Tortoise Investment Management, LLC ETF holdings
White Plains, NY
Reported $1.2B in 179 ETFs in its Form 13F for June 30, 2026.
ETF value
$1.2B
ETFs held
179
Change from prior quarter
+10.8%
With price moves
ETFs as a share of its 13F
90.7%
of $1.3B
Top 10 of 179 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| IVV | iShares Core S&P 500 ETF | $107.0M | 142,937 | −2,363 shares |
| STIP | iShares 0-5 Year TIPS Bond ETF | $92.0M | 900,987 | +60,756 shares |
| AVUS | Avantis US Equity ETF | $53.2M | 415,640 | +23,353 shares |
| JMTG | JPMorgan Mortgage-Backed Securities ETF | $35.7M | 705,007 | +89,768 shares |
| JMUB | JPMorgan Municipal ETF | $33.6M | 664,214 | +73,075 shares |
| VGLT | Vanguard Long-Term Treasury ETF | $27.4M | 495,847 | +57,195 shares |
| SGOV | iShares 0-3 Month Treasury Bond ETF | $26.5M | 262,915 | −25,835 shares |
| SCHP | Schwab U.S. TIPS ETF | $25.9M | 978,659 | +48,996 shares |
| MTBA | Simplify MBS ETF | $25.9M | 527,409 | +12,171 shares |
| IEMG | iShares Core MSCI Emerging Markets ETF | $24.5M | 295,482 | −11,048 shares |
169 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001599511. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Tortoise Investment Management, LLC own?
Tortoise Investment Management, LLC reported 179 ETF positions worth $1.2B in its Form 13F for June 30, 2026. The largest was IVV, at $107.0M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.