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Disclosery

EIPX FIRST TR EXCHANGE-TRADED FD

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ENERGY INM PARTN (fund)

38 managers (38 13F filers) reported a position in EIPX shares at 2025-06-30, 13,449,579 shares in all. 5 filers opened a position and 9 filers sold out during the quarter.

Managers
38
13F filers
38
New
5
Added
16
Reduced
12
Sold out
9
Shares held by filers
13,449,579

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Fiduciary Trust Coin group Fiduciary Trust Co5,338,530$137M1.68%-56,34413F-HRTimelineGroup
AlTi Global, Inc.in group AlTi Global, Inc.4,173,401$107M2.68%+79,67813F-HRTimelineGroup
Cerity Partners OCIO LLCin group Cerity Partners LLC2,400,565$61.5M3.41%013F-HRTimelineGroup
LPL Financial LLC338,710$8.68M<0.01%+3,87413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC169,327$4.34M<0.01%-11,53213F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP146,134$3.75M<0.01%-27,29213F-HRTimelineGroup
Summit Trail Advisors, LLC101,324$2.6M0.04%-1,92813F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…98,110$2.51M0.01%+1,85513F-HR/ATimelineGroup
CWM, LLCin group CWM, LLC90,656$2.32M0.01%new13F-HRTimelineGroup
SCS Capital Management LLC83,600$2.14M0.02%013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC66,467$1.7M0.02%-7,63413F-HRTimelineGroup
Arax Advisory Partners59,769$1.53M0.07%+9,63613F-HRTimeline
Integrated Wealth Concepts LLC51,720$1.33M0.01%-2,53413F-HRTimeline
UBS Group AGin group UBS Group AG37,735$967K<0.01%+28,19013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/29,713$762K<0.01%new13F-HRTimelineGroup
Modern Wealth Management, LLC23,416$600K0.01%-38213F-HR/ATimeline
IFP Advisors, Inc22,047$565K0.02%-3413F-HRTimeline
Garden State Investment Advisory Servic…20,925$536K0.15%+77513F-HRTimeline
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC20,511$526K0.01%+5,30913F-HRTimelineGroup
CVA Family Office, LLC20,179$517K0.07%+17613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC17,160$440K<0.01%+50013F-HRTimeline
Legacy Investment Solutions, LLC16,274$417K0.22%13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…16,274$417K0.22%+4,04613F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC15,325$393K<0.01%+34913F-HRTimelineGroup
Cambridge Investment Research Advisors,…14,609$374K<0.01%-8613F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC14,534$373K<0.01%+2,08013F-HRTimelineGroup
Sigma Planning Corp14,208$364K0.01%+5,46013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA14,050$360K<0.01%+2,91913F-HR/ATimelineGroup
HBW ADVISORY SERVICES LLC12,344$316K0.04%new13F-HRTimeline
Private Advisor Group, LLC12,023$308K<0.01%-322,30313F-HRTimeline
Global Retirement Partners, LLC5,208$133K<0.01%13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,179$55.9K<0.01%-1,37213F-HRTimelineGroup
West Branch Capital LLC1,040$26.7K0.01%new13F-HRTimeline
COMERICA BANK800$20.5K<0.01%+20013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.577$14.8K<0.01%-50013F-HR/ATimelineGroup
HARBOUR INVESTMENTS, INC.135$3.47K<0.01%+113F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$12<0.01%new13F-HRTimelineGroupAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.