Tortoise Global Water ETF (TBLU)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options Short Interest 13D/13G Peers Targeting Trading Summary Profile

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Harel Insurance Investments & Financial Services Ltd.

INCREASED

Shares71,255 from 67,502

Change+3,753 (+6%)

Value$3.5K (-$5)

Filed 2026-11-02

Thrivent Financial for Lutherans

INCREASED

Shares41,876 from 41,505

Change+371 (+1%)

Value$2.0K (-$112)

Filed 2026-11-05

Phoenix Wealth Advisors

DECREASED

Shares17,382 from 17,776

Change-394 (-2%)

Value$848.5K (-$68.8K)

Filed 2026-11-03

LPL Financial LLC

INCREASED

Shares17,022 from 16,728

Change+294 (+2%)

Value$830.9K (-$32.2K)

Filed 2026-11-06

Meramec Financial Planners, LLC

DECREASED

Shares13,361 from 15,167

Change-1,806 (-12%)

Value$686.9K (-$89.8K)

Filed 2026-11-09

Signature Estate & Investment Advisors LLC

UNCHANGED

Shares9,058 from 9,058

Change0 (0%)

Value$442.2K (-$25.2K)

Filed 2026-10-13

Natural Investments, LLC

DECREASED

Shares6,945 from 7,198

Change-253 (-4%)

Value$339.0K (+$338.7K)

Filed 2026-11-06

Key FInancial Inc

UNCHANGED

Shares1,572 from 1,572

Change0 (0%)

Value$76.7K (-$4.4K)

Filed 2026-11-02

Hazlett, Burt & Watson, Inc.

DECREASED

Shares1,442 from 1,497

Change-55 (-4%)

Value$71 (-$6)

Filed 2026-11-04

North Star Investment Management Corp.

UNCHANGED

Shares1,325 from 1,325

Change0 (0%)

Value$64.7K (-$3.7K)

Filed 2026-10-27

Parallel Advisors, LLC

UNCHANGED

Shares320 from 320

Change0 (0%)

Value$15.6K (-$891)

Filed 2026-11-03

Farther Finance Advisors, LLC

UNCHANGED

Shares138 from 138

Change0 (0%)

Value$6.7K (-$385)

Filed 2026-10-08

Lanark Financial, Inc.

UNCHANGED

Shares100 from 100

Change0 (0%)

Value$4.9K (-$279)

Filed 2026-10-26

Silver Grove Financial Group, Inc.

UNCHANGED

Shares52 from 52

Change0 (0%)

Value$2.5K (-$145)

Filed 2026-11-05

Parkside Financial Bank & Trust

UNCHANGED

Shares31 from 31

Change0 (0%)

Value$1.5K (-$87)

Filed 2026-10-27

Wolff Wiese Magana LLC

UNCHANGED

Shares25 from 25

Change0 (0%)

Value$1.2K (-$69)

Filed 2026-10-15

Tradewinds Capital Management, LLC

UNCHANGED

Shares10 from 10

Change0 (0%)

Value$511 (-$29)

Filed 2026-10-23

WCG Wealth Advisors LLC

N/A

Shares— from 87,537

Change-87,537 (-100%)

Value—

Flow Traders U.S. LLC

N/A

Shares— from 25,996

Change-25,996 (-100%)

Value—

Equitable Holdings, Inc.

N/A

Shares— from 16,545

Change-16,545 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 14,024

Change-14,024 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 12,732

Change-12,732 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 12,691

Change-12,691 (-100%)

Value—

CIBC Bancorp USA Inc.

N/A

Shares— from 8,400

Change-8,400 (-100%)

Value—

Menora Mivtachim Holdings Ltd.

N/A

Shares— from 8,208

Change-8,208 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 7,503

Change-7,503 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 5,957

Change-5,957 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 5,248

Change-5,248 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 4,412

Change-4,412 (-100%)

Value—

Orion Porfolio Solutions, LLC

N/A

Shares— from 4,284

Change-4,284 (-100%)

Value—

Octavia Wealth Advisors, LLC

N/A

Shares— from 3,947

Change-3,947 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 2,435

Change-2,435 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 1,833

Change-1,833 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 1,406

Change-1,406 (-100%)

Value—

UBS Group AG

N/A

Shares— from 948

Change-948 (-100%)

Value—

FMR LLC

N/A

Shares— from 602

Change-602 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 303

Change-303 (-100%)

