ET Energy Transfer LP
Energy Transfer LP (ET) Institutional Ownership
What the institutions did with ET last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| DOLIVER ADVISORS, LP | 28.1K | 21.3% |
| CapWealth Advisors, LLC | 24.7K | 18.7% |
| EASTERN BANK | 20.4K | 15.5% |
| NEVILLE RODIE & SHAW INC | 13.0K | 9.9% |
| CX Institutional | 13.0K | 9.8% |
| TOMPKINS FINANCIAL CORP | 12.5K | 9.4% |
| Stonebridge Financial Group, LLC | 11.0K | 8.3% |
| Planning Strategies Inc. | 3.9K | 3.0% |
| Rosenberg Matthew Hamilton | 3.1K | 2.4% |
| Hickory Point Bank & Trust | 2.0K | 1.5% |
| Versant Capital Management, Inc | 373 | 0.3% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| CX Institutional | Increased | 6.7K | 13.0K | +6.3K |
| NEVILLE RODIE & SHAW INC | Reduced | 15.2K | 13.0K | -2.1K |
| DOLIVER ADVISORS, LP | Reduced | 29.2K | 28.1K | -1.1K |
| Planning Strategies Inc. | Increased | 3.9K | 3.9K | +30 |
| Versant Capital Management, Inc | Increased | 371 | 373 | +2 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.