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Energy Transfer L P

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Magnus Financial Group LLC
INCREASED
Shares377,924 from 370,051
Change+7,873 (+2%)
Value$4.2M (-$79.9K)
Filed 2026-10-21
D.A. Davidson & Co.
DECREASED
Shares342,631 from 357,533
Change-14,902 (-4%)
Value$3.8M (-$325.0K)
Filed 2026-10-28
Lido Advisors, LLC
UNCHANGED
Shares204,771 from 204,771
Change0 (0%)
Value$2.3M (-$92.2K)
Filed 2026-11-04
Kestra Advisory Services, LLC
INCREASED
Shares135,688 from 134,388
Change+1,300 (+1%)
Value$1.5M (-$46.2K)
Filed 2026-11-02
Phraction Management LLC
INCREASED
Shares135,630 from 71,510
Change+64,120 (+90%)
Value$1.5M (+$673.8K)
Filed 2026-10-14
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares111,968 from 29,401
Change+82,567 (+281%)
Value$1.2K (+$896)
Filed 2026-11-02
HUB Investment Partners, LLC
INCREASED
Shares71,604 from 22,202
Change+49,402 (+223%)
Value$788.4K (+$533.9K)
Filed 2026-11-03
Sowell Financial Services LLC
DECREASED
Shares61,097 from 63,097
Change-2,000 (-3%)
Value$672.7K (-$50.4K)
Filed 2026-10-23
Clear Harbor Asset Management, LLC
UNCHANGED
Shares58,150 from 58,150
Change0 (0%)
Value$640.2K (-$26.2K)
Filed 2026-11-05
Chicago Partners Investment Group LLC
UNCHANGED
Shares45,871 from 45,871
Change0 (0%)
Value$487.6K (-$41.3K)
Filed 2026-10-27
Regions Financial Corp
INCREASED
Shares43,635 from 18,635
Change+25,000 (+134%)
Value$480.4K (+$266.9K)
Filed 2026-11-05
Mezzasalma Advisors, LLC
UNCHANGED
Shares40,640 from 40,640
Change0 (0%)
Value$447.4K (-$18.3K)
Filed 2026-10-14
Lazari Capital Management, Inc.
INCREASED
Shares28,500 from 24,500
Change+4,000 (+16%)
Value$313.8K (+$33.0K)
Filed 2026-10-20
Terril Brothers, Inc.
UNCHANGED
Shares27,125 from 27,125
Change0 (0%)
Value$298.6K (-$12.2K)
Filed 2026-11-06
XML Financial, LLC
UNCHANGED
Shares23,750 from 23,750
Change0 (0%)
Value$261.5K (-$10.7K)
Filed 2026-10-29
Beacon Financial Advisory LLC
UNCHANGED
Shares21,766 from 21,766
Change0 (0%)
Value$239.6K (-$9.8K)
Filed 2026-10-16
Sigma Planning Corp
DECREASED
Shares21,657 from 29,461
Change-7,804 (-26%)
Value$238.4K (-$99.2K)
Filed 2026-10-23
US Bancorp \de\
UNCHANGED
Shares20,000 from 20,000
Change0 (0%)
Value$220.2K (-$9.0K)
Filed 2026-11-05
Commonwealth Equity Services, LLC
DECREASED
Shares19,374 from 84,091
Change-64,717 (-77%)
Value$213.3K (-$750.4K)
Filed 2026-11-02
Parcion Private Wealth LLC
UNCHANGED
Shares17,232 from 17,232
Change0 (0%)
Value$189.7K (-$7.8K)
Filed 2026-10-28
Choreo, LLC
UNCHANGED
Shares15,800 from 15,800
Change0 (0%)
Value$174.0K (-$7.1K)
Filed 2026-10-28
Samalin Investment Counsel, LLC
UNCHANGED
Shares10,684 from 10,684
Change0 (0%)
Value$117.6K (-$4.8K)
Filed 2026-10-23
Abel Hall, LLC
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$110.1K (-$4.5K)
Filed 2026-10-19
Northcape Wealth Management, LLC
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$110.1K (-$4.5K)
Filed 2026-11-04
OceanIQ Capital, LLC
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$103.8K (-$11.1K)
Filed 2026-10-19
Kozak & Associates, Inc.
