EIPI Institutional Ownership & Shareholders
FT ENERGY INCOME ETF (EIPI) is currently held by 162 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $377.43M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Morgan Stanley is currently the largest disclosed institutional shareholder of EIPI tracked by InsiderSet, reporting ownership valued at approximately $60.43M in its June 30, 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 $61.34M, representing an estimated gain of +1.51% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 66% 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
162
Total Reported Value
$377.43M
Largest Holder
Morgan Stanley
Largest Position
$60.43M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
51
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% | 2,766,909 | $60,429,316 | $61,342,373 | +$913,057 | +1.51% | |
| Arvest Bank Trust Division | 1.87% | 1,760,193 | $38,442,614 | $39,023,479 | +$580,865 | +1.51% | |
| Lpl Financial Llc | 0.01% | 1,284,660 | $28,056,975 | $28,480,912 | +$423,937 | +1.51% | |
| Coastal Bridge Advisors, Llc | 1.38% | 1,023,734 | $22,358,341 | $22,696,183 | +$337,842 | +1.51% | |
| Royal Bank Of Canada | 0.00% | 917,037 | $20,028,000 | $20,330,710 | +$302,710 | +1.51% | |
| Ubs Group Ag | 0.00% | 886,810 | $19,367,931 | $19,660,578 | +$292,647 | +1.51% | |
| Modern Wealth Management, Llc | 0.21% | 809,233 | $17,673,640 | $17,940,696 | +$267,056 | +1.51% | |
| Wealthspire Advisors, Llc | 0.09% | 727,590 | $15,890,560 | $16,130,670 | +$240,110 | +1.51% | |
| Raymond James Financial Inc | 0.00% | 683,567 | $14,929,102 | $15,154,680 | +$225,578 | +1.51% | |
| Arvest Investments, Inc. | 1.64% | 643,564 | $13,701,496 | $14,267,814 | +$566,318 | +4.13% | |
| Stifel Financial Corp | 0.01% | 444,159 | $9,700,437 | $9,847,005 | +$146,568 | +1.51% | |
| Osaic Holdings, Inc. | 0.01% | 319,994 | $6,989,180 | $7,094,267 | +$105,087 | +1.50% | |
| Wells Fargo & Company/Mn | 0.00% | 275,480 | $6,016,487 | $6,107,392 | +$90,905 | +1.51% | |
| Summit Financial, Llc | 0.05% | 215,192 | $4,699,790 | $4,770,807 | +$71,017 | +1.51% | |
| Hb Wealth Management, Llc | 0.02% | 208,232 | $4,433,257 | $4,616,503 | +$183,246 | +4.13% | |
| Triad Wealth Partners, Llc | 0.23% | 195,325 | $4,158,475 | $4,330,355 | +$171,880 | +4.13% | |
| Paller Financial Services Inc | 2.81% | 172,119 | $3,664,414 | $3,815,878 | +$151,464 | +4.13% | |
| Z3 Capital Partners, Llc | 0.71% | 154,621 | $3,376,929 | $3,427,948 | +$51,019 | +1.51% | |
| Cetera Investment Advisers | 0.00% | 147,894 | $3,230,009 | $3,278,810 | +$48,801 | +1.51% | |
| Retirement Planning Co Of New England, Inc. | 1.17% | 144,132 | $3,068,581 | $3,195,406 | +$126,825 | +4.13% | |
| Cambridge Advisors Inc. | 0.51% | 137,948 | $2,936,920 | $3,058,307 | +$121,387 | +4.13% | |
| Nottingham Advisors, Inc. | 0.36% | 136,051 | $2,916,931 | $3,016,251 | +$99,320 | +3.40% | |
| Nwf Advisory Services Inc. | 0.27% | 135,989 | $2,895,207 | $3,014,876 | +$119,669 | +4.13% | |
| Kingsview Wealth Management, Llc | 0.03% | 124,882 | $2,727,419 | $2,768,634 | +$41,215 | +1.51% | |
| Sowell Financial Services Llc | 0.07% | 107,648 | $2,291,829 | $2,386,556 | +$94,727 | +4.13% | |
| Susquehanna International Group, Llp | 0.00% | 103,840 | $2,267,866 | $2,302,133 | +$34,267 | +1.51% | |
| Community Bank, N.A. | 0.24% | 100,000 | $2,184,000 | $2,217,000 | +$33,000 | +1.51% | |
| Kestra Advisory Services, Llc | 0.01% | 94,526 | $2,012,459 | $2,095,641 | +$83,182 | +4.13% | |
