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Disclosery

EIPX FIRST TR EXCHANGE-TRADED FD

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ENERGY INM PARTN (fund)

49 managers (49 13F filers) reported a position in EIPX shares at 2026-03-31, 14,350,438 shares in all. 12 filers opened a position and 3 filers sold out during the quarter.

Managers
49
13F filers
49
New
12
Added
21
Reduced
12
Sold out
3
Shares held by filers
14,350,438

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 Co5,044,605$162M1.92%-151,37313F-HRTimelineGroup
AlTi Global, Inc.in group AlTi Global, Inc.4,637,146$149M3.24%+213,37313F-HRTimelineGroup
Cerity Partners OCIO LLCin group Cerity Partners LLC2,370,562$76.2M4.57%013F-HRTimelineGroup
LPL Financial LLC326,424$10.5M<0.01%+61,22213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP246,148$7.92M0.01%+91,90013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC176,847$5.69M<0.01%+7,22813F-HRTimelineGroup
ELEVATION POINT WEALTH PARTNERS, LLC161,129$5.18M0.12%new13F-HRTimeline
Vestmark Advisory Solutions, Inc.160,579$5.16M0.06%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…111,366$3.58M0.01%-8,81513F-HRTimelineGroup
CWM, LLCin group CWM, LLC109,930$3.54M0.01%+10,61513F-HRTimelineGroup
Summit Trail Advisors, LLC88,414$2.84M0.04%-27,59113F-HRTimeline
SCS Capital Management LLC83,600$2.69M0.03%013F-HRTimeline
EASTERN BANK78,778$2.53M0.04%-22,06713F-HRTimeline
Arax Advisory Partners68,849$2.21M0.06%+19113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…56,454$1.82M<0.01%new13F-HRTimelineGroup
HBW ADVISORY SERVICES LLC51,215$1.65M0.17%+1,58913F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC50,583$1.63M0.78%+2,93213F-HRTimeline
Cambridge Investment Research Advisors,…41,330$1.33M<0.01%+24,01813F-HRTimeline
Integrated Wealth Concepts LLC40,279$1.3M0.01%-1,71213F-HRTimeline
UBS Group AGin group UBS Group AG38,353$1.23M<0.01%+47913F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC38,167$1.23M<0.01%+21,00813F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA36,454$1.17M<0.01%+23,99813F-HRTimelineGroup
Modern Wealth Management, LLC34,618$1.1M0.02%+2,62613F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…27,532$885K0.01%+74213F-HRTimelineGroup
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…26,021$837K0.42%-4,71613F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.25,785$829K0.04%+1,01413F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC25,366$816K<0.01%-66213F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY25,200$810K<0.01%+16,88513F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding25,058$806K+2,774Timeline
OneDigital Investment Advisors LLC23,222$747K0.01%-1,43413F-HRTimeline
CVA Family Office, LLC20,638$664K0.07%+13113F-HRTimeline
Private Advisor Group, LLC18,462$594K<0.01%+96413F-HRTimeline
Sigma Planning Corp15,685$504K0.01%+1,83513F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\11,825$380K<0.01%new13F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC10,756$346K<0.01%new13F-HRTimelineGroup
D.A. DAVIDSON & CO.8,425$271K<0.01%new13F-HRTimeline
Van Diest Capital, LLC7,532$242K0.19%-99713F-HRTimeline
Inscription Capital, LLC6,800$219K0.02%new13F-HRTimeline
Holos Integrated Wealth LLC6,570$212K0.11%new13F-HRTimeline
MML INVESTORS SERVICES, LLC6,382$205K<0.01%new13F-HRTimeline
IFP Advisors, Inc4,013$129K<0.01%-213F-HRTimeline
PRIVATE TRUST CO NA1,382$44.4K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…800$25.7K<0.01%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.459$14.8K<0.01%-37213F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources403$13K<0.01%new13F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.138$4.45K<0.01%+113F-HRTimeline
Graney & King, LLC98$3.14K<0.01%-121,86113F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV55$1.77K<0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$35<0.01%013F-HR/ATimelineGroup