FT ENERGY INC PARTNERS STRAT EIPX
$31.34
+1.2% 52w: $24.63 – $32.64
Latest 13F among current holders filed 1 month ago (May 18, 2026)
Price — last 12 months
research preview data24.6328.6332.64
Jun 20, 2025 Jul 2, 2026
Institutional holders
49
+7 QoQ
13F value
$461.5M
+26.5% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns EIPX?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Fiduciary Trust Co | Other | 5.0M | $162.2M | 1.9% | -2.9% |
| AlTi Global, Inc. | Wealth advisor | 4.6M | $149.1M | 3.2% | +4.8% |
| Cerity Partners OCIO LLC | Wealth advisor | 2.4M | $76.2M | 4.6% | Held |
| LPL Financial LLC | Bank broker | 326.4K | $10.5M | 0.0% | +23.1% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 246.1K | $7.9M | 0.0% | +59.6% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 176.8K | $5.7M | 0.0% | +4.3% |
| ELEVATION POINT WEALTH PARTNERS, LLC | Other | 161.1K | $5.2M | 0.1% | New |
| Vestmark Advisory Solutions, Inc. | Wealth advisor | 160.6K | $5.2M | 0.1% | New |
| Rockefeller Capital Management L.P. | Diversified mechanical | 111.4K | $3.6M | 0.0% | -7.3% |
| CWM, LLC | Wealth advisor | 109.9K | $3.5M | 0.0% | +10.7% |
| Summit Trail Advisors, LLC | Other | 88.4K | $2.8M | 0.0% | -23.8% |
| SCS Capital Management LLC | Wealth advisor | 83.6K | $2.7M | 0.0% | Held |
| EASTERN BANK | Other | 78.8K | $2.5M | 0.0% | -21.9% |
| Arax Advisory Partners | Wealth advisor | 68.8K | $2.2M | 0.1% | +0.3% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 56.5K | $1.8M | 0.0% | New |
| HBW ADVISORY SERVICES LLC | Wealth advisor | 51.2K | $1.6M | 0.2% | +3.2% |
| MARSHALL INVESTMENT MANAGEMENT, LLC | Wealth advisor | 50.6K | $1.6M | 0.8% | +6.2% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 41.3K | $1.3M | 0.0% | +138.7% |
| Integrated Wealth Concepts LLC | Wealth advisor | 40.3K | $1.3M | 0.0% | -4.1% |
| UBS Group AG | Bank broker | 38.4K | $1.2M | 0.0% | +1.3% |
| JANE STREET GROUP, LLC | Market maker | 38.2K | $1.2M | 0.0% | +122.4% |
| ROYAL BANK OF CANADA | Bank broker | 36.5K | $1.2M | 0.0% | +192.7% |
| Modern Wealth Management, LLC | Wealth advisor | 34.6K | $1.1M | 0.0% | +8.2% |
| Concurrent Investment Advisors, LLC | Wealth advisor | 27.5K | $885K | 0.0% | +2.8% |
| Legacy Wealth Managment, LLC/ID | Wealth advisor | 26.0K | $837K | 0.4% | -15.3% |
| StoneX Group Inc. | Wealth advisor | 25.8K | $829K | 0.0% | +4.1% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 25.4K | $816K | 0.0% | -2.5% |
| MORGAN STANLEY | Bank broker | 25.2K | $810K | 0.0% | +203.1% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | Diversified mechanical | 25.1K | $806K | 0.0% | +16.6% |
| OneDigital Investment Advisors LLC | Wealth advisor | 23.2K | $747K | 0.0% | -5.8% |
| CVA Family Office, LLC | Wealth advisor | 20.6K | $664K | 0.1% | +0.6% |
| Private Advisor Group, LLC | Wealth advisor | 18.5K | $594K | 0.0% | +5.5% |
| Sigma Planning Corp | Wealth advisor | 15.7K | $504K | 0.0% | +13.2% |
| US BANCORP \DE\ | Wealth advisor | 11.8K | $380K | 0.0% | New |
| CITADEL ADVISORS LLC | Multistrat pod | 10.8K | $346K | 0.0% | New |
| D.A. DAVIDSON & CO. | Wealth advisor | 8.4K | $271K | 0.0% | New |
| Van Diest Capital, LLC | Other | 7.5K | $242K | 0.2% | -11.7% |
| Inscription Capital, LLC | Other | 6.8K | $219K | 0.0% | New |
| Holos Integrated Wealth LLC | Wealth advisor | 6.6K | $212K | 0.1% | New |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 6.4K | $205K | 0.0% | New |
| IFP Advisors, Inc | Wealth advisor | 4.0K | $129K | 0.0% | 0.0% |
| PRIVATE TRUST CO NA | Diversified mechanical | 1.4K | $44K | 0.0% | Held |
| FIFTH THIRD BANCORP | Diversified mechanical | 800 | $26K | 0.0% | New |
| OSAIC HOLDINGS, INC. | Wealth advisor | 459 | $15K | 0.0% | -44.8% |
| FRANKLIN RESOURCES INC | Long only active | 403 | $13K | 0.0% | New |
| HARBOUR INVESTMENTS, INC. | Wealth advisor | 138 | $4K | 0.0% | +0.7% |
| Graney & King, LLC | Wealth advisor | 98 | $3K | 0.0% | -99.9% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | Wealth advisor | 55 | $2K | 0.0% | New |
| WELLS FARGO & COMPANY/MN | Bank broker | 1 | $35 | 0.0% | Held |
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.