UNCHANGED
Shares8,245 from 8,245
Change0 (0%)
Value$88.1K (-$6.1K)
Filed 2026-10-29
EverSource Wealth Advisors, LLC
UNCHANGED
Shares5,000 from 5,000
Change0 (0%)
Value$55.1K (-$2.3K)
Filed 2026-11-04
Fifth Third Bancorp
UNCHANGED
Shares4,682 from 4,682
Change0 (0%)
Value$51.5K (-$2.1K)
Filed 2026-11-05
Jnba Financial Advisors
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$33.0K (-$1.4K)
Filed 2026-11-03
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$22.0K (-$900)
Filed 2026-10-23
Signaturefd, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$9 (-$1)
Filed 2026-10-23
Mraz, Amerine & Associates, Inc.
CLOSED
Shares0 from 20,697
Change-20,697 (-100%)
Value$0 (-$237.2K)
Filed 2026-10-30
Infrastructure Capital Advisors, LLC
N/A
Shares— from 5,251,455
Change-5,251,455 (-100%)
Value—
KIM, LLC
N/A
Shares— from 2,074,034
Change-2,074,034 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 481,835
Change-481,835 (-100%)
Value—
UBS Group AG
N/A
Shares— from 475,515
Change-475,515 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 464,388
Change-464,388 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 354,336
Change-354,336 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 205,763
Change-205,763 (-100%)
Value—
&partners
N/A
Shares— from 119,373
Change-119,373 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 81,727
Change-81,727 (-100%)
Value—
Kamunting Street Capital Management, L.P.
N/A
Shares— from 64,481
Change-64,481 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 63,015
Change-63,015 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 47,842
Change-47,842 (-100%)
Value—
One Charles Private Wealth Services, LLC
N/A
Shares— from 39,888
Change-39,888 (-100%)
Value—
Oxbow Advisors, LLC
N/A
Shares— from 21,719
Change-21,719 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 20,000
Change-20,000 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 19,618
Change-19,618 (-100%)
Value—
Pasadena Private Wealth, LLC
N/A
Shares— from 15,200
Change-15,200 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 13,541
Change-13,541 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 13,000
Change-13,000 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 9,157
Change-9,157 (-100%)
Value—
Horizon Kinetics Asset Management LLC
N/A
Shares— from 8,300
Change-8,300 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 7,387
Change-7,387 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 5,574
Change-5,574 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 1,335
Change-1,335 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 132
Change-132 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 24
Change-24 (-100%)
Value—
Status
Magnus Financial Group LLC
INCREASED377,924370,051+7,873+2%$4.2M$4.2M-$79.9K2026-10-21
D.A. Davidson & Co.
DECREASED342,631357,533-14,902-4%$4.1M$3.8M-$325.0K2026-10-28
Lido Advisors, LLC
UNCHANGED204,771204,77100%$2.3M$2.3M-$92.2K2026-11-04
Kestra Advisory Services, LLC
INCREASED135,688134,388+1,300+1%$1.5M$1.5M-$46.2K2026-11-02
Phraction Management LLC
INCREASED135,63071,510+64,120+90%$819.5K$1.5M+$673.8K2026-10-14
Cambridge Investment Research Advisors, Inc.
INCREASED111,96829,401+82,567+281%$337$1.2K+$8962026-11-02
HUB Investment Partners, LLC
INCREASED71,60422,202+49,402+223%$254.4K$788.4K+$533.9K2026-11-03
Sowell Financial Services LLC
DECREASED61,09763,097-2,000-3%$723.1K$672.7K-$50.4K2026-10-23
Clear Harbor Asset Management, LLC
UNCHANGED58,15058,15000%$666.4K$640.2K-$26.2K2026-11-05
Chicago Partners Investment Group LLC
UNCHANGED45,87145,87100%$528.9K$487.6K-$41.3K2026-10-27
Regions Financial Corp
INCREASED43,63518,635+25,000+134%$213.6K$480.4K+$266.9K2026-11-05
Mezzasalma Advisors, LLC
UNCHANGED40,64040,64000%$465.7K$447.4K-$18.3K2026-10-14
Lazari Capital Management, Inc.
INCREASED28,50024,500+4,000+16%$280.8K$313.8K+$33.0K2026-10-20
Terril Brothers, Inc.
