ET — Energy Transfer L P Institutional Holders · Q3 2026

Name: Who Owns ET? 70 Institutions Hold $530M (Q3 2026)
Creator: ko.io

Who owns Energy Transfer L P (ET)? 70 institutions reported holding $529.85M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Chickasaw Capital Management LLC ($299.8M), Stephens Group, LLC ($107.6M), Private Capital Advisors, Inc. ($29.3M).

Rank	Institution	Value	Shares	Change
1	CHICKASAW CAPITAL MANAGEMENT LLC	$299.8M	15.2M	Trimmed
2	Stephens Group, LLC	$107.6M	5.4M	Hold
3	Private Capital Advisors, Inc.	$29.3M	1.5M	Trimmed
4	Adams Asset Advisors, LLC	$29.1M	1.5M	Hold
5	Oak Grove Capital LLC	$18.6M	943,209	Added
6	CoreCap Advisors, LLC	$7.5M	381,258	Added
7	Valeo Financial Advisors, LLC	$4.2M	213,824	Added
8	Venture Visionary Partners LLC	$4.2M	212,506	Added
9	CHAPIN DAVIS, INC.	$2.1M	105,426	Added
10	Farther Finance Advisors, LLC	$2.0M	101,023	Trimmed
11	HWG Holdings LP	$1.9M	93,861	Added
12	Avidian Wealth Enterprises, LLC	$1.7M	86,614	Added
13	GILPIN WEALTH MANAGEMENT, LLC	$1.7M	86,007	Hold
14	RHODES INVESTMENT ADVISORS INC /ADV	$1.4M	72,997	Added
15	Apella Capital, LLC	$1.4M	67,837	Trimmed
16	Paragon Capital Management Ltd	$1.4M	68,724	Hold
17	Olistico Wealth, LLC	$1.1M	56,246	Hold
18	MOODY NATIONAL BANK TRUST DIVISION	$857,326	43,365	Hold
19	Everhart Financial Group, Inc.	$789,159	39,917	New
20	Mallini Complete Financial Planning LLC	$736,569	37,256	Added
21	WINEBRENNER CAPITAL MANAGEMENT LLC	$693,050	35,056	Trimmed
22	Whalen Wealth Management Inc.	$599,311	30,314	Added
23	SPRING CAPITAL MANAGEMENT, LLC	$573,330	29,000	Hold
24	DOLIVER ADVISORS, LP	$556,050	28,126	Trimmed
25	CapWealth Advisors, LLC	$488,714	24,720	Hold

Source: SEC Form 13F filings · as of 2026-09-30