13F Insight
DOSSIER · 13F Holders · Q1 2026
ET 9.25 PERP I

ENERGY TRANSFER L P

54 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 29273V704·54 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$124M
visible holders
Holders
54
filers reporting
Concentration
46.64%
INFRASTRUCTURE CAPITAL ADVISORS, LLC #1
top holder share
AI Holders Summary · Q1 2026

54 institutions reported ET 9.25 PERP I in Q1 2026. INFRASTRUCTURE CAPITAL ADVISORS, LLC leads at 46.6% of the visible book.

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 202602
KIM, LLC
CIK 0001888968
$24M2.1M2.46%Q1 202603
WELLS FARGO & COMPANY/MN
CIK 0000072971
$6M480K0.00%Q1 202604
UBS Group AG
CIK 0001610520
$6M476K0.00%Q1 202605
LPL Financial LLC
CIK 0001403438
$5M459K0.00%Q1 202606
Magnus Financial Group LLC
CIK 0001765216
$4M370K0.30%Q2 202607
D.A. DAVIDSON & CO.
CIK 0001080107
$4M358K0.02%Q2 202608
GUGGENHEIM CAPITAL LLC
CIK 0001283072
$4M351K0.03%Q1 202609
Lido Advisors, LLC
CIK 0001650150
$2M205K0.01%Q1 202610
MORGAN STANLEY
CIK 0000895421
$2M196K0.00%Q1 202611
Kestra Advisory Services, LLC
CIK 0001830819
$2M134K0.01%Q1 202612
&PARTNERS
CIK 0000107136
$1M119K0.01%Q1 202613
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$1M87K0.00%Q1 202614
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$908K78K0.00%Q1 202615
Phraction Management LLC
CIK 0001907803
$820K72K0.14%Q2 202616
Clear Harbor Asset Management, LLC
CIK 0001511857
$776K67K0.05%Q1 202617
Cetera Investment Advisers
CIK 0001666741
$729K63K0.00%Q1 202618
Sowell Financial Services LLC
CIK 0001633697
$723K63K0.02%Q2 202619
Chicago Partners Investment Group LLC
CIK 0001563525
$552K46K0.01%Q1 202620
Mezzasalma Advisors, LLC
CIK 0001864916
$513K44K0.13%Q1 2026
Page 1 of 3
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