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TBLU · Tortoise Global Water ETF · Holdings ETF

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$49.03 +0.56 (+1.16%) At close · Oct 2
Volume · Oct 2 1731 Avg daily vol (3M) 1750

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Some SEC filings for this period have not finished importing. Holder totals and changes may be incomplete; these filings remain queued for recovery.
Holders: 39
Total Value: $20,906,551
Total Shares: 405,166

Institutional Ownership Trend

5 quarters

Holder Concentration

Across 39 13F filers · Δ vs Mar 31, 2026
Top Holder
21.6%
Jun 2025 → Jun 2026 · range 11.2% – 92.4%
+2.3 pts
Top 5
59.3%
Jun 2025 → Jun 2026 · range 40.4% – 100.0%
+3.2 pts
Top 10
77.9%
Jun 2025 → Jun 2026 · range 65.0% – 100.0%
+0.6 pts
HHI
1,017
Jun 2025 → Jun 2026 · range 563 – 8,600
Broadly held+118

Quarterly Activity

vs Mar 31, 2026
New
4
Increased
14
Decreased
11
Sold Out
4
Unchanged
10
Holder count: 0
Institutional value: +14.3%
Shares held: +11.7%

Top Buyers

vs Mar 31, 2026
Institution Added Now Holds Open
WCG Wealth Advisors LLC +17,405 87,537
Harel Insurance Investments & Financial Services Ltd. +14,952 67,502
Thrivent Financial for Lutherans +5,382 41,505
MENORA MIVTACHIM HOLDINGS LTD. +4,188 8,208
OSAIC HOLDINGS, INC. +823 1,833

Top Sellers

vs Mar 31, 2026
Institution Sold Now Holds Open
NATURAL INVESTMENTS, LLC −3,646 7,198
RAYMOND JAMES FINANCIAL INC −1,887 14,024
FLOW TRADERS U.S. LLC −919 25,996
Orion Porfolio Solutions, LLC −808 4,284
CAPTRUST FINANCIAL ADVISORS −600 7,503

Top New Positions

vs Mar 31, 2026
Institution Acquired Value (USD) Open
JANE STREET GROUP, LLC 4,412 $227,659
Octavia Wealth Advisors, LLC 3,947 $203,665
Global Retirement Partners, LLC 303 $15,634
Silver Grove Financial Group, Inc. 52 $2,683

Top Sold-Out Positions

vs Mar 31, 2026
Institution Previously Held Last Value (USD) Open
WFA of San Diego, LLC 686 $34,589
CWM, LLC 432 $21,782
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 50 $2,521
Advisory Services Network, LLC 0 $15
Filter: New 4 Increased 14 Reduced 11 Sold out 4 Unchanged 10
Showing 39 of 39
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
WCG Wealth Advisors LLC $4,516,909 21.61% 87,537
Harel Insurance Investments & Financial Services Ltd. $3,483,103 16.66% 67,502
Thrivent Financial for Lutherans $2,141,658 10.24% 41,505
FLOW TRADERS U.S. LLC $1,341,393 6.42% 25,996
Phoenix Wealth Advisors $917,241 4.39% 17,776
LPL Financial LLC $863,164 4.13% 16,728
Equitable Holdings, Inc. $853,722 4.08% 16,545
Meramec Financial Planners, LLC $782,617 3.74% 15,167
RAYMOND JAMES FINANCIAL INC $723,638 3.46% 14,024
ENVESTNET ASSET MANAGEMENT INC $656,971 3.14% 12,732
Mariner, LLC $654,855 3.13% 12,691
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC $467,392 2.24% 9,058
CIBC Bancorp USA Inc. $433,440 2.07% 8,400
MENORA MIVTACHIM HOLDINGS LTD. $423,532 2.03% 8,208
CAPTRUST FINANCIAL ADVISORS $387,154 1.85% 7,503
NATURAL INVESTMENTS, LLC $371,416 1.78% 7,198
Focus Partners Wealth $307,381 1.47% 5,957
Cetera Investment Advisers $270,796 1.30% 5,248
JANE STREET GROUP, LLC $227,659 1.09% 4,412
Orion Porfolio Solutions, LLC $221,054 1.06% 4,284
Octavia Wealth Advisors, LLC $203,665 0.97% 3,947
MORGAN STANLEY $125,646 0.60% 2,435
OSAIC HOLDINGS, INC. $94,582 0.45% 1,833
Key Financial Inc $81,115 0.39% 1,572
HAZLETT, BURT & WATSON, INC. $77,245 0.37% 1,497
Ameritas Investment Partners, Inc. $72,549 0.35% 1,406
North Star Investment Management Corp. $68,370 0.33% 1,325
UBS Group AG $48,916 0.23% 948
FMR LLC $31,063 0.15% 602
Parallel Advisors, LLC $16,512 0.08% 320
Global Retirement Partners, LLC $15,634 0.07% 303
Millstone Evans Group, LLC $7,740 0.04% 150
Farther Finance Advisors, LLC $7,120 0.03% 138
NBC SECURITIES, INC. $5,160 0.02% 100
Silver Grove Financial Group, Inc. $2,683 0.01% 52
Parkside Financial Bank & Trust $1,599 0.01% 31
WOLFF WIESE MAGANA LLC $1,290 0.01% 25
Tradewinds Capital Management, LLC $516 0.00% 10
WELLS FARGO & COMPANY/MN $51 0.00% 1