FT ENERGY INCOME ETF (EIPI) Top Institutional Shareholders
FT ENERGY INCOME ETF (EIPI) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $375.24M in EIPI holdings during the latest filing period.
Morgan Stanley is currently the largest disclosed institutional shareholder of EIPI tracked by InsiderSet, reporting ownership valued at approximately $61.79M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $59.59M, representing an estimated loss of -3.56% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 68% of the total disclosed EIPI value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Arvest Bank Trust Division, Lpl Financial Llc, and several other long-term asset managers with concentrated positions in FT ENERGY INCOME ETF (EIPI).
This page ranks the largest institutional EIPI shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
150
Total Reported Value
$375.24M
Largest Holder
Morgan Stanley
Largest Position
$61.79M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
158
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.00% | 2,747,577 | $61,793,009 | $59,594,945 | -$2,198,064 | -3.56% | |
| Arvest Bank Trust Division | 2.24% | 1,830,850 | $41,175,816 | $39,711,137 | -$1,464,680 | -3.56% | |
| Lpl Financial Llc | 0.01% | 1,282,820 | $28,850,621 | $27,824,366 | -$1,026,255 | -3.56% | |
| Coastal Bridge Advisors, Llc | 1.61% | 1,012,885 | $22,779,777 | $21,969,476 | -$810,301 | -3.56% | |
| Ubs Group Ag | 0.00% | 892,365 | $20,069,288 | $19,355,397 | -$713,891 | -3.56% | |
| Royal Bank Of Canada | 0.00% | 807,830 | $18,168,000 | $17,521,833 | -$646,167 | -3.56% | |
| Modern Wealth Management, Llc | 0.31% | 804,177 | $17,917,055 | $17,442,599 | -$474,456 | -2.65% | |
| Wealthspire Advisors, Llc | 0.14% | 774,453 | $17,417,442 | $16,797,886 | -$619,556 | -3.56% | |
| Raymond James Financial Inc | 0.00% | 666,585 | $14,991,503 | $14,458,229 | -$533,274 | -3.56% | |
| Arvest Investments, Inc. | 1.89% | 615,200 | $13,835,851 | $13,343,688 | -$492,163 | -3.56% | |
| Z3 Capital Partners, Llc | 0.82% | 312,700 | $6,619,597 | $6,782,463 | +$162,866 | +2.46% | |
| Osaic Holdings, Inc. | 0.01% | 281,678 | $6,335,038 | $6,109,596 | -$225,442 | -3.56% | |
| Wells Fargo & Company/Mn | 0.00% | 227,871 | $5,124,813 | $4,942,522 | -$182,291 | -3.56% | |
| Summit Financial, Llc | 0.06% | 222,932 | $5,013,748 | $4,835,395 | -$178,353 | -3.56% | |
| Paller Financial Services Inc | 3.35% | 179,962 | $4,047,345 | $3,903,376 | -$143,969 | -3.56% | |
| Cetera Investment Advisers | 0.00% | 175,496 | $3,946,907 | $3,806,508 | -$140,399 | -3.56% | |
| Cambridge Advisors Inc. | 0.64% | 146,390 | $3,292,321 | $3,175,199 | -$117,122 | -3.56% | |
| Retirement Planning Co Of New England, Inc. | 1.33% | 145,299 | $3,267,779 | $3,151,535 | -$116,244 | -3.56% | |
| Nottingham Advisors, Inc. | 0.41% | 140,217 | $3,153,477 | $3,041,307 | -$112,170 | -3.56% | |
| Sowell Financial Services Llc | 0.12% | 139,885 | $3,146,022 | $3,034,106 | -$111,916 | -3.56% | |
| Nwf Advisory Services Inc. | 0.35% | 137,939 | $3,102,251 | $2,991,897 | -$110,354 | -3.56% | |
| Stifel Financial Corp | 0.00% | 127,905 | $2,876,595 | $2,774,259 | -$102,336 | -3.56% | |
