Tortoise North American PipeTPYPETF

13F holders, Q2 2025 (June 30)
115holders +114
11new positions
0sold out
$35.72avg. 13F price*

At the end of Q2 2025, 115 institutions reported holding Tortoise North American Pipe (TPYP) in their 13F filings, up 114 from Q1 2025. 11 opened new positions and 0 sold out. The largest holders were Morgan Stanley ($109.1M), Arvest Bank Trust Division ($44.7M) and Bank of America Corp. ($31.4M).

Company
Tortoise North American Pipe
CUSIP
890930308
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150 Q1 2025: 1Q1 2025Q2 2025: 115Q2 2025Q3 2025: 128Q3 2025Q4 2025: 124Q4 2025Q1 2026: 147Q1 2026Q2 2026: 145Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions11$7.9M
Exits0$0

All 13F filers, Q1 2025 → Q2 2025: 396,445 shares bought and 739,172 shares sold, net −342,727 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 115 holders

Morgan Stanley 0.01% Add +2.1% 3,054,340 $109.1M
Arvest Bank Trust Division 2.61% Reduce -0.9% 1,251,112 $44.7M
Bank of America Corp. 0.00% Reduce -35.4% 878,678 $31.4M
Magnus Financial Group LLC 2.71% Add +1.4% 861,349 $30.8M
Traphagen Investment Advisors LLC 2.36% Add +0.8% 697,588 $24.9M
Atwood & Palmer Inc. 1.47% Add +0.3% 659,221 $23.6M
Foster & Motley Inc. 1.32% Reduce -1.4% 639,979 $22.9M
Arvest Investments, Inc. 2.23% Reduce -1.8% 414,368 $14.8M
Wells Fargo & Company 0.00% Add +2.5% 403,300 $14.4M
UBS Group AG 0.00% Reduce -3.5% 379,127 $13.5M
Busey Bank 0.32% Reduce -1.0% 291,645 $10.4M
Keudell/Morrison Wealth Management 2.21% Add +4.5% 279,374 $10.0M
Cwm, LLC 0.03% Reduce -4.2% 259,548 $9.3M
Commonwealth Equity Services, LLC 0.01% Reduce -8.3% 252,635 $9.0M
Cerity Partners LLC 0.02% Add +0.2% 244,848 $8.7M
Creative Planning 0.01% Reduce -1.1% 238,876 $8.5M
Raymond James Financial Inc. 0.00% Add +2.2% 233,629 $8.3M
Triangle Securities Wealth Management 2.05% Reduce -2.7% 233,011 $8.3M
Parkside Financial Bank & Trust 0.84% Add +3.3% 218,650 $7.8M
Castlekeep Investment Advisors LLC 3.27% Add +0.3% 187,317 $6.7M
Oxbow Advisors, LLC 0.73% Reduce -14.9% 182,470 $6.5M
Royal Bank of Canada 0.00% Reduce -39.3% 147,954 $5.3M
Icon Wealth Advisors, LLC 0.37% Reduce -0.6% 143,847 $5.1M
LPL Financial LLC 0.00% Add +13.7% 114,589 $4.1M
FAS Wealth Partners, Inc. 0.29% Reduce -2.3% 111,454 $4.0M
Country Club Bank 0.23% Reduce -1.4% 103,482 $3.7M
HBK Sorce Advisory LLC 0.10% Reduce -2.8% 98,751 $3.5M
Quad-Cities Investment Group, LLC 1.59% Add +0.5% 97,777 $3.5M
Flow Traders U.S. LLC 0.11% New 80,877 $2.9M
Marshall & Sterling Wealth Advisors Inc. 1.91% Add +1.8% 78,962 $2.8M
Financial Enhancement Group LLC 0.38% Add +11.1% 76,685 $2.7M
Battery Global Advisors, LLC 1.20% No change 68,388 $2.4M
Financial Partners Group, Inc 0.33% Reduce -0.9% 65,906 $2.4M
Sanctuary Advisors, LLC 0.01% Add +3.4% 64,863 $2.3M
XML Financial, LLC 0.19% Reduce -3.0% 62,083 $2.2M
Rockefeller Capital Management L.P. 0.00% Reduce -0.7% 60,490 $2.2M
HighTower Advisors, LLC 0.00% Add +20.4% 58,398 $2.1M
Envestnet Asset Management Inc. 0.00% Reduce -8.0% 58,390 $2.1M
AlphaCore Capital LLC 0.08% No change 55,400 $2.0M
Stifel Financial Corp. 0.00% Reduce -0.2% 51,927 $1.9M
Captrust Financial Advisors 0.00% Add +3.2% 50,792 $1.8M
Atlantic Union Bankshares Corp 0.04% New 43,336 $1.5M
Diversify Wealth Management, LLC 0.08% Add +2.3% 37,311 $1.3M
Global Retirement Partners, LLC 0.03% — 34,381 $1.2M
ARS Investment Partners, LLC 0.09% New 34,302 $1.2M
GTS Securities LLC 0.05% New 33,399 $1.2M
Capital Advisors, Ltd. LLC 0.14% Add +1.8% 32,755 $1.2M
Heritage Oak Wealth Advisors LLC 0.42% Add +0.3% 30,074 $1.1M
Summit Wealth Partners, LLC 0.15% No change 21,439 $766K
Nova Wealth Management, Inc. 0.56% Add +48.9% 21,267 $760K