UNCHANGED27,12527,12500%$310.9K$298.6K-$12.2K2026-11-06
XML Financial, LLC
UNCHANGED23,75023,75000%$272.2K$261.5K-$10.7K2026-10-29
Beacon Financial Advisory LLC
UNCHANGED21,76621,76600%$249.4K$239.6K-$9.8K2026-10-16
Sigma Planning Corp
DECREASED21,65729,461-7,804-26%$337.6K$238.4K-$99.2K2026-10-23
US Bancorp \de\
UNCHANGED20,00020,00000%$229.2K$220.2K-$9.0K2026-11-05
Commonwealth Equity Services, LLC
DECREASED19,37484,091-64,717-77%$963.7K$213.3K-$750.4K2026-11-02
Parcion Private Wealth LLC
UNCHANGED17,23217,23200%$197.5K$189.7K-$7.8K2026-10-28
Choreo, LLC
UNCHANGED15,80015,80000%$181.1K$174.0K-$7.1K2026-10-28
Samalin Investment Counsel, LLC
UNCHANGED10,68410,68400%$122.4K$117.6K-$4.8K2026-10-23
Abel Hall, LLC
UNCHANGED10,00010,00000%$114.6K$110.1K-$4.5K2026-10-19
Northcape Wealth Management, LLC
UNCHANGED10,00010,00000%$114.6K$110.1K-$4.5K2026-11-04
OceanIQ Capital, LLC
UNCHANGED10,00010,00000%$114.9K$103.8K-$11.1K2026-10-19
Kozak & Associates, Inc.
UNCHANGED8,2458,24500%$94.2K$88.1K-$6.1K2026-10-29
EverSource Wealth Advisors, LLC
UNCHANGED5,0005,00000%$57.3K$55.1K-$2.3K2026-11-04
Fifth Third Bancorp
UNCHANGED4,6824,68200%$53.7K$51.5K-$2.1K2026-11-05
Jnba Financial Advisors
UNCHANGED3,0003,00000%$34.4K$33.0K-$1.4K2026-11-03
Wilmington Savings Fund Society, FSB
UNCHANGED2,0002,00000%$22.9K$22.0K-$9002026-10-23
Signaturefd, LLC
UNCHANGED1100%$10$9-$12026-10-23
Mraz, Amerine & Associates, Inc.
CLOSED020,697-20,697-100%$237.2K$0-$237.2K2026-10-30
Infrastructure Capital Advisors, LLC
N/A—5,251,455-5,251,455-100%$60.2M———
KIM, LLC
N/A—2,074,034-2,074,034-100%$23.8M———
Wells Fargo & Company
N/A—481,835-481,835-100%$5.5M———
UBS Group AG
N/A—475,515-475,515-100%$5.4M———
LPL Financial LLC
N/A—464,388-464,388-100%$5.3M———
Guggenheim Capital LLC
N/A—354,336-354,336-100%$4.1M———
Morgan Stanley
N/A—205,763-205,763-100%$2.4M———
&partners
N/A—119,373-119,373-100%$1.4M———
Raymond James Financial Inc
N/A—81,727-81,727-100%$936.6K———
Kamunting Street Capital Management, L.P.
N/A—64,481-64,481-100%$739.0K———
Cetera Investment Advisers
N/A—63,015-63,015-100%$722.2K———
Janney Montgomery Scott LLC
N/A—47,842-47,842-100%$548———
One Charles Private Wealth Services, LLC
N/A—39,888-39,888-100%$457.1K———
Oxbow Advisors, LLC
N/A—21,719-21,719-100%$248.9K———
Arax Advisory Partners
N/A—20,000-20,000-100%$229.2K———
Mariner, LLC
N/A—19,618-19,618-100%$224.8K———
Pasadena Private Wealth, LLC
N/A—15,200-15,200-100%$174.2K———
Advisory Services Network, LLC
N/A—13,541-13,541-100%$155.2K———
Rockefeller Capital Management L.P.
N/A—13,000-13,000-100%$149.0K———
Royal Bank of Canada
N/A—9,157-9,157-100%$105.0K———
Horizon Kinetics Asset Management LLC
N/A—8,300-8,300-100%$95.1K———
Osaic Holdings, Inc.
N/A—7,387-7,387-100%$84.7K———
Global Retirement Partners, LLC
N/A—5,574-5,574-100%$63.9K———
Harbour Investments, Inc.
N/A—1,335-1,335-100%$15.3K———
Frazier Financial Advisors, LLC
N/A—132-132-100%$1.5K———
Bank of Montreal
N/A—24-24-100%$275———
Showing 58 of 58 institutions