Energy Transfer LP (ET) — Institutional Holders, Q2 2026 (page 9)
1,305 institutional investment managers reported a ET position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $21.1B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 801 to 900. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
ET 13F holders ranked 801–900 of 1,305
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 801 | Heritage#801 · 20,832 sh | 20,832 | $398.3K | 0.03% | 0.0% |
| 802 | Edgemoor Investment Advisors#802 · 20,788 sh | 20,788 | $397.5K | 0.03% | +0.8% |
| 803 | E&G Advisors#803 · 20,712 sh | 20,712 | $396.0K | — | -0.3% |
| 804 | COMPASS FINANCIAL MANAGEMENT#804 · 19,488 sh | 19,488 | $395.1K | 0.05% | — |
| 805 | Parkway Wealth Management Group#805 · 20,651 sh | 20,651 | $394.8K | — | +9.0% |
| 806 | Tepp RIA#806 · 20,535 sh | 20,535 | $392.6K | — | 0.0% |
| 807 | SEARLE#807 · 20,499 sh | 20,499 | $391.9K | 0.09% | +3.9% |
| 808 | EASTERN BANK#808 · 20,440 sh | 20,440 | $390.8K | — | 0.0% |
| 809 | Legacy Financial Strategies#809 · 20,391 sh | 20,391 | $389.9K | — | 0.0% |
| 810 | JBR Financial Management#810 · 20,391 sh | 20,391 | $389.9K | — | 0.0% |
| 811 | FSB PREMIER WEALTH MANAGEMENT#811 · 20,381 sh | 20,381 | $389.7K | 0.11% | -5.7% |
| 812 | Southern Financial Group#812 · 20,243 sh | 20,243 | $387.1K | 0.10% | -2.1% |
| 813 | AGF MANAGEMENT LTD#813 · 20,176 sh | 20,176 | $385.8K | <0.01% | 0.0% |
| 814 | KENNEDY INVESTMENT GROUP#814 · 20,043 sh | 20,043 | $383.2K | — | +1.7% |
| 815 | Weil Company#815 · 19,983 sh | 19,983 | $382.1K | — | +0.1% |
| 816 | Bogart Wealth#816 · 19,935 sh | 19,935 | $381.1K | 0.01% | 0.0% |
| 817 | Shepherd Financial Partners#817 · 19,910 sh | 19,910 | $380.7K | 0.03% | +0.1% |
| 818 | United Advisor Group#818 · 19,863 sh | 19,863 | $379.8K | 0.04% | 0.0% |
| 819 | NAVELLIER & ASSOCIATES#819 · 19,750 sh | 19,750 | $377.6K | 0.03% | 0.0% |
| 820 | Koshinski Asset Management#820 · 19,623 sh | 19,623 | $375.2K | 0.02% | -15.0% |
| 821 | NATIXIS ADVISORS#821 · 19,642 sh | 19,642 | $375.0K | <0.01% | -12.5% |
| 822 | GatePass Capital#822 · 19,500 sh | 19,500 | $372.8K | 0.14% | -18.3% |
| 823 | GDS Wealth Management#823 · 19,394 sh | 19,394 | $370.8K | 0.02% | +2.8% |
| 824 | Purkiss Capital Advisors#824 · 19,304 sh | 19,304 | $369.1K | 0.14% | +0.8% |
| 825 | OneDigital Investment Advisors#825 · 19,277 sh | 19,277 | $368.6K | <0.01% | +6.3% |
| 826 | Westover Capital Advisors#826 · 19,200 sh | 19,200 | $367.1K | — | 0.0% |
| 827 | Family Management#827 · 19,162 sh | 19,162 | $366.4K | 0.04% | 0.0% |
| 828 | Modera Wealth Management#828 · 19,120 sh | 19,120 | $365.6K | <0.01% | +9.0% |
| 829 | MATTERN CAPITAL MANAGEMENT#829 · 19,003 sh | 19,003 | $363.3K | 0.04% | 0.0% |
| 830 | Van Hulzen Asset Management#830 · 18,920 sh | 18,920 | $361.8K | 0.03% | 0.0% |
| 831 | Trueblood Wealth Management#831 · 18,846 sh | 18,846 | $360.3K | — | 0.0% |
