TPYP Institutional Ownership
Tortoise North American Pipeline ETF
1W: +0.4%
1M: -7.0%
3M: -2.5%
YTD: +14.0%
1Y: +12.0%
3Y: +79.5%
5Y: +125.7%
$40.63
+0.39 (+0.97%)
Weekly Expected Move ±1.8%
$39
$40
$41
$41
$42
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
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Institutional Ownership — TPYP
163
Institutional Holders
+8 vs prior quarter
0.0%
Ownership
+0.00pp
635M
Total Invested
17
New Positions
47
Increased
67
Reduced
17
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (170 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 3,484,693 | $142M | +46,188 | +1.3% | 5Q | SEC ↗ |
| 2 | BANK OF AMERICA CORP /DE | 996,071 | $40M | +39,715 | +4.2% | 5Q | SEC ↗ |
| 3 | Arvest Bank Trust Division | 930,151 | $38M | -135,608 | -12.7% | 5Q | SEC ↗ |
| 4 | TRAPHAGEN INVESTMENT ADVISORS LLC | 885,428 | $36M | +19,602 | +2.3% | 5Q | SEC ↗ |
| 5 | Magnus Financial Group LLC | 863,496 | $35M | +13,286 | +1.6% | 5Q | SEC ↗ |
| 6 | ATWOOD & PALMER INC | 670,333 | $27M | +3,192 | +0.5% | 5Q | SEC ↗ |
| 7 | FOSTER & MOTLEY INC | 645,797 | $26M | +4,775 | +0.7% | 5Q | SEC ↗ |
| 8 | Keudell/Morrison Wealth Management | 375,370 | $15M | +108,425 | +40.6% | 3Q | SEC ↗ |
| 9 | ARVEST INVESTMENTS, INC. | 345,746 | $14M | +1,709 | +0.5% | 5Q | SEC ↗ |
| 10 | CWM, LLC | 341,034 | $14M | +65,191 | +23.6% | 4Q | SEC ↗ |
| 11 | Parkside Financial Bank & Trust | 288,602 | $12M | +2,797 | +1.0% | 5Q | SEC ↗ |
| 12 | UBS Group AG | 279,251 | $11M | +15,556 | +5.9% | 5Q | SEC ↗ |
| 13 | Busey Bank | 266,738 | $11M | -10,644 | -3.8% | 5Q | SEC ↗ |
| 14 | Cerity Partners LLC | 240,203 | $10M | -3,996 | -1.6% | 5Q | SEC ↗ |
| 15 | Triangle Securities Wealth Management | 224,795 | $9M | -2,268 | -1.0% | 5Q | SEC ↗ |
| 16 | Creative Planning | 224,568 | $9M | -3,793 | -1.7% | 5Q | SEC ↗ |
| 17 | CASTLEKEEP INVESTMENT ADVISORS LLC | 211,148 | $9M | +2,746 | +1.3% | 5Q | SEC ↗ |
| 18 | COMMONWEALTH EQUITY SERVICES, LLC | 202,848 | $8M | +13,582 | +7.2% | 5Q | SEC ↗ |
| 19 | Mariner, LLC | 199,274 | $8M | +3,437 | +1.8% | 4Q | SEC ↗ |
| 20 | WELLS FARGO & COMPANY/MN | 194,195 | $8M | -125,832 | -39.3% | 5Q | SEC ↗ |
| 21 | RAYMOND JAMES FINANCIAL INC | 190,215 | $8M | -46,181 | -19.5% | 5Q | SEC ↗ |
| 22 | CITADEL ADVISORS LLC | 175,953 | $7M | -63,754 | -26.6% | 2Q | SEC ↗ |
| 23 | Eagle Strategies LLC NEW | 175,309 | $7M | — | +0.0% | 1Q | SEC ↗ |
| 24 | Rockefeller Capital Management L.P. | 143,215 | $6M | +7,145 | +5.3% | 5Q | SEC ↗ |
| 25 | Icon Wealth Advisors, LLC | 135,865 | $6M | -3,000 | -2.2% | 5Q | SEC ↗ |
| 26 | ROYAL BANK OF CANADA | 123,199 | $5M | +10,182 | +9.0% | 5Q | SEC ↗ |
| 27 | FAS Wealth Partners, Inc. | 112,602 | $5M | +1,878 | +1.7% | 5Q | SEC ↗ |
| 28 | Marshall & Sterling Wealth Advisors In | 107,250 | $4M | +7,021 | +7.0% | 5Q | SEC ↗ |
| 29 | BLUELINE ADVISORS LLC | 101,206 | $4M | +2,451 | +2.5% | 3Q | SEC ↗ |
