TNGY Institutional Ownership & Shareholders
TORTOISE ENERGY ETF (TNGY) is currently held by 94 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $312.00M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Bank Of America Corp is currently the largest disclosed institutional shareholder of TNGY tracked by InsiderSet, reporting ownership valued at approximately $100.29M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $120.05M, representing an estimated gain of +19.70% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 82% of the total disclosed TNGY value among the investors covered in this analysis. Major shareholders include Bank Of America Corp, D.A. Davidson & Co., Envestnet Asset Management Inc, and several other long-term asset managers with concentrated positions in TORTOISE ENERGY ETF (TNGY).
This page ranks the largest institutional TNGY shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
94
Total Reported Value
$312.00M
Largest Holder
Bank Of America Corp
Largest Position
$100.29M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
103
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Bank Of America Corp | 0.01% | 10,328,549 | $100,290,212 | $120,051,824 | +$19,761,612 | +19.70% | |
| D.A. Davidson & Co. | 0.25% | 4,457,158 | $47,245,875 | $51,806,885 | +$4,561,010 | +9.65% | |
| Envestnet Asset Management Inc | 0.01% | 4,633,732 | $44,993,537 | $53,859,257 | +$8,865,720 | +19.70% | |
| Raymond James Financial Inc | 0.01% | 2,259,548 | $21,940,204 | $26,263,404 | +$4,323,200 | +19.70% | |
| Ubs Group Ag | 0.00% | 1,155,355 | $11,218,497 | $13,429,038 | +$2,210,541 | +19.70% | |
| Lpl Financial Llc | 0.00% | 724,344 | $7,033,380 | $8,419,268 | +$1,385,888 | +19.70% | |
| Exencial Wealth Advisors, Llc | 0.18% | 553,705 | $5,775,144 | $6,435,879 | +$660,735 | +11.44% | |
| Parkside Financial Bank & Trust | 0.38% | 542,709 | $5,752,716 | $6,308,070 | +$555,354 | +9.65% | |
| Baird Financial Group, Inc. | 0.01% | 576,456 | $5,597,388 | $6,700,321 | +$1,102,933 | +19.70% | |
| Royal Bank Of Canada | 0.00% | 483,500 | $4,694,000 | $5,619,866 | +$925,866 | +19.72% | |
| Savant Capital, Llc | 0.01% | 399,785 | $4,133,751 | $4,646,821 | +$513,070 | +12.41% | |
| Waverly Advisors, Llc | 0.02% | 393,007 | $3,816,099 | $4,568,038 | +$751,939 | +19.70% | |
| Captrust Financial Advisors | 0.01% | 379,259 | $3,682,601 | $4,408,241 | +$725,640 | +19.70% | |
| Northern Trust Corp | 0.00% | 366,996 | $3,563,531 | $4,265,705 | +$702,174 | +19.70% | |
| First Heartland Consultants, Inc. | 0.18% | 249,323 | $2,642,823 | $2,897,956 | +$255,133 | +9.65% | |
| Atria Investments, Inc | 0.02% | 240,336 | $2,547,562 | $2,793,497 | +$245,935 | +9.65% | |
| Lee Financial Co | 0.27% | 206,596 | $2,189,918 | $2,401,327 | +$211,409 | +9.65% | |
| Roman Butler Fullerton & Co | 0.41% | 155,687 | $1,792,744 | $1,809,597 | +$16,853 | +0.94% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 155,385 | $1,765,175 | $1,806,086 | +$40,911 | +2.32% | |
| Scs Capital Management Llc | 0.02% | 178,183 | $1,751,040 | $2,071,074 | +$320,034 | +18.28% | |
| Mariner, Llc | 0.00% | 167,363 | $1,625,091 | $1,945,310 | +$320,219 | +19.70% | |
| Oppenheimer & Co Inc | 0.02% | 153,114 | $1,623,008 | $1,779,690 | +$156,682 | +9.65% | |
| Commonwealth Equity Services, Llc | 0.00% | 116,788 | $1,237,956 | $1,357,462 | +$119,506 | +9.65% | |
| Independent Financial Group, Llc | 0.02% | 114,404 | $1,212,682 | $1,329,752 | +$117,070 | +9.65% | |
| Alteri Wealth Llc | 0.32% | 119,363 | $1,159,019 | $1,387,392 | +$228,373 | +19.70% | |
| Mai Capital Management | 0.00% | 118,640 | $1,151,995 | $1,378,988 | +$226,993 | +19.70% | |
| Steward Partners Investment Advisory, Llc | 0.01% | 116,662 | $1,132,788 | $1,355,997 | +$223,209 | +19.70% | |
