Who Owns TPZ?
Tortoise Electrification Infrastructure ETF — Institutional Ownership & 13F Holdings
$22.92
+0.73 (+3.29%)
Market Cap
$131.8M
Shares Outstanding
5,890,169
Institutional Holders
37
Total Inst. Value
$36.3M
% of Float Held
45.1%
QoQ Holder Change
—
Institutional data as of Q1 2025
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Journey Advisory Group, LLC | $9.2M | 547,742 |
| 2 | BARD ASSOCIATES INC | $6.0M | 291,861 |
| 3 | D.A. DAVIDSON & CO. | $2.6M | 124,168 |
| 4 | Advisors Asset Management, Inc. | $2.5M | 122,686 |
| 5 | MORGAN STANLEY | $2.5M | 122,006 |
| 6 | Rockefeller Capital Management L.P. | $2.1M | 99,705 |
| 7 | Cambridge Investment Research Advisors, Inc. | $1.6M | 79,240 |
| 8 | JANE STREET GROUP, LLC | $1.5M | 73,007 |
| 9 | WELLS FARGO & COMPANY/MN | $1.4M | 68,123 |
| 10 | BANK OF AMERICA CORP /DE/ | $980K | 47,530 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| D.A. DAVIDSON & CO. | +16K | $2.6M |
| Advisors Asset Management, Inc. | +731 | $2.5M |
| Cambridge Investment Research Advisors, Inc. | +237 | $1.6M |
| GTS SECURITIES LLC | +10K | $645K |
| TRUIST FINANCIAL CORP | +899 | $589K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| JANE STREET GROUP, LLC | -278K | $1.5M |
| BARD ASSOCIATES INC | -181K | $6.0M |
| Kovitz Investment Group Partners, LLC | -164K | $11K |
| BANK OF AMERICA CORP /DE/ | -45K | $980K |
| MORGAN STANLEY | -28K | $2.5M |
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Frequently Asked Questions
How many institutional investors hold TPZ?
As of Q1 2025, 37 institutional investors report holding TPZ (Tortoise Electrification Infrastructure ETF) in their 13F filings.
What percentage of Tortoise Electrification Infrastructure ETF is owned by institutions?
Institutional investors hold approximately 45.1% of Tortoise Electrification Infrastructure ETF's float as reported in SEC 13F filings.
Which hedge fund owns the most TPZ?
The largest institutional holder of TPZ is Journey Advisory Group, LLC with $9.2M in shares.
Are institutions buying or selling TPZ?
This quarter, 5 institutions opened new positions in TPZ and 19 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.