Callan Family Office’s Tortoise MLP ETF TMLP Stock Holding History

Callan Family Office’s Portfolio TMLP Stock Details TMLP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.78M	Hold	63,391	–	–	0.04%	384
2025 Q4	$1.59M	Buy	+63,391	New	+$1.59M	0.03%	410

Other funds holding TMLP

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Callan Family Office's TMLP Position: Q1 2026 in Review

Callan Family Office held its Tortoise MLP ETF (TMLP) position steady in Q1 2026 at 63,391 shares worth $1.78M. The position accounts for 0.04% of the portfolio, ranked #384.

Callan Family Office first reported a position in TMLP in Q4 2025 and has held it in 2 quarters since. 10 funds tracked by Wall St. Rank hold TMLP as of Q1 2026.

Callan Family Office held 63,391 shares of Tortoise MLP ETF worth $1.78M as of Q1 2026.
Callan Family Office left its Tortoise MLP ETF share count unchanged in Q1 2026.
Tortoise MLP ETF made up 0.04% of Callan Family Office's portfolio in Q1 2026, its #384 holding.
Callan Family Office first reported a position in Tortoise MLP ETF in Q4 2025 and has held it in 2 quarters since.
10 funds tracked by Wall St. Rank held Tortoise MLP ETF as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.