| Davidson Trust Co | 0.44% | 104,721 | $1,110,043 | $1,217,204 | +$107,161 | +9.65% | |
| Morgan Stanley | 0.00% | 110,409 | $1,072,071 | $1,283,317 | +$211,246 | +19.70% | |
| Atlanta Consulting Group Advisors, Llc | 0.15% | 96,000 | $932,160 | $1,115,837 | +$183,677 | +19.70% | |
| Onyx Bridge Wealth Group Llc | 0.07% | 74,705 | $791,876 | $868,319 | +$76,443 | +9.65% | |
| Legacy Capital Wealth Partners, Llc | 0.15% | 69,093 | $732,384 | $803,089 | +$70,705 | +9.65% | |
| Lionsbridge Wealth Management Llc | 0.79% | 66,548 | $705,409 | $773,507 | +$68,098 | +9.65% | |
| Cetera Investment Advisers | 0.00% | 69,254 | $672,454 | $804,960 | +$132,506 | +19.70% | |
| Bank Ozk | 0.19% | 67,508 | $655,502 | $784,666 | +$129,164 | +19.70% | |
| Elevation Point Wealth Partners, Llc | 0.01% | 66,510 | $645,812 | $773,066 | +$127,254 | +19.70% | |
| Patriot Financial Group Insurance Agency, Llc | 0.06% | 59,789 | $633,767 | $694,945 | +$61,178 | +9.65% | |
| Merit Financial Group, Llc | 0.00% | 65,056 | $631,696 | $756,165 | +$124,469 | +19.70% | |
| Osaic Holdings, Inc. | 0.00% | 64,928 | $630,431 | $754,678 | +$124,247 | +19.71% | |
| Gts Securities Llc | 0.01% | 63,291 | $614,556 | $735,650 | +$121,094 | +19.70% | |
| Creative Planning | 0.00% | 56,215 | $595,879 | $653,404 | +$57,525 | +9.65% | |
| Brown Brothers Harriman & Co | 0.00% | 60,439 | $586,863 | $702,501 | +$115,638 | +19.70% | |
| Indivisible Partners | 0.03% | 52,204 | $553,365 | $606,783 | +$53,418 | +9.65% | |
| Ameriprise Financial Inc | 0.00% | 56,436 | $547,994 | $655,973 | +$107,979 | +19.70% | |
| Vestmark Advisory Solutions, Inc. | 0.01% | 55,172 | $535,720 | $641,281 | +$105,561 | +19.70% | |
| Lido Advisors, Llc | 0.00% | 45,705 | $443,797 | $531,243 | +$87,446 | +19.70% | |
| Pnc Financial Services Group, Inc. | 0.00% | 45,342 | $440,271 | $527,024 | +$86,753 | +19.70% | |
| Clear Harbor Asset Management, Llc | 0.03% | 44,974 | $436,697 | $522,746 | +$86,049 | +19.70% | |
| Choreo, Llc | 0.00% | 37,270 | $395,062 | $433,200 | +$38,138 | +9.65% | |
| Ifg Advisory, Llc | 0.01% | 35,667 | $346,327 | $414,568 | +$68,241 | +19.70% |
Frequently asked questions about TNGY
Who are the largest institutional holders of TNGY?
The largest institutional holders of TNGY reported in the latest SEC Form 13F filings include Bank Of America Corp, D.A. Davidson & Co., Envestnet Asset Management Inc, Raymond James Financial Inc, and Ubs Group Ag. InsiderSet ranks institutional holders by their latest reported TNGY position.
What is TNGY institutional ownership?
This page tracks TNGY positions reported by institutional investment managers through SEC Form 13F. TORTOISE ENERGY ETF (TNGY) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own TNGY?
InsiderSet currently tracks 94 institutional managers reporting TNGY holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of TNGY shareholders.
How much TNGY stock do institutions own?
Institutional investment managers disclosed approximately $312.00M in TNGY holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was TNGY institutional ownership last updated?
The latest TNGY institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional TNGY holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its TNGY position after the reporting date.
Are institutions buying or selling TNGY?
Institutional buying and selling can be analyzed by comparing TNGY positions across consecutive 13F reporting periods. InsiderSet's TNGY Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View TNGY ownership changes.
How has TNGY institutional ownership changed over time?
InsiderSet tracks TNGY institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.