Tortoise Global Water ETFTBLUETF

13F holders, Q3 2025 (September 30)
37holders +35
36new positions
0sold out
1famous investor
$53.29avg. 13F price*

At the end of Q3 2025, 37 institutions reported holding Tortoise Global Water ETF (TBLU) in their 13F filings, up 35 from Q2 2025. 36 opened new positions and 0 sold out. The largest holders were Harel Insurance Investments & Financial Services Ltd. ($1.6M), GTS Securities LLC ($1.3M) and Phoenix Wealth Advisors ($977K). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Tortoise Global Water ETF
CUSIP
890930407
Latest filing quarter
Q2 2026

History

Number of 13F holders

010203040 Q2 2025: 2Q2 2025Q3 2025: 37Q3 2025Q4 2025: 40Q4 2025Q1 2026: 37Q1 2026Q2 2026: 39Q2 2026

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions36$13.3M
Exits0$0

All 13F filers, Q2 2025 → Q3 2025: 250,092 shares bought, net +250,092 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 37 holders

Harel Insurance Investments & Financial Services Ltd. 0.01% New 29,100 $1.6M
GTS Securities LLC 0.05% New 24,900 $1.3M
Phoenix Wealth Advisors 0.38% New 18,339 $977K
LPL Financial LLC 0.00% New 17,206 $917K
Raymond James Financial Inc. 0.00% New 15,166 $808K
Equitable Holdings, Inc. 0.01% New 15,041 $801K
WCG Wealth Advisors LLC 0.04% New 12,929 $689K
Mariner, LLC 0.00% New 12,635 $673K
Envestnet Asset Management Inc. 0.00% New 12,313 $656K
UBS Group AG 0.00% New 10,912 $581K
Focus Partners Wealth 0.00% New 10,703 $568K
Citadel Advisors 0.00% New 9,820 $523K
Signature Estate & Investment Advisors LLC 0.01% New 8,753 $466K
Captrust Financial Advisors 0.00% Add +0.5% 8,413 $448K
CIBC Private Wealth Group LLC 0.00% New 8,400 $448K
Orion Porfolio Solutions, LLC 0.00% New 7,274 $388K
Osaic Holdings, Inc. 0.00% New 6,837 $368K
Flow Traders U.S. LLC 0.01% New 5,210 $278K
Virtu Financial LLC 0.01% New 4,828 $257K
Octavia Wealth Advisors, LLC 0.02% New 3,947 $210K
Cetera Investment Advisers 0.00% New 3,759 $200K
Morgan Stanley 0.00% New 2,298 $122K
Key Financial Inc 0.02% New 1,572 $83K
Hazlett, Burt & Watson, Inc. 0.03% New 1,373 $74K
Cwm, LLC 0.00% New 1,390 $74K
Ameritas Investment Partners, Inc. 0.00% New 1,359 $72K
North Star Investment Management Corp. 0.00% New 1,325 $71K
FMR LLC 0.00% New 737 $39K
Lanark Financial, Inc. 0.00% New 730 $39K
WFA of San Diego, LLC 0.03% No change 686 $37K
GPS Wealth Strategies Group, LLC 0.00% New 474 $25K
Parallel Advisors, LLC 0.00% New 320 $17K
Global Retirement Partners, LLC 0.00% New 303 $16K
Smartleaf Asset Management LLC 0.00% New 68 $4K
Wolff Wiese Magana LLC 0.00% New 20 $1K
Tradewinds Capital Management, LLC 0.00% New 10 $558
Wells Fargo & Company 0.00% New 1 $41

"% of holder's portfolio" is TBLU's weight in each manager's 13F, not the share of Tortoise Global Water ETF the manager owns.