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Tortoise North American Pipe (TPYP)

CUSIP: 890930308 | NYSE | 193 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Traphagen Investment Advisors LLC930,849
2.5% of portfolio›$37.1M
Magnus Financial Group LLC876,917
2.3% of portfolio›$35.0M
Atwood & Palmer Inc679,046
1.4% of portfolio›$27.1M
Keudell ison Wealth Management384,764
2.7% of portfolio›$15.3M
Arvest Investments, Inc.365,434
1.7% of portfolio›$14.6M
Parkside Financial Bank & Trust290,311
0.8% of portfolio›$11.6M
Busey Bank253,711
0.2% of portfolio›$10.1M
Triangle Securities Wealth Management221,839
1.7% of portfolio›$8.8M
Creative Planning214,087
0.0% of portfolio›$8.5M
Commonwealth Equity Services, LLC213,287
0.0% of portfolio›$8.5M
Eagle Strategies LLC195,309
0.8% of portfolio›$7.8M
Marshall & Sterling Wealth Advisors Inc.108,588
2.5% of portfolio›$4.3M
Blueline Advisors LLC100,152
2.8% of portfolio›$4.0M
Smith & Howard Wealth Management, LLC99,325
0.8% of portfolio›$4.0M
Quad-Cities Investment Group, LLC86,395
1.2% of portfolio›$3.4M
Financial Partners Group, Inc82,484
0.3% of portfolio›$3.3M
Visionary Wealth Advisors74,780
0.1% of portfolio›$3.0M
Financial Enhancement Group LLC72,579
0.3% of portfolio›$3.0M
Diversify Wealth Management, LLC71,172
0.0% of portfolio›$2.9M
Diversify Advisory Services, LLC71,172
0.0% of portfolio›$2.9M
Archford Capital Strategies, LLC59,576
0.2% of portfolio›$2.4M
AlphaCore Capital LLC54,600
0.0% of portfolio›$2.2M
XML Financial, LLC41,932
0.1% of portfolio›$1.7M
Heritage OAK Wealth Advisors LLC34,021
0.4% of portfolio›$1.4M
Capital Advisors, Ltd. LLC32,330
0.0% of portfolio›$1.3K
MGO One Seven LLC25,535
0.0% of portfolio›$1.0M
Wesbanco Bank Inc25,226
0.0% of portfolio›$1.0M
Cambridge Investment Research Advisors, Inc.20,461
0.0% of portfolio›$816
Investment Partners Asset Management, Inc.16,741
0.4% of portfolio›$667.4K
Stokes Capital Advisors, LLC16,233
0.1% of portfolio›$647.1K
Wealth Enhancement Advisory Services, LLC14,399
0.0% of portfolio›$597.0K
55 North Private Wealth, LLC13,916
0.1% of portfolio›$554.8K
Silverlake Wealth Management LLC11,891
0.1% of portfolio›$474.0K
Howard Financial Services, Ltd.9,417
0.0% of portfolio›$375.4K
Leading Edge Financial Planning LLC9,208
0.1% of portfolio›$367.1K
Truist Financial Corp7,584
0.0% of portfolio›$302.3K
B. Riley Wealth Advisors, Inc.7,339
0.0% of portfolio›$292.6K
Family Investment Center, Inc.6,389
0.0% of portfolio›$254.7K
Segment Wealth Management, LLC5,570
0.0% of portfolio›$222.0K
Legacy Capital Wealth Partners, LLC5,519
0.0% of portfolio›$220.0K
Private Trust Co NA5,354
0.0% of portfolio›$213.4K
Chicago Partners Investment Group LLC5,089
0.0% of portfolio›$218.9K
Blume Capital Management, Inc.3,944
0.0% of portfolio›$157.2K
City State Bank3,298
0.0% of portfolio›$131.5K
Valley National Advisers Inc2,505
0.0% of portfolio›$99.9K
