Who Owns TORTOISE (TPYP)? -- Institutional Holders (2026-06-30)

162 institutions reported holding $637.9M of TORTOISE (TPYP) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($146.1M), BANK OF AMERICA CORP /DE/ ($41.8M), Arvest Bank Trust Division ($39.0M), TRAPHAGEN INVESTMENT ADVISORS LLC ($37.1M), Magnus Financial Group LLC ($36.2M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1MORGAN STANLEY$146.1M3.5MAdded
2BANK OF AMERICA CORP /DE/$41.8M996,071Added
3Arvest Bank Trust Division$39.0M930,151Trimmed
4TRAPHAGEN INVESTMENT ADVISORS LLC$37.1M885,428Added
5Magnus Financial Group LLC$36.2M863,496Added
6ATWOOD & PALMER INC$28.1M670,333Added
7FOSTER & MOTLEY INC$27.1M645,797Added
8Keudell/Morrison Wealth Management$15.7M375,370Added
9ARVEST INVESTMENTS, INC.$14.5M345,746Added
10Parkside Financial Bank & Trust$12.1M288,602Added
11UBS Group AG$11.7M279,251Added
12Busey Bank$11.2M266,738Trimmed
13Cerity Partners LLC$10.1M240,203Trimmed
14Triangle Securities Wealth Management$9.4M224,795Trimmed
15Creative Planning$9.4M224,568Trimmed
16CASTLEKEEP INVESTMENT ADVISORS LLC$8.9M211,148Added
17COMMONWEALTH EQUITY SERVICES, LLC$8.5M202,848Added
18Mariner, LLC$8.4M199,274Added
19WELLS FARGO & COMPANY/MN$8.1M194,195Trimmed
20RAYMOND JAMES FINANCIAL INC$8.0M190,215Trimmed
21CITADEL ADVISORS LLC$7.4M175,953Trimmed
22Eagle Strategies LLC$7.4M175,309New
23Rockefeller Capital Management L.P.$6.0M143,215Added
24Icon Wealth Advisors, LLC$5.7M135,865Trimmed
25Royal Bank of Canada$5.2M123,199Added

来源：SEC 13F 申报文件 · 截至 2026-06-30