EIPX Institutional Ownership & Shareholders
FT ENERGY INC PARTNERS STRAT (EIPX) is currently held by 57 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $460.35M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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 $169.06M, representing an estimated gain of +9.52% 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
57
Total Reported Value
$460.35M
Largest Holder
Alti Global, Inc.
Largest Position
$154.36M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
66
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Alti Global, Inc. | 3.19% | 4,931,716 | $154,362,815 | $169,059,224 | +$14,696,409 | +9.52% | |
| Fiduciary Trust Co | 1.67% | 4,912,761 | $153,769,427 | $168,409,447 | +$14,640,020 | +9.52% | |
| Cerity Partners Ocio Llc | 3.70% | 2,333,859 | $73,049,789 | $80,004,687 | +$6,954,898 | +9.52% | |
| Lpl Financial Llc | 0.00% | 317,542 | $9,939,066 | $10,885,340 | +$946,274 | +9.52% | |
| Stifel Financial Corp | 0.01% | 247,310 | $7,740,817 | $8,477,787 | +$736,970 | +9.52% | |
| Raymond James Financial Inc | 0.00% | 185,481 | $5,805,555 | $6,358,289 | +$552,734 | +9.52% | |
| Elevation Point Wealth Partners, Llc | 0.11% | 182,710 | $5,718,815 | $6,263,299 | +$544,484 | +9.52% | |
| Vestmark Advisory Solutions, Inc. | 0.05% | 182,005 | $5,696,743 | $6,239,131 | +$542,388 | +9.52% | |
| Rockefeller Capital Management L.P. | 0.01% | 114,087 | $3,570,947 | $3,910,902 | +$339,955 | +9.52% | |
| Cwm, Llc | 0.01% | 109,930 | $3,535,361 | $3,768,400 | +$233,039 | +6.59% | |
| Eastern Bank | 0.05% | 98,018 | $3,065,023 | $3,360,057 | +$295,034 | +9.63% | |
| Summit Trail Advisors, Llc | 0.04% | 91,619 | $2,867,675 | $3,140,699 | +$273,024 | +9.52% | |
| Scs Capital Management Llc | 0.02% | 83,600 | $2,616,680 | $2,865,808 | +$249,128 | +9.52% | |
| Arax Advisory Partners | 0.01% | 71,332 | $2,232,690 | $2,445,261 | +$212,571 | +9.52% | |
| Marshall Investment Management, Llc | 0.86% | 65,788 | $2,059,157 | $2,255,213 | +$196,056 | +9.52% | |
| Tounjian Advisory Partners, Llc | 0.86% | 64,012 | $2,003,562 | $2,194,331 | +$190,769 | +9.52% | |
| Cetera Investment Advisers | 0.00% | 61,452 | $1,923,455 | $2,106,575 | +$183,120 | +9.52% | |
| Hbw Advisory Services Llc | 0.17% | 56,421 | $1,764,291 | $1,934,112 | +$169,821 | +9.63% | |
| Susquehanna International Group, Llp | 0.00% | 49,236 | $1,541,087 | $1,687,810 | +$146,723 | +9.52% | |
| Kestra Private Wealth Services, Llc | 0.02% | 47,111 | $1,473,155 | $1,614,965 | +$141,810 | +9.63% | |
| Ubs Group Ag | 0.00% | 41,692 | $1,304,960 | $1,429,202 | +$124,242 | +9.52% | |
| Signal Advisors Wealth, Llc | 0.06% | 40,195 | $1,256,885 | $1,377,885 | +$121,000 | +9.63% | |
| Integrated Wealth Concepts Llc | 0.01% | 37,797 | $1,183,041 | $1,295,681 | +$112,640 | +9.52% | |
| Modern Wealth Management, Llc | 0.01% | 34,023 | $1,064,920 | $1,166,308 | +$101,388 | +9.52% | |
| Legacy Wealth Managment, Llc/Id | 0.40% | 30,782 | $963,481 | $1,055,207 | +$91,726 | +9.52% | |
| Concurrent Investment Advisors, Llc | 0.01% | 29,843 | $933,181 | $1,023,018 | +$89,837 | +9.63% | |
| Stonex Group Inc. | 0.04% | 29,306 | $917,309 | $1,004,610 | +$87,301 | +9.52% | |
| Morgan Stanley | 0.00% | 25,405 | $795,193 | $870,883 | +$75,690 | +9.52% | |
| Commonwealth Equity Services, Llc | 0.00% | 23,341 | $729,880 | $800,129 | +$70,249 | +9.62% | |
