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
IWM
51
IHT Wealth Management
Illinois
$240K
EWP
52
Elevation Wealth Partners
California
$235K
OFP
53
OFC Financial Planning
New Jersey
$231K
NS
54
NBC Securities
Alabama
$218K
CA
55
Carson Advisory
Georgia
$205K
PAS
56
Park Avenue Securities
New York
$203K
CWMS
57
Cannon Wealth Management Services
North Carolina
$195K
IRP
58
Investment Research Partners
Pennsylvania
$185K
AIP
59
Avail Investment Partners
Pennsylvania
$185K
PL
60
Plancorp LLC
Missouri
$182K
GS
61
GTS Securities
New York
$182K
MWA
62
Medallion Wealth Advisors
Connecticut
$175K
DWM
63
Drive Wealth Management
Utah
$160K
CWA
64
CM Wealth Advisors
Ohio
$152K
HPA
65
High Probability Advisors
New York
$148K
CWA
66
Canvas Wealth Advisors
Kansas
$145K
Cambridge Investment Research Advisors
67
Cambridge Investment Research Advisors
Iowa
$138K
MFP
68
Meridian Financial Partners
Virginia
$128K
OCA
69
OpenArc Corporate Advisory
Georgia
$120K
BI
70
Beckerman Institutional
New Jersey
$117K
TWA
71
Tulsa Wealth Advisors
Oklahoma
$116K
Mercer Global Advisors
72
Mercer Global Advisors
Colorado
$116K
GIA
73
Gladstone Institutional Advisory
Florida
$108K
Fifth Third Bancorp
74
Fifth Third Bancorp
Ohio
$106K
NA
75
NewEdge Advisors
Louisiana
$104K