Tortoise North American PipeTPYPETF

13F holders, Q4 2025 (December 31)
124holders −4
9new positions
17sold out
$35.34avg. 13F price*

At the end of Q4 2025, 124 institutions reported holding Tortoise North American Pipe (TPYP) in their 13F filings, down 4 from Q3 2025. 9 opened new positions and 17 sold out. The largest holders were Morgan Stanley ($119.7M), Arvest Bank Trust Division ($39.3M) and Bank of America Corp. ($37.3M).

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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions9$5.6M
Exits17$5.1M

All 13F filers, Q3 2025 → Q4 2025: 751,904 shares bought and 551,833 shares sold, net +200,071 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 124 holders

Morgan Stanley 0.01% Add +9.8% 3,391,404 $119.7M
Arvest Bank Trust Division 2.13% Reduce -13.1% 1,113,816 $39.3M
Bank of America Corp. 0.00% Add +4.0% 1,057,908 $37.3M
Magnus Financial Group LLC 2.33% Reduce -1.2% 860,916 $30.4M
Traphagen Investment Advisors LLC 2.14% Add +4.7% 737,773 $26.0M
Atwood & Palmer Inc. 1.33% Add +0.6% 664,650 $23.5M
Foster & Motley Inc. 1.23% Add +1.2% 651,036 $23.0M
Arvest Investments, Inc. 1.82% Reduce -13.5% 366,717 $12.9M
Wells Fargo & Company 0.00% Reduce -10.3% 366,066 $12.9M
Keudell/Morrison Wealth Management 2.29% — 309,157 $10.9M
Busey Bank 0.26% Reduce -1.5% 277,932 $9.8M
Cwm, LLC 0.03% Add +5.6% 275,843 $9.7M
Parkside Financial Bank & Trust 0.72% Add +13.9% 271,434 $9.6M
UBS Group AG 0.00% Reduce -5.4% 263,577 $9.3M
Cerity Partners LLC 0.01% Reduce -0.4% 243,957 $8.6M
Creative Planning 0.01% Reduce -0.8% 229,525 $8.1M
Triangle Securities Wealth Management 1.69% Reduce -1.1% 226,822 $8.0M
Raymond James Financial Inc. 0.00% Reduce -0.2% 212,636 $7.5M
Mariner, LLC 0.01% No change 199,175 $7.0M
Castlekeep Investment Advisors LLC 3.12% Add +1.3% 195,234 $6.9M
Commonwealth Equity Services, LLC 0.01% Reduce -21.9% 187,565 $6.6M
Oxbow Advisors, LLC 0.53% Reduce -4.0% 166,782 $5.9M
Icon Wealth Advisors, LLC 0.34% No change 142,481 $5.0M
Rockefeller Capital Management L.P. 0.01% Add +93.7% 117,545 $4.1M
Smith & Howard Wealth Management, LLC 0.92% Add +7.9% 114,196 $4.0M
LPL Financial LLC 0.00% Add +0.3% 110,109 $3.9M
FAS Wealth Partners, Inc. 0.25% Add +0.0% 109,026 $3.8M
First National Bank of Omaha 0.11% New 99,677 $3.6M
Royal Bank of Canada 0.00% Reduce -2.9% 96,927 $3.4M
Blueline Advisors LLC 2.78% — 96,515 $3.4M
Marshall & Sterling Wealth Advisors Inc. 2.24% Add +15.9% 96,293 $3.4M
Janney Montgomery Scott LLC 0.01% Reduce -6.7% 92,239 $3.3M
Quad-Cities Investment Group, LLC 1.32% Reduce -1.5% 90,935 $3.2M
HBK Sorce Advisory LLC 0.07% No change 80,810 $3.1M
Financial Enhancement Group LLC 0.39% Add +2.5% 82,409 $3.0M
Envestnet Asset Management Inc. 0.00% Add +46.4% 75,218 $2.7M
HighTower Advisors, LLC 0.00% Add +20.8% 74,970 $2.6M
Financial Partners Group, Inc 0.28% Reduce -0.4% 65,197 $2.5M
Sanctuary Advisors, LLC 0.01% Reduce -0.1% 69,639 $2.5M
Battery Global Advisors, LLC 1.13% No change 68,388 $2.4M
Bollard Group LLC 0.06% No change 68,861 $2.4M
Stifel Financial Corp. 0.00% Add +4.2% 63,729 $2.2M
AlphaCore Capital LLC 0.04% No change 55,400 $2.0M
Captrust Financial Advisors 0.00% Add +0.9% 47,619 $1.7M
XML Financial, LLC 0.14% Reduce -18.6% 47,234 $1.7M
