FT ENERGY INC PARTNERS STRAT (EIPX) Institutional Shareholders

FT ENERGY INC PARTNERS STRAT (EIPX) 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 $459.60M in EIPX holdings during the latest filing period.

Alti Global, Inc. is currently the largest disclosed institutional shareholder of EIPX tracked by InsiderSet, reporting ownership valued at approximately $154.36M 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 $163.09M, representing an estimated gain of +5.65% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 92% of the total disclosed EIPX value among the investors covered in this analysis. Major shareholders include Alti Global, Inc., Fiduciary Trust Co, Cerity Partners Ocio Llc, and several other long-term asset managers with concentrated positions in FT ENERGY INC PARTNERS STRAT (EIPX).

This page ranks the largest institutional EIPX 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

55

Total Reported Value

$459.60M

Largest Holder

Alti Global, Inc.

Largest Position

$154.36M

Insider Transactions (90d)

0

Latest Filing Quarter

Q2 2026

New Institutional Positions

61

Funds Exiting Positions

0

NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Alti Global, Inc.3.19%4,931,716$154,362,815$163,091,848+$8,729,033+5.65%
Fiduciary Trust Co1.67%4,912,761$153,769,427$162,465,006+$8,695,579+5.65%
Cerity Partners Ocio Llc3.70%2,333,859$73,049,789$77,180,717+$4,130,928+5.65%
Lpl Financial Llc0.00%317,542$9,939,066$10,501,114+$562,048+5.65%
Stifel Financial Corp0.01%247,310$7,740,817$8,178,542+$437,725+5.65%
Raymond James Financial Inc0.00%185,481$5,805,555$6,133,857+$328,302+5.65%
Elevation Point Wealth Partners, Llc0.11%182,710$5,718,815$6,042,220+$323,405+5.66%
Vestmark Advisory Solutions, Inc.0.05%182,005$5,696,743$6,018,905+$322,162+5.66%
Rockefeller Capital Management L.P.0.01%114,087$3,570,947$3,772,857+$201,910+5.65%
Cwm, Llc0.01%109,930$3,535,361$3,635,385+$100,024+2.83%
Eastern Bank0.05%98,217$3,074,192$3,248,036+$173,844+5.65%
Summit Trail Advisors, Llc0.04%91,619$2,867,675$3,029,840+$162,165+5.65%
Scs Capital Management Llc0.02%83,600$2,616,680$2,764,652+$147,972+5.65%
Arax Advisory Partners0.01%71,332$2,232,690$2,358,949+$126,259+5.66%
Marshall Investment Management, Llc0.86%65,788$2,059,157$2,175,609+$116,452+5.66%
Tounjian Advisory Partners, Llc0.86%64,012$2,003,562$2,116,877+$113,315+5.66%
Cetera Investment Advisers0.00%61,452$1,923,455$2,032,218+$108,763+5.65%
Hbw Advisory Services Llc0.15%52,063$1,629,569$1,721,723+$92,154+5.66%
Susquehanna International Group, Llp0.00%49,236$1,541,087$1,628,235+$87,148+5.65%
Ubs Group Ag0.00%41,692$1,304,960$1,378,754+$73,794+5.65%
Integrated Wealth Concepts Llc0.01%37,797$1,183,041$1,249,947+$66,906+5.66%
Modern Wealth Management, Llc0.01%34,023$1,064,920$1,125,141+$60,221+5.65%
Signal Advisors Wealth, Llc0.05%32,040$1,002,852$1,059,563+$56,711+5.65%
Legacy Wealth Managment, Llc/Id0.40%30,782$963,481$1,017,961+$54,480+5.65%
Stonex Group Inc.0.04%29,306$917,309$969,149+$51,840+5.65%
Kestra Private Wealth Services, Llc0.01%28,461$890,839$941,205+$50,366+5.65%
Concurrent Investment Advisors, Llc0.01%28,267$884,746$934,790+$50,044+5.66%
Commonwealth Equity Services, Llc0.00%27,794$869,940$919,148+$49,208+5.66%
Morgan Stanley0.00%25,405$795,193$840,143+$44,950+5.65%
Onedigital Investment Advisors Llc0.01%23,192$725,910$766,959+$41,049+5.65%
Cva Family Office, Llc0.06%20,796$650,927$687,724+$36,797+5.65%
Sigma Planning Corp0.02%20,508$641,891$678,200+$36,309+5.66%
Private Advisor Group, Llc0.00%19,680$616,000$650,818+$34,818+5.65%
Royal Bank Of Canada0.00%19,456$609,000$643,410+$34,410+5.65%
Jane Street Group, Llc0.00%18,152$568,158$600,287+$32,129+5.65%
Van Diest Capital, Llc0.47%16,799$525,819$555,543+$29,724+5.65%
Inscription Capital, Llc0.03%12,194$381,681$403,256+$21,575+5.65%
Us Bancorp \De\0.00%11,825$370,123$391,053+$20,930+5.65%
Mml Investors Services, Llc0.00%8,744$273,678$289,164+$15,486+5.66%
D.A. Davidson & Co.0.00%8,503$266,144$281,194+$15,050+5.65%
Envestnet Asset Management Inc0.00%7,323$229,224$242,172+$12,948+5.65%
Holos Integrated Wealth Llc0.10%6,572$208,645$217,336+$8,691+4.17%
Osaic Holdings, Inc.0.00%4,799$150,228$158,703+$8,475+5.64%
Ifp Advisors, Inc0.00%3,964$124,073$131,089+$7,016+5.66%
Private Trust Co Na0.00%1,903$59,564$62,932+$3,368+5.65%
Daytona Street Capital Llc0.04%2,490$54,917$82,344+$27,427+49.94%
Aptus Capital Advisors, Llc0.00%1,291$40,408$42,693+$2,285+5.66%
Fifth Third Bancorp0.00%800$25,040$26,456+$1,416+5.65%
Wells Fargo & Company/Mn0.00%659$20,619$21,793+$1,174+5.69%
Abound Wealth Management0.00%380$11,891$12,567+$676+5.68%
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Frequently asked questions about EIPX

  • Who owns the most EIPX stock?

    The largest holders of EIPX 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 INC PARTNERS STRAT (EIPX).

  • Is EIPX widely held by superinvestors?

    Many widely followed stocks like EIPX appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly EIPX 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.