| 30 | LPL Financial LLC | 97,415 | $4M | -130,385 | -57.2% | 5Q | SEC ↗ |
| 31 | Smith & Howard Wealth Management, LLC | 94,978 | $4M | +916 | +1.0% | 4Q | SEC ↗ |
| 32 | FIRST NATIONAL BANK OF OMAHA | 93,912 | $4M | -1,477 | -1.5% | 3Q | SEC ↗ |
| 33 | Quad-Cities Investment Group, LLC | 88,342 | $4M | -1,371 | -1.5% | 5Q | SEC ↗ |
| 34 | Financial Partners Group, Inc | 85,179 | $3M | -2,639 | -3.0% | 5Q | SEC ↗ |
| 35 | Sanctuary Advisors, LLC | 84,813 | $3M | +14,558 | +20.7% | 5Q | SEC ↗ |
| 36 | Janney Montgomery Scott LLC | 81,350 | $3M | -10,258 | -11.2% | 4Q | SEC ↗ |
| 37 | HBK Sorce Advisory LLC | 79,943 | $3M | — | +0.0% | 5Q | SEC ↗ |
| 38 | ENVESTNET ASSET MANAGEMENT INC | 78,660 | $3M | -2,952 | -3.6% | 5Q | SEC ↗ |
| 39 | Financial Enhancement Group LLC | 78,369 | $3M | -2,517 | -3.1% | 5Q | SEC ↗ |
| 40 | HighTower Advisors, LLC | 76,165 | $3M | -119 | -0.2% | 5Q | SEC ↗ |
| 41 | Bollard Group LLC | 70,631 | $3M | +573 | +0.8% | 4Q | SEC ↗ |
| 42 | Battery Global Advisors, LLC | 68,388 | $3M | — | +0.0% | 5Q | SEC ↗ |
| 43 | DIVERSIFY WEALTH MANAGEMENT, LLC | 64,026 | $3M | +2,479 | +4.0% | 5Q | SEC ↗ |
| 44 | Diversify Advisory Services, LLC NEW | 64,026 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 45 | GTS SECURITIES LLC | 61,125 | $2M | +38,989 | +176.1% | 5Q | SEC ↗ |
| 46 | STIFEL FINANCIAL CORP | 56,748 | $2M | +4,082 | +7.8% | 5Q | SEC ↗ |
| 47 | AlphaCore Capital LLC | 54,600 | $2M | -2,134 | -3.8% | 5Q | SEC ↗ |
| 48 | Bank of New York Mellon Corp | 45,872 | $2M | +18,936 | +70.3% | 3Q | SEC ↗ |
| 49 | CAPTRUST FINANCIAL ADVISORS | 45,517 | $2M | -3,233 | -6.6% | 5Q | SEC ↗ |
| 50 | ARS Investment Partners, LLC | 42,445 | $2M | +463 | +1.1% | 5Q | SEC ↗ |
Recent Activity
New Positions (17)
| Holder | Shares | Value |
|---|---|---|
| Eagle Strategies LLC | 175,309 | $7M |
| Diversify Advisory Services, LLC | 64,026 | $3M |
| Global Retirement Partners, LLC | 32,791 | $1M |
| BENJAMIN EDWARDS INC | 8,100 | $329K |
| Savant Capital, LLC | 8,012 | $326K |
| J.W. COLE ADVISORS, INC. | 7,975 | $324K |
| Beacon Pointe Advisors, LLC | 6,599 | $268K |
| JONES FINANCIAL COMPANIES LLLP | 963 | $39K |
| Continuum Advisory, LLC | 883 | $36K |
| Integrated Wealth Concepts LLC | 813 | $33K |
| ROGCO, LP | 521 | $21K |
| US BANCORP \DE | 441 | $18K |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | 424 | $17K |
| Vision Retirement, LLC | 361 | $15K |
| ASSETMARK, INC | 235 | $10K |
| Institute for Wealth Management, LL | 38 | $2K |
| TD Waterhouse Canada Inc. | 1 | $0K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Foundations Investment Advisors, LL | 56,275 | $2M |
| FLOW TRADERS U.S. LLC | 21,402 | $870K |
| JANE STREET GROUP, LLC | 21,389 | $869K |
| WESPAC Advisors, LLC | 11,501 | $467K |
| OPPENHEIMER & CO INC | 8,243 | $335K |
| GRIFFIN ASSET MANAGEMENT, INC. | 7,456 | $303K |
| COLDSTREAM CAPITAL MANAGEMENT INC | 5,844 | $237K |
| PRIMORIS WEALTH ADVISORS, LLC | 5,500 | $223K |
