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Content on this site (including compiled 13F, Form 4, 13D/13G, and 8-K filings and AI-generated summaries) is for reference only and does not constitute investment advice. Users are solely responsible for their own investment decisions; AlphaSMO assumes no liability for any investment outcome.

TBLU

TBLU 13F Holdings Overview

Tortoise Global Water ETF

+$74.2K

Net Activity

Institutions Holding

39

Popularity Rank

#6613

Avg Weight

0.03%

Total Value

$18.3M

Ownership Trend

39 institutions currently hold TBLU, with 16 net buyers and 17 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

17

Net Buying Institutions

16

Key Holders

Key Holders

Top 5 by Value

WW
WCG Wealth Advisors LLC
$3.5M
HI
Harel Insurance Investments & Financial Services Ltd.
$2.7M
TF
Thrivent Financial for Lutherans
$1.8M
FT
Flow Traders U.s. LLC
$1.4M
PW
Phoenix Wealth Advisors
$892.4K

Top 5 by Conviction

PW
Phoenix Wealth Advisors
0.35%
MF
Meramec Financial Planners, LLC
0.33%
NI
Natural Investments, LLC
0.13%
WW
WCG Wealth Advisors LLC
0.10%
FT
Flow Traders U.s. LLC
0.04%
View all 39 holding institutions

Quarterly Activity

Recent Activity

+$14.0M

Total Buy Value

$6.3M

Total Sell Value

New buy3
Trim12
Add13
Sold out5

16

Net Buyers

17

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding TORTOISE GLOBAL WATER ETF (TBLU)?
Major stakeholders currently include WCG Wealth Advisors LLC ($3.5M), Harel Insurance Investments & Financial Services Ltd. ($2.7M), Thrivent Financial for Lutherans ($1.8M). Based on the latest 13F filings, there are a total of 39 tracked investment funds and institutions maintaining positions in TBLU.
What is the overall institutional sentiment toward TBLU recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $74.2K, driven by 16 managers accumulating shares while 17 reduced their exposure.
Which institutions have been selling or reducing their TBLU positions?
In the latest period, 12 funds trimmed their holdings, and 5 managers completely exited their positions. The aggregate reported sell value was $6.3M.
Are there any notable investors adding TBLU to their portfolios?
Yes, buying activity remains notable. 3 institutions opened new positions in {ticker}, and 13 existing holders added to their shares. The total reported buy value for the quarter amounted to $14.0M.

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