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Disclosery

EIPX FIRST TR EXCHANGE-TRADED FD

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ENERGY INM PARTN (fund)

41 managers (42 13F filers) reported a position in EIPX shares at 2025-12-31, 13,800,035 shares in all. 6 filers opened a position and 1 filer sold out during the quarter.

Managers
41
13F filers
42
New
6
Added
21
Reduced
11
Sold out
1
Shares held by filers
13,800,035

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 Co5,195,978$137M1.56%-137,70713F-HRTimelineGroup
AlTi Global, Inc.in group AlTi Global, Inc.4,423,773$117M2.51%+36,75113F-HRTimelineGroup
Cerity Partners OCIO LLCin group Cerity Partners LLC2,370,562$62.7M3.47%+7,67513F-HRTimelineGroup
LPL Financial LLC265,202$7.01M<0.01%-43,77513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC169,619$4.48M<0.01%-94113F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP154,248$4.08M<0.01%+5,17413F-HRTimelineGroup
Graney & King, LLC121,959$3.22M1.89%+78,53013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…120,181$3.18M0.01%+11,29213F-HR/ATimelineGroup
Summit Trail Advisors, LLC116,005$3.07M0.05%+5,78513F-HRTimeline
EASTERN BANK100,845$2.67M0.05%new13F-HRTimeline
CWM, LLCin group CWM, LLC99,315$2.63M0.01%+3,35313F-HRTimelineGroup
SCS Capital Management LLC83,600$2.21M0.02%013F-HRTimeline
Arax Advisory Partners68,658$1.82M0.05%new13F-HRTimeline
HBW ADVISORY SERVICES LLC49,626$1.31M0.14%+41,70013F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC47,651$1.26M0.63%+85813F-HRTimeline
Integrated Wealth Concepts LLC41,991$1.11M0.01%-8,74913F-HRTimeline
UBS Group AGin group UBS Group AG37,874$1M<0.01%+14413F-HRTimelineGroup
Modern Wealth Management, LLC31,992$846K0.02%+8,22513F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…30,737$813K0.39%+12,43713F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…26,790$708K0.01%new13F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC26,028$688K<0.01%+4,28713F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.24,771$655K0.03%new13F-HRTimelineGroup
OneDigital Investment Advisors LLC24,656$652K0.01%new13F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding22,284$589K+1,814Timeline
CVA Family Office, LLC20,507$542K0.06%+15713F-HRTimeline
Private Advisor Group, LLC17,498$463K<0.01%+49813F-HRTimeline
Cambridge Investment Research Advisors,…17,312$458K<0.01%+11613F-HRTimeline
FLOW TRADERS U.S. LLC17,170$454K0.01%-4,07413F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC17,159$454K<0.01%-8,12713F-HRTimelineGroup
Sigma Planning Corp13,850$366K0.01%-46513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA12,456$329K<0.01%+2,85113F-HRTimelineGroup
Van Diest Capital, LLC8,529$226K0.34%13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY8,315$220K<0.01%+113F-HR/ATimelineGroup
Global Retirement Partners, LLC5,208$138K<0.01%013F-HRTimeline
IFP Advisors, Inc4,015$106K<0.01%-16,98213F-HRTimeline
PRIVATE TRUST CO NA1,382$36.5K<0.01%+15013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.831$22K<0.01%-34713F-HRTimelineGroup
COMERICA BANK800$21.2K<0.01%013F-HRTimeline
West Branch Capital LLC520$13.7K<0.01%-52013F-HRTimeline
HARBOUR INVESTMENTS, INC.137$3.63K<0.01%+113F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$35<0.01%-113F-HRTimelineGroup