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
Stifel Financial
51
Stifel Financial
Missouri
$238K
MGIA
52
Moneta Group Investment Advisors
Missouri
$234K
NA
53
NewEdge Advisors
Louisiana
$222K
EWP
54
Elevation Wealth Partners
California
$217K
IWM
55
IHT Wealth Management
Illinois
$208K
OFP
56
OFC Financial Planning
New Jersey
$200K
PAS
57
Park Avenue Securities
New York
$179K
CWMS
58
Cannon Wealth Management Services
North Carolina
$178K
CA
59
Carson Advisory
Georgia
$178K
IRP
60
Investment Research Partners
Pennsylvania
$160K
PL
61
Plancorp LLC
Missouri
$160K
SWP
62
Stratos Wealth Partners
Ohio
$156K
DWM
63
Drive Wealth Management
Utah
$154K
MML Investors Services
64
MML Investors Services
Massachusetts
$150K
MWA
65
Medallion Wealth Advisors
Connecticut
$148K
CWA
66
CM Wealth Advisors
Ohio
$134K
QCM
67
QRG Capital Management
Illinois
$133K
PVI
68
Pine Valley Investments
New Jersey
$129K
CWA
69
Canvas Wealth Advisors
Kansas
$127K
Cambridge Investment Research Advisors
70
Cambridge Investment Research Advisors
Iowa
$118K
MFP
71
Meridian Financial Partners
Virginia
$114K
OCA
72
OpenArc Corporate Advisory
Georgia
$104K
VFG
73
Victory Financial Group
Texas
$102K
BI
74
Beckerman Institutional
New Jersey
$101K
Mercer Global Advisors
75
Mercer Global Advisors
Colorado
$101K