TORTOISE ENERGY ETF TNGY
$9.66
+0.3% 52w: $8.40 – $10.59
Latest 13F among current holders filed 27 days ago (Jun 8, 2026)
Price — last 12 months
research preview data8.409.5010.59
Jun 20, 2025 Jul 2, 2026
Institutional holders
86
+1 QoQ
13F value
$321.8M
+14.4% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns TNGY?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | Bank broker | 10.8M | $112.9M | 0.0% | -6.1% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 4.5M | $47.1M | 0.0% | +3.5% |
| D.A. DAVIDSON & CO. | Wealth advisor | 4.2M | $44.1M | 0.3% | +3.8% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 2.3M | $23.6M | 0.0% | +4.4% |
| UBS Group AG | Bank broker | 1.1M | $11.7M | 0.0% | +0.1% |
| Baird Financial Group, Inc. | Diversified mechanical | 634.4K | $6.6M | 0.0% | -8.3% |
| LPL Financial LLC | Bank broker | 567.5K | $5.9M | 0.0% | +205.6% |
| EXENCIAL WEALTH ADVISORS, LLC | Wealth advisor | 553.7K | $5.8M | 0.2% | +0.7% |
| Parkside Financial Bank & Trust | Diversified mechanical | 533.2K | $5.6M | 0.4% | -0.2% |
| ROYAL BANK OF CANADA | Bank broker | 483.4K | $5.0M | 0.0% | +4.6% |
| Waverly Advisors, LLC | Wealth advisor | 406.9K | $4.2M | 0.0% | +0.9% |
| CAPTRUST FINANCIAL ADVISORS | Wealth advisor | 381.5K | $4.0M | 0.0% | +0.7% |
| NORTHERN TRUST CORP | Index provider | 367.0K | $3.8M | 0.0% | Held |
| Ignite Planners, LLC | Wealth advisor | 257.9K | $2.7M | 0.4% | +2.5% |
| Lee Financial Co | Wealth advisor | 211.4K | $2.2M | 0.3% | -12.3% |
| SCS Capital Management LLC | Wealth advisor | 178.2K | $1.9M | 0.0% | -0.7% |
| Mariner, LLC | Diversified mechanical | 173.0K | $1.8M | 0.0% | +0.2% |
| OPPENHEIMER & CO INC | Diversified mechanical | 154.5K | $1.6M | 0.0% | +0.7% |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 152.8K | $1.6M | 0.0% | +3.3% |
| ROMAN BUTLER FULLERTON & CO | Other | 157.4K | $1.6M | 0.4% | -1.7% |
| INDEPENDENT FINANCIAL GROUP, LLC | Wealth advisor | 130.9K | $1.4M | 0.0% | -1.4% |
| HighTower Advisors, LLC | Diversified mechanical | 126.6K | $1.3M | 0.0% | -0.3% |
| Patriot Financial Group Insurance Agency, LLC | Wealth advisor | 119.4K | $1.2M | 0.1% | +96.2% |
| MAI Capital Management | Wealth advisor | 117.3K | $1.2M | 0.0% | +2.3% |
| Alteri Wealth LLC | Other | 116.7K | $1.2M | 0.4% | +1.8% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 114.9K | $1.2M | 0.0% | +3.6% |
| DAVIDSON TRUST CO | Other | 112.3K | $1.2M | 0.5% | -13.0% |
| MORGAN STANLEY | Bank broker | 110.1K | $1.1M | 0.0% | -8.4% |
| Atlanta Consulting Group Advisors, LLC | Wealth advisor | 96.0K | $1.0M | 0.2% | Held |
| OSAIC HOLDINGS, INC. | Wealth advisor | 92.2K | $961K | 0.0% | +2.0% |
| AMERIPRISE FINANCIAL INC | Bank broker | 75.8K | $801K | 0.0% | -51.6% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 74.5K | $777K | 0.0% | New |
| Onyx Bridge Wealth Group LLC | Wealth advisor | 73.8K | $770K | 0.1% | +0.1% |
| Merit Financial Group, LLC | Wealth advisor | 70.6K | $736K | 0.0% | -16.7% |
| Legacy Capital Wealth Partners, LLC | Other | 67.5K | $704K | 0.1% | +2.4% |
| BANK OZK | Other | 67.5K | $704K | 0.2% | Held |
| ELEVATION POINT WEALTH PARTNERS, LLC | Other | 66.7K | $696K | 0.0% | Held |
| Cetera Investment Advisers | Wealth advisor | 60.8K | $634K | 0.0% | -2.1% |
| BROWN BROTHERS HARRIMAN & CO | Diversified mechanical | 60.4K | $630K | 0.0% | Held |
| Vestmark Advisory Solutions, Inc. | Wealth advisor | 55.4K | $578K | 0.0% | Held |
| Creative Planning | Wealth advisor | 54.9K | $572K | 0.0% | Held |
| Indivisible Partners | Other | 51.8K | $540K | 0.0% | +0.8% |
| Lido Advisors, LLC | Wealth advisor | 45.5K | $474K | 0.0% | +1.1% |
| PNC FINANCIAL SERVICES GROUP, INC. | Diversified mechanical | 45.3K | $473K | 0.0% | Held |
| Clear Harbor Asset Management, LLC | Other | 44.1K | $460K | 0.0% | +0.1% |
| Visionary Wealth Advisors | Wealth advisor | 41.3K | $430K | 0.0% | -13.5% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 39.4K | $401K | 0.0% | -84.8% |
| CHOREO, LLC | Wealth advisor | 37.3K | $389K | 0.0% | Held |
| STIFEL FINANCIAL CORP | Diversified mechanical | 29.5K | $308K | 0.0% | +12.2% |
| NewEdge Advisors, LLC | Diversified mechanical | 28.3K | $295K | 0.0% | +15.4% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.