Tortoise Energy ETFTNGYETF
13F holders, Q2 2026 (June 30)89holders +1
5new positions
3sold out
1famous investor
$9.72avg. 13F price*
At the end of Q2 2026, 89 institutions reported holding Tortoise Energy ETF (TNGY) in their 13F filings, up 1 from Q1 2026. 5 opened new positions and 3 sold out. The largest holders were Bank of America Corp. ($100.3M), Envestnet Asset Management Inc. ($45.0M) and D.A. Davidson & Co. ($42.2M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Tortoise Energy ETF
- CUSIP
- 890930209
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $5.3M |
| Exits | 3 | $276K |
All 13F filers, Q1 2026 → Q2 2026: 1,111,098 shares bought and 839,841 shares sold, net +271,257 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 89 holders
| Bank of America Corp. | 0.01% | Reduce -4.5% | 10,328,549 | $100.3M |
| Envestnet Asset Management Inc. | 0.01% | Add +2.5% | 4,633,732 | $45.0M |
| D.A. Davidson & Co. | 0.23% | Add +2.6% | 4,342,251 | $42.2M |
| Raymond James Financial Inc. | 0.01% | Reduce -0.3% | 2,259,548 | $21.9M |
| UBS Group AG | 0.00% | Add +2.8% | 1,155,355 | $11.2M |
| LPL Financial LLC | 0.00% | Add +27.6% | 724,344 | $7.0M |
| Baird Financial Group, Inc. | 0.01% | Reduce -9.1% | 576,456 | $5.6M |
| Parkside Financial Bank & Trust | 0.35% | Add +0.2% | 534,247 | $5.2M |
| Royal Bank of Canada | 0.00% | Add +0.0% | 483,500 | $4.7M |
| Savant Capital, LLC | 0.01% | New | 399,785 | $4.1M |
| Waverly Advisors, LLC | 0.02% | Reduce -3.4% | 393,007 | $3.8M |
| Captrust Financial Advisors | 0.01% | Reduce -0.6% | 379,259 | $3.7M |
| Northern Trust Corp. | 0.00% | No change | 366,996 | $3.6M |
| Ignite Planners, LLC | 0.37% | Add +7.7% | 277,754 | $2.7M |
| Lee Financial Co | 0.26% | Reduce -0.6% | 210,096 | $2.0M |
| SCS Capital Management LLC | 0.02% | No change | 178,183 | $1.8M |
| Roman Butler Fullerton & Co. | 0.39% | Add +1.1% | 159,144 | $1.6M |
| Mariner, LLC | 0.00% | Reduce -3.3% | 167,363 | $1.6M |
| Oppenheimer & Co. Inc. | 0.02% | Reduce -0.9% | 153,004 | $1.5M |
| HighTower Advisors, LLC | 0.00% | Add +1.0% | 127,846 | $1.2M |
| Davidson Trust Co. | 0.46% | Add +8.1% | 121,392 | $1.2M |
| Alteri Wealth LLC | 0.32% | Add +2.3% | 119,363 | $1.2M |
| Independent Financial Group, LLC | 0.02% | Reduce -9.0% | 119,127 | $1.2M |
| MAI Capital Management | 0.00% | Add +1.1% | 118,640 | $1.2M |
| Commonwealth Equity Services, LLC | 0.00% | Add +3.0% | 118,290 | $1.1M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -23.7% | 116,662 | $1.1M |
| Morgan Stanley | 0.00% | Add +0.3% | 110,409 | $1.1M |
| Atlanta Consulting Group Advisors, LLC | 0.15% | No change | 96,000 | $932K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +119.1% | 86,265 | $863K |
| Onyx Bridge Wealth Group LLC | 0.06% | Add +0.1% | 73,937 | $718K |
| Lionsbridge Wealth Management LLC | 0.69% | New | 72,511 | $704K |
| Cetera Investment Advisers | 0.00% | Add +13.9% | 69,254 | $672K |
| Legacy Capital Wealth Partners, LLC | 0.13% | Add +1.2% | 68,352 | $664K |
| Bank Ozk | 0.19% | No change | 67,508 | $656K |
| Elevation Point Wealth Partners, LLC | 0.01% | Reduce -0.3% | 66,510 | $646K |
| Merit Financial Group, LLC | 0.00% | Reduce -7.9% | 65,056 | $632K |
| Osaic Holdings, Inc. | 0.00% | Reduce -29.6% | 64,928 | $630K |
| GTS Securities LLC | 0.01% | Add +262.5% | 63,291 | $615K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 60,439 | $587K |
| Patriot Financial Group Insurance Agency, LLC | 0.06% | Reduce -49.5% | 60,338 | $586K |
