Tortoise Global Water Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| WCG WEALTH ADVISORS LLC | 02/10/2026 | 67.52 K | $3.43 M | 422.26% | 6.66% |
| HAREL INSURANCE INVESTMENTS & FINANCIAL SERVICES LTD. | 02/03/2026 | 40.98 K | $2.12 M | 40.81% | 4.15% |
| THRIVENT FINANCIAL FOR LUTHERANS | 02/05/2026 | 35.56 K | $1.87 M | 100.00% | 3.60% |
| HILLTOP HOLDINGS INC. | 02/17/2026 | 24.32 K | $1.24 M | 100.00% | 2.40% |
| 02/10/2026 | 20.30 K | $1.13 M | 100.00% | 2.00% | |
| PHOENIX WEALTH ADVISORS | 01/22/2026 | 18.31 K | $930.01 K | -0.19% | 1.85% |
| LPL FINANCIAL LLC | 02/11/2026 | 17.31 K | $879.23 K | 0.58% | 1.71% |
| EQUITABLE HOLDINGS, INC. | 02/17/2026 | 16.07 K | $816.36 K | 6.83% | 1.58% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 15.44 K | $784.46 K | 1.81% | 1.52% |
| NATURAL INVESTMENTS, LLC | 01/23/2026 | 14.06 K | $714.00 K | 100.00% | 1.42% |
| MARINER, LLC | 02/13/2026 | 12.64 K | $641.94 K | 0.00% | 1.25% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 02/06/2026 | 8.75 K | $444.73 K | 0.00% | 0.86% |
| CAPTRUST FINANCIAL ADVISORS | 02/17/2026 | 8.74 K | $444.20 K | 3.92% | 0.86% |
| CIBC PRIVATE WEALTH GROUP, LLC | 02/12/2026 | 8.40 K | $426.77 K | 0.00% | 0.83% |
| FLOW TRADERS U.S. LLC | 02/13/2026 | 6.60 K | $335.00 K | 26.70% | 0.65% |
| COLONY GROUP, LLC | 02/13/2026 | 6.34 K | $323.44 K | -40.73% | 0.62% |
| BRINKER CAPITAL INVESTMENTS, LLC | 02/12/2026 | 5.68 K | $288.73 K | -21.87% | 0.56% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 4.87 K | $247.48 K | 29.58% | 0.48% |
| MENORA MIVTACHIM HOLDINGS LTD. | 02/12/2026 | 4.53 K | $230.25 K | 100.00% | 0.45% |
| OCTAVIA WEALTH ADVISORS, LLC | 01/23/2026 | 3.95 K | $205.56 K | 0.00% | 0.40% |
| MORGAN STANLEY | 02/13/2026 | 2.34 K | $118.63 K | 1.61% | 0.23% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 1.64 K | $83.18 K | -76.06% | 0.16% |
| KEY FINANCIAL INC | 02/09/2026 | 1.57 K | $79.87 K | 0.00% | 0.16% |
| HAZLETT, BURT & WATSON, INC. | 02/10/2026 | 1.37 K | $70.00 K | 0.00% | 0.14% |
| NORTH STAR INVESTMENT MANAGEMENT CORP. | 01/30/2026 | 1.33 K | $67.32 K | 0.00% | 0.13% |
| AMERITAS INVESTMENT PARTNERS, INC. | 02/11/2026 | 1.36 K | $69.05 K | 0.00% | 0.13% |
| UBS GROUP AG | 01/29/2026 | 1.21 K | $61.58 K | -88.89% | 0.12% |
| CWM, LLC | 01/26/2026 | 916 | $47.00 K | -34.10% | 0.09% |
| FMR LLC | 02/17/2026 | 737 | $37.46 K | 0.00% | 0.07% |
| NBC SECURITIES, INC. | 01/29/2026 | 730 | $37.09 K | 0.00% | 0.07% |
| WFA OF SAN DIEGO, LLC | 02/17/2026 | 686 | $34.85 K | 0.00% | 0.07% |
| PARALLEL ADVISORS, LLC | 02/11/2026 | 320 | $16.26 K | 0.00% | 0.03% |
| GLOBAL RETIREMENT PARTNERS, LLC | 02/06/2026 | 303 | $15.38 K | 0.00% | 0.03% |
| FARTHER FINANCE ADVISORS, LLC | 01/23/2026 | 178 | $9.04 K | 100.00% | 0.02% |
| MILLSTONE EVANS GROUP, LLC | 02/02/2026 | 150 | $7.62 K | 100.00% | 0.02% |
| SMARTLEAF ASSET MANAGEMENT LLC | 02/13/2026 | 68 | $3.58 K | 0.00% | 0.01% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 02/03/2026 | 50 | $2.54 K | 100.00% | 0.01% |
| WOLFF WIESE MAGANA LLC | 01/14/2026 | 25 | $1.27 K | 25.00% | 0.00% |
| TRADEWINDS CAPITAL MANAGEMENT, LLC | 01/14/2026 | 10 | $532 | 0.00% | 0.00% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 1 | $39 | 0.00% | 0.00% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 0 | $0 | -100.00% | 0.00% |
| CITADEL ADVISORS LLC | 02/17/2026 | 0 | $0 | -100.00% | 0.00% |
| GTS SECURITIES LLC | 02/13/2026 | 0 | $0 | -100.00% | 0.00% |
| VIRTU FINANCIAL LLC | 02/23/2026 | 0 | $0 | -100.00% | 0.00% |
| GPS WEALTH STRATEGIES GROUP, LLC | 02/06/2026 | 0 | $0 | -100.00% | 0.00% |
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Tortoise Global Water Fund institutional Ownership - FAQ's
During the previous two years, 45 institutional investors and hedge funds held shares of Tortoise Global Water Fund. The most heavily invested institutionals were:
Harel Insurance Investments & Financial Services Ltd.: 52,550
THRIVENT FINANCIAL FOR LUTHERANS: 36,123
Phoenix Wealth Advisors: 17,698
ENVESTNET ASSET MANAGEMENT INC: 12,832
NATURAL INVESTMENTS, LLC: 10,844
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC: 8,970
35.04% of Tortoise Global Water Fund stock is owned by institutional investors.
Institutional investors have bought a total of 392.60 K shares in the last 24 months. This purchase volume represents approximately $20.53 M in transactions.