TNGY

Tortoise Energy ETF

86 hedge funds and large institutions have $281M invested in Tortoise Energy ETF in 2025 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 23 increasing their positions, 25 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
86
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$1.09M
MCM
27
MAI Capital Management
Ohio
$1.04M
AW
28
Alteri Wealth
California
$1.04M
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$1M
ACGA
30
Atlanta Consulting Group Advisors
Georgia
$879K
Osaic Holdings
31
Osaic Holdings
Arizona
$817K
MFG
32
Merit Financial Group
Georgia
$766K
OBWG
33
Onyx Bridge Wealth Group
New York
$667K
MYIA
34
Mount Yale Investment Advisors
Colorado
$611K
BO
35
Bank OZK
Arkansas
$610K
LCWP
36
Legacy Capital Wealth Partners
Arkansas
$596K
Cetera Investment Advisers
37
Cetera Investment Advisers
Illinois
$561K
PFGIA
38
Patriot Financial Group Insurance Agency
Massachusetts
$550K
BBHC
39
Brown Brothers Harriman & Co
New York
$546K
VAS
40
Vestmark Advisory Solutions
Massachusetts
$501K
Creative Planning
41
Creative Planning
Kansas
$496K
IP
42
Indivisible Partners
Florida
$464K
VWA
43
Visionary Wealth Advisors
Illinois
$431K
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$410K
Lido Advisors
45
Lido Advisors
California
$408K
CHAM
46
Clear Harbor Asset Management
Connecticut
$398K
IA
47
IFG Advisory
Georgia
$351K
CL
48
Choreo LLC
Illinois
$340K
NS
49
NBC Securities
Alabama
$245K
US Bancorp
50
US Bancorp
Minnesota
$240K