| 832 | Savvy Advisors#832 · 18,835 sh | 18,835 | $360.1K | <0.01% | +13.4% |
| 833 | PREVAIL INNOVATIVE WEALTH ADVISORS#833 · 18,789 sh | 18,789 | $359.3K | — | -10.9% |
| 834 | Bank of New Hampshire#834 · 18,783 sh | 18,783 | $359.1K | — | +14.8% |
| 835 | Register Financial Advisors#835 · 18,735 sh | 18,735 | $358.2K | — | +0.1% |
| 836 | Finer Wealth Management#836 · 18,697 sh | 18,697 | $357.5K | — | -25.0% |
| 837 | Salvus Wealth Management#837 · 18,673 sh | 18,673 | $357.0K | — | 0.0% |
| 838 | Fulcrum Asset Management LLP#838 · 18,664 sh | 18,664 | $355.7K | 0.04% | 0.0% |
| 839 | Cypress Capital Group#839 · 18,604 sh | 18,604 | $355.7K | 0.03% | -0.1% |
| 840 | Miracle Mile Advisors#840 · 18,558 sh | 18,558 | $354.8K | <0.01% | New |
| 841 | Purus Wealth Management#841 · 18,500 sh | 18,500 | $353.7K | — | +15.6% |
| 842 | FIRST COMMONWEALTH FINANCIAL#842 · 18,494 sh | 18,494 | $353.6K | 0.05% | -1.2% |
| 843 | HARMONY ASSET MANAGEMENT#843 · 18,459 sh | 18,459 | $352.9K | — | -0.9% |
| 844 | Arista Wealth Management#844 · 18,437 sh | 18,437 | $352.5K | 0.04% | 0.0% |
| 845 | Grey Fox Wealth Advisors#845 · 18,422 sh | 18,422 | $352.2K | 0.06% | 0.0% |
| 846 | Opus Capital Group#846 · 18,399 sh | 18,399 | $352.0K | 0.03% | 0.0% |
| 847 | Bison Wealth#847 · 18,251 sh | 18,251 | $351.3K | — | +7.0% |
| 848 | Cassaday & Wealth Management#848 · 18,330 sh | 18,330 | $350.5K | — | +901.6% |
| 849 | Gotham Asset Management#849 · 18,249 sh | 18,249 | $348.9K | <0.01% | 0.0% |
| 850 | American Money Management#850 · 18,089 sh | 18,089 | $345.9K | 0.05% | 0.0% |
| 851 | New Republic Capital#851 · 18,074 sh | 18,074 | $345.6K | 0.08% | +0.2% |
| 852 | NEW ENGLAND ASSET MANAGEMENT#852 · 18,055 sh | 18,055 | $345.2K | 0.04% | 0.0% |
| 853 | UPTICK PARTNERS#853 · 18,035 sh | 18,035 | $344.8K | 0.05% | +0.1% |
| 854 | Federation des caisses Desjardins du Quebec#854 · 17,844 sh | 17,844 | $341.2K | <0.01% | -18.4% |
| 855 | HBK Sorce Advisory#855 · 16,769 sh | 16,769 | $341.1K | <0.01% | -9.6% |
| 856 | Advisory Alpha#856 · 17,797 sh | 17,797 | $340.3K | <0.01% | +0.9% |
| 857 | Trek Financial#857 · 17,789 sh | 17,789 | $340.1K | 0.02% | +21.1% |
| 858 | SIG BROKERAGE#858 · 17,715 sh | 17,715 | $338.7K | <0.01% | New |
| 859 | Csenge Advisory Group#859 · 17,630 sh | 17,630 | $337.1K | 0.01% | +1.3% |
| 860 | Newman Dignan & Sheerar#860 · 17,584 sh | 17,584 | $336.2K | — | +1.5% |
| 861 | LEGACY FINANCIAL GROUP#861 · 17,550 sh | 17,550 | $335.6K | — | New |
| 862 | Evergreen Wealth Solutions#862 · 16,125 sh | 16,125 | $334.7K | 0.02% | +4.2% |
| 863 | Symmetry Partners#863 · 17,500 sh | 17,500 | $334.6K | — | +13.4% |
| 864 | RiverTree Advisors#864 · 17,500 sh | 17,500 | $334.6K | — | 0.0% |
| 865 | VISTA INVESTMENT PARTNERS#865 · 17,492 sh | 17,492 | $334.4K | — | -3.6% |
| 866 | Soltis Investment Advisors#866 · 17,492 sh | 17,492 | $334.4K | 0.02% | New |
