Tortoise Global Water ETFTBLUETF
13F holders, Q4 2025 (December 31)40holders +3
7new positions
6sold out
$51.39avg. 13F price*
At the end of Q4 2025, 40 institutions reported holding Tortoise Global Water ETF (TBLU) in their 13F filings, up 3 from Q3 2025. 7 opened new positions and 6 sold out. The largest holders were WCG Wealth Advisors LLC ($3.4M), Harel Insurance Investments & Financial Services Ltd. ($2.1M) and Thrivent Financial for Lutherans ($1.9M).
- Company
- Tortoise Global Water ETF
- CUSIP
- 890930407
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $4.1M |
| Exits | 6 | $2.8M |
All 13F filers, Q3 2025 → Q4 2025: 149,599 shares bought and 73,693 shares sold, net +75,906 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 40 holders
| WCG Wealth Advisors LLC | 0.10% | Add +422.3% | 67,523 | $3.4M |
| Harel Insurance Investments & Financial Services Ltd. | 0.02% | Add +40.8% | 40,976 | $2.1M |
| Thrivent Financial for Lutherans | 0.00% | New | 35,561 | $1.9M |
| Hilltop Holdings Inc. | 0.07% | New | 24,319 | $1.2M |
| Meramec Financial Planners, LLC | 0.44% | — | 20,302 | $1.1M |
| Phoenix Wealth Advisors | 0.36% | Reduce -0.2% | 18,305 | $930K |
| LPL Financial LLC | 0.00% | Add +0.6% | 17,306 | $879K |
| Equitable Holdings, Inc. | 0.01% | Add +6.8% | 16,068 | $816K |
| Raymond James Financial Inc. | 0.00% | Add +1.8% | 15,440 | $784K |
| Natural Investments, LLC | 0.18% | New | 14,063 | $714K |
| Mariner, LLC | 0.00% | No change | 12,635 | $642K |
| Signature Estate & Investment Advisors LLC | 0.01% | No change | 8,753 | $445K |
| Captrust Financial Advisors | 0.00% | Add +3.9% | 8,743 | $444K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 8,400 | $427K |
| Flow Traders U.S. LLC | 0.01% | Add +26.7% | 6,601 | $335K |
| Focus Partners Wealth | 0.00% | Reduce -40.7% | 6,344 | $323K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -21.9% | 5,683 | $289K |
| Cetera Investment Advisers | 0.00% | Add +29.6% | 4,871 | $247K |
| Menora Mivtachim Holdings LTD. | 0.00% | New | 4,532 | $230K |
| Octavia Wealth Advisors, LLC | 0.02% | No change | 3,947 | $206K |
| Morgan Stanley | 0.00% | Add +1.6% | 2,335 | $119K |
| Osaic Holdings, Inc. | 0.00% | Reduce -76.1% | 1,637 | $83K |
| Key Financial Inc | 0.01% | No change | 1,572 | $80K |
| Hazlett, Burt & Watson, Inc. | 0.02% | No change | 1,373 | $70K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 1,359 | $69K |
| North Star Investment Management Corp. | 0.00% | No change | 1,325 | $67K |
| UBS Group AG | 0.00% | Reduce -88.9% | 1,212 | $62K |
| Cwm, LLC | 0.00% | Reduce -34.1% | 916 | $47K |
| FMR LLC | 0.00% | No change | 737 | $37K |
| Lanark Financial, Inc. | 0.00% | No change | 730 | $37K |
| WFA of San Diego, LLC | 0.03% | No change | 686 | $35K |
| Parallel Advisors, LLC | 0.00% | No change | 320 | $16K |
| Global Retirement Partners, LLC | 0.00% | No change | 303 | $15K |
| Farther Finance Advisors, LLC | 0.00% | New | 178 | $9K |
| Millstone Evans Group, LLC | 0.00% | New | 150 | $8K |
| Smartleaf Asset Management LLC | 0.00% | No change | 68 | $4K |
| International Assets Investment Management, LLC | 0.00% | New | 50 | $3K |
| Wolff Wiese Magana LLC | 0.00% | Add +25.0% | 25 | $1K |
| Tradewinds Capital Management, LLC | 0.00% | No change | 10 | $532 |
| Wells Fargo & Company | 0.00% | No change | 1 | $39 |
"% of holder's portfolio" is TBLU's weight in each manager's 13F, not the share of Tortoise Global Water ETF the manager owns.