Who owns TBLU?
Tortoise Global Water Fund · Tortoise
38 institutions reported holding TBLU, worth $20.9M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of TBLU
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| WCG Wealth Advisors LLC | Las Vegas, NV | $4.5M | 87,537 | +17,405 shares |
| Harel Insurance Investments & Financial Services Ltd. | Ramat Gan, Israel | $3.5M | 67,502 | +14,952 shares |
| Thrivent Financial for Lutherans | Minneapolis, MN | $2.1M | 41,505 | +5,382 shares |
| Flow Traders U.S. LLC | New York, NY | $1.3M | 25,996 | −919 shares |
| Phoenix Wealth Advisors | Chapel Hill, NC | $917K | 17,776 | +78 shares |
| LPL Financial LLC | Fort Mill, SC | $863K | 16,728 | +190 shares |
| Equitable Holdings, Inc. | New York, NY | $854K | 16,545 | +461 shares |
| Meramec Financial Planners, LLC | Saint Louis, MO | $777K | 15,167 | −344 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $724K | 14,024 | −1,887 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $657K | 12,732 | −100 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns TBLU?
38 institutional managers reported holding TBLU in Form 13F filings for June 30, 2026, worth $20.9M in total. The largest reported position was held by WCG Wealth Advisors LLC, at $4.5M.
Did institutions buy or sell TBLU last quarter?
Reported 13F value rose 13.9% from March 31, 2026, which includes price moves as well as buying and selling. 4 firms reported a new position and 3 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is TBLU ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.