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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
GRP
51
Global Retirement Partners
California
$1.28M +$12.1K +342 +1%
HOWA
52
Heritage Oak Wealth Advisors
Florida
$1.16M +$58.9K +1,668 +5%
CAL
53
Capital Advisors Ltd
Ohio
$1.11M -$40.7K -1,153 -4%
RFC
54
Regions Financial Corp
Alabama
$1,000K +$36.1K +1,021 +4%
WB
55
WesBanco Bank
West Virginia
$950K -$1.77K -50 -0.2%
GS
56
GTS Securities
New York
$895K -$238K -6,741 -21%
Cambridge Investment Research Advisors
57
Cambridge Investment Research Advisors
Iowa
$834K
FTUS
58
Flow Traders U.S.
New York
$755K +$756K +21,402 New
NWM
59
Nova Wealth Management
Florida
$741K -$228K -6,466 -24%
CAM
60
Cresset Asset Management
Illinois
$739K
SWP
61
Summit Wealth Partners
Florida
$737K -$15.3K -433 -2%
DAS
62
Diversify Advisory Services
Utah
$733K +$112K +3,181 +19%
OS
63
Objectivity Squared
South Carolina
$707K
NW
64
NewEdge Wealth
Pennsylvania
$687K
IPAM
65
Investment Partners Asset Management
New Jersey
$604K -$2.12K -60 -0.3%
Cetera Investment Advisers
66
Cetera Investment Advisers
Illinois
$585K +$98.1K +2,777 +20%
CW
67
CreativeOne Wealth
Kansas
$552K +$18.3K +519 +3%
BCA
68
Bay Colony Advisors
Massachusetts
$513K +$119K +3,372 +30%
Wealth Enhancement Advisory Services
69
Wealth Enhancement Advisory Services
Minnesota
$502K +$16.2K +459 +3%
SWM
70
Silverlake Wealth Management
Vermont
$496K +$34.8K +984 +8%
5NPW
71
55 North Private Wealth
Florida
$489K +$490K +13,858 New
WA
72
Waverly Advisors
Alabama
$448K +$449K +12,703 New
SCA
73
Stokes Capital Advisors
South Carolina
$446K -$7.95K -225 -2%
NA
74
NewEdge Advisors
Louisiana
$435K -$2.37K -67 -0.5%
SF
75
Summit Financial
New Jersey
$433K -$25.1K -710 -6%