ALERIAN ENERGY INFRASTRUCTUR (ENFR) Institutional Shareholders

ALERIAN ENERGY INFRASTRUCTUR (ENFR) 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 $222.69M in ENFR holdings during the latest filing period.

Raymond James Financial Inc is currently the largest disclosed institutional shareholder of ENFR tracked by InsiderSet, reporting ownership valued at approximately $21.48M 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 $22.20M, representing an estimated gain of +3.38% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 54% of the total disclosed ENFR value among the investors covered in this analysis. Major shareholders include Raymond James Financial Inc, Morgan Stanley, Wells Fargo & Company/Mn, and several other long-term asset managers with concentrated positions in ALERIAN ENERGY INFRASTRUCTUR (ENFR).

This page ranks the largest institutional ENFR 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

115

Total Reported Value

$222.69M

Largest Holder

Raymond James Financial Inc

Largest Position

$21.48M

Insider Transactions (90d)

0

Latest Filing Quarter

Q2 2026

New Institutional Positions

132

Funds Exiting Positions

0

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NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Raymond James Financial Inc0.01%562,151$21,479,768$22,204,965+$725,197+3.38%
Morgan Stanley0.00%537,784$20,548,745$21,242,468+$693,723+3.38%
Wells Fargo & Company/Mn0.00%383,453$14,651,739$15,146,394+$494,655+3.38%
Lpl Financial Llc0.00%364,318$13,920,602$14,390,561+$469,959+3.38%
Advisors Asset Management, Inc.0.15%243,189$9,292,252$9,605,966+$313,714+3.38%
Gross & Hartman Investments Llc4.80%241,518$9,228,390$9,539,961+$311,571+3.38%
Bank Of America Corp0.00%232,368$8,878,784$9,178,536+$299,752+3.38%
Goldman Sachs Group Inc0.00%212,302$8,112,059$8,385,929+$273,870+3.38%
Mariner, Llc0.01%184,979$7,068,053$7,306,671+$238,618+3.38%
Jane Street Group, Llc0.01%169,924$6,492,796$6,711,998+$219,202+3.38%
Ameriprise Financial Inc0.00%149,592$5,716,002$5,908,884+$192,882+3.37%
Safe Harbor Family Capital, Llc4.45%148,963$5,691,907$5,884,039+$192,132+3.38%
Independent Financial Group, Llc0.10%142,363$5,424,046$5,623,339+$199,293+3.67%
Brasada Capital Management, Lp0.80%115,229$4,370,636$4,551,546+$180,910+4.14%
Osaic Holdings, Inc.0.01%104,651$3,999,150$4,133,715+$134,565+3.36%
Castle Rock Wealth Management, Llc0.72%97,339$3,673,574$3,844,891+$171,317+4.66%
Private Wealth Advisors, Llc1.00%92,645$3,539,965$3,659,478+$119,513+3.38%
Stifel Financial Corp0.00%89,896$3,435,049$3,550,892+$115,843+3.37%
Cetera Investment Advisers0.00%84,964$3,246,483$3,356,078+$109,595+3.38%
Envestnet Asset Management Inc0.00%84,761$3,238,714$3,348,060+$109,346+3.38%
Corient Private Wealth Llc0.00%77,958$2,978,772$3,079,341+$100,569+3.38%
Ubs Group Ag0.00%75,895$2,899,948$2,997,853+$97,905+3.38%
Sanctuary Advisors, Llc0.01%69,628$2,660,488$2,750,306+$89,818+3.38%
U.S. Capital Wealth Advisors, Llc0.07%69,169$2,642,941$2,732,176+$89,235+3.38%
Wealth Enhancement Advisory Services, Llc0.00%61,311$2,380,095$2,421,785+$41,690+1.75%
Kraematon Investment Advisors, Inc1.77%62,444$2,379,113$2,466,538+$87,425+3.67%
Tenzing Financial Llc1.38%53,034$2,011,564$2,094,843+$83,279+4.14%
Tfo Wealth Partners, Llc0.27%51,121$1,953,333$2,019,280+$65,947+3.38%
Susquehanna International Group, Llp0.00%49,355$1,885,855$1,949,523+$63,668+3.38%
Xml Financial, Llc0.13%47,146$1,796,263$1,862,267+$66,004+3.67%
Tcfg Investment Advisors, Llc0.56%43,333$1,650,997$1,711,654+$60,657+3.67%
Mills Wealth Advisors Llc0.51%42,428$1,616,517$1,675,906+$59,389+3.67%
Summit Financial Wealth Advisors, Llc0.19%38,643$1,472,305$1,526,399+$54,094+3.67%
Rockefeller Capital Management L.P.0.00%36,662$1,400,874$1,448,149+$47,275+3.37%
Gilliland Jeter Wealth Management Llc0.35%34,931$1,330,871$1,379,775+$48,904+3.67%
Astoria Portfolio Advisors Llc.0.22%34,180$1,302,244$1,350,110+$47,866+3.68%
Dakota Wealth Management0.03%33,728$1,288,747$1,332,256+$43,509+3.38%
Beacon Pointe Advisors, Llc0.01%33,479$1,279,222$1,322,421+$43,199+3.38%
Tcfg Wealth Management, Llc0.47%32,908$1,257,424$1,299,866+$42,442+3.38%
Rainey & Randall Wealth Advisors Inc.0.16%28,994$1,104,671$1,145,263+$40,592+3.67%
Dynamic Advisor Solutions Llc0.03%26,992$1,028,408$1,066,184+$37,776+3.67%
Wealthfront Advisers Llc0.00%24,855$949,710$981,773+$32,063+3.38%
Choreo, Llc0.01%24,807$947,880$979,877+$31,997+3.38%
Atria Investments, Inc0.01%24,080$917,448$951,160+$33,712+3.67%
Iht Wealth Management, Llc0.02%23,497$897,816$928,132+$30,316+3.38%
Windsor Advisory Group, Llc0.73%23,000$878,830$908,500+$29,670+3.38%
Hightower Advisors, Llc0.00%22,763$869,774$899,139+$29,365+3.38%
Compound Planning, Inc.0.03%21,435$819,035$846,683+$27,648+3.38%
Summit Financial, Llc0.01%19,505$745,287$770,448+$25,161+3.38%
Greenline Partners, Llc0.08%18,522$707,726$731,619+$23,893+3.38%

Frequently asked questions about ENFR

  • Who owns the most ENFR stock?

    The largest holders of ENFR 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 ALERIAN ENERGY INFRASTRUCTUR (ENFR).

  • Is ENFR widely held by superinvestors?

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