ETF Holders

Who owns EIPX?

Sector

FT Energy Income Partners Strategy ETF · First Trust

57 institutions reported holding EIPX, worth $459.3M, in Form 13F filings for June 30, 2026.

13F holders
57
Institutional value
$459.3M
Change from prior quarter
+0.3%
+$1.4M, with price moves
New and sold-out firms
11 / 2
32 added, 9 trimmed

Top 10 institutional holders of EIPX

FirmLocationValueSharesChange
AlTi Global, Inc.New York, NY$154.4M4,931,716+294,570 shares
Fiduciary Trust CoBoston, MA$153.8M4,912,761−131,844 shares
Cerity Partners OCIO LLCNew York, NY$73.0M2,333,859−36,703 shares
LPL Financial LLCFort Mill, SC$9.9M317,542−8,882 shares
Stifel Financial Corp.St. Louis, MO$7.7M247,310+1,162 shares
Raymond James Financial Inc.St. Petersburg, FL$5.8M185,481+8,634 shares
Elevation Point Wealth Partners, LLCDenver, CO$5.7M182,710+21,581 shares
Vestmark Advisory Solutions, Inc.Wakefield, MA$5.7M182,005+21,426 shares
Rockefeller Capital Management L.P.New York, NY$3.6M114,087+2,721 shares
Eastern BankBoston, MA$3.1M98,217+19,439 shares
47 more firms

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.

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Frequently asked questions

Who owns EIPX?

57 institutional managers reported holding EIPX in Form 13F filings for June 30, 2026, worth $459.3M in total. The largest reported position was held by AlTi Global, Inc., at $154.4M.

Did institutions buy or sell EIPX last quarter?

Reported 13F value rose 0.3% from March 31, 2026, which includes price moves as well as buying and selling. 11 firms reported a new position and 2 sold all of theirs.

What is a Form 13F?

A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.

How often is EIPX ownership data updated?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.