TORTOISE ENERGY ETF (TNGY) Institutional Ownership Changes & 13F Activity

TORTOISE ENERGY ETF (TNGY). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Bank Of America Corp, Envestnet Asset Management Inc, Baird Financial Group, Inc., Ameriprise Financial Inc, and Susquehanna International Group, Llp.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncBuy+115,125+2.5%4,633,732$44.99MQ2 2026Sep 23, 2026
Parkside Financial Bank & TrustBuy+1,079+0.2%534,247$5.19MQ2 2026Sep 04, 2026
Citadel Advisors LlcBuy+16,371—16,371$158.96KQ2 2026Sep 02, 2026
Bank Of America CorpSell-491,618-4.5%10,328,549$100.29MQ2 2026Aug 14, 2026
Ameriprise Financial IncBuy+56,436—56,436$547.99KQ2 2026Aug 14, 2026
Susquehanna International Group, LlpSell-50,903-68.3%23,593$229.09KQ2 2026Aug 14, 2026
Gts Securities LlcBuy+45,832+262.5%63,291$614.56KQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+35,667—35,667$346.33KQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Sell-27,257-29.6%64,928$630.43KQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+17,369+902.8%19,293$187.34KQ2 2026Aug 14, 2026
Waverly Advisors, LlcSell-13,927-3.4%393,007$3.82MQ2 2026Aug 14, 2026
Raymond James Financial IncSell-7,075-0.3%2,259,548$21.94MQ2 2026Aug 14, 2026
Mai Capital ManagementBuy+1,294+1.1%118,640$1.15MQ2 2026Aug 14, 2026
Vestmark Advisory Solutions, Inc.Sell-225-0.4%55,172$535.72KQ2 2026Aug 14, 2026
Medallion Wealth Advisors, LlcBuy+200+1.2%16,963$164.71KQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+68+0.0%483,500$4.69MQ2 2026Aug 14, 2026
Steward Partners Investment Advisory, LlcSell-36,172-23.7%116,662$1.13MQ2 2026Aug 13, 2026
Ubs Group AgBuy+30,973+2.8%1,155,355$11.22MQ2 2026Aug 13, 2026
Visionary Wealth AdvisorsSell-7,903-19.1%33,369$324.01KQ2 2026Aug 13, 2026
Mariner, LlcSell-5,614-3.2%167,363$1.63MQ2 2026Aug 13, 2026
Fmr LlcBuy+2,247+31.7%9,344$90.73KQ2 2026Aug 13, 2026
Captrust Financial AdvisorsSell-2,223-0.6%379,259$3.68MQ2 2026Aug 13, 2026
Rockefeller Capital Management L.P.Buy+437—437$4.24KQ2 2026Aug 13, 2026
Morgan StanleyBuy+341+0.3%110,409$1.07MQ2 2026Aug 13, 2026
Baird Financial Group, Inc.Sell-57,991-9.1%576,456$5.60MQ2 2026Aug 12, 2026
Cetera Investment AdvisersBuy+8,472+13.9%69,254$672.45KQ2 2026Aug 12, 2026
Newedge Advisors, LlcBuy+2,958+14.6%23,272$225.97KQ2 2026Aug 12, 2026
Clear Harbor Asset Management, LlcBuy+899+2.0%44,974$436.70KQ2 2026Aug 12, 2026
Legacy Capital Wealth Partners, LlcBuy+807+1.2%68,352$663.70KQ2 2026Aug 12, 2026
Stifel Financial CorpSell-464-1.6%29,041$281.99KQ2 2026Aug 12, 2026
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Frequently asked questions about TNGY activity

  • Which institutional owners are buying TNGY?

    Institutional owners buying TNGY include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in TNGY activity?

    "Buy" means an investor increased their reported position in TNGY compared to the prior reporting period. This reflects growing exposure to TORTOISE ENERGY ETF (TNGY) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in TNGY increasing?

    Institutional interest in TNGY can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.