Cresset Asset Management, LLC 0.00% No change 20,730 $741K
Jane Street Group, LLC 0.00% New 18,073 $646K
Northern Trust Corp. 0.00% Reduce -4.0% 17,694 $632K
Atria Wealth Solutions, Inc. 0.01% No change 17,500 $625K
Investment Partners Asset Management, Inc. 0.43% Reduce -0.2% 17,285 $618K
Stokes Capital Advisors, LLC 0.14% Add +13.8% 16,547 $591K
CreativeOne Wealth, LLC 0.01% Reduce -4.8% 15,770 $563K
WealthCare Investment Partners, LLC 0.17% Reduce -3.1% 13,569 $479K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -1.2% 13,270 $468K
Diversify Advisory Services, LLC 0.02% Add +37.7% 13,211 $466K
Silverlake Wealth Management LLC 0.14% Add +0.2% 13,031 $466K
Cetera Investment Advisers 0.00% Add +8.2% 13,000 $464K
NewEdge Advisors, LLC 0.00% Reduce -24.6% 12,411 $443K
Truist Financial Corp. 0.00% Reduce -25.9% 12,185 $435K
West Michigan Advisors, LLC 0.11% No change 11,328 $405K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.06% Add +28.1% 11,162 $399K
WealthTrust Axiom LLC 0.11% Reduce -1.8% 10,800 $386K
SteelPeak Wealth, LLC 0.01% Add +7.0% 10,429 $373K
Leading Edge Financial Planning LLC 0.09% No change 9,273 $331K
Strategies Wealth Advisors, LLC 0.03% No change 8,895 $318K
J.W. Cole Advisors, Inc. 0.01% New 8,879 $317K
Osaic Holdings, Inc. 0.00% Reduce -11.1% 8,807 $315K
Mercer Global Advisors Inc. 0.00% Reduce -13.3% 8,650 $309K
Baird Financial Group, Inc. 0.00% Add +6.3% 8,258 $295K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -1.6% 7,725 $276K
Comerica Bank 0.00% Reduce -22.6% 7,555 $270K
MAI Capital Management 0.00% Add +1.0% 6,943 $248K
Onyx Bridge Wealth Group LLC 0.03% Reduce -11.8% 6,621 $237K
Sterneck Capital Management, LLC 0.11% No change 6,300 $225K
Baron Silver Stevens Financial Advisors, LLC 0.04% No change 6,219 $222K
Snowden Capital Advisors LLC 0.01% No change 6,073 $217K
Allworth Financial LP 0.00% Reduce -2.7% 5,970 $213K
Argent Trust Co 0.01% No change 5,782 $207K
Orion Porfolio Solutions, LLC 0.00% Reduce -1.8% 5,781 $207K
Legacy Capital Wealth Partners, LLC 0.05% Add +0.3% 5,639 $201K
Susquehanna International Group, LLP 0.00% Reduce -41.8% 5,625 $201K
Steward Partners Investment Advisory, LLC 0.00% Add +0.9% 5,385 $192K
Blume Capital Management, Inc. 0.03% No change 3,944 $141K
Citigroup Inc. 0.00% No change 3,626 $130K
City State Bank 0.04% No change 3,298 $118K
Principia Wealth Advisory, LLC 0.10% Add +0.6% 3,206 $114K
Evermay Wealth Management LLC 0.01% No change 3,121 $112K
CENTRAL TRUST Co 0.00% Add +388.5% 2,931 $105K
FMR LLC 0.00% Add +2.8% 2,678 $96K
PNC Financial Services Group, Inc. 0.00% Reduce -14.3% 2,607 $93K
Valley National Advisers Inc. 0.01% No change 2,505 $89K
Bessemer Group Inc. 0.00% New 1,812 $65K
Principal Securities, Inc. 0.00% Reduce -70.2% 1,033 $37K
Princeton Global Asset Management LLC 0.01% No change 1,005 $36K
JPMorgan Chase & Co. 0.00% Reduce -61.3% 944 $34K
Farther Finance Advisors, LLC 0.00% No change 910 $33K
Strategic Investment Solutions, Inc. 0.01% No change 705 $25K
Creative Financial Designs Inc. 0.00% No change 630 $23K
Crewe Advisors LLC 0.00% New 561 $20K
HM Payson & Co. 0.00% No change 509 $18K
Salomon & Ludwin, LLC 0.00% No change 500 $18K
Ancora Advisors LLC 0.00% New 437 $16K
Westside Investment Management, Inc. 0.00% No change 279 $10K
Bellevue Asset Management, LLC 0.00% Add +0.8% 244 $9K
Chilton Capital Management LLC 0.00% Reduce -40.0% 240 $9K
CX Institutional 0.00% New 183 $7K
Caldwell Trust Co 0.00% No change 112 $4K
Salem Investment Counselors Inc. 0.00% No change 75 $3K
Assetmark, Inc. 0.00% New 20 $715
Transamerica Financial Advisors, LLC 0.00% Reduce -88.0% 9 $319

"% of holder's portfolio" is TPYP's weight in each manager's 13F, not the share of Tortoise North American Pipe the manager owns.