Tortoise North American PipeTPYPETF

13F holders, Q1 2026 (March 31)
147holders +23
32new positions
8sold out
1famous investor
$42.35avg. 13F price*

At the end of Q1 2026, 147 institutions reported holding Tortoise North American Pipe (TPYP) in their 13F filings, up 23 from Q4 2025. 32 opened new positions and 8 sold out. The largest holders were Morgan Stanley ($145.7M), Arvest Bank Trust Division ($45.1M) and Bank of America Corp. ($40.5M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions32$21.5M
Exits8$2.1M

All 13F filers, Q4 2025 → Q1 2026: 1,063,266 shares bought and 541,041 shares sold, net +522,225 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 147 holders

Morgan Stanley 0.01% Add +1.4% 3,438,505 $145.7M
Arvest Bank Trust Division 2.45% Reduce -4.3% 1,065,759 $45.1M
Bank of America Corp. 0.00% Reduce -9.6% 956,356 $40.5M
Traphagen Investment Advisors LLC 2.97% Add +17.4% 865,826 $36.7M
Magnus Financial Group LLC 2.95% Reduce -1.2% 850,210 $36.0M
Atwood & Palmer Inc. 1.59% Add +0.4% 667,141 $28.3M
Foster & Motley Inc. 1.40% Reduce -1.5% 641,022 $27.2M
Arvest Investments, Inc. 1.99% Reduce -6.2% 344,037 $14.6M
Cwm, LLC 0.04% Add +23.6% 341,034 $14.4M
Wells Fargo & Company 0.00% Reduce -12.6% 320,027 $13.6M
Parkside Financial Bank & Trust 0.93% Add +5.3% 285,805 $12.1M
Busey Bank 0.32% Reduce -0.2% 277,382 $11.7M
Keudell/Morrison Wealth Management 2.31% Reduce -13.7% 266,945 $11.3M
UBS Group AG 0.00% Add +0.0% 263,695 $11.2M
Cerity Partners LLC 0.01% Add +0.1% 244,199 $10.3M
Citadel Advisors 0.01% New 239,707 $10.2M
Raymond James Financial Inc. 0.00% Add +11.2% 236,396 $10.0M
Creative Planning 0.01% Reduce -0.5% 228,361 $9.7M
LPL Financial LLC 0.00% Add +106.9% 227,800 $9.6M
Triangle Securities Wealth Management 2.18% Add +0.1% 227,063 $9.6M
Castlekeep Investment Advisors LLC 4.79% Add +6.7% 208,402 $8.8M
Mariner, LLC 0.01% Reduce -1.7% 195,837 $8.3M
Commonwealth Equity Services, LLC 0.01% Add +0.9% 189,266 $8.0M
Icon Wealth Advisors, LLC 0.38% Reduce -2.5% 138,865 $5.9M
Rockefeller Capital Management L.P. 0.01% Add +15.8% 136,070 $5.8M
Royal Bank of Canada 0.00% Add +16.6% 113,017 $4.8M
FAS Wealth Partners, Inc. 0.29% Add +1.6% 110,724 $4.7M
Marshall & Sterling Wealth Advisors Inc. 2.78% Add +4.1% 100,229 $4.2M
Blueline Advisors LLC 3.24% Add +2.3% 98,755 $4.2M
First National Bank of Omaha 0.13% Reduce -4.3% 95,389 $4.1M
Smith & Howard Wealth Management, LLC 0.86% Reduce -17.6% 94,062 $4.0M
Janney Montgomery Scott LLC 0.01% Reduce -0.7% 91,608 $3.9M
Quad-Cities Investment Group, LLC 1.51% Reduce -1.3% 89,713 $3.8M
Financial Partners Group, Inc 0.45% Add +34.7% 87,818 $3.7M
Envestnet Asset Management Inc. 0.00% Add +8.5% 81,612 $3.5M
HBK Sorce Advisory LLC 0.07% Reduce -1.1% 79,943 $3.3M
Financial Enhancement Group LLC 0.41% Reduce -1.9% 80,886 $3.3M
HighTower Advisors, LLC 0.00% Add +1.8% 76,284 $3.2M
Sanctuary Advisors, LLC 0.02% Add +0.9% 70,255 $3.0M
Bollard Group LLC 0.09% Add +1.7% 70,058 $3.0M
Battery Global Advisors, LLC 1.56% No change 68,388 $2.9M
Diversify Wealth Management, LLC 0.05% Add +50.8% 61,547 $2.6M
AlphaCore Capital LLC 0.06% Add +2.4% 56,734 $2.4M
Foundations Investment Advisors, LLC 0.03% New 56,275 $2.4M
