Who owns TPZ?
Tortoise Electrification Infrastructure ETF · Tortoise
34 institutions reported holding TPZ, worth $34.7M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of TPZ
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| BARD Associates Inc. | Chicago, IL | $5.6M | 253,897 | −810 shares |
| Focus Partners Wealth | St Louis, MO | $5.2M | 237,222 | −55,218 shares |
| Cetera Investment Advisers | Schaumburg, IL | $3.0M | 135,002 | −506 shares |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | $2.4M | 110,822 | +40,452 shares |
| LPL Financial LLC | Fort Mill, SC | $2.1M | 95,329 | −3,950 shares |
| Rockefeller Capital Management L.P. | New York, NY | $2.0M | 93,501 | −1,204 shares |
| Advisors Asset Management, Inc. | Monument, CO | $2.0M | 93,413 | −26,330 shares |
| Old Mission Capital LLC | Chicago, IL | $1.9M | 84,974 | +70,282 shares |
| Morgan Stanley | New York, NY | $1.6M | 74,002 | −8,036 shares |
| Uhlmann Price Securities, LLC | Skokie, IL | $1.6M | 73,399 | −756 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 TPZ?
34 institutional managers reported holding TPZ in Form 13F filings for June 30, 2026, worth $34.7M in total. The largest reported position was held by BARD Associates Inc., at $5.6M.
Did institutions buy or sell TPZ last quarter?
Reported 13F value fell 2.1% from March 31, 2026, which includes price moves as well as buying and selling. 3 firms reported a new position and 6 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 TPZ 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.