Who Owns Tortoise Electrification Infrastructure ETF (TPZ)?Hedge Fund & Institutional Holders

$22.44+0.11 (+0.48%)Financial ServicesNYSE

Institutional Holders

42

as of Q4 2025

Total Institutional Value

$6.000000531700024e+133T

% of Float Held

5.208745950753855e+181%

QoQ Change in Holders

+15 / -3

Price History

$17.44$18.81$20.18$21.56$22.93Aug 24May 25Mar 26

TPZ — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Focus Partners WealthNew Position+306K+$6.0B
D.A. DAVIDSON & CO.New Position+117K+$2.4B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+141K+$2.0B
OLD MISSION CAPITAL LLCNew Position+17K+$351.0M
NWF Advisory Services Inc.New Position+14K+$283.0M
PRIVATE TRUST CO NANew Position+3K+$61.0M
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MANew Position+542+$11.0M
Basepoint Wealth LLCNew Position+194+$3.0M
TRUIST FINANCIAL CORPNew Position+28K+$576K
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLCNew Position+6K+$130K
HARBOR INVESTMENT ADVISORY, LLCNew Position+1K+$21K
FNY Investment Advisers, LLCNew Position+100+$2K
Cerity Partners LLCNew Position+10K+$0
EVOLVE PRIVATE WEALTH, LLCNew Position+43K+$0
JONES FINANCIAL COMPANIES LLLPNew Position+700+$0

TPZ — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Journey Advisory Group, LLCClosed Position-562K-$10.4B
BREAKTHRU ADVISORY SERVICES, LLCClosed Position-376K-$7.9B
Kovitz Investment Group Partners, LLCClosed Position-318K-$6.7B
LPL Financial LLCDecreased-5K-$2.0B
JANE STREET GROUP, LLCDecreased-78K-$1.9B
GTS SECURITIES LLCDecreased-17K-$912.6M
BARD ASSOCIATES INCDecreased-26K-$697.2M
Advisors Asset Management, Inc.Decreased-1K-$551.5M
OSAIC HOLDINGS, INC.Decreased-2K-$528.0M
MAI Capital ManagementDecreased-4K-$472.6M
UBS Group AGDecreased-16K-$341.4M
RAYMOND JAMES FINANCIAL INCDecreased-1K-$341.4M
WELLS FARGO & COMPANY/MNDecreased-14K-$300.9M
FIRST TRUST ADVISORS LPDecreased-245-$266.4M
Cetera Investment AdvisersDecreased-641-$237.7M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Focus Partners Wealth305,725$6.0B6.84%Share
2BARD ASSOCIATES INC260,081$5.3B1.37%Share
3D.A. DAVIDSON & CO.117,218$2.4B14.63%Share
4COMMONWEALTH EQUITY SERVICES, LLC141,061$2.0B2.67%Share
5Rockefeller Capital Management L.P.100,915$2.0B3.60%Share
6Advisors Asset Management, Inc.120,252$2.0B33.58%Share
7UHLMANN PRICE SECURITIES, LLC75,500$1.5B0.91%Share
8Concorde Asset Management, LLC18,225$371.0M0.15%Share
9OLD MISSION CAPITAL LLC17,223$351.0M0.01%Share
10NWF Advisory Services Inc.13,889$283.0M0.03%Share
11Beverly Hills Private Wealth, LLC10,320$216.0M0.04%Share
12MONTAG A & ASSOCIATES INC6,622$135.0M0.01%Share
13PRIVATE TRUST CO NA3,000$61.0M0.01%Share
14BOKF, NA550$11.0M0.17%Share
15LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA542$11.0M0.10%Share
16UBS Group AG227$4.0M0.00%Share
17Basepoint Wealth LLC194$3.0M0.00%Share
18MORGAN STANLEY87,610$1.0M0.00%Share
19Cambridge Investment Research Advisors, Inc.74,962$1.0M0.00%Share
20LPL Financial LLC91,718$1.0M0.00%Share
21TRUIST FINANCIAL CORP28,294$576K0.00%Share
22McGowan Group Asset Management, Inc.12,107$246K0.03%Share
23BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC6,414$130K0.02%Share
24HARBOR INVESTMENT ADVISORY, LLC1,032$21K0.00%Share
25FNY Investment Advisers, LLC100$2K0.00%Share
26FIRST TRUST ADVISORS LP12,433$00.00%Share
27OSAIC HOLDINGS, INC.23,314$00.00%Share
28OSAIC HOLDINGS, INC.300$00.00%Share
29GTS SECURITIES LLC26,333$00.00%Share
30MAI Capital Management18,677$00.00%Share
31EVOLVE PRIVATE WEALTH, LLC42,532$00.00%Share
32Creative Planning15,256$00.00%Share
33WELLS FARGO & COMPANY/MN1$00.00%Share
34RAYMOND JAMES FINANCIAL INC10,445$00.00%Share
35RAYMOND JAMES FINANCIAL INC4,800$00.00%Share
36JONES FINANCIAL COMPANIES LLLP700$00.00%Share
37Cerity Partners LLC10,146$00.00%Share
38JANE STREET GROUP, LLC11,596$00.00%Share
39JPMORGAN CHASE & CO7,536$00.00%Share
40Cetera Investment Advisers10,671$00.00%Share
41Steward Partners Investment Advisory, LLC309$00.00%Share
42ROYAL BANK OF CANADA12$00.00%Share

TPZ Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202540$22.7B+10
Q3 202530$45.8B-2
Q2 202532$42.6B-5
Q1 202537$50.5B-14
Q4 202451$68.9B

Similar Stocks by Institutional Ownership

As of Q4 2025, 42 institutional investors hold TPZ (Tortoise Electrification Infrastructure ETF). The largest holder is Focus Partners Wealth with $6.0B in shares. This quarter, 15 institutions opened new positions and 3 closed their positions.

Frequently Asked Questions

How many hedge funds own TPZ?

As of Q4 2025, 42 institutional investors report holding TPZ (Tortoise Electrification Infrastructure ETF) in their 13F filings.

Who is the largest institutional holder of TPZ?

The largest institutional holder of TPZ is Focus Partners Wealth with $6.0B in shares.

Is institutional ownership of TPZ increasing or decreasing?

This quarter, 15 institutions opened new positions in TPZ and 3 closed their positions.