Diversify Wealth Management, LLC 0.07% Add +3.6% 40,820 $1.4M
ARS Investment Partners, LLC 0.08% Add +0.4% 38,851 $1.4M
Atlantic Union Bankshares Corp 0.03% Reduce -7.8% 38,324 $1.4M
Northern Trust Corp. 0.00% Add +109.2% 37,010 $1.3M
United Capital Financial Advisors, LLC 0.01% No change 36,960 $1.3M
Global Retirement Partners, LLC 0.02% Add +0.9% 36,284 $1.3M
Heritage Oak Wealth Advisors LLC 0.43% Add +5.4% 32,485 $1.2M
Capital Advisors, Ltd. LLC 0.13% Reduce -3.5% 31,602 $1.1M
Regions Financial Corp. 0.01% Add +3.7% 28,327 $1000K
Wesbanco Bank Inc. 0.03% Reduce -0.2% 26,926 $950K
GTS Securities LLC 0.03% Reduce -21.0% 25,353 $895K
Cambridge Investment Research Advisors, Inc. 0.00% No change 23,628 $834K
Flow Traders U.S. LLC 0.02% New 21,402 $755K
Nova Wealth Management, Inc. 0.51% Reduce -23.5% 20,997 $741K
Cresset Asset Management, LLC 0.00% No change 20,730 $739K
Summit Wealth Partners, LLC 0.14% Reduce -2.0% 20,874 $737K
Diversify Advisory Services, LLC 0.02% Add +18.6% 20,265 $733K
Objectivity Squared, LLC 0.40% No change 20,029 $707K
NewEdge Wealth, LLC 0.01% No change 19,454 $687K
Investment Partners Asset Management, Inc. 0.38% Reduce -0.3% 17,101 $604K
Cetera Investment Advisers 0.00% Add +20.1% 16,581 $585K
CreativeOne Wealth, LLC 0.01% Add +3.4% 15,646 $552K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.06% Add +30.2% 14,541 $513K
Wealth Enhancement Advisory Services, LLC 0.00% Add +3.3% 14,468 $502K
Silverlake Wealth Management LLC 0.11% Add +7.5% 14,044 $496K
55 North Private Wealth, LLC 0.13% — 13,858 $489K
Waverly Advisors, LLC 0.00% New 12,703 $448K
Stokes Capital Advisors, LLC 0.10% Reduce -1.8% 12,636 $446K
NewEdge Advisors, LLC 0.00% Reduce -0.5% 12,319 $435K
Summit Financial, LLC 0.01% Reduce -5.5% 12,157 $433K
West Michigan Advisors, LLC 0.09% No change 11,328 $404K
WealthCare Investment Partners, LLC 0.12% Reduce -5.9% 11,206 $399K
Bank of New York Mellon Corp 0.00% New 10,842 $383K
WealthTrust Axiom LLC 0.09% No change 9,625 $340K
Howard Financial Services, LTD. 0.04% Reduce -3.8% 9,415 $332K
Leading Edge Financial Planning LLC 0.07% Reduce -0.0% 9,225 $326K
Strategies Wealth Advisors, LLC 0.03% No change 8,895 $314K
Baird Financial Group, Inc. 0.00% No change 8,258 $291K
Truist Financial Corp. 0.00% Reduce -3.3% 7,902 $279K
Comerica Bank 0.00% Add +3.1% 7,839 $277K
J.W. Cole Advisors, Inc. 0.01% Reduce -15.6% 7,810 $276K
Allworth Financial LP 0.00% Add +23.4% 7,365 $260K
Osaic Holdings, Inc. 0.00% Reduce -30.6% 7,233 $255K
MAI Capital Management 0.00% No change 7,008 $247K
Zinnia Wealth Advisory, LLC 0.27% — 6,981 $246K
Orion Porfolio Solutions, LLC 0.00% Reduce -0.0% 6,916 $244K
UMB Bank, n.a. 0.00% Add +3.3% 6,790 $240K
Sterneck Capital Management, LLC 0.10% No change 6,300 $222K
Coldstream Capital Management Inc. 0.00% New 5,844 $206K
Private Trust Co. NA 0.01% No change 4,600 $162K
Steward Partners Investment Advisory, LLC 0.00% Reduce -16.4% 4,585 $162K
Blume Capital Management, Inc. 0.03% No change 3,944 $139K
BlackRock, Inc. 0.00% New 3,626 $128K
City State Bank 0.03% No change 3,298 $116K
Principia Wealth Advisory, LLC 0.07% Add +0.6% 3,251 $115K

"% 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 124 holders