FT ENERGY INCOME ETF (EIPI) 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 June 30, 2026. The institutional investors covered on this page collectively reported approximately $372.85M 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 $61.24M, representing an estimated loss of -0.89% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 69% 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
151
Total Reported Value
$372.85M
Largest Holder
Morgan Stanley
Largest Position
$61.79M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
149
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 | $61,243,491 | -$549,518 | -0.89% | |
| Arvest Bank Trust Division | 2.24% | 1,830,850 | $41,175,816 | $40,809,647 | -$366,170 | -0.89% | |
| Lpl Financial Llc | 0.01% | 1,282,820 | $28,850,621 | $28,594,058 | -$256,563 | -0.89% | |
| Coastal Bridge Advisors, Llc | 1.61% | 1,012,885 | $22,779,777 | $22,577,207 | -$202,570 | -0.89% | |
| Ubs Group Ag | 0.00% | 892,365 | $20,069,288 | $19,890,816 | -$178,472 | -0.89% | |
| Royal Bank Of Canada | 0.00% | 807,830 | $18,168,000 | $18,006,531 | -$161,469 | -0.89% | |
| Modern Wealth Management, Llc | 0.31% | 804,177 | $17,917,055 | $17,925,105 | +$8,050 | +0.04% | |
| Wealthspire Advisors, Llc | 0.14% | 774,453 | $17,417,442 | $17,262,557 | -$154,885 | -0.89% | |
| Raymond James Financial Inc | 0.00% | 666,585 | $14,991,503 | $14,858,180 | -$133,323 | -0.89% | |
| Arvest Investments, Inc. | 1.61% | 610,463 | $13,332,530 | $13,607,220 | +$274,690 | +2.06% | |
| Osaic Holdings, Inc. | 0.01% | 281,678 | $6,335,038 | $6,278,603 | -$56,435 | -0.89% | |
| Wells Fargo & Company/Mn | 0.00% | 227,871 | $5,124,813 | $5,079,245 | -$45,568 | -0.89% | |
| Summit Financial, Llc | 0.06% | 222,932 | $5,013,748 | $4,969,154 | -$44,594 | -0.89% | |
| Hb Wealth Management, Llc | 0.03% | 208,232 | $4,547,794 | $4,641,491 | +$93,697 | +2.06% | |
| Cetera Investment Advisers | 0.00% | 175,496 | $3,946,907 | $3,911,806 | -$35,101 | -0.89% | |
| Paller Financial Services Inc | 2.83% | 173,202 | $3,782,732 | $3,860,673 | +$77,941 | +2.06% | |
| Z3 Capital Partners, Llc | 0.71% | 154,621 | $3,376,929 | $3,446,502 | +$69,573 | +2.06% | |
| Retirement Planning Co Of New England, Inc. | 1.15% | 146,441 | $3,198,262 | $3,264,170 | +$65,908 | +2.06% | |
| Nottingham Advisors, Inc. | 0.38% | 140,901 | $3,154,770 | $3,140,683 | -$14,087 | -0.45% | |
| Cambridge Advisors Inc. | 0.53% | 142,258 | $3,106,913 | $3,170,931 | +$64,018 | +2.06% | |
| Nwf Advisory Services Inc. | 0.28% | 136,989 | $2,991,840 | $3,053,485 | +$61,645 | +2.06% | |
| Sowell Financial Services Llc | 0.10% | 133,949 | $2,925,452 | $2,985,723 | +$60,271 | +2.06% | |
| Stifel Financial Corp | 0.00% | 127,905 | $2,876,595 | $2,851,002 | -$25,593 | -0.89% | |
| Kingsview Wealth Management, Llc | 0.04% | 124,733 | $2,805,236 | $2,780,299 | -$24,937 | -0.89% | |
| Susquehanna International Group, Llp | 0.00% | 113,728 | $2,557,743 | $2,534,997 | -$22,746 | -0.89% | |
| Community Bank, N.A. | 0.27% | 100,000 | $2,248,000 | $2,229,000 | -$19,000 | -0.85% | |
| Kestra Advisory Services, Llc | 0.01% | 94,728 | $2,068,863 | $2,111,487 | +$42,624 | +2.06% | |
| Envestnet Asset Management Inc | 0.00% | 87,974 | $1,921,354 | $1,960,940 | +$39,586 | +2.06% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 85,686 | $1,893,658 | $1,909,941 | +$16,283 | +0.86% | |
| Kingswood Wealth Advisors, Llc | 0.08% | 84,836 | $1,852,818 | $1,890,994 | +$38,176 | +2.06% | |
| Mystic Asset Management, Inc. | 0.40% | 76,302 | $1,716,032 | $1,700,772 | -$15,260 | -0.89% | |
| Brown Brothers Harriman & Co | 0.01% | 76,248 | $1,714,818 | $1,699,568 | -$15,250 | -0.89% | |
| Winebrenner Capital Management Llc | 1.03% | 77,193 | $1,685,900 | $1,720,632 | +$34,732 | +2.06% | |
| Altfest L J & Co Inc | 0.16% | 73,640 | $1,608,297 | $1,641,436 | +$33,139 | +2.06% | |
| Commonwealth Equity Services, Llc | 0.00% | 73,415 | $1,603,378 | $1,636,420 | +$33,042 | +2.06% | |
| Strait & Sound Wealth Management Llc | 0.60% | 69,699 | $1,567,531 | $1,553,591 | -$13,940 | -0.89% | |
| D.A. Davidson & Co. | 0.01% | 67,747 | $1,479,597 | $1,510,081 | +$30,484 | +2.06% | |
| Legacy Financial Independent Advisors Llc | 0.72% | 61,316 | $1,378,997 | $1,366,734 | -$12,263 | -0.89% | |
| Magnus Financial Group Llc | 0.09% | 60,865 | $1,329,287 | $1,356,681 | +$27,394 | +2.06% | |
| Corecap Advisors, Llc | 0.04% | 58,745 | $1,282,991 | $1,309,426 | +$26,435 | +2.06% | |
| Cresset Asset Management, Llc | 0.01% | 54,428 | $1,224,086 | $1,213,200 | -$10,886 | -0.89% | |
| Private Advisor Group, Llc | 0.01% | 53,307 | $1,164,230 | $1,188,213 | +$23,983 | +2.06% | |
| Oneascent Family Office, Llc | 0.80% | 51,039 | $1,147,867 | $1,137,659 | -$10,208 | -0.89% | |
| Alti Global, Inc. | 0.02% | 47,998 | $1,079,475 | $1,069,875 | -$9,600 | -0.89% | |
| Mgo One Seven Llc | 0.02% | 49,089 | $1,072,105 | $1,094,194 | +$22,089 | +2.06% | |
| Formidable Asset Management, Llc | 0.17% | 46,894 | $1,054,646 | $1,045,267 | -$9,379 | -0.89% | |
| Oppenheimer & Co Inc | 0.01% | 45,991 | $1,004,443 | $1,025,139 | +$20,696 | +2.06% | |
| Onedigital Investment Advisors Llc | 0.01% | 42,564 | $957,264 | $948,752 | -$8,512 | -0.89% | |
| Bank Of New York Mellon Corp | 0.00% | 41,335 | $929,635 | $921,357 | -$8,278 | -0.89% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 40,887 | $919,553 | $911,371 | -$8,182 | -0.89% |
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.