| Ferguson Shapiro LLC | 5,150 | $209K |
| Bramshill Investments, LLC | 5,000 | $203K |
| Advisory Services Network, LLC | 4,761 | $193K |
| Central Pacific Bank - Trust Divisi | 3,699 | $150K |
| Ball & Co Wealth Management Inc. | 2,777 | $113K |
| FLAGSHIP HARBOR ADVISORS, LLC | 1,500 | $61K |
| Kestra Advisory Services, LLC | 1,293 | $53K |
| Innovative Asset Advisors Group, LL | 500 | $20K |
| HIGHLINE WEALTH PARTNERS LLC | 500 | $20K |
| Westside Investment Management, Inc | 279 | $11K |
| ZIONS BANCORPORATION, NATIONAL ASSO | 263 | $11K |
| Delos Wealth Advisors, LLC | 250 | $10K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Keudell/Morrison Wealth Management | +108,425 | +40.6% | 375,370 |
| CWM, LLC | +65,191 | +23.6% | 341,034 |
| MORGAN STANLEY | +46,188 | +1.3% | 3,484,693 |
| BANK OF AMERICA CORP /DE | +39,715 | +4.2% | 996,071 |
| GTS SECURITIES LLC | +38,989 | +176.1% | 61,125 |
| TRAPHAGEN INVESTMENT ADVISORS LLC | +19,602 | +2.3% | 885,428 |
| Bank of New York Mellon Corp | +18,936 | +70.3% | 45,872 |
| UBS Group AG | +15,556 | +5.9% | 279,251 |
| Sanctuary Advisors, LLC | +14,558 | +20.7% | 84,813 |
| COMMONWEALTH EQUITY SERVICES, LLC | +13,582 | +7.2% | 202,848 |
| Magnus Financial Group LLC | +13,286 | +1.6% | 863,496 |
| ROYAL BANK OF CANADA | +10,182 | +9.0% | 123,199 |
| Rockefeller Capital Management L.P. | +7,145 | +5.3% | 143,215 |
| Marshall & Sterling Wealth Advisors | +7,021 | +7.0% | 107,250 |
| FOSTER & MOTLEY INC | +4,775 | +0.7% | 645,797 |
| STIFEL FINANCIAL CORP | +4,082 | +7.8% | 56,748 |
| FIFTH THIRD BANCORP | +3,754 | +52.9% | 10,850 |
| Mariner, LLC | +3,437 | +1.8% | 199,274 |
| ATWOOD & PALMER INC | +3,192 | +0.5% | 670,333 |
| Parkside Financial Bank & Trust | +2,797 | +1.0% | 288,602 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Arvest Bank Trust Division | -135,608 | -12.7% | 930,151 |
| LPL Financial LLC | -130,385 | -57.2% | 97,415 |
| WELLS FARGO & COMPANY/MN | -125,832 | -39.3% | 194,195 |
| CITADEL ADVISORS LLC | -63,754 | -26.6% | 175,953 |
| RAYMOND JAMES FINANCIAL INC | -46,181 | -19.5% | 190,215 |
| B. Riley Wealth Advisors, Inc. | -35,801 | -81.5% | 8,104 |
| Busey Bank | -10,644 | -3.8% | 266,738 |
| Janney Montgomery Scott LLC | -10,258 | -11.2% | 81,350 |
| OSAIC HOLDINGS, INC. | -8,572 | -56.3% | 6,646 |
| Objectivity Squared, LLC | -6,738 | -33.4% | 13,450 |
| Strategies Wealth Advisors, LLC | -4,070 | -45.8% | 4,825 |
| Cerity Partners LLC | -3,996 | -1.6% | 240,203 |
| Creative Planning | -3,793 | -1.7% | 224,568 |
| XML Financial, LLC | -3,394 | -7.4% | 42,244 |
| CAPTRUST FINANCIAL ADVISORS | -3,233 | -6.6% | 45,517 |
| Icon Wealth Advisors, LLC | -3,000 | -2.2% | 135,865 |
| ENVESTNET ASSET MANAGEMENT INC | -2,952 | -3.6% | 78,660 |
| MML INVESTORS SERVICES, LLC | -2,881 | -36.8% | 4,957 |
| Financial Partners Group, Inc | -2,639 | -3.0% | 85,179 |
| Financial Enhancement Group LLC | -2,517 | -3.1% | 78,369 |