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Disclosery

EIPX FIRST TR EXCHANGE-TRADED FD

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ENERGY INM PARTN (fund)

36 managers (36 13F filers) reported a position in EIPX shares at 2025-09-30, 13,557,323 shares in all. 4 filers opened a position and 4 filers sold out during the quarter.

Managers
36
13F filers
36
New
4
Added
18
Reduced
10
Sold out
4
Shares held by filers
13,557,323

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 Co5,333,685$140M1.58%-4,84513F-HRTimelineGroup
AlTi Global, Inc.in group AlTi Global, Inc.4,387,022$115M2.69%+213,62113F-HRTimelineGroup
Cerity Partners OCIO LLCin group Cerity Partners LLC2,362,887$61.8M3.15%-37,67813F-HRTimelineGroup
LPL Financial LLC308,977$8.08M<0.01%-29,73313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC170,560$4.46M<0.01%+1,23313F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP149,074$3.9M<0.01%+2,94013F-HRTimelineGroup
Summit Trail Advisors, LLC110,220$2.88M0.04%+8,89613F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…108,889$2.85M0.01%+10,77913F-HRTimelineGroup
CWM, LLCin group CWM, LLC95,962$2.51M0.01%+5,30613F-HRTimelineGroup
SCS Capital Management LLC83,600$2.19M0.02%013F-HRTimeline
Integrated Wealth Concepts LLC50,740$1.33M0.01%-98013F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC46,793$1.22M0.65%new13F-HRTimeline
Graney & King, LLC43,429$1.14M0.79%new13F-HRTimeline
UBS Group AGin group UBS Group AG37,730$987K<0.01%-513F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC25,286$662K<0.01%+10,75213F-HRTimelineGroup
Modern Wealth Management, LLC23,767$622K0.01%+35113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC21,741$569K<0.01%+4,58113F-HRTimeline
FLOW TRADERS U.S. LLC21,244$556K0.02%new13F-HRTimeline
IFP Advisors, Inc20,997$549K0.01%-1,05013F-HR/ATimeline
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC20,470$536K0.01%-4113F-HRTimelineGroup
CVA Family Office, LLC20,350$532K0.07%+17113F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…18,300$479K0.22%+2,02613F-HRTimelineGroup
Cambridge Investment Research Advisors,…17,196$450K<0.01%+2,58713F-HRTimeline
Private Advisor Group, LLC17,000$445K<0.01%+4,97713F-HRTimeline
Sigma Planning Corp14,315$375K0.01%+10713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC11,648$305K<0.01%-3,67713F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA9,605$251K<0.01%-4,44513F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY8,314$218K<0.01%+6,13513F-HR/ATimelineGroup
HBW ADVISORY SERVICES LLC7,926$207K0.02%-4,41813F-HRTimeline
Global Retirement Partners, LLC5,208$136K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA1,232$32.2K<0.01%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,178$31K<0.01%+60113F-HRTimelineGroup
West Branch Capital LLC1,040$27.2K0.01%013F-HRTimeline
COMERICA BANK800$20.9K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.136$3.57K<0.01%+113F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2$42<0.01%+213F-HRTimelineGroup