LPL Financial
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LPL Financial’s Tortoise Energy ETF TNGY Stock Holding History

LPL Financial’s Portfolio TNGY Stock Details TNGY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$8.8M Buy
830,414
+106,070
+15% +$1.14M ﹤0.01% 2323
2026
Q2 		$7.03M Buy
724,344
+156,834
+28% +$1.59M ﹤0.01% 2471
2026
Q1 		$5.92M Buy
567,510
+381,824
+206% +$3.75M ﹤0.01% 2477
2025
Q4 		$1.68M Buy
185,686
+6,893
+4% +$62.8K ﹤0.01% 3560
2025
Q3 		$1.62M Buy
178,793
+195
+0.1% +$1.76K ﹤0.01% 3509
2025
Q2 		$1.64M Buy
+178,598
New +$1.63M ﹤0.01% 3314

Other funds holding TNGY

D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Parkside Financial Bank & Trust
Parkside Financial Bank & Trust Saint Louis, Missouri $1.51B AUM 17.86% 1-Year Est. Return
First Heartland Consultants
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Lee Financial
Lee Financial Dallas, Texas $801M AUM 16% 1-Year Est. Return
Roman Butler Fullerton & Co
Roman Butler Fullerton & Co St Louis, Missouri $436M AUM 25.02% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Oppenheimer & Co
Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

LPL Financial's TNGY Position: Q3 2026 in Review

LPL Financial increased its Tortoise Energy ETF (TNGY) stake by 15% in Q3 2026, buying an estimated $1.14M and bringing the position to 830,414 shares worth $8.8M. The position accounts for ﹤0.01% of the portfolio, ranked #2323.

LPL Financial first reported a position in TNGY in Q2 2025 and has held it in 6 quarters since. 50 funds tracked by Wall St. Rank hold TNGY as of Q3 2026.

  • LPL Financial held 830,414 shares of Tortoise Energy ETF worth $8.8M as of Q3 2026.
  • LPL Financial bought 106,070 Tortoise Energy ETF shares in Q3 2026, an estimated $1.14M.
  • Tortoise Energy ETF made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #2323 holding.
  • LPL Financial first reported a position in Tortoise Energy ETF in Q2 2025 and has held it in 6 quarters since.
  • 50 funds tracked by Wall St. Rank held Tortoise Energy ETF as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.