AI Holders Summary · Q2 2026

380 institutions reported WES in Q2 2026. ALPS ADVISORS INC leads at 28.1% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter

ALPS ADVISORS INC

CIK 0001376113

$1.6B36.6M7.52%Q2 2026 02

Invesco Ltd.

CIK 0000914208

$990M24.0M0.10%Q1 2026 03

MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.

CIK 0001705339

$365M8.9M0.50%Q1 2026 04

TORTOISE CAPITAL ADVISORS, L.L.C.

CIK 0001280965

$361M8.8M3.77%Q1 2026 05

GOLDMAN SACHS GROUP INC

CIK 0000886982

$361M8.8M0.04%Q1 2026 06

Blackstone Inc.

CIK 0001393818

$360M8.8M1.41%Q1 2026 07

Neuberger Berman Group LLC

CIK 0001465109

$259M6.3M0.20%Q1 2026 08

CHICKASAW CAPITAL MANAGEMENT LLC

CIK 0001276460

$230M5.6M8.12%Q1 2026 09

MORGAN STANLEY

CIK 0000895421

$187M4.6M0.01%Q1 2026 10

KAYNE ANDERSON CAPITAL ADVISORS LP

CIK 0000949615

$172M3.9M3.37%Q2 2026 11

UBS Group AG

CIK 0001610520

$153M3.7M0.02%Q1 2026 12

Clearbridge Investments, LLC

CIK 0001348883

$108M2.6M0.09%Q1 2026 13

WESTWOOD HOLDINGS GROUP INC

CIK 0001165002

$88M2.1M0.64%Q1 2026 14

BNP PARIBAS FINANCIAL MARKETS

CIK 0001166588

$87M2.1M0.04%Q1 2026 15

MILLER HOWARD INVESTMENTS INC /NY

CIK 0000903947

$72M1.6M1.91%Q2 2026 16

Fractal Investments LLC

CIK 0001843590

$67M1.5M7.70%Q2 2026 17

ING GROEP NV

CIK 0001039765

$65M1.6M0.40%Q1 2026 18

JPMORGAN CHASE & CO

CIK 0000019617

$62M1.5M0.00%Q1 2026 19

CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT

CIK 0001329375

$55M1.3M2.47%Q2 2026 20

BERKLEY W R CORP

CIK 0000011544

$52M1.3M2.80%Q1 2026

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