| Onedigital Investment Advisors Llc | 0.01% | 23,192 | $725,910 | $795,022 | +$69,112 | +9.52% | |
| Sigma Planning Corp | 0.02% | 21,355 | $667,784 | $732,049 | +$64,265 | +9.62% | |
| Cva Family Office, Llc | 0.06% | 20,796 | $650,927 | $712,887 | +$61,960 | +9.52% | |
| Private Advisor Group, Llc | 0.00% | 19,680 | $616,000 | $674,630 | +$58,630 | +9.52% | |
| Royal Bank Of Canada | 0.00% | 19,456 | $609,000 | $666,952 | +$57,952 | +9.52% | |
| Jane Street Group, Llc | 0.00% | 18,152 | $568,158 | $622,251 | +$54,093 | +9.52% | |
| Van Diest Capital, Llc | 0.47% | 16,799 | $525,819 | $575,870 | +$50,051 | +9.52% | |
| Us Bancorp \De\ | 0.00% | 11,825 | $370,123 | $405,361 | +$35,238 | +9.52% | |
| Mml Investors Services, Llc | 0.00% | 8,744 | $273,678 | $299,744 | +$26,066 | +9.52% | |
| D.A. Davidson & Co. | 0.00% | 8,503 | $265,889 | $291,483 | +$25,594 | +9.63% | |
| Manchester Capital Management Llc | 0.04% | 8,421 | $263,325 | $288,672 | +$25,347 | +9.63% | |
| Envestnet Asset Management Inc | 0.00% | 7,323 | $229,224 | $251,032 | +$21,808 | +9.51% | |
| Holos Integrated Wealth Llc | 0.08% | 5,162 | $169,154 | $176,953 | +$7,799 | +4.61% | |
| Osaic Holdings, Inc. | 0.00% | 4,799 | $150,228 | $164,510 | +$14,282 | +9.51% | |
| Ifp Advisors, Inc | 0.00% | 3,981 | $124,486 | $136,469 | +$11,983 | +9.63% | |
| Private Trust Co Na | 0.00% | 2,019 | $63,134 | $69,211 | +$6,077 | +9.63% | |
| Balance Wealth, Llc | 0.01% | 1,484 | $46,392 | $50,872 | +$4,480 | +9.66% | |
| Aptus Capital Advisors, Llc | 0.00% | 1,291 | $40,408 | $44,255 | +$3,847 | +9.52% | |
| Fifth Third Bancorp | 0.00% | 800 | $25,040 | $27,424 | +$2,384 | +9.52% | |
| Wells Fargo & Company/Mn | 0.00% | 659 | $20,619 | $22,591 | +$1,972 | +9.56% | |
| Gk Wealth Management Llc | 0.01% | 619 | $19,374 | $21,219 | +$1,845 | +9.52% |
Frequently asked questions about EIPX
Who are the largest institutional holders of EIPX?
The largest institutional holders of EIPX reported in the latest SEC Form 13F filings include Alti Global, Inc., Fiduciary Trust Co, Cerity Partners Ocio Llc, Lpl Financial Llc, and Stifel Financial Corp. InsiderSet ranks institutional holders by their latest reported EIPX position.
What is EIPX institutional ownership?
This page tracks EIPX positions reported by institutional investment managers through SEC Form 13F. FT ENERGY INC PARTNERS STRAT (EIPX) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own EIPX?
InsiderSet currently tracks 57 institutional managers reporting EIPX 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 EIPX shareholders.
How much EIPX stock do institutions own?
Institutional investment managers disclosed approximately $460.35M in EIPX holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was EIPX institutional ownership last updated?
The latest EIPX 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 EIPX 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 EIPX position after the reporting date.
Are institutions buying or selling EIPX?
Institutional buying and selling can be analyzed by comparing EIPX positions across consecutive 13F reporting periods. InsiderSet's EIPX Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View EIPX ownership changes.
How has EIPX institutional ownership changed over time?
InsiderSet tracks EIPX institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.