Advisors3,000
0.0% of portfolio›$33.0K
Wilmington Savings Fund Society, FSB2,000
0.0% of portfolio›$22.0K
Signaturefd, LLC1
0.0% of portfolio›$9
StyleTurnoverLocationFiled
Magnus Financial Group LLC
377,924$4.2M0.3%ETFLowNew York, NY2026-10-21
D.A. Davidson & Co.
342,631$3.8M0.0%CoreLowGreat Falls, MT2026-10-28
Lido Advisors, LLC
204,771$2.3M0.0%GrowthLowLos Angeles, CA2026-11-04
Kestra Advisory Services, LLC
135,688$1.5M0.0%CoreLowAustin, TX2026-11-02
Phraction Management LLC
135,630$1.5M0.3%GrowthLowColchester, CT2026-10-14
Cambridge Investment Research Advisors, Inc.
111,968$1.2K0.0%ETFLowFairfield, IA2026-11-02
HUB Investment Partners, LLC
71,604$788.4K0.0%GrowthLowAustin, TX2026-11-03
Sowell Financial Services LLC
61,097$672.7K0.0%CoreLowNorth Little Rock, AR2026-10-23
Clear Harbor Asset Management, LLC
58,150$640.2K0.0%CoreLowStamford, CT2026-11-05
Chicago Partners Investment Group LLC
45,871$487.6K0.0%GARPLowChicago, IL2026-10-27
Regions Financial Corp
43,635$480.4K0.0%CoreLowBirmingham, AL2026-11-05
Mezzasalma Advisors, LLC
40,640$447.4K0.1%GrowthLowTinton Falls, NJ2026-10-14
Lazari Capital Management, Inc.
28,500$313.8K0.1%GrowthLowBurbank, CA2026-10-20
XML Financial, LLC
23,750$261.5K0.0%ETFLowBethesda, MD2026-10-29
Beacon Financial Advisory LLC
21,766$239.6K0.0%ETFLowCleveland, OH2026-10-16
Sigma Planning Corp
21,657$238.4K0.0%GrowthMediumAnn Arbor, MI2026-10-23
US Bancorp \de\
20,000$220.2K0.0%IndexLowMinneapolis, MN2026-11-05
Commonwealth Equity Services, LLC
19,374$213.3K0.0%ETFLowWaltham, MA2026-11-02
Parcion Private Wealth LLC
17,232$189.7K0.0%CoreMediumBellevue, WA2026-10-28
Choreo, LLC
15,800$174.0K0.0%IndexLowRockford, IL2026-10-28
Samalin Investment Counsel, LLC
10,684$117.6K0.0%YieldMediumChappaqua, NY2026-10-23
OceanIQ Capital, LLC
10,000$103.8K0.1%GrowthN/APalo Alto, CA2026-10-19
Abel Hall, LLC
10,000$110.1K0.0%CoreMediumBaton Rouge, LA2026-10-19
Northcape Wealth Management, LLC
10,000$110.1K0.0%CoreLowWilliamsville, NY2026-11-04
Kozak & Associates, Inc.
8,245$88.1K0.0%ETFLowHighlands Ranch, CO2026-10-29
EverSource Wealth Advisors, LLC
5,000$55.1K0.0%CoreMediumBirmingham, AL2026-11-04
Fifth Third Bancorp
4,682$51.5K0.0%IndexVery LowCincinnati, OH2026-11-05
Jnba Financial Advisors
3,000$33.0K0.0%ETFMediumBloomington, MN2026-11-03
Wilmington Savings Fund Society, FSB
2,000$22.0K0.0%CoreLowWilmington, DE2026-10-23
Signaturefd, LLC
1$90.0%IndexLowAtlanta, GA2026-10-23