Tortoise North American PipeTPYPETF

13F holders, Q3 2025 (September 30)
128holders +13
21new positions
6sold out
$36.43avg. 13F price*

At the end of Q3 2025, 128 institutions reported holding Tortoise North American Pipe (TPYP) in their 13F filings, up 13 from Q2 2025. 21 opened new positions and 6 sold out. The largest holders were Morgan Stanley ($112.6M), Arvest Bank Trust Division ($46.7M) and Bank of America Corp. ($37.1M).

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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions21$25.7M
Exits6$3.8M

All 13F filers, Q2 2025 → Q3 2025: 1,063,217 shares bought and 389,480 shares sold, net +673,737 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 128 holders

Morgan Stanley 0.01% Add +1.1% 3,089,547 $112.6M
Arvest Bank Trust Division 2.59% Add +2.4% 1,281,439 $46.7M
Bank of America Corp. 0.00% Add +15.8% 1,017,255 $37.1M
Magnus Financial Group LLC 2.52% Add +1.2% 871,349 $31.8M
Traphagen Investment Advisors LLC 2.21% Add +1.0% 704,759 $25.7M
Atwood & Palmer Inc. 1.41% Add +0.2% 660,790 $24.1M
Foster & Motley Inc. 1.26% Add +0.5% 643,360 $23.4M
Arvest Investments, Inc. 2.22% Add +2.3% 423,742 $15.4M
Wells Fargo & Company 0.00% Add +1.2% 408,252 $14.9M
Busey Bank 0.29% Reduce -3.3% 282,156 $10.3M
UBS Group AG 0.00% Reduce -26.5% 278,700 $10.2M
Cwm, LLC 0.03% Add +0.7% 261,301 $9.5M
Cerity Partners LLC 0.01% Add +0.0% 244,894 $8.9M
Commonwealth Equity Services, LLC 0.01% Reduce -4.9% 240,208 $8.8M
Parkside Financial Bank & Trust 0.67% Add +8.9% 238,215 $8.7M
Creative Planning 0.01% Reduce -3.1% 231,457 $8.4M
Triangle Securities Wealth Management 1.89% Reduce -1.6% 229,410 $8.4M
Raymond James Financial Inc. 0.00% Reduce -8.8% 213,150 $7.8M
Mariner, LLC 0.01% New 199,175 $7.3M
Castlekeep Investment Advisors LLC 3.29% Add +2.9% 192,827 $7.0M
Oxbow Advisors, LLC 0.60% Reduce -4.8% 173,784 $6.3M
Icon Wealth Advisors, LLC 0.35% Reduce -0.9% 142,481 $5.2M
LPL Financial LLC 0.00% Reduce -4.2% 109,770 $4.0M
FAS Wealth Partners, Inc. 0.27% Reduce -2.2% 109,001 $4.0M
Smith & Howard Wealth Management, LLC 0.90% New 105,791 $3.9M
Country Club Bank 0.22% Reduce -2.5% 100,895 $3.7M
Royal Bank of Canada 0.00% Reduce -32.5% 99,833 $3.6M
Janney Montgomery Scott LLC 0.01% New 98,808 $3.6M
Quad-Cities Investment Group, LLC 1.43% Reduce -5.6% 92,335 $3.4M
Marshall & Sterling Wealth Advisors Inc. 1.94% Add +5.2% 83,057 $3.0M
Financial Enhancement Group LLC 0.39% Add +4.9% 80,415 $2.9M
HBK Sorce Advisory LLC 0.07% Reduce -18.2% 80,810 $2.8M
Sanctuary Advisors, LLC 0.01% Add +7.5% 69,716 $2.5M
Bollard Group LLC 0.06% New 68,861 $2.5M
Battery Global Advisors, LLC 1.17% No change 68,388 $2.5M
Financial Partners Group, Inc 0.30% Reduce -0.7% 65,472 $2.4M
HighTower Advisors, LLC 0.00% Add +6.3% 62,048 $2.3M
Stifel Financial Corp. 0.00% Add +17.8% 61,159 $2.2M
Rockefeller Capital Management L.P. 0.00% Add +0.3% 60,699 $2.2M
XML Financial, LLC 0.17% Reduce -6.5% 58,061 $2.1M
AlphaCore Capital LLC 0.07% No change 55,400 $2.0M
Envestnet Asset Management Inc. 0.00% Reduce -12.0% 51,368 $1.9M
Verity & Verity, LLC 0.14% New 47,176 $1.7M
Captrust Financial Advisors 0.00% Reduce -7.1% 47,172 $1.7M
Atlantic Union Bankshares Corp 0.03% Reduce -4.1% 41,565 $1.5M
