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Disclosery

EIPX FIRST TR EXCHANGE-TRADED FD

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ENERGY INM PARTN (fund)

57 managers (57 13F filers) reported a position in EIPX shares at 2026-06-30, 14,636,669 shares in all. 10 filers opened a position and 2 filers sold out during the quarter.

Managers
57
13F filers
57
New
10
Added
31
Reduced
10
Sold out
2
Shares held by filers
14,636,669

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
AlTi Global, Inc.in group AlTi Global, Inc.4,931,716$154M3.19%+294,57013F-HRTimelineGroup
Fiduciary Trust Coin group Fiduciary Trust Co4,912,761$154M1.67%-131,84413F-HRTimelineGroup
Cerity Partners OCIO LLCin group Cerity Partners LLC2,333,859$73M3.7%-36,70313F-HRTimelineGroup
LPL Financial LLC317,542$9.94M<0.01%-8,88213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP247,310$7.74M0.01%+1,16213F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC185,481$5.81M<0.01%+8,63413F-HRTimelineGroup
ELEVATION POINT WEALTH PARTNERS, LLC182,710$5.72M0.11%+21,58113F-HRTimeline
Vestmark Advisory Solutions, Inc.182,005$5.7M0.05%+21,42613F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…114,087$3.57M0.01%+2,72113F-HRTimelineGroup
EASTERN BANK98,217$3.07M0.05%+19,43913F-HRTimeline
Summit Trail Advisors, LLC91,619$2.87M0.04%+3,20513F-HRTimeline
SCS Capital Management LLC83,600$2.62M0.02%013F-HRTimeline
Arax Advisory Partners71,332$2.23M0.01%+2,48313F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC65,788$2.06M0.86%+15,20513F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC64,012$2M0.86%new13F-HRTimeline
Cetera Investment Advisers61,452$1.92M<0.01%new13F-HRTimeline
Integrated Wealth Concepts LLC56,722$1.78M0.01%+16,44313F-HRTimeline
HBW ADVISORY SERVICES LLC52,063$1.63M0.15%+84813F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…49,236$1.54M<0.01%-7,21813F-HRTimelineGroup
UBS Group AGin group UBS Group AG41,692$1.3M<0.01%+3,33913F-HRTimelineGroup
Cambridge Investment Research Advisors,…39,477$1.24M<0.01%-1,85313F-HR/ATimeline
Modern Wealth Management, LLC34,023$1.06M0.01%-59513F-HRTimeline
Signal Advisors Wealth, LLC32,040$1M0.05%new13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…30,782$963K0.4%+4,76113F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.29,306$917K0.04%+3,52113F-HRTimelineGroup
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC28,461$891K0.01%+3,40313F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…28,267$885K0.01%+73513F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC27,794$870K<0.01%+2,42813F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY25,405$795K<0.01%+20513F-HRTimelineGroup
OneDigital Investment Advisors LLC23,192$726K0.01%-3013F-HRTimeline
CVA Family Office, LLC20,796$651K0.06%+15813F-HRTimeline
Sigma Planning Corp20,508$642K0.02%+4,82313F-HRTimeline
Private Advisor Group, LLC19,680$616K<0.01%+1,21813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA19,456$609K<0.01%-16,99813F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC18,152$568K<0.01%-20,01513F-HRTimelineGroup
Van Diest Capital, LLC16,799$526K0.47%+9,26713F-HRTimeline
Inscription Capital, LLC12,194$382K0.03%+5,39413F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\11,825$370K<0.01%013F-HRTimelineGroup
MML INVESTORS SERVICES, LLC8,744$274K<0.01%+2,36213F-HRTimeline
D.A. DAVIDSON & CO.8,503$266K<0.01%+7813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC7,323$229K<0.01%new13F-HRTimelineGroup
Holos Integrated Wealth LLC6,572$209K0.1%+213F-HRTimeline
Global Retirement Partners, LLC5,208$163K<0.01%13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.4,799$150K<0.01%+4,34013F-HRTimelineGroup
IFP Advisors, Inc3,964$124K<0.01%-4913F-HRTimeline
PRIVATE TRUST CO NA1,903$59.6K<0.01%+52113F-HRTimeline
Daytona Street Capital LLC2,490$54.9K0.04%new13F-HRTimeline
AE Wealth Management LLC1,454$45.5K<0.01%new13F-HRTimeline
Aptus Capital Advisors, LLC1,291$40.4K<0.01%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…800$25K<0.01%013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN659$20.6K<0.01%+65813F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources403$12.6K<0.01%013F-HRTimelineGroup
Abound Wealth Management380$11.9K<0.01%new13F-HRTimeline
Front Row Advisors LLC342$11.2K<0.01%new13F-HRTimeline
Ashton Thomas Private Wealth, LLC279$8.73K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.139$4.36K<0.01%+113F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV55$1.72K<0.01%013F-HRTimeline