Value—

Millstone Evans Group, LLC

N/A

Shares— from 150

Change-150 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
Harel Insurance Investments & Financial Services Ltd.	INCREASED	71,255	67,502	+3,753	+6%	$3.5K	$3.5K	-$5	2026-11-02
Thrivent Financial for Lutherans	INCREASED	41,876	41,505	+371	+1%	$2.1K	$2.0K	-$112	2026-11-05
Phoenix Wealth Advisors	DECREASED	17,382	17,776	-394	-2%	$917.2K	$848.5K	-$68.8K	2026-11-03
LPL Financial LLC	INCREASED	17,022	16,728	+294	+2%	$863.1K	$830.9K	-$32.2K	2026-11-06
Meramec Financial Planners, LLC	DECREASED	13,361	15,167	-1,806	-12%	$776.7K	$686.9K	-$89.8K	2026-11-09
Signature Estate & Investment Advisors LLC	UNCHANGED	9,058	9,058	0	0%	$467.4K	$442.2K	-$25.2K	2026-10-13
Natural Investments, LLC	DECREASED	6,945	7,198	-253	-4%	$371	$339.0K	+$338.7K	2026-11-06
Key FInancial Inc	UNCHANGED	1,572	1,572	0	0%	$81.1K	$76.7K	-$4.4K	2026-11-02
Hazlett, Burt & Watson, Inc.	DECREASED	1,442	1,497	-55	-4%	$77	$71	-$6	2026-11-04
North Star Investment Management Corp.	UNCHANGED	1,325	1,325	0	0%	$68.4K	$64.7K	-$3.7K	2026-10-27
Parallel Advisors, LLC	UNCHANGED	320	320	0	0%	$16.5K	$15.6K	-$891	2026-11-03
Farther Finance Advisors, LLC	UNCHANGED	138	138	0	0%	$7.1K	$6.7K	-$385	2026-10-08
Lanark Financial, Inc.	UNCHANGED	100	100	0	0%	$5.2K	$4.9K	-$279	2026-10-26
Silver Grove Financial Group, Inc.	UNCHANGED	52	52	0	0%	$2.7K	$2.5K	-$145	2026-11-05
Parkside Financial Bank & Trust	UNCHANGED	31	31	0	0%	$1.6K	$1.5K	-$87	2026-10-27
Wolff Wiese Magana LLC	UNCHANGED	25	25	0	0%	$1.3K	$1.2K	-$69	2026-10-15
Tradewinds Capital Management, LLC	UNCHANGED	10	10	0	0%	$540	$511	-$29	2026-10-23
WCG Wealth Advisors LLC	N/A	—	87,537	-87,537	-100%	$4.5M	—	—	—
Flow Traders U.S. LLC	N/A	—	25,996	-25,996	-100%	$1.3K	—	—	—
Equitable Holdings, Inc.	N/A	—	16,545	-16,545	-100%	$853.7K	—	—	—
Raymond James Financial Inc	N/A	—	14,024	-14,024	-100%	$723.6K	—	—	—
Envestnet Asset Management Inc	N/A	—	12,732	-12,732	-100%	$657.0K	—	—	—
Mariner, LLC	N/A	—	12,691	-12,691	-100%	$654.8K	—	—	—
CIBC Bancorp USA Inc.	N/A	—	8,400	-8,400	-100%	$433.4K	—	—	—
Menora Mivtachim Holdings Ltd.	N/A	—	8,208	-8,208	-100%	$423.5K	—	—	—
Captrust Financial Advisors	N/A	—	7,503	-7,503	-100%	$387.2K	—	—	—
Focus Partners Wealth	N/A	—	5,957	-5,957	-100%	$307.4K	—	—	—
Cetera Investment Advisers	N/A	—	5,248	-5,248	-100%	$270.8K	—	—	—
Jane Street Group, LLC	N/A	—	4,412	-4,412	-100%	$227.7K	—	—	—
Orion Porfolio Solutions, LLC	N/A	—	4,284	-4,284	-100%	$221.0K	—	—	—
Octavia Wealth Advisors, LLC	N/A	—	3,947	-3,947	-100%	$203.7K	—	—	—
Morgan Stanley	N/A	—	2,435	-2,435	-100%	$125.6K	—	—	—
Osaic Holdings, Inc.	N/A	—	1,833	-1,833	-100%	$94.6K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	1,406	-1,406	-100%	$72.6K	—	—	—
UBS Group AG	N/A	—	948	-948	-100%	$48.9K	—	—	—
FMR LLC	N/A	—	602	-602	-100%	$31.1K	—	—	—
Global Retirement Partners, LLC	N/A	—	303	-303	-100%	$15.6K	—	—	—
Millstone Evans Group, LLC	N/A	—	150	-150	-100%	$7.7K	—	—	—
Wells Fargo & Company	N/A	—	1	-1	-100%	$30	—	—	—

Showing 39 of 39 institutions