| Bank Of New York Mellon Corp | 0.00% | 93,647 | $1,993,753 | $2,076,154 | +$82,401 | +4.13% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 89,198 | $1,965,923 | $1,977,520 | +$11,597 | +0.59% | |
| Envestnet Asset Management Inc | 0.00% | 87,974 | $1,921,354 | $1,950,384 | +$29,030 | +1.51% | |
| Oneascent Family Office, Llc | 0.92% | 83,379 | $1,820,997 | $1,848,512 | +$27,515 | +1.51% | |
| Kingswood Wealth Advisors, Llc | 0.07% | 84,836 | $1,806,158 | $1,880,814 | +$74,656 | +4.13% | |
| Mml Investors Services, Llc | 0.00% | 73,129 | $1,597,144 | $1,621,270 | +$24,126 | +1.51% | |
| Commonwealth Equity Services, Llc | 0.00% | 73,849 | $1,572,246 | $1,637,232 | +$64,986 | +4.13% | |
| Mystic Asset Management, Inc. | 0.35% | 73,608 | $1,567,120 | $1,631,889 | +$64,769 | +4.13% | |
| Altfest L J & Co Inc | 0.16% | 73,400 | $1,562,676 | $1,627,278 | +$64,602 | +4.13% | |
| Strait & Sound Wealth Management Llc | 0.53% | 69,473 | $1,517,290 | $1,540,216 | +$22,926 | +1.51% | |
| D.A. Davidson & Co. | 0.01% | 66,460 | $1,414,948 | $1,473,418 | +$58,470 | +4.13% | |
| Winebrenner Capital Management Llc | 0.91% | 66,101 | $1,407,297 | $1,465,459 | +$58,162 | +4.13% | |
| Magnus Financial Group Llc | 0.09% | 60,917 | $1,296,917 | $1,350,530 | +$53,613 | +4.13% | |
| Corecap Advisors, Llc | 0.04% | 60,075 | $1,278,997 | $1,331,863 | +$52,866 | +4.13% | |
| Private Advisor Group, Llc | 0.01% | 53,307 | $1,164,230 | $1,181,816 | +$17,586 | +1.51% | |
| Newedge Advisors, Llc | 0.00% | 51,380 | $1,122,146 | $1,139,095 | +$16,949 | +1.51% | |
| Legacy Financial Independent Advisors Llc | 0.53% | 50,798 | $1,081,489 | $1,126,192 | +$44,703 | +4.13% | |
| Chevy Chase Trust Holdings, Llc | 0.00% | 48,449 | $1,058,126 | $1,074,114 | +$15,988 | +1.51% | |
| Alti Global, Inc. | 0.02% | 47,998 | $1,048,276 | $1,064,116 | +$15,840 | +1.51% | |
| Mgo One Seven Llc | 0.02% | 47,581 | $1,013,001 | $1,054,871 | +$41,870 | +4.13% | |
| Rockefeller Capital Management L.P. | 0.00% | 43,936 | $959,562 | $974,061 | +$14,499 | +1.51% | |
| Brown Brothers Harriman & Co | 0.00% | 43,910 | $958,994 | $973,485 | +$14,491 | +1.51% |
Frequently asked questions about EIPI
Who are the largest institutional holders of EIPI?
The largest institutional holders of EIPI reported in the latest SEC Form 13F filings include Morgan Stanley, Arvest Bank Trust Division, Lpl Financial Llc, Coastal Bridge Advisors, Llc, and Royal Bank Of Canada. InsiderSet ranks institutional holders by their latest reported EIPI position.
What is EIPI institutional ownership?
This page tracks EIPI positions reported by institutional investment managers through SEC Form 13F. FT ENERGY INCOME ETF (EIPI) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own EIPI?
InsiderSet currently tracks 162 institutional managers reporting EIPI holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of EIPI shareholders.
How much EIPI stock do institutions own?
Institutional investment managers disclosed approximately $377.43M in EIPI holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was EIPI institutional ownership last updated?
The latest EIPI institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional EIPI holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its EIPI position after the reporting date.
Are institutions buying or selling EIPI?
Institutional buying and selling can be analyzed by comparing EIPI positions across consecutive 13F reporting periods. InsiderSet's EIPI Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View EIPI ownership changes.
How has EIPI institutional ownership changed over time?
InsiderSet tracks EIPI institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.