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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
WMA
76
West Michigan Advisors
Michigan
$404K
WIP
77
WealthCare Investment Partners
Rhode Island
$399K -$24.7K -700 -6%
Bank of New York Mellon
78
Bank of New York Mellon
New York
$383K +$383K +10,842 New
WA
79
WealthTrust Axiom
Pennsylvania
$340K
HFS
80
Howard Financial Services
Texas
$332K -$13K -368 -4%
LEFP
81
Leading Edge Financial Planning
Tennessee
$326K -$35 -1 -0%
SWA
82
Strategies Wealth Advisors
Michigan
$314K
Baird Financial Group
83
Baird Financial Group
Wisconsin
$291K
Truist Financial
84
Truist Financial
North Carolina
$279K -$9.4K -266 -3%
Comerica Bank
85
Comerica Bank
Texas
$277K +$8.27K +234 +3%
JWCA
86
J.W. Cole Advisors
Florida
$276K -$50.9K -1,442 -16%
AF
87
Allworth Financial
California
$260K +$49.3K +1,395 +23%
Osaic Holdings
88
Osaic Holdings
Arizona
$255K -$113K -3,195 -31%
MCM
89
MAI Capital Management
Ohio
$247K
ZWA
90
Zinnia Wealth Advisory
Florida
$246K +$247K +6,981 New
BCI
91
Brinker Capital Investments
Pennsylvania
$244K -$106 -3 -0%
UB
92
UMB Bank
Missouri
$240K +$7.6K +215 +3%
SCM
93
Sterneck Capital Management
Missouri
$222K
CCM
94
Coldstream Capital Management
Washington
$206K +$206K +5,844 New
PTC
95
Private Trust Company
Ohio
$162K
SPIA
96
Steward Partners Investment Advisory
New York
$162K -$31.8K -900 -16%
BCM
97
Blume Capital Management
California
$139K
BlackRock
98
BlackRock
New York
$128K +$128K +3,626 New
CSB
99
City State Bank
Iowa
$116K
PWA
100
Principia Wealth Advisory
Texas
$115K +$707 +20 +0.6%