XNDPXTORTOISE ENERGY INDEPENDENC
CUSIP 89148K200 · Yahoo Finance ↗ · Google Finance ↗
Tortoise Energy Independenc (XNDPX) has 24 institutional holders in Filings Flow’s 13F database, together reporting 507.6K shares worth $19M as of Q3 2024. The largest reported holders are Bulldog Investors, LLP, Aristides Capital LLC, and Thomas J. Herzfeld Advisors, Inc..
Institutional Holders
24
Q3 2024
Reported Value
$19M
Ticker
XNDPX
Quarters Tracked
19
Ownership Trend
Institutional holders
Total reported value
Holders
··Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Bulldog Investors, LLP$445M AUM | 1.08% | $3M | 85.6K | Q3 2024 |
| Aristides Capital LLC$462M AUM | 0.76% | $2M | 64.6K | Q3 2024 |
| Thomas J. Herzfeld Advisors, Inc.$294M AUM | 0.80% | $2M | 63.8K | Q3 2024 |
| 1607 Capital Partners, LLC$1.4B AUM | 0.22% | $2M | 62.7K | Q3 2024 |
| Almitas Capital LLC$443M AUM | 0.57% | $2M | 42.9K | Q3 2024 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC$2.0B AUM | 0.07% | $1M | 36.0K | Q3 2024 |
| Matisse Capital$234M AUM | 0.43% | $892,906 | 26.5K | Q1 2024OLDER |
| CSS LLC/IL$2.1B AUM | 0.04% | $868,113 | 23.1K | Q3 2024 |
| BAYSHORE ASSET MANAGEMENT, LLC$251M AUM | 0.32% | $713,920 | 19.0K | Q3 2024 |
| Cambridge Investment Research Advisors, Inc.$38.8B AUM | 0.00% | $662,000 | 17.6K | Q3 2024 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $594,073 | 15.8K | Q3 2024 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $441,000 | 11.7K | Q3 2024 |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $418,407 | 14.6K | Q4 2023OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $356,169 | 9.5K | Q3 2024 |
| Sea Otter Advisors LLC$2M AUM | 0.23% | $349,107 | 12.2K | Q4 2023OLDER |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD$1.4B AUM | 0.03% | $338,475 | 11.8K | Q4 2023OLDER |
| ABSOLUTE INVESTMENT ADVISERS, LLC$852M AUM | 0.05% | $336,213 | 8.9K | Q3 2024 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$696M AUM | 0.06% | $306,466 | 8.1K | Q3 2024 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.6B AUM | 0.03% | $296,264 | 8.8K | Q1 2024OLDER |
| Zimmer Partners, LP$4.1B AUM | 0.01% | $292,421 | 7.8K | Q3 2024 |
| Yakira Capital Management, Inc.$342M AUM | 0.09% | $249,721 | 6.6K | Q3 2024 |
| LPL Financial LLC$376.6B AUM | 0.00% | $208,305 | 5.5K | Q3 2024 |
| Allspring Global Investments Holdings, LLC$59.7B AUM | 0.00% | $191,018 | 5.1K | Q3 2024 |
| SIT INVESTMENT ASSOCIATES INC$4.9B AUM | 0.00% | $188,000 | 5.0K | Q3 2024 |
| WOLVERINE ASSET MANAGEMENT LLC$10.4B AUM | 0.00% | $147,867 | 3.9K | Q3 2024 |
| Quarry LP$558M AUM | 0.03% | $131,299 | 3.5K | Q3 2024 |
| UBS Group AG$666.3B AUM | 0.00% | $31,215 | 829 | Q3 2024 |
| Beaird Harris Wealth Management, LLC$1.6B AUM | 0.00% | $2,063 | 57 | Q2 2024OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $1,430 | 38 | Q3 2024 |
| BENJAMIN F. EDWARDS & COMPANY, INC.$5.7B AUM | 0.00% | $1,000 | 31 | Q2 2024OLDER |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC.$0 AUM | — | $0 | 0 | Q3 2024 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.