| 867 | Curated Wealth Partners#867 · 17,450 sh | 17,450 | $333.6K | — | 0.0% |
| 868 | Wealth Dimensions Group, Ltd.#868 · 17,360 sh | 17,360 | $331.9K | 0.06% | +0.5% |
| 869 | Cornerstone Select Advisors#869 · 17,338 sh | 17,338 | $331.5K | 0.14% | +1.7% |
| 870 | Wealth Quarterback#870 · 17,307 sh | 17,307 | $330.9K | — | 0.0% |
| 871 | SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY#871 · 15,500 sh | 15,500 | $330.2K | 0.18% | 0.0% |
| 872 | Krilogy Financial#872 · 17,251 sh | 17,251 | $329.8K | — | 0.0% |
| 873 | AssuredPartners Investment Advisors#873 · 17,246 sh | 17,246 | $329.7K | 0.03% | -16.2% |
| 874 | Kingsman Wealth Management#874 · 17,222 sh | 17,222 | $329.3K | — | -9.9% |
| 875 | Highlander Partners, L.P.#875 · 17,080 sh | 17,080 | $326.6K | 0.11% | 0.0% |
| 876 | Valtrion Capital Management#876 · 17,079 sh | 17,079 | $326.6K | 0.24% | +8.5% |
| 877 | Leisure Capital Management#877 · 17,008 sh | 17,008 | $325.2K | 0.10% | 0.0% |
| 878 | Taylor & Morgan Wealth Management#878 · 16,977 sh | 16,977 | $324.6K | — | +1.7% |
| 879 | Crumly & Associates#879 · 16,948 sh | 16,948 | $324.0K | — | 0.0% |
| 880 | Fairvoy Private Wealth#880 · 16,935 sh | 16,935 | $323.8K | — | 0.0% |
| 881 | WEST MICHIGAN ADVISORS#881 · 16,739 sh | 16,739 | $323.1K | 0.07% | 0.0% |
| 882 | Douglass Winthrop Advisors#882 · 16,850 sh | 16,850 | $322.2K | <0.01% | 0.0% |
| 883 | Bedel Financial Consulting#883 · 16,739 sh | 16,739 | $320.0K | 0.03% | +0.4% |
| 884 | CHILTON CAPITAL MANAGEMENT#884 · 16,696 sh | 16,696 | $319.2K | 0.01% | +734.8% |
| 885 | READYSTATE ASSET MANAGEMENT#885 · 16,601 sh | 16,601 | $317.4K | <0.01% | New |
| 886 | Hobbs Group Advisors#886 · 16,546 sh | 16,546 | $316.4K | 0.08% | 0.0% |
| 887 | Teamwork Financial Advisors#887 · 16,460 sh | 16,460 | $314.7K | — | -3.1% |
| 888 | NOVARE CAPITAL MANAGEMENT#888 · 16,433 sh | 16,433 | $314.2K | 0.02% | 0.0% |
| 889 | HARBOR INVESTMENT ADVISORY#889 · 16,416 sh | 16,416 | $313.9K | — | 0.0% |
| 890 | Professional Financial Advisors#890 · 16,401 sh | 16,401 | $313.6K | — | 0.0% |
| 891 | GRANVILLE CAPITAL#891 · 16,353 sh | 16,353 | $312.7K | 0.14% | 0.0% |
| 892 | Disciplined Investors, L.L.C.#892 · 16,320 sh | 16,320 | $312.0K | 0.16% | -2.4% |
| 893 | Sovereign Financial Group#893 · 16,130 sh | 16,130 | $308.4K | 0.05% | +6.6% |
| 894 | Quadcap Wealth Management#894 · 16,072 sh | 16,072 | $307.3K | 0.03% | +1.5% |
| 895 | Prairie Wealth Advisors#895 · 0 sh | 0 | $306.9K | 0.07% | New |
| 896 | LEIGH BALDWIN#896 · 16,009 sh | 16,009 | $306.1K | 0.16% | -2.3% |
| 897 | Consilium Wealth Advisory#897 · 16,000 sh | 16,000 | $305.9K | — | 0.0% |
| 898 | Apollon Financial#898 · 16,000 sh | 16,000 | $305.9K | — | 0.0% |
| 899 | Probity Advisors#899 · 15,978 sh | 15,978 | $305.5K | — | -1.1% |
| 900 | QRG CAPITAL MANAGEMENT#900 · 15,929 sh | 15,929 | $304.6K | <0.01% | +0.3% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.