| Ameriprise Financial Inc. | 0.00% | Reduce -25.6% | 56,436 | $548K |
| Vestmark Advisory Solutions, Inc. | 0.01% | Reduce -0.4% | 55,172 | $536K |
| Creative Planning | 0.00% | No change | 54,863 | $533K |
| Indivisible Partners | 0.03% | Add +0.4% | 52,003 | $505K |
| Lido Advisors, LLC | 0.00% | Add +0.5% | 45,705 | $444K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 45,342 | $440K |
| Clear Harbor Asset Management, LLC | 0.03% | Add +2.0% | 44,974 | $437K |
| Choreo, LLC | 0.00% | No change | 37,270 | $362K |
| IFG Advisory, LLC | 0.01% | New | 35,667 | $346K |
| Visionary Wealth Advisors | 0.01% | Reduce -19.1% | 33,369 | $324K |
| Stifel Financial Corp. | 0.00% | Reduce -1.6% | 29,041 | $282K |
| Thor Investment Management Inc. /Oh/ | 0.15% | No change | 27,754 | $269K |
| Moneta Group Investment Advisors LLC | 0.00% | No change | 25,890 | $251K |
| Susquehanna International Group, LLP | 0.00% | Reduce -68.3% | 23,593 | $229K |
| NewEdge Advisors, LLC | 0.00% | Reduce -17.8% | 23,272 | $226K |
| IHT Wealth Management, LLC | 0.00% | No change | 23,046 | $224K |
| Ofc Financial Planning, LLC | 0.19% | No change | 22,136 | $215K |
| Elevation Wealth Partners, LLC | 0.06% | Reduce -11.0% | 20,088 | $195K |
| Fifth Third Bancorp | 0.00% | Add +94.3% | 19,735 | $192K |
| Carson Advisory Inc. | 0.09% | No change | 19,694 | $191K |
| Park Avenue Securities LLC | 0.00% | Reduce -0.0% | 19,457 | $189K |
| Plancorp, LLC | 0.00% | Add +1.2% | 18,362 | $188K |
| Wells Fargo & Company | 0.00% | Add +902.8% | 19,293 | $187K |
| Lanark Financial, Inc. | 0.01% | Reduce -10.2% | 18,748 | $182K |
| Avail Investment Partners, LLC | 0.13% | No change | 17,750 | $172K |
| Investment Research Partners LLC | 0.06% | No change | 17,750 | $172K |
| Medallion Wealth Advisors, LLC | 0.05% | Add +1.2% | 16,963 | $165K |
| Cannon Wealth Management Services, LLC | 0.09% | Reduce -11.3% | 16,579 | $161K |
| Citadel Advisors | 0.00% | New | 16,371 | $159K |
| CM Wealth Advisors LLC | 0.03% | No change | 14,608 | $142K |
| Pine Valley Investments Ltd Liability Co | 0.01% | No change | 14,299 | $139K |
| Drive Wealth Management, LLC | 0.02% | Reduce -7.7% | 14,193 | $138K |
| Canvas Wealth Advisors, LLC | 0.02% | No change | 13,908 | $135K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +0.1% | 13,217 | $128K |
| OpenArc Corporate Advisory, LLC | 0.00% | No change | 11,520 | $112K |
| Beckerman Institutional, LLC | 0.05% | No change | 11,172 | $108K |
| Tulsa Wealth Advisors, INC | 0.02% | No change | 11,165 | $108K |
| Mercer Global Advisors Inc. | 0.00% | No change | 11,148 | $108K |
| Gladstone Institutional Advisory LLC | 0.00% | Add +0.0% | 10,366 | $101K |
| FMR LLC | 0.00% | Add +31.7% | 9,344 | $91K |
| Financial Gravity Companies, Inc. | 0.01% | — | 7,548 | $73K |
| Pin Oak Investment Advisors Inc. | 0.04% | No change | 5,148 | $50K |
| AlphaCore Capital LLC | 0.00% | No change | 3,431 | $33K |
| Private Trust Co. NA | 0.00% | Reduce -3.4% | 3,114 | $30K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 2,682 | $26K |
| US Bancorp \de | 0.00% | No change | 1,268 | $12K |
| Larson Financial Group LLC | 0.00% | No change | 1,058 | $10K |
| Rockefeller Capital Management L.P. | 0.00% | New | 437 | $4K |
| JPMorgan Chase & Co. | 0.00% | Add +0.6% | 177 | $2K |
"% of holder's portfolio" is TNGY's weight in each manager's 13F, not the share of Tortoise Energy ETF the manager owns.