Stifel Financial Corp. 0.00% Reduce -17.4% 52,666 $2.2M
Captrust Financial Advisors 0.00% Add +2.4% 48,750 $2.1M
XML Financial, LLC 0.16% Reduce -3.4% 45,638 $1.9M
B. Riley Wealth Advisors, Inc. 0.12% New 43,905 $1.9M
ARS Investment Partners, LLC 0.09% Add +8.1% 41,982 $1.8M
Atlantic Union Bankshares Corp 0.03% Reduce -2.8% 37,255 $1.6M
United Capital Financial Advisors, LLC 0.01% Add +0.3% 37,077 $1.6M
Northern Trust Corp. 0.00% No change 37,010 $1.6M
Heritage Oak Wealth Advisors LLC 0.44% Add +1.3% 32,899 $1.4M
Capital Advisors, Ltd. LLC 0.15% No change 31,602 $1.3M
Oxbow Advisors, LLC 0.11% Reduce -82.4% 29,297 $1.2M
Regions Financial Corp. 0.01% Reduce -0.2% 28,281 $1.2M
Bank of New York Mellon Corp 0.00% Add +148.4% 26,936 $1.1M
Wesbanco Bank Inc. 0.03% No change 26,926 $1.1M
Cambridge Investment Research Advisors, Inc. 0.00% Add +6.6% 25,180 $1.1M
Mgo One Seven LLC 0.02% New 23,637 $1.0M
GTS Securities LLC 0.03% Reduce -12.7% 22,136 $938K
Nova Wealth Management, Inc. 0.60% Add +3.4% 21,718 $920K
Jane Street Group, LLC 0.00% New 21,389 $906K
Cresset Asset Management, LLC 0.00% No change 20,730 $878K
Summit Wealth Partners, LLC 0.14% Reduce -1.9% 20,468 $867K
Objectivity Squared, LLC 0.54% Add +0.8% 20,188 $855K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.10% Add +29.4% 18,821 $797K
Cetera Investment Advisers 0.00% Add +5.6% 17,513 $742K
Investment Partners Asset Management, Inc. 0.44% Reduce -0.6% 17,006 $720K
CreativeOne Wealth, LLC 0.02% Add +3.0% 16,120 $683K
NewEdge Wealth, LLC 0.01% Reduce -18.1% 15,937 $675K
Wealth Enhancement Advisory Services, LLC 0.00% Add +10.2% 15,939 $673K
Osaic Holdings, Inc. 0.00% Add +110.4% 15,218 $645K
55 North Private Wealth, LLC 0.15% Add +0.2% 13,888 $588K
Silverlake Wealth Management LLC 0.12% Reduce -5.0% 13,337 $565K
Stokes Capital Advisors, LLC 0.12% Add +2.5% 12,958 $549K
Waverly Advisors, LLC 0.00% No change 12,703 $538K
Summit Financial, LLC 0.01% No change 12,157 $515K
NewEdge Advisors, LLC 0.00% Reduce -4.9% 11,717 $496K
WESPAC Advisors, LLC 0.27% New 11,501 $487K
West Michigan Advisors, LLC 0.11% No change 11,328 $480K
WealthCare Investment Partners, LLC 0.13% Reduce -3.0% 10,872 $469K
WealthTrust Axiom LLC 0.10% Reduce -1.3% 9,500 $402K
Howard Financial Services, LTD. 0.05% Add +0.9% 9,498 $402K
Leading Edge Financial Planning LLC 0.08% Reduce -0.2% 9,210 $390K
Strategies Wealth Advisors, LLC 0.04% No change 8,895 $377K
Baird Financial Group, Inc. 0.00% No change 8,258 $350K
Oppenheimer & Co. Inc. 0.00% New 8,243 $349K
MML Investors Services, LLC 0.00% New 7,838 $332K
Private Trust Co. NA 0.03% Add +65.8% 7,628 $323K
Steward Partners Investment Advisory, LLC 0.00% Add +65.7% 7,595 $322K
Griffin Asset Management, Inc. 0.04% New 7,456 $316K
Allworth Financial LP 0.00% No change 7,365 $312K
Truist Financial Corp. 0.00% Reduce -8.8% 7,206 $305K
MAI Capital Management 0.00% Add +1.7% 7,130 $302K
Fifth Third Bancorp 0.00% New 7,096 $301K
Zinnia Wealth Advisory, LLC 0.32% Reduce -4.7% 6,654 $282K
UMB Bank, n.a. 0.00% Reduce -2.6% 6,615 $280K
Sterneck Capital Management, LLC 0.12% No change 6,300 $267K
Orion Porfolio Solutions, LLC 0.00% Reduce -14.4% 5,919 $251K

"% 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 147 holders