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Tortoise North American Pipeline ETF

146 hedge funds and large institutions have $661M invested in Tortoise North American Pipeline ETF in 2026 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 46 increasing their positions, 39 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

313% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 8

133% more funds holding in top 10

Funds holding in top 10: 37 (+4)

24% more capital invested

Capital invested by funds: $535M → $661M (+$126M)

18% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 39

18% more funds holding

Funds holding: 124146 (+22)

0.87% less ownership

Funds ownership: 76.32%75.45% (-0.87%)

Holders
146
Holders Change
+22
Holders Change %
+17.74%
% of All Funds
1.8%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.09%
New
33
Increased
46
Reduced
39
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$146M +$1.86M +47,101 +1%
ABTD
2
Arvest Bank Trust Division
Oklahoma
$45.1M -$1.9M -48,057 -4%
Bank of America
3
Bank of America
North Carolina
$40.5M -$4.01M -101,552 -10%
TIA
4
Traphagen Investment Advisors
New Jersey
$36.7M +$5.06M +128,053 +17%
MFG
5
Magnus Financial Group
New York
$36M -$423K -10,706 -1%
AP
6
Atwood & Palmer
Missouri
$28.3M +$98.4K +2,491 +0.4%
FM
7
Foster & Motley
Ohio
$27.2M -$396K -10,014 -2%
AI
8
Arvest Investments
Arkansas
$14.6M -$896K -22,680 -6%
Carson Wealth (CWM LLC)
9
Carson Wealth (CWM LLC)
Nebraska
$14.4M +$2.58M +65,191 +24%
Wells Fargo
10
Wells Fargo
California
$13.6M -$1.82M -46,039 -13%
PFBT
11
Parkside Financial Bank & Trust
Missouri
$12.1M +$568K +14,371 +5%
BB
12
Busey Bank
Illinois
$11.7M -$21.7K -550 -0.2%
KMWM
13
Keudell/Morrison Wealth Management
Oregon
$11.3M -$1.67M -42,212 -14%
UBS Group
14
UBS Group
Switzerland
$11.2M +$4.66K +118 +0%
Cerity Partners
15
Cerity Partners
New York
$10.3M +$9.56K +242 +0.1%
Citadel Advisors
16
Citadel Advisors
Florida
$10.2M +$9.47M +239,707 New
Raymond James Financial
17
Raymond James Financial
Florida
$10M +$939K +23,760 +11%
Creative Planning
18
Creative Planning
Kansas
$9.67M -$46K -1,164 -0.5%
LPL Financial
19
LPL Financial
California
$9.65M +$4.65M +117,691 +107%
TSWM
20
Triangle Securities Wealth Management
North Carolina
$9.62M +$9.52K +241 +0.1%
CastleKeep Investment Advisors
21
CastleKeep Investment Advisors
Connecticut
$8.83M +$520K +13,168 +7%
Mariner
22
Mariner
Kansas
$8.3M -$132K -3,338 -2%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$8.02M +$67.2K +1,701 +0.9%
IWA
24
Icon Wealth Advisors
Texas
$5.88M -$143K -3,616 -3%
Rockefeller Capital Management
25
Rockefeller Capital Management
New York
$5.76M +$732K +18,525 +16%