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EIPX FIRST TR EXCHANGE-TRADED FD

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ENERGY INM PARTN (fund)

31 managers (31 13F filers) reported a position in EIPX shares at 2024-12-31, 13,433,812 shares in all. 6 filers opened a position and 3 filers sold out during the quarter.

Managers
31
13F filers
31
New
6
Added
15
Reduced
5
Sold out
3
Shares held by filers
13,433,812

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Fiduciary Trust Coin group Fiduciary Trust Co5,394,797$132M1.75%+39,63213F-HRTimelineGroup
AlTi Global, Inc.in group AlTi Global, Inc.3,809,331$93.5M2.26%+342,84613F-HRTimelineGroup
Cerity Partners OCIO LLCin group Cerity Partners LLC2,400,565$58.8M3.9%-24,25013F-HRTimelineGroup
Cresset Asset Management, LLC374,723$9.18M0.04%+10,01113F-HRTimeline
Private Advisor Group, LLC332,607$8.15M0.05%-8,98913F-HRTimeline
LPL Financial LLC211,195$5.18M<0.01%+13,72913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP185,659$4.55M<0.01%+1,41713F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC171,004$4.19M<0.01%13F-HR/ATimelineGroup
Summit Trail Advisors, LLC99,142$2.43M0.09%+22,28613F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…97,245$2.38M0.01%+20513F-HRTimelineGroup
Rock Creek Group LLCin group Rock Creek Group LLC52,955$1.4M0.15%013F-HRTimelineGroup
Integrated Wealth Concepts LLC54,667$1.34M0.02%+1,79813F-HRTimeline
Arax Advisory Partners48,209$1.18M0.07%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA30,393$745K<0.01%+50213F-HRTimelineGroup
CVA Family Office, LLC25,505$625K0.1%+19713F-HRTimeline
IFP Advisors, Inc21,442$526K0.02%new13F-HRTimeline
Modern Wealth Management, LLC19,424$476K0.02%new13F-HR/ATimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC14,836$364K<0.01%new13F-HRTimelineGroup
Cambridge Investment Research Advisors,…14,791$363K<0.01%new13F-HRTimeline
Prosperity Wealth Management, Inc.in group Prosperity Financial Group, I…13,613$334K0.14%+1,31613F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC11,990$294K<0.01%new13F-HRTimeline
Legacy Investment Solutions, LLC10,795$277K0.18%+6,20613F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…10,795$277K0.18%+6,20613F-HRTimelineGroup
UBS Group AGin group UBS Group AG9,843$241K<0.01%-4413F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP9,518$233K<0.01%013F-HRTimelineGroup
Global Retirement Partners, LLC5,208$128K<0.01%-1,79813F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,750$42.9K<0.01%+1,74813F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,077$26.4K<0.01%-1,63113F-HR/ATimelineGroup
COMERICA BANK600$14.7K<0.01%013F-HR/ATimeline
HARBOUR INVESTMENTS, INC.133$3.26K<0.01%+113F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.