Who Owns ENERGY TRANSFER L P (ET)? -- Institutional Holders (2026-06-30)

Name: ENERGY TRANSFER L P (ET) Institutional Holders (2026-06-30)
Creator: ko.io

56 institutions reported holding $85.1M of ENERGY TRANSFER L P (ET) in SEC 13F filings for 2026-06-30. Largest institutional holders: WALNUT PRIVATE EQUITY PARTNERS, LLC ($39.2M), CoreCap Advisors, LLC ($6.5M), Cohen Capital Management, Inc. ($6.4M), 180 WEALTH ADVISORS, LLC ($4.0M), Valeo Financial Advisors, LLC ($4.0M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	WALNUT PRIVATE EQUITY PARTNERS, LLC	$39.2M	2.0M	Added
2	CoreCap Advisors, LLC	$6.5M	338,209	Added
3	Cohen Capital Management, Inc.	$6.4M	335,304	Hold
4	180 WEALTH ADVISORS, LLC	$4.0M	211,064	Trimmed
5	Valeo Financial Advisors, LLC	$4.0M	209,108	Added
6	HOWARD FINANCIAL SERVICES, LTD.	$3.9M	201,504	Added
7	CHAPIN DAVIS, INC.	$2.0M	103,905	Added
8	Dynamic Advisor Solutions LLC	$1.9M	98,868	Added
9	Evanson Financial, LLC	$1.6M	83,013	New
10	Apella Capital, LLC	$1.5M	75,918	Added
11	Addis & Hill, Inc	$1.4M	75,658	Hold
12	Avior Wealth Management, LLC	$1.3M	67,911	Trimmed
13	Meriwether Wealth & Planning, LLC	$975,330	51,011	Added
14	MOODY NATIONAL BANK TRUST DIVISION	$829,139	43,365	Trimmed
15	Mallini Complete Financial Planning LLC	$700,846	36,655	Added
16	ABNER HERRMAN & BROCK LLC	$669,000	35,000	Hold
17	Fermata Advisors, LLC	$499,059	26,101	Trimmed
18	M.E. ALLISON & CO., INC.	$488,229	25,535	Added
19	Thrive Wealth Management, LLC	$460,705	24,095	Trimmed
20	Chesley Taft & Associates LLC	$454,788	23,786	Hold
21	Meadowbrook Wealth Management, LLC	$447,675	23,500	New
22	ACT WEALTH MANAGEMENT, LLC	$430,200	22,500	Hold
23	BRAVE ASSET MANAGEMENT INC	$424,043	22,178	Trimmed
24	Gradient Investments LLC	$418,078	21,866	Trimmed
25	EASTERN BANK	$390,813	20,440	Hold

Source: SEC Form 13F filings · as of 2026-06-30