Tortoise Global Water ETFTBLUETF
13F holders, Q2 2026 (June 30)39holders +2
3new positions
3sold out
$51.58avg. 13F price*
At the end of Q2 2026, 39 institutions reported holding Tortoise Global Water ETF (TBLU) in their 13F filings, up 2 from Q1 2026. 3 opened new positions and 3 sold out. The largest holders were WCG Wealth Advisors LLC ($4.5M), Harel Insurance Investments & Financial Services Ltd. ($3.5M) and Thrivent Financial for Lutherans ($2.1M).
- Company
- Tortoise Global Water ETF
- CUSIP
- 890930407
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $434K |
| Exits | 3 | $37K |
All 13F filers, Q1 2026 → Q2 2026: 52,216 shares bought and 9,661 shares sold, net +42,555 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 39 holders
| WCG Wealth Advisors LLC | 0.11% | Add +24.8% | 87,537 | $4.5M |
| Harel Insurance Investments & Financial Services Ltd. | 0.02% | Add +28.4% | 67,502 | $3.5M |
| Thrivent Financial for Lutherans | 0.00% | Add +14.9% | 41,505 | $2.1M |
| Flow Traders U.S. LLC | 0.06% | Reduce -3.4% | 25,996 | $1.3M |
| Phoenix Wealth Advisors | 0.31% | Add +0.4% | 17,776 | $917K |
| LPL Financial LLC | 0.00% | Add +1.1% | 16,728 | $863K |
| Equitable Holdings, Inc. | 0.01% | Add +2.9% | 16,545 | $854K |
| Meramec Financial Planners, LLC | 0.28% | Reduce -2.2% | 15,167 | $777K |
| Raymond James Financial Inc. | 0.00% | Reduce -11.9% | 14,024 | $724K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -0.8% | 12,732 | $657K |
| Mariner, LLC | 0.00% | Add +0.1% | 12,691 | $655K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +1.0% | 9,058 | $467K |
| CIBC Bancorp USA Inc. | 0.00% | No change | 8,400 | $433K |
| Menora Mivtachim Holdings LTD. | 0.00% | Add +104.2% | 8,208 | $424K |
| Captrust Financial Advisors | 0.00% | Reduce -7.4% | 7,503 | $387K |
| Natural Investments, LLC | 0.08% | Reduce -33.6% | 7,198 | $371K |
| Focus Partners Wealth | 0.00% | Reduce -7.4% | 5,957 | $307K |
| Cetera Investment Advisers | 0.00% | Add +2.0% | 5,248 | $271K |
| Jane Street Group, LLC | 0.00% | New | 4,412 | $228K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -15.9% | 4,284 | $221K |
| Octavia Wealth Advisors, LLC | 0.02% | New | 3,947 | $204K |
| Morgan Stanley | 0.00% | No change | 2,435 | $126K |
| Osaic Holdings, Inc. | 0.00% | Add +81.5% | 1,833 | $95K |
| Key Financial Inc | 0.01% | No change | 1,572 | $81K |
| Hazlett, Burt & Watson, Inc. | 0.02% | Add +7.7% | 1,497 | $77K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +0.9% | 1,406 | $73K |
| North Star Investment Management Corp. | 0.00% | No change | 1,325 | $68K |
| UBS Group AG | 0.00% | Reduce -4.9% | 948 | $49K |
| FMR LLC | 0.00% | Reduce -8.4% | 602 | $31K |
| Parallel Advisors, LLC | 0.00% | No change | 320 | $17K |
| Global Retirement Partners, LLC | 0.00% | — | 303 | $16K |
| Millstone Evans Group, LLC | 0.00% | No change | 150 | $8K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -22.5% | 138 | $7K |
| Lanark Financial, Inc. | 0.00% | No change | 100 | $5K |
| Silver Grove Financial Group, Inc. | 0.00% | New | 52 | $3K |
| Parkside Financial Bank & Trust | 0.00% | No change | 31 | $2K |
| Wolff Wiese Magana LLC | 0.00% | No change | 25 | $1K |
| Tradewinds Capital Management, LLC | 0.00% | No change | 10 | $540 |
| Wells Fargo & Company | 0.00% | Add +0.0% | 1 | $30 |
"% of holder's portfolio" is TBLU's weight in each manager's 13F, not the share of Tortoise Global Water ETF the manager owns.