Tortoise Global Water ETFTBLUETF
13F holders, Q1 2026 (March 31)37holders −3
3new positions
3sold out
$50.55avg. 13F price*
At the end of Q1 2026, 37 institutions reported holding Tortoise Global Water ETF (TBLU) in their 13F filings, down 3 from Q4 2025. 3 opened new positions and 3 sold out. The largest holders were WCG Wealth Advisors LLC ($3.5M), Harel Insurance Investments & Financial Services Ltd. ($2.6M) and Thrivent Financial for Lutherans ($1.8M).
- Company
- Tortoise Global Water ETF
- CUSIP
- 890930407
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $649K |
| Exits | 3 | $1.4M |
All 13F filers, Q4 2025 → Q1 2026: 49,183 shares bought and 41,499 shares sold, net +7,684 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 37 holders
| WCG Wealth Advisors LLC | 0.10% | Add +3.9% | 70,132 | $3.5M |
| Harel Insurance Investments & Financial Services Ltd. | 0.02% | Add +28.3% | 52,550 | $2.6M |
| Thrivent Financial for Lutherans | 0.00% | Add +1.6% | 36,123 | $1.8M |
| Flow Traders U.S. LLC | 0.04% | Add +307.7% | 26,915 | $1.4M |
| Phoenix Wealth Advisors | 0.35% | Reduce -3.3% | 17,698 | $892K |
| LPL Financial LLC | 0.00% | Reduce -4.4% | 16,538 | $834K |
| Meramec Financial Planners, LLC | 0.33% | Reduce -23.6% | 15,511 | $824K |
| Equitable Holdings, Inc. | 0.01% | Add +0.1% | 16,084 | $817K |
| Raymond James Financial Inc. | 0.00% | Add +3.0% | 15,911 | $802K |
| Envestnet Asset Management Inc. | 0.00% | New | 12,832 | $647K |
| Mariner, LLC | 0.00% | Add +0.3% | 12,675 | $639K |
| Natural Investments, LLC | 0.13% | Reduce -22.9% | 10,844 | $546K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +2.5% | 8,970 | $452K |
| CIBC Bancorp USA Inc. | 0.00% | — | 8,400 | $424K |
| Captrust Financial Advisors | 0.00% | Reduce -7.3% | 8,103 | $409K |
| Focus Partners Wealth | 0.00% | Add +1.4% | 6,434 | $324K |
| Cetera Investment Advisers | 0.00% | Add +5.7% | 5,147 | $260K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -10.4% | 5,092 | $257K |
| Menora Mivtachim Holdings LTD. | 0.00% | Reduce -11.3% | 4,020 | $203K |
| Morgan Stanley | 0.00% | Add +4.3% | 2,435 | $123K |
| Key Financial Inc | 0.01% | No change | 1,572 | $79K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +2.5% | 1,393 | $70K |
| Hazlett, Burt & Watson, Inc. | 0.02% | Add +1.2% | 1,390 | $70K |
| North Star Investment Management Corp. | 0.00% | No change | 1,325 | $67K |
| Osaic Holdings, Inc. | 0.00% | Reduce -38.3% | 1,010 | $51K |
| UBS Group AG | 0.00% | Reduce -17.7% | 997 | $50K |
| WFA of San Diego, LLC | 0.03% | No change | 686 | $35K |
| FMR LLC | 0.00% | Reduce -10.8% | 657 | $33K |
| Cwm, LLC | 0.00% | Reduce -52.8% | 432 | $22K |
| Parallel Advisors, LLC | 0.00% | No change | 320 | $16K |
| Farther Finance Advisors, LLC | 0.00% | No change | 178 | $9K |
| Millstone Evans Group, LLC | 0.00% | No change | 150 | $8K |
| Lanark Financial, Inc. | 0.00% | Reduce -86.3% | 100 | $5K |
| International Assets Investment Management, LLC | 0.00% | No change | 50 | $3K |
| Parkside Financial Bank & Trust | 0.00% | New | 31 | $2K |
| Wolff Wiese Magana LLC | 0.00% | No change | 25 | $1K |
| Tradewinds Capital Management, LLC | 0.00% | No change | 10 | $528 |
"% of holder's portfolio" is TBLU's weight in each manager's 13F, not the share of Tortoise Global Water ETF the manager owns.