SEC 13F Intelligence

XNDPXTORTOISE ENERGY INDEPENDENC

CUSIP 89148K200 · Yahoo Finance ↗ · Google Finance ↗

Tortoise Energy Independenc (XNDPX) has 20 institutional holders in Filings Flow’s 13F database, together reporting 607.8K shares worth $17M as of Q4 2022. The largest reported holders are Bulldog Investors, LLP, Aristides Capital LLC, and Thomas J. Herzfeld Advisors, Inc..

Institutional Holders
20
Q4 2022
Reported Value
$17M
Ticker
XNDPX
Quarters Tracked
3

Ownