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Who Owns Energy Transfer LP

Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in Energy Transfer LP.

Who crossed 5% of ET →
Managers holding
62
as of 2026-09-30
Reported value
$528.7M
summed across filings
Shares held
26.7M
Added vs trimmed
18 / 15
since each filer's last quarter

Positions as of 2026-09-30

Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.

ManagerValue
CHICKASAW CAPITAL MANAGEMENT LLCMLUS15.2M shtrimmed$299.8M
Stephens Group, LLCCOM UT LTD PTN5.4M shheld$107.6M
Private Capital Advisors, Inc.COM1.5M shtrimmed$29.3M
Adams Asset Advisors, LLCCOM1.5M shheld$29.1M
Oak Grove Capital LLCCOM UT LTD PTN943.2K shadded$18.6M
CoreCap Advisors, LLCStock381.3K shadded$7.5M
Valeo Financial Advisors, LLCStock213.8K shadded$4.2M
Venture Visionary Partners LLCCOM UT LTD PTN212.5K shadded$4.2M
CHAPIN DAVIS, INC.COM UT LTD PTN105.4K shadded$2.1M
Farther Finance Advisors, LLCStock101K shtrimmed$2M
HWG Holdings LPCOM93.9K shadded$1.9M
Avidian Wealth Enterprises, LLCCOM UT LTD PTN86.6K shadded$1.7M
GILPIN WEALTH MANAGEMENT, LLCCOM UT LTD PTN86K shheld$1.7M
RHODES INVESTMENT ADVISORS INC /ADVCOM UT LTD PTN73K shadded$1.4M
Apella Capital, LLCCOM UT LTD PTN67.8K shtrimmed$1.4M
Paragon Capital Management LtdCOM UT LTD PTN68.7K shheld$1.4M
Olistico Wealth, LLCStock56.2K shheld$1.1M
MOODY NATIONAL BANK TRUST DIVISIONCOM UT LTD PTN43.4K shheld$857.3K
Everhart Financial Group, Inc.COM UT LTD PTN39.9K sh—$789.2K
Mallini Complete Financial Planning LLCStock37.3K shadded$736.6K
WINEBRENNER CAPITAL MANAGEMENT LLCCOM UT LTD PTN35.1K shtrimmed$693.1K
Whalen Wealth Management Inc.COM UT LTD PTN30.3K shadded$599.3K
SPRING CAPITAL MANAGEMENT, LLCCOM UT LTD PTN29K shheld$573.3K
CapWealth Advisors, LLCStock24.7K shheld$488.7K
Meadowbrook Wealth Management, LLCMid Cap US Val Eq23.5K shheld$464.6K
ACT WEALTH MANAGEMENT, LLCCOM UT LTD PTN22.5K shheld$444.8K
Cadent Capital Advisors, LLCCOM UT LTD PTN21.7K shadded$429K
M.E. ALLISON & CO., INC.COM UT LTD PTN21K shtrimmed$415.9K
EASTERN BANKCOM UT LTD PTN20.4K shheld$404.1K
SAPIENT CAPITAL LLCCOM UT LTD PTN18.9K shadded$372.9K
VISTA INVESTMENT PARTNERS LLCCOM UT LTD PTN17.5K shheld$345.8K
Taylor & Morgan Wealth Management, LLCCOM UT LTD PTN17.2K shadded$341K
Tactive Advisors, LLCCOM UT LTD PTN17K shadded$336.7K
Crumly & Associates Inc.COM UT LTD PTN16.9K shheld$335.1K
Bank of New HampshireCOM UT LTD PTN16.4K shtrimmed$323.6K
Sound Income Strategies, LLCCOM UT LTD PTN14K shtrimmed$289.5K
Wedmont Private CapitalCOM UT LTD PTN14K shtrimmed$289.4K
Attessa Capital LLCCOM UT LTD PTN14.1K shheld$278.8K
Castleview Partners, LLCCOM UT LTD PTN13.9K shtrimmed$275K
AMERICAN NATIONAL BANK & TRUSTCOM UT LTD PTN13.8K shheld$272.4K
Successful Portfolios LLCCOM UT LTD PTN13K shtrimmed$268.7K
NEVILLE RODIE & SHAW INCCOM13K shtrimmed$258K
TOMPKINS FINANCIAL CORPCOM UT LTD PTN12.5K shheld$247.1K
First Heartland Consultants, Inc.COM UT LTD PTN12.4K shadded$244.3K
HALL LAURIE J TRUSTEEEquities12K shheld$237.3K
Hardin Capital Partners, LLCCOM UT LTD PTN11.9K shheld$234.5K
Veery Capital, LLCCOM UT LTD PTN11.5K shheld$227.4K
Stokes Capital Advisors, LLCCOM UT LTD PTN11.2K shheld$220.8K
Worth Asset Management, LLCStock10.8K shadded$213.7K
Buska Wealth Management, LLCCOM UT LTD PTN10.4K shtrimmed$205.6K
TOTH FINANCIAL ADVISORY CORPCOM UT LTD PTN8.5K shheld$167.6K
Wealth Enhancement Trust Services, Inc.COM UT LTD PTN8K shadded$158.3K
Shelter Rock Management, LLCCOM UT LTD PTN12.8K sh—$137.5K
ATWOOD & PALMER INCCOM4.8K shheld$95.3K
ARMSTRONG ADVISORY GROUP, INCCOM UT LTD PTN3.5K shadded$69.9K
Rosenberg Matthew HamiltonStock3.1K shheld$62.2K
Grove Bank & TrustCOM UT LTD PTN3K shheld$59.3K
GK Wealth Management LLCCOM UT LTD PTN3K shtrimmed$59.1K
Trust CoStock2K shheld$39.5K
GAMMA Investing LLCCommon Stock543 shtrimmed$10.7K
Pacifica Partners Inc.COM UT LTD PTN75 shheld$1.5K
Bangor Savings BankCOM UT LTD PTN70 shheld$1.4K

Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.

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