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Tortoise North American Pipeline ETF

124 hedge funds and large institutions have $535M invested in Tortoise North American Pipeline ETF in 2025 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 35 increasing their positions, 40 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.61% more ownership

Funds ownership: 72.71%76.32% (+3.6%)

0% more capital invested

Capital invested by funds: $532M → $535M (+$2.64M)

3% less funds holding

Funds holding: 128124 (-4)

13% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 40

18% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 17

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
124
Holders Change
-4
Holders Change %
-3.13%
% of All Funds
1.51%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
14
Increased
35
Reduced
40
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
26
LPL Financial
California
$3.89M +$12K +339 +0.3%
FWP
27
FAS Wealth Partners
Kansas
$3.85M +$883 +25 +0%
FNBOO
28
First National Bank of Omaha
Nebraska
$3.57M +$3.52M +99,677 New
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$3.42M -$103K -2,906 -3%
BA
30
Blueline Advisors
New Hampshire
$3.41M +$3.41M +96,515 New
MSWA
31
Marshall & Sterling Wealth Advisors
New York
$3.4M +$468K +13,236 +16%
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$3.25M -$232K -6,569 -7%
QCIG
33
Quad-Cities Investment Group
Iowa
$3.21M -$49.5K -1,400 -2%
HSA
34
HBK Sorce Advisory
Pennsylvania
$3.12M
FEG
35
Financial Enhancement Group
Indiana
$2.99M +$70.4K +1,994 +2%
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$2.65M +$843K +23,850 +46%
HighTower Advisors
37
HighTower Advisors
Illinois
$2.65M +$457K +12,922 +21%
FPGK
38
Financial Partners Group (Kansas)
Kansas
$2.46M -$9.71K -275 -0.4%
SA
39
Sanctuary Advisors
Indiana
$2.46M -$2.72K -77 -0.1%
BGA
40
Battery Global Advisors
Massachusetts
$2.44M
BG
41
Bollard Group
Massachusetts
$2.43M
Stifel Financial
42
Stifel Financial
Missouri
$2.25M +$90.8K +2,570 +4%
AC
43
AlphaCore Capital
California
$1.97M
CAPTRUST Financial Advisors
44
CAPTRUST Financial Advisors
North Carolina
$1.68M +$15.8K +447 +0.9%
XF
45
XML Financial
Maryland
$1.67M -$383K -10,827 -19%
DWM
46
Diversify Wealth Management
Utah
$1.44M +$49.7K +1,407 +4%
AIP
47
ARS Investment Partners
New York
$1.37M +$5.69K +161 +0.4%
AUB
48
Atlantic Union Bankshares
Virginia
$1.35M -$115K -3,241 -8%
Northern Trust
49
Northern Trust
Illinois
$1.31M +$682K +19,316 +109%
UCFA
50
United Capital Financial Advisors
Texas
$1.3M