DOSSIER · 13F Holders · Q1 2026Most-boughtAI cap-ex
ET 9.25 PERP I

ENERGY TRANSFER L P

51 institutions still hold ENERGY TRANSFER L P as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 29273V704·51 13F holders·last filed Mar 31, 2026
Market cap
5.4%
vs prior quarter
13F value held
$124M
71.0% inst. owned
of float
Holders
51
+16 QoQ
filers reporting
Activity
+53 / −83
+975 added · −816 reduced
this quarter
Concentration
46.79%
INFRASTRUCTURE CAPITAL ADVISORS, LLC #1
top holder share
AI Holders Summary · Q1 2026

51 institutions reported ET 9.25 PERP I in Q1 2026. INFRASTRUCTURE CAPITAL ADVISORS, LLC leads at 46.8% of the visible book. +16 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
INFRASTRUCTURE CAPITAL ADVISORS, LLC
CIK 0001621802
$58M5.0M4.04%Q1 2026
02
KIM, LLC
CIK 0001888968
$24M2.1M2.46%Q1 2026
03
WELLS FARGO & COMPANY/MN
CIK 0000072971
$6M480K0.00%Q1 2026
04
UBS Group AG
CIK 0001610520
$6M476K0.00%Q1 2026
05
LPL Financial LLC
CIK 0001403438
$5M459K0.00%Q1 2026
06
D.A. DAVIDSON & CO.
CIK 0001080107
$4M360K0.03%Q1 2026
07
Magnus Financial Group LLC
CIK 0001765216
$4M356K0.33%Q1 2026
08
GUGGENHEIM CAPITAL LLC
CIK 0001283072
$4M351K0.03%Q1 2026
09
Lido Advisors, LLC
CIK 0001650150
$2M205K0.01%Q1 2026
10
MORGAN STANLEY
CIK 0000895421
$2M196K0.00%Q1 2026
11
Kestra Advisory Services, LLC
CIK 0001830819
$2M134K0.01%Q1 2026
12
&PARTNERS
CIK 0000107136
$1M119K0.01%Q1 2026
13
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$1M87K0.00%Q1 2026
14
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$908,05178K0.00%Q1 2026
15
Clear Harbor Asset Management, LLC
CIK 0001511857
$776,17367K0.05%Q1 2026
16
Sowell Financial Services LLC
CIK 0001633697
$736,40164K0.03%Q1 2026
17
Cetera Investment Advisers
CIK 0001666741
$729,08563K0.00%Q1 2026
18
Chicago Partners Investment Group LLC
CIK 0001563525
$552,28746K0.01%Q1 2026
19
Mezzasalma Advisors, LLC
CIK 0001864916
$513,01444K0.13%Q1 2026
20
One Charles Private Wealth Services, LLC
CIK 0001800938
$461,50440K0.12%Q1 2026
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