Evermay Wealth Management LLC1,925
0.0% of portfolio›$76.7K
Princeton Global Asset Management LLC1,005
0.0% of portfolio›$40.1K
Farther Finance Advisors, LLC932
0.0% of portfolio›$37.2K
GK Wealth Management LLC753
0.0% of portfolio›$30.0K
Creative Financial Designs Inc630
0.0% of portfolio›$25.1K
Signaturefd, LLC596
0.0% of portfolio›$23.8K
Salomon & Ludwin, LLC500
0.0% of portfolio›$19.9K
1620 Investment Advisors, Inc.255
0.0% of portfolio›$10.2K
Chilton Capital Management LLC240
0.0% of portfolio›$9.6K
Assetmark, Inc235
0.0% of portfolio›$9.4K
CX Institutional191
0.0% of portfolio›$8
Root Financial Partners, LLC182
0.0% of portfolio›$7.3K
EverSource Wealth Advisors, LLC136
0.0% of portfolio›$5.4K
Caldwell Trust Co28
0.0% of portfolio›$1.1K
TD Waterhouse Canada Inc.1
0.0% of portfolio›$40
StyleTurnoverLocationFiled
Traphagen Investment Advisors LLC
930,849$37.1M2.5%ETFLowOradell, NJ2026-10-14
Magnus Financial Group LLC
876,917$35.0M2.3%ETFLowNew York, NY2026-10-21
Atwood & Palmer Inc
679,046$27.1M1.4%CoreVery LowKansas City, MO2026-10-08
Keudell ison Wealth Management
384,764$15.3M2.7%ETFMediumSalem, OR2026-10-16
Arvest Investments, Inc.
365,434$14.6M1.7%ETFLowLowell, AR2026-10-21
Parkside Financial Bank & Trust
290,311$11.6M0.8%CoreVery LowSaint Louis, MO2026-10-27
Busey Bank
253,711$10.1M0.2%GrowthVery LowUrbana, IL2026-10-26
Triangle Securities Wealth Management
221,839$8.8M1.7%CoreLowRaleigh, NC2026-10-14
Creative Planning
214,087$8.5M0.0%IndexVery LowOverland Park, KS2026-11-02
Commonwealth Equity Services, LLC
213,287$8.5M0.0%ETFLowWaltham, MA2026-11-02
Eagle Strategies LLC
195,309$7.8M0.8%ETFLowNew York, NY2026-10-16
Marshall & Sterling Wealth Advisors Inc.
108,588$4.3M2.5%ETFMediumPoughkeepsie, NY2026-10-28
Blueline Advisors LLC
100,152$4.0M2.8%ETFLowExeter, NH2026-10-15
Smith & Howard Wealth Management, LLC
99,325$4.0M0.8%ETFLowAtlanta, GA2026-10-27
Quad-Cities Investment Group, LLC
86,395$3.4M1.2%CoreLowDavenport, IA2026-10-16
Financial Partners Group, Inc
82,484$3.3M0.3%ETFLowOverland Park, KS2026-10-19
Visionary Wealth Advisors
74,780$3.0M0.1%ETFLowO'Fallon, IL2026-11-04
Financial Enhancement Group LLC
72,579$3.0M0.3%ETFMediumAnderson, IN2026-10-08
Diversify Wealth Management, LLC
71,172$2.9M0.0%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
71,172$2.9M0.0%GrowthLowSandy, UT2026-10-20
Archford Capital Strategies, LLC
59,576$2.4M0.2%GrowthMediumSwansea, IL2026-10-19
AlphaCore Capital LLC
54,600$2.2M0.0%ETFLowLa Jolla, CA2026-11-04
XML Financial, LLC
41,932$1.7M0.1%ETFLowBethesda, MD2026-10-29
Heritage OAK Wealth Advisors LLC
34,021$1.4M0.4%ValueHighSanta Rosa Beach, FL2026-10-14
Capital Advisors, Ltd. LLC
32,330$1.3K0.0%ETFLowShaker Heights, OH2026-10-27
MGO One Seven LLC
25,535$1.0M0.0%GrowthLowBeachwood, OH2026-10-28
Wesbanco Bank Inc
25,226$1.0M0.0%CoreLowWheeling, WV2026-11-04
Cambridge Investment Research Advisors, Inc.
