Filing Research | ENTERPRISE PRODS PARTNERS L Institutional Holdings

Snapshot holdings

50 / 529 loaded

#		Instrument	quantity
1	Hamlin Capital Management, LLC	Shares	4.8MSH	$176.2M
2	Fractal Investments LLC	Shares	1.8MSH	$67.5M
3	PENN DAVIS MCFARLAND INC	Shares	1.2MSH	$43.2M
4	Northside Capital Management, LLC	Shares	1.1MSH	$41.4M
5	TETRAD CORP	Shares	1.1MSH	$40.4M
6	Auto-Owners Insurance Co	Shares	1.0MSH	$36.8M
7	Prospera Financial Services Inc	Shares	935.7KSH	$34.4M
8	EXCHANGE TRADED CONCEPTS, LLC	Shares	909.2KSH	$33.4M
9	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	788.9KSH	$29.4M
10	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	796.8KSH	$29.3M
11	Private Capital Advisors, Inc.	Shares	530.3KSH	$19.5M
12	D.A. DAVIDSON & CO.	Shares	489.6KSH	$18.0M
13	Catalyst Capital Advisors LLC	Shares	467.7KSH	$17.2M
14	Allen Mooney & Barnes Investment Advisors LLC	Shares	458.9KSH	$16.9M
15	Mesirow Financial Investment Management, Inc.	Shares	429.8KSH	$15.8M
16	TECTONIC ADVISORS LLC	Shares	420.6KSH	$15.5M
17	Adams Asset Advisors, LLC	Shares	398.8KSH	$14.7M
18	Cohen Capital Management, Inc.	Shares	368.7KSH	$13.6M
19	PARSONS CAPITAL MANAGEMENT INC/RI	Shares	351.6KSH	$12.9M
20	MIZUHO MARKETS AMERICAS LLC	Shares	350.0KSH	$12.9M
21	DAVENPORT & Co LLC	Shares	347.0KSH	$12.7M
22	Segment Wealth Management, LLC	Shares	321.5KSH	$11.8M
23	HENNESSY ADVISORS INC	Shares	280.4KSH	$10.3M
24	Ellsworth Advisors, LLC	Shares	270.5KSH	$10.1M
25	WALNUT PRIVATE EQUITY PARTNERS, LLC	Shares	260.0KSH	$9.6M
26	Fisher Funds Management LTD	Shares	255.9KSH	$9.4M
27	CULLEN INVESTMENT GROUP, LTD.	Shares	254.9KSH	$9.4M
28	SALEM INVESTMENT COUNSELORS INC	Shares	254.3KSH	$9.3M
29	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	Shares	247.2KSH	$9.1M
30	Renaissance Investment Group LLC	Shares	228.2KSH	$8.4M
31	Gilman Hill Asset Management, LLC	Shares	220.2KSH	$8.1M
32	SHEETS SMITH WEALTH MANAGEMENT	Shares	199.5KSH	$7.3M
33	OAK FAMILY ADVISORS, LLC	Shares	195.7KSH	$7.2M
34	BALDWIN WEALTH PARTNERS LLC/MA	Shares	182.9KSH	$6.7M
35	INDEPENDENT FINANCIAL GROUP, LLC	Shares	171.0KSH	$6.3M
36	CoreCap Advisors, LLC	Shares	167.4KSH	$6.2M
37	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	Shares	157.1KSH	$5.8M
38	True North Advisors, LLC	Shares	150.2KSH	$5.5M
39	PFG Investments, LLC	Shares	144.7KSH	$5.3M
40	CAPITAL ADVISORS INC/OK	Shares	142.6KSH	$5.2M
41	HOWARD FINANCIAL SERVICES, LTD.	Shares	139.4KSH	$5.1M
42	J.W. COLE ADVISORS, INC.	Shares	130.4KSH	$4.8M
43	SAPIENT CAPITAL LLC	Shares	129.9KSH	$4.8M
44	TRUST CO OF TOLEDO NA /OH/	Shares	127.4KSH	$4.7M
45	JFS WEALTH ADVISORS, LLC	Shares	123.0KSH	$4.5M
46	SPIRIT OF AMERICA MANAGEMENT CORP/NY	Shares	121.4KSH	$4.5M
47	Legacy Advisors, LLC	Shares	119.0KSH	$4.4M
48	DOLIVER ADVISORS, LP	Shares	118.5KSH	$4.4M
49	Certified Advisory Corp	Shares	115.8KSH	$4.3M
50	ARS Investment Partners, LLC	Shares	112.2KSH	$4.1M

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Manager changes2026-06-30 vs 2026-03-31

