FT ENERGY INCOME ETF EIPI
$21.91
+1.4% 52w: $18.06 – $22.58
Latest 13F among current holders filed 19 days ago (Jun 16, 2026)
Price — last 12 months
research preview data18.0620.3222.58
Jun 20, 2025 Jul 2, 2026
Institutional holders
151
+10 QoQ
13F value
$379.9M
+19.5% QoQ
Smart-money holders
5
signal tier ≥ 2
New smart buyers
1
Q1 2026
Institutional value by quarter
Number of holders
Who owns EIPI?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | Bank broker | 2.7M | $61.8M | 0.0% | +3.3% |
| Arvest Bank Trust Division | Other | 1.8M | $41.2M | 2.2% | +11.2% |
| LPL Financial LLC | Bank broker | 1.3M | $28.9M | 0.0% | +12.3% |
| Coastal Bridge Advisors, LLC | Other | 1.0M | $22.8M | 1.6% | +2.0% |
| UBS Group AG | Bank broker | 892.4K | $20.1M | 0.0% | +2.1% |
| ROYAL BANK OF CANADA | Bank broker | 807.8K | $18.2M | 0.0% | +9.5% |
| Modern Wealth Management, LLC | Wealth advisor | 804.2K | $17.9M | 0.3% | -2.7% |
| Wealthspire Advisors, LLC | Wealth advisor | 774.5K | $17.4M | 0.1% | -6.3% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 666.6K | $15.0M | 0.0% | +54.6% |
| ARVEST INVESTMENTS, INC. | Wealth advisor | 615.2K | $13.8M | 1.9% | +10.3% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 301.4K | $6.8M | 0.0% | -1.1% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 281.7K | $6.3M | 0.0% | +3.7% |
| WELLS FARGO & COMPANY/MN | Bank broker | 227.9K | $5.1M | 0.0% | +53.3% |
| Summit Financial, LLC | Wealth advisor | 222.9K | $5.0M | 0.1% | +1.4% |
| Paller Financial Services Inc | Wealth advisor | 180.0K | $4.0M | 3.3% | -0.1% |
| Cetera Investment Advisers | Wealth advisor | 175.5K | $3.9M | 0.0% | +7.4% |
| Z3 Capital Partners, LLC ★2 | Fundamental diversified | 155.1K | $3.5M | 0.9% | -1.6% |
| Cambridge Advisors Inc. | Wealth advisor | 146.4K | $3.3M | 0.6% | +0.5% |
| Retirement Planning Co of New England, Inc. | Other | 145.3K | $3.3M | 1.3% | +0.6% |
| NOTTINGHAM ADVISORS, INC. | Wealth advisor | 140.2K | $3.2M | 0.4% | +8.8% |
| Sowell Financial Services LLC | Wealth advisor | 139.9K | $3.1M | 0.1% | -6.6% |
| NWF Advisory Services Inc. | Other | 137.9K | $3.1M | 0.4% | +26.8% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 127.9K | $2.9M | 0.0% | -0.7% |
| Kingsview Wealth Management, LLC | Wealth advisor | 124.7K | $2.8M | 0.0% | -0.3% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 113.7K | $2.6M | 0.0% | +350.1% |
| LongView Wealth Management | Wealth advisor | 106.6K | $2.4M | 0.6% | -50.7% |
| Community Bank, N.A. | Other | 100.0K | $2.2M | 0.3% | Held |
| Kestra Advisory Services, LLC | Wealth advisor | 96.6K | $2.2M | 0.0% | +156.7% |
| KINGSWOOD WEALTH ADVISORS, LLC | Wealth advisor | 92.5K | $2.1M | 0.1% | +16.6% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 82.2K | $1.8M | 0.0% | -27.8% |
| WINEBRENNER CAPITAL MANAGEMENT LLC | Wealth advisor | 81.7K | $1.8M | 1.2% | -0.8% |
| Mystic Asset Management, Inc. | Other | 76.3K | $1.7M | 0.4% | -2.0% |
| BROWN BROTHERS HARRIMAN & CO | Diversified mechanical | 76.2K | $1.7M | 0.0% | -19.2% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 71.6K | $1.6M | 0.0% | -0.8% |
| ALTFEST L J & CO INC | Wealth advisor | 71.3K | $1.6M | 0.2% | +1.2% |
| Strait & Sound Wealth Management LLC | Other | 69.7K | $1.6M | 0.6% | -0.7% |
| D.A. DAVIDSON & CO. | Wealth advisor | 67.9K | $1.5M | 0.0% | -12.7% |
| LEGACY FINANCIAL INDEPENDENT ADVISORS LLC ★2 | Fundamental diversified | 61.3K | $1.4M | 0.7% | — |
| Magnus Financial Group LLC | Wealth advisor | 60.8K | $1.4M | 0.1% | -2.0% |
| CoreCap Advisors, LLC | Wealth advisor | 59.2K | $1.3M | 0.0% | +1.5% |
| Cresset Asset Management, LLC | Wealth advisor | 54.4K | $1.2M | 0.0% | Held |
| OneAscent Family Office, LLC | Wealth advisor | 51.0K | $1.1M | 0.8% | +13.7% |
| MGO ONE SEVEN LLC | Wealth advisor | 48.9K | $1.1M | 0.0% | 0.0% |
| AlTi Global, Inc. | Wealth advisor | 48.0K | $1.1M | 0.0% | Held |
| Private Advisor Group, LLC | Wealth advisor | 48.0K | $1.1M | 0.0% | +0.5% |
| NewEdge Advisors, LLC | Diversified mechanical | 47.3K | $1.1M | 0.0% | +8.0% |
| OPPENHEIMER & CO INC | Diversified mechanical | 42.8K | $964K | 0.0% | -4.2% |
| OneDigital Investment Advisors LLC | Wealth advisor | 42.6K | $957K | 0.0% | 0.0% |
| Formidable Asset Management, LLC | Other | 46.9K | $933K | 0.1% | -1.1% |
| Bank of New York Mellon Corp | Diversified mechanical | 41.3K | $930K | 0.0% | +173.7% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.