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Disclosery

EIPX FIRST TR EXCHANGE-TRADED FD

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ENERGY INM PARTN (fund)

40 managers (40 13F filers) reported a position in EIPX shares at 2025-03-31, 14,117,855 shares in all. 12 filers opened a position and 1 filer sold out during the quarter.

Managers
40
13F filers
40
New
12
Added
15
Reduced
9
Sold out
1
Shares held by filers
14,117,855

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 Co5,394,874$141M1.84%+7713F-HRTimelineGroup
AlTi Global, Inc.in group AlTi Global, Inc.4,093,723$107M2.8%+284,39213F-HRTimelineGroup
Cerity Partners OCIO LLCin group Cerity Partners LLC2,400,565$62.5M3.54%013F-HRTimelineGroup
LPL Financial LLC334,836$8.72M<0.01%+123,64113F-HRTimeline
Private Advisor Group, LLC334,326$8.71M0.05%+1,71913F-HRTimeline
Cresset Asset Management, LLC309,928$8.07M0.04%-64,79513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC180,859$4.71M<0.01%+9,85513F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP173,426$4.52M<0.01%-12,23313F-HRTimelineGroup
Summit Trail Advisors, LLC103,252$2.69M0.09%+4,11013F-HRTimeline
Rock Creek Group LLCin group Rock Creek Group LLC105,910$2.52M0.3%+52,95513F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…96,255$2.51M0.01%-99013F-HRTimelineGroup
SCS Capital Management LLC83,600$2.18M0.03%new13F-HR/ATimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC74,101$1.93M0.03%new13F-HRTimelineGroup
Integrated Wealth Concepts LLC54,254$1.41M0.02%-41313F-HRTimeline
Arax Advisory Partners50,133$1.31M0.08%+1,92413F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC40,412$1.05M0.65%new13F-HRTimeline
Modern Wealth Management, LLC23,798$620K0.02%+4,37413F-HR/ATimeline
IFP Advisors, Inc22,081$575K0.02%+63913F-HRTimeline
Virtue Capital Management, LLC20,870$544K0.06%new13F-HRTimeline
Garden State Investment Advisory Servic…20,150$525K0.17%new13F-HRTimeline
CVA Family Office, LLC20,003$521K0.08%-5,50213F-HRTimeline
OLD MISSION CAPITAL LLC18,771$489K0.01%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC16,660$434K<0.01%+4,67013F-HRTimeline
FLOW TRADERS U.S. LLC16,378$427K0.02%new13F-HRTimeline
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC15,202$396K0.01%new13F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC14,976$390K<0.01%+14013F-HRTimelineGroup
Cambridge Investment Research Advisors,…14,695$383K<0.01%-9613F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC12,454$324K<0.01%new13F-HR/ATimelineGroup
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…12,228$319K0.23%+1,43313F-HRTimelineGroup
Prosperity Wealth Management, Inc.in group Prosperity Financial Group, I…12,213$318K0.15%-1,40013F-HRTimelineGroup
Jaffetilchin Investment Partners, LLC11,837$308K0.02%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA11,131$290K<0.01%-19,26213F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG9,545$249K<0.01%-29813F-HRTimelineGroup
Sigma Planning Corp8,748$228K0.01%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY3,551$92.5K<0.01%+1,80113F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,077$28.1K<0.01%013F-HRTimelineGroup
COMERICA BANK600$15.6K<0.01%013F-HRTimeline
AE Wealth Management LLC299$7.79K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.134$3.49K<0.01%+113F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.