20,461$8160.0%ETFLowFairfield, IA2026-11-02
Investment Partners Asset Management, Inc.
16,741$667.4K0.4%CoreLowMetuchen, NJ2026-10-09
Stokes Capital Advisors, LLC
16,233$647.1K0.1%CoreMediumGreenwood, SC2026-10-09
Wealth Enhancement Advisory Services, LLC
14,399$597.0K0.0%CoreLowPlymouth, MN2026-10-13
55 North Private Wealth, LLC
13,916$554.8K0.1%ETFLowWinter Park, FL2026-10-20
Silverlake Wealth Management LLC
11,891$474.0K0.1%ETFLowWilliston, VT2026-10-21
Howard Financial Services, Ltd.
9,417$375.4K0.0%ETFLowDallas, TX2026-10-15
Leading Edge Financial Planning LLC
9,208$367.1K0.1%ETFLowKnoxville, TN2026-10-23
Truist Financial Corp
7,584$302.3K0.0%CoreLowCharlotte, NC2026-10-30
B. Riley Wealth Advisors, Inc.
7,339$292.6K0.0%GrowthLowMemphis, TN2026-10-13
Family Investment Center, Inc.
6,389$254.7K0.0%ETFMediumSaint Joseph, MO2026-10-19
Segment Wealth Management, LLC
5,570$222.0K0.0%CoreLowHouston, TX2026-10-26
Legacy Capital Wealth Partners, LLC
5,519$220.0K0.0%CoreMediumLittle Rock, AR2026-10-21
Private Trust Co NA
5,354$213.4K0.0%CoreLowCleveland, OH2026-10-20
Chicago Partners Investment Group LLC
5,089$218.9K0.0%GARPLowChicago, IL2026-10-27
Blume Capital Management, Inc.
3,944$157.2K0.0%CoreMediumBerkeley, CA2026-10-26
City State Bank
3,298$131.5K0.0%GrowthVery LowNorwalk, IA2026-10-20
Valley National Advisers Inc
2,505$99.9K0.0%ETFLowBethlehem, PA2026-10-23
Evermay Wealth Management LLC
1,925$76.7K0.0%ETFLowArlington, VA2026-11-05
Princeton Global Asset Management LLC
1,005$40.1K0.0%GrowthLowPrinceton, NJ2026-10-21
Farther Finance Advisors, LLC
932$37.2K0.0%IndexLowSan Francisco, CA2026-10-08
GK Wealth Management LLC
753$30.0K0.0%GARPVery HighReno, NV2026-10-09
Creative Financial Designs Inc
630$25.1K0.0%ETFMediumKokomo, IN2026-11-04
Signaturefd, LLC
596$23.8K0.0%IndexLowAtlanta, GA2026-10-23
Salomon & Ludwin, LLC
500$19.9K0.0%ETFVery LowRichmond, VA2026-10-29
1620 Investment Advisors, Inc.
255$10.2K0.0%ValueLowPlymouth, MA2026-11-04
Chilton Capital Management LLC
240$9.6K0.0%GrowthMediumHouston, TX2026-10-28
Assetmark, Inc
235$9.4K0.0%ETFLowConcord, CA2026-10-21
CX Institutional
191$80.0%CoreMediumAuburn, IN2026-10-02
Root Financial Partners, LLC
182$7.3K0.0%ETFMediumEncinitas, CA2026-10-21
EverSource Wealth Advisors, LLC
136$5.4K0.0%CoreMediumBirmingham, AL2026-11-04
Caldwell Trust Co
28$1.1K0.0%GrowthLowVenice, FL2026-10-30
TD Waterhouse Canada Inc.
1$400.0%CoreLowToronto, Australia2026-10-16