Who owns Tortoise Electrification Infrastructure ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of TPZ from SEC Form 13F filings across 36 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 36 institutions disclosed 1.5M shares of Tortoise Electrification Infrastructure ETF worth $32.4M — about 26.1% of shares outstanding; the largest disclosed holder is BARD ASSOCIATES INC. Source: SEC Form 13F filings, parsed by EvidInvest.
36
13F holders
$32.4M
value, 2026 filers
26.1%
of shares outstanding (1.5M sh)
5
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of TPZ's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | BARD ASSOCIATES INC | 253,897 | $5.6M | 1.2% | 4.3% | -0.3% |
| 2 | Focus Partners Wealth | 237,222 | $5.2M | 0.0% | 4% | -18.9% |
| 3 | Cetera Investment Advisers | 135,002 | $3.0M | 0.0% | 2.3% | -0.4% |
| 4 | LPL Financial LLC | 95,329 | $2.1M | 0.0% | 1.6% | -4.0% |
| 5 | Rockefeller Capital Management L.P. | 93,501 | $2.0M | 0.0% | 1.6% | -1.3% |
| 6 | Advisors Asset Management, Inc. | 93,413 | $2.0M | 0.0% | 1.6% | -22.0% |
| 7 | OLD MISSION CAPITAL LLC | 84,974 | $1.9M | 0.0% | 1.4% | +478.4% |
| 8 | MORGAN STANLEY | 74,002 | $1.6M | 0.0% | 1.3% | -9.8% |
| 9 | UHLMANN PRICE SECURITIES, LLC | 73,399 | $1.6M | 0.1% | 1.2% | -1.0% |
| 10 | D.A. DAVIDSON & CO. | 66,794 | $1.5M | 0.0% | 1.1% | -19.0% |
| 11 | Cambridge Investment Research Advisors, Inc. | 55,411 | $1,212 | 0.0% | 0.9% | -21.3% |
| 12 | EVOLVE PRIVATE WEALTH, LLC | 34,868 | $762,560 | 0.0% | 0.6% | -12.8% |
| 13 | OSAIC HOLDINGS, INC. | 33,153 | $725,170 | 0.0% | 0.6% | +27.9% |
| 14 | SUSQUEHANNA INTERNATIONAL GROUP, LLPNEW | 31,947 | $698,681 | 0.0% | 0.5% | new |
| 15 | TRUIST FINANCIAL CORP | 23,954 | $523,884 | 0.0% | 0.4% | -6.2% |
| 16 | RAYMOND JAMES FINANCIAL INC | 20,452 | $447,281 | 0.0% | 0.3% | +36.3% |
| 17 | Concorde Asset Management, LLCNEW | 17,525 | $383,272 | 0.2% | 0.3% | new |
| 18 | MAI Capital Management | 16,007 | $350,077 | 0.0% | 0.3% | -14.9% |
| 19 | Creative Planning | 15,813 | $345,826 | 0.0% | 0.3% | +0.9% |
| 20 | NWF Advisory Services Inc. | 14,289 | $312,500 | 0.0% | 0.2% | -11.7% |
| 21 | McGowan Group Asset Management, Inc. | 12,245 | $267,808 | 0.0% | 0.2% | +0.5% |
| 22 | GTS SECURITIES LLC | 12,216 | $267,164 | 0.0% | 0.2% | -67.4% |
| 23 | Beverly Hills Private Wealth, LLC | 10,320 | $225,697 | 0.0% | 0.2% | 0.0% |
| 24 | MONTAG A & ASSOCIATES INC | 6,622 | $144,824 | 0.0% | 0.1% | 0.0% |
| 25 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 6,041 | $132,117 | 0.0% | 0.1% | -1.5% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.