TNGY

Tortoise Energy ETF

86 hedge funds and large institutions have $321M invested in Tortoise Energy ETF in 2026 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 28 increasing their positions, 26 reducing their positions, and 5 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
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$1.2M
DTC
27
Davidson Trust Company
Washington
$1.17M
Morgan Stanley
28
Morgan Stanley
New York
$1.15M
ACGA
29
Atlanta Consulting Group Advisors
Georgia
$1M
Osaic Holdings
30
Osaic Holdings
Arizona
$961K
Ameriprise
31
Ameriprise
Minnesota
$801K
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$777K
OBWG
33
Onyx Bridge Wealth Group
New York
$770K
MFG
34
Merit Financial Group
Georgia
$736K
LCWP
35
Legacy Capital Wealth Partners
Arkansas
$704K
BO
36
Bank OZK
Arkansas
$704K
MYIA
37
Mount Yale Investment Advisors
Colorado
$696K
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$634K
BBHC
39
Brown Brothers Harriman & Co
New York
$630K
VAS
40
Vestmark Advisory Solutions
Massachusetts
$578K
Creative Planning
41
Creative Planning
Kansas
$572K
IP
42
Indivisible Partners
Florida
$540K
Lido Advisors
43
Lido Advisors
California
$474K
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$473K
CHAM
45
Clear Harbor Asset Management
Connecticut
$460K
VWA
46
Visionary Wealth Advisors
Illinois
$430K
Wealth Enhancement Advisory Services
47
Wealth Enhancement Advisory Services
Minnesota
$401K
CL
48
Choreo LLC
Illinois
$389K
Stifel Financial
49
Stifel Financial
Missouri
$308K
MGIA
50
Moneta Group Investment Advisors
Missouri
$270K