| Kingsview Wealth Management, Llc | 0.04% | 124,733 | $2,805,236 | $2,705,459 | -$99,777 | -3.56% | |
| Susquehanna International Group, Llp | 0.00% | 113,728 | $2,557,743 | $2,466,760 | -$90,983 | -3.56% | |
| Longview Wealth Management | 0.60% | 106,599 | $2,368,625 | $2,312,132 | -$56,493 | -2.39% | |
| Community Bank, N.A. | 0.27% | 100,000 | $2,248,000 | $2,169,000 | -$79,000 | -3.51% | |
| Kestra Advisory Services, Llc | 0.01% | 96,569 | $2,171,843 | $2,094,582 | -$77,261 | -3.56% | |
| Kingswood Wealth Advisors, Llc | 0.10% | 92,534 | $2,081,090 | $2,007,062 | -$74,028 | -3.56% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 82,172 | $1,840,655 | $1,782,311 | -$58,344 | -3.17% | |
| Winebrenner Capital Management Llc | 1.18% | 81,659 | $1,836,510 | $1,771,184 | -$65,326 | -3.56% | |
| Mystic Asset Management, Inc. | 0.40% | 76,302 | $1,716,032 | $1,654,990 | -$61,042 | -3.56% | |
| Brown Brothers Harriman & Co | 0.01% | 76,248 | $1,714,818 | $1,653,819 | -$60,999 | -3.56% | |
| Commonwealth Equity Services, Llc | 0.00% | 71,611 | $1,610,523 | $1,553,243 | -$57,280 | -3.56% | |
| Altfest L J & Co Inc | 0.17% | 71,300 | $1,603,527 | $1,546,497 | -$57,030 | -3.56% | |
| Strait & Sound Wealth Management Llc | 0.60% | 69,699 | $1,567,531 | $1,511,771 | -$55,760 | -3.56% | |
| D.A. Davidson & Co. | 0.01% | 67,918 | $1,527,478 | $1,473,141 | -$54,337 | -3.56% | |
| Legacy Financial Independent Advisors Llc | 0.72% | 61,316 | $1,378,997 | $1,329,944 | -$49,053 | -3.56% | |
| Magnus Financial Group Llc | 0.11% | 60,814 | $1,367,709 | $1,319,056 | -$48,653 | -3.56% | |
| Corecap Advisors, Llc | 0.05% | 59,218 | $1,331,813 | $1,284,438 | -$47,375 | -3.56% | |
| Cresset Asset Management, Llc | 0.01% | 54,428 | $1,224,086 | $1,180,543 | -$43,543 | -3.56% | |
| Oneascent Family Office, Llc | 0.80% | 51,039 | $1,147,867 | $1,107,036 | -$40,831 | -3.56% | |
| Mgo One Seven Llc | 0.02% | 48,936 | $1,100,583 | $1,061,422 | -$39,161 | -3.56% | |
| Alti Global, Inc. | 0.02% | 47,998 | $1,079,475 | $1,041,077 | -$38,398 | -3.56% | |
| Private Advisor Group, Llc | 0.01% | 47,953 | $1,078,459 | $1,040,101 | -$38,358 | -3.56% | |
| Oppenheimer & Co Inc | 0.01% | 42,842 | $963,517 | $929,243 | -$34,274 | -3.56% | |
| Onedigital Investment Advisors Llc | 0.01% | 42,564 | $957,264 | $923,213 | -$34,051 | -3.56% | |
| Formidable Asset Management, Llc | 0.14% | 46,944 | $932,777 | $1,018,215 | +$85,438 | +9.16% | |
| Bank Of New York Mellon Corp | 0.00% | 41,335 | $929,635 | $896,556 | -$33,079 | -3.56% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 40,887 | $919,553 | $886,839 | -$32,714 | -3.56% | |
| Mai Capital Management | 0.01% | 40,506 | $910,988 | $878,575 | -$32,413 | -3.56% |
Frequently asked questions about EIPI
Who owns the most EIPI stock?
The largest holders of EIPI are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for FT ENERGY INCOME ETF (EIPI).
Is EIPI widely held by superinvestors?
Many widely followed stocks like EIPI appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly EIPI is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.