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Business Summary
Filings
Ownership
Valuation
Ownership — EPD
Institutional Holdings
Insider Transactions
US Institutional Ownership
60.9%
Institution
Shares
Value
Ownership %
Change
Filing Date
ALPS ADVISORS INC
43.66M
$1.60B
5.10%
+134.0K
2026-06-30
Invesco Ltd.
26.62M
$978.0M
3.11%
-29.4K
2026-06-30
Blackstone Inc.
23.76M
$873.0M
2.77%
+2.66M
2026-06-30
MORGAN STANLEY
22.25M
$817.0M
2.60%
+829.7K
2026-06-30
TORTOISE CAPITAL ADVISORS, L.L.C.
18.64M
$685.0M
2.18%
+3.78M
2026-06-30
GOLDMAN SACHS GROUP INC
17.52M
$643.0M
2.04%
-2.57M
2026-06-30
Fayez Sarofim & Co
16.00M
$588.0M
1.87%
-200.2K
2026-06-30
Energy Income Partners, LLC
13.83M
$508.0M
1.61%
+100.6K
2026-06-30
NEUBERGER BERMAN GROUP LLC
13.56M
$498.0M
1.58%
-80.3K
2026-06-30
UBS Group AG
12.10M
$444.0M
1.41%
-1.04M
2026-06-30
AMERICAN CENTURY COMPANIES INC
11.83M
$434.0M
1.38%
+448.7K
2026-06-30
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
11.78M
$433.0M
1.38%
--
2026-06-30
BANK OF AMERICA CORP /DE/
11.33M
$416.0M
1.32%
-446.9K
2026-06-30
CIBC Bancorp USA Inc.
8.47M
$311.0M
0.99%
-212.3K
2026-06-30
Ensign Peak Advisors, Inc
8.19M
$301.0M
0.96%
-112.4K
2026-06-30
BlackRock, Inc.
6.95M
$255.0M
0.81%
-82.5K
2026-06-30
BERKLEY W R CORP
6.83M
$250.0M
0.80%
--
2026-06-30
RAYMOND JAMES FINANCIAL INC
6.67M
$245.0M
0.78%
+18.5K
2026-06-30
Thrivent Financial for Lutherans
6.06M
$222.0M
0.71%
+1.47M
2026-06-30
WESTWOOD HOLDINGS GROUP INC
5.92M
$217.0M
0.69%
+422.6K
2026-06-30
FMR LLC
5.79M
$212.0M
0.68%
-1.56M
2026-06-30
Clearbridge Investments, LLC
5.51M
$202.0M
0.64%
-305.6K
2026-06-30
FAIRHOLME CAPITAL MANAGEMENT LLC
5.46M
$200.0M
0.64%
--
2026-06-30
WELLS FARGO & COMPANY/MN
4.94M
$181.0M
0.58%
+18.6K
2026-06-30
Hamlin Capital Management, LLC
4.79M
$176.0M
0.56%
-70.9K
2026-06-30
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