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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
Morgan Stanley
1
Morgan Stanley
New York
$120M +$10.7M +301,857 +10%
ABTD
2
Arvest Bank Trust Division
Oklahoma
$39.3M -$5.92M -167,623 -13%
Bank of America
3
Bank of America
North Carolina
$37.3M +$1.44M +40,653 +4%
MFG
4
Magnus Financial Group
New York
$30.4M -$369K -10,433 -1%
TIA
5
Traphagen Investment Advisors
New Jersey
$26M +$1.17M +33,014 +5%
AP
6
Atwood & Palmer
Missouri
$23.5M +$136K +3,860 +0.6%
FM
7
Foster & Motley
Ohio
$23M +$271K +7,676 +1%
AI
8
Arvest Investments
Arkansas
$12.9M -$2.01M -57,025 -13%
Wells Fargo
9
Wells Fargo
California
$12.9M -$1.49M -42,186 -10%
KMWM
10
Keudell/Morrison Wealth Management
Oregon
$10.9M +$10.9M +309,157 New
BB
11
Busey Bank
Illinois
$9.81M -$149K -4,224 -1%
Carson Wealth (CWM LLC)
12
Carson Wealth (CWM LLC)
Nebraska
$9.74M +$514K +14,542 +6%
PFBT
13
Parkside Financial Bank & Trust
Missouri
$9.58M +$1.17M +33,219 +14%
UBS Group
14
UBS Group
Switzerland
$9.3M -$534K -15,123 -5%
Cerity Partners
15
Cerity Partners
New York
$8.61M -$33.1K -937 -0.4%
Creative Planning
16
Creative Planning
Kansas
$8.1M -$68.3K -1,932 -0.8%
TSWM
17
Triangle Securities Wealth Management
North Carolina
$8.01M -$91.4K -2,588 -1%
Raymond James Financial
18
Raymond James Financial
Florida
$7.5M -$18.2K -514 -0.2%
Mariner
19
Mariner
Kansas
$7.03M
CastleKeep Investment Advisors
20
CastleKeep Investment Advisors
Connecticut
$6.89M +$85K +2,407 +1%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$6.62M -$1.86M -52,643 -22%
OA
22
Oxbow Advisors
Texas
$5.89M -$247K -7,002 -4%
IWA
23
Icon Wealth Advisors
Texas
$5.03M
Rockefeller Capital Management
24
Rockefeller Capital Management
New York
$4.15M +$2.01M +56,846 +94%
SHWM
25
Smith & Howard Wealth Management
Georgia
$4.03M +$297K +8,405 +8%