50 / 558 loaded

#		Instrument
1	MIZUHO MARKETS AMERICAS LLC new	Shares	+350.0K	+$12.9M	$12.9M
2	True North Advisors, LLC new	Shares	+150.2K	+$5.5M	$5.5M
3	J.W. COLE ADVISORS, INC. new	Shares	+130.4K	+$4.8M	$4.8M
4	Redhawk Wealth Advisors, Inc. new	Shares	+31.8K	+$1.2M	$1.2M
5	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ added	Shares	+22.8K	+$692.5K	$5.8M
6	Confluence Wealth Services, Inc. added	Shares	+15.7K	+$570.8K	$772.0K
7	MISSION WEALTH MANAGEMENT, LP added	Shares	+14.8K	+$510.2K	$1.7M
8	Ellsworth Advisors, LLC added	Shares	+14.4K	+$459.9K	$10.1M
9	DOLIVER ADVISORS, LP added	Shares	+14.9K	+$435.8K	$4.4M
10	Attessa Capital LLC new	Shares	+11.4K	+$419.5K	$419.5K
11	WD RUTHERFORD LLC new	Shares	+10.8K	+$395.9K	$395.9K
12	Sovereign Financial Group, Inc. added	Shares	+10.5K	+$369.2K	$990.7K
13	Ryan Investment Management, Inc. new	Shares	+10.0K	+$367.6K	$367.6K
14	Rydar Equities, Inc. new	Shares	+8.9K	+$342.5K	$342.5K
15	Arbor Investment Advisors, LLC added	Shares	+8.7K	+$313.4K	$538.8K
16	Octavia Wealth Advisors, LLC new	Shares	+8.5K	+$312.4K	$312.4K
17	Cypress Point Wealth Management, LLC new	Shares	+8.0K	+$294.5K	$294.5K
18	MITCHELL & PAHL PRIVATE WEALTH, LLC new	Shares	+7.2K	+$265.5K	$265.5K
19	Stenger Family Office, LLC new	Shares	+7.1K	+$260.3K	$260.3K
20	Amplius Wealth Advisors, LLC new	Shares	+6.9K	+$252.6K	$252.6K
21	Everhart Financial Group, Inc. new	Shares	+6.8K	+$248.9K	$248.9K
22	Herold Advisors, Inc. new	Shares	+6.7K	+$247.0K	$247.0K
23	BURNEY CO/ added	Shares	+7.1K	+$243.0K	$891.4K
24	HARRELL INVESTMENT PARTNERS, LLC added	Shares	+8.0K	+$237.5K	$2.3M
25	Composition Wealth, LLC added	Shares	+6.8K	+$234.8K	$824.1K
26	PRECEDENT WEALTH PARTNERS, LLC new	Shares	+5.9K	+$216.7K	$216.7K
27	Cresta Advisors, Ltd. added	Shares	+7.1K	+$215.8K	$1.8M
28	Freedom Day Solutions, LLC new	Shares	+5.7K	+$207.9K	$207.9K
29	Oakworth Capital, Inc. new	Shares	+4.3K	+$157.0K	$157.0K
30	Certified Advisory Corp added	Shares	+7.3K	+$151.9K	$4.3M
31	Wealth Enhancement Trust Services, Inc. added	Shares	+4.7K	+$148.0K	$957.6K
32	Wedmont Private Capital added	Shares	+4.4K	+$147.4K	$1.0M
33	ARS Investment Partners, LLC added	Shares	+7.0K	+$143.7K	$4.1M
34	JBR Co Financial Management Inc trimmed	Shares	-586	+$127.0K	$1.1M
35	TECTONIC ADVISORS LLC added	Shares	+15.3K	+$122.9K	$15.5M
36	QRG CAPITAL MANAGEMENT, INC. added	Shares	+3.3K	+$114.9K	$367.7K
37	Brookstone Capital Management added	Shares	+3.5K	+$99.1K	$1.1M
38	Security National Bank added	Shares	+2.4K	+$85.5K	$118.6K
39	SAX WEALTH ADVISORS, LLC added	Shares	+799	+$84.9K	$387.9K
40	Formidable Asset Management, LLC added	Shares	+51	+$83.1K	$533.3K
41	NWAM LLC added	Shares	+2.8K	+$82.8K	$786.7K
42	Bay Rivers Group added	Shares	+2.4K	+$80.5K	$345.4K
43	Corsicana & Co. added	Shares	+1.4K	+$78.6K	$454.2K
44	Fermata Advisors, LLC added	Shares	+2.5K	+$78.4K	$571.0K
45	HIGHLINE WEALTH PARTNERS LLC new	Shares	+2.0K	+$73.5K	$73.5K
46	Beaird Harris Wealth Management, LLC added	Shares	+1.9K	+$69.6K	$109.6K
47	FIRST CITIZENS BANK & TRUST CO added	Shares	+1.9K	+$64.7K	$269.1K
48	CLARK FINANCIAL SERVICES GROUP INC /BD added	Shares	+2.1K	+$64.6K	$484.3K
49	HOWARD FINANCIAL SERVICES, LTD. added	Shares	+5.7K	+$63.9K	$5.1M
50	LifeSteps Financial, Inc. new	Shares	+1.7K	+$62.8K	$62.8K

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