ARS Investment Partners, LLC 0.09% Add +12.8% 38,690 $1.4M
Diversify Wealth Management, LLC 0.08% Add +5.6% 39,413 $1.4M
United Capital Financial Advisors, LLC 0.01% New 36,960 $1.3M
Global Retirement Partners, LLC 0.03% Add +4.5% 35,942 $1.3M
Capital Advisors, Ltd. LLC 0.13% No change 32,755 $1.2M
GTS Securities LLC 0.04% Reduce -3.9% 32,094 $1.2M
Heritage Oak Wealth Advisors LLC 0.42% Add +2.5% 30,817 $1.1M
Nova Wealth Management, Inc. 0.70% Add +29.1% 27,463 $1.0M
Regions Financial Corp. 0.01% New 27,306 $995K
Wesbanco Bank Inc. 0.03% New 26,976 $983K
Bessemer Group Inc. 0.00% Add +1214.1% 23,812 $868K
Cambridge Investment Research Advisors, Inc. 0.00% Add +205.9% 23,628 $861K
Summit Wealth Partners, LLC 0.14% Reduce -0.6% 21,307 $777K
Cresset Asset Management, LLC 0.00% No change 20,730 $756K
Objectivity Squared, LLC 0.44% New 20,029 $730K
NewEdge Wealth, LLC 0.01% New 19,454 $667K
Northern Trust Corp. 0.00% No change 17,694 $645K
Investment Partners Asset Management, Inc. 0.41% Reduce -0.7% 17,161 $626K
Diversify Advisory Services, LLC 0.02% Add +29.3% 17,084 $588K
CreativeOne Wealth, LLC 0.01% Reduce -4.1% 15,127 $551K
Wealth Enhancement Advisory Services, LLC 0.00% Add +5.6% 14,009 $507K
Cetera Investment Advisers 0.00% Add +6.2% 13,804 $503K
Jane Street Group, LLC 0.00% Reduce -26.0% 13,376 $488K
Silverlake Wealth Management LLC 0.12% Add +0.2% 13,060 $476K
Summit Financial, LLC 0.01% New 12,867 $469K
Stokes Capital Advisors, LLC 0.11% Reduce -22.3% 12,861 $469K
NewEdge Advisors, LLC 0.00% Reduce -0.2% 12,386 $452K
WealthCare Investment Partners, LLC 0.14% Reduce -12.3% 11,906 $432K
West Michigan Advisors, LLC 0.10% No change 11,328 $413K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.05% Add +0.1% 11,169 $407K
Osaic Holdings, Inc. 0.00% Add +18.4% 10,428 $376K
Howard Financial Services, LTD. 0.04% New 9,783 $357K
WealthTrust Axiom LLC 0.09% Reduce -10.9% 9,625 $351K
J.W. Cole Advisors, Inc. 0.01% Add +4.2% 9,252 $337K
Leading Edge Financial Planning LLC 0.08% Reduce -0.5% 9,226 $336K
Strategies Wealth Advisors, LLC 0.03% No change 8,895 $324K
Baird Financial Group, Inc. 0.00% No change 8,258 $301K
Truist Financial Corp. 0.00% Reduce -33.0% 8,168 $298K
Comerica Bank 0.00% Add +0.7% 7,605 $277K
Susquehanna International Group, LLP 0.00% Add +32.0% 7,425 $271K
MAI Capital Management 0.00% Add +0.9% 7,008 $255K
Orion Porfolio Solutions, LLC 0.00% Add +19.7% 6,919 $252K
UMB Bank, n.a. 0.00% New 6,575 $240K
Sterneck Capital Management, LLC 0.11% No change 6,300 $230K
Baron Silver Stevens Financial Advisors, LLC 0.03% No change 6,219 $227K
Allworth Financial LP 0.00% No change 5,970 $218K
Mercer Global Advisors Inc. 0.00% Reduce -32.5% 5,835 $213K
Legacy Capital Wealth Partners, LLC 0.04% Reduce -0.7% 5,599 $204K
Segment Wealth Management, LLC 0.01% New 5,570 $203K
Argent Trust Co 0.01% Reduce -4.9% 5,500 $200K
Steward Partners Investment Advisory, LLC 0.00% Add +1.9% 5,485 $200K
Mather Group, Llc. 0.00% New 5,129 $187K
Sunbelt Securities, Inc. 0.01% New 5,000 $182K
Advisory Services Network, LLC 0.00% New 4,761 $174K
Private Trust Co. NA 0.01% New 4,600 $168K

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

Show all 128 holders