Who Owns ALERIAN ENERGY (ENFR)? -- Institutional Holders (2026-06-30)

137 institutions reported holding $241.9M of ALERIAN ENERGY (ENFR) in SEC 13F filings for 2026-06-30. Largest institutional holders: RAYMOND JAMES FINANCIAL INC ($22.3M), MORGAN STANLEY ($19.1M), WELLS FARGO & COMPANY/MN ($14.8M), LPL Financial LLC ($14.8M), Gross & Hartman Investments LLC ($13.6M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1RAYMOND JAMES FINANCIAL INC$22.3M584,387Added
2MORGAN STANLEY$19.1M500,813Trimmed
3WELLS FARGO & COMPANY/MN$14.8M389,675Added
4LPL Financial LLC$14.8M389,363Added
5Gross & Hartman Investments LLC$13.6M356,235Added
6Safe Harbor Family Capital, LLC$9.6M252,052Added
7Advisors Asset Management, Inc.$9.5M249,802Added
8HighTower Advisors, LLC$8.1M212,479Added
9GOLDMAN SACHS GROUP INC$7.7M203,211Trimmed
10BANK OF AMERICA CORP /DE/$7.3M190,492Trimmed
11Mariner, LLC$7.1M185,174Added
12AMERIPRISE FINANCIAL INC$5.8M151,816Added
13INDEPENDENT FINANCIAL GROUP, LLC$5.4M142,363Trimmed
14OSAIC HOLDINGS, INC.$4.4M115,428Added
15BRASADA CAPITAL MANAGEMENT, LP$4.2M111,189Trimmed
16Aspire Capital Advisors LLC$4.1M107,865Added
17Private Wealth Advisors, LLC$3.8M100,117Added
18ENVESTNET ASSET MANAGEMENT INC$3.7M97,898Added
19STIFEL FINANCIAL CORP$3.7M96,419Added
20Castle Rock Wealth Management, LLC$3.7M97,339Trimmed
21Cetera Investment Advisers$3.3M87,894Added
22UBS Group AG$2.9M76,305Added
23Arax Advisory Partners$2.7M70,212Added
24Sanctuary Advisors, LLC$2.6M68,131Trimmed
25Corient Private Wealth LLC$2.4M63,999Trimmed

来源：SEC 13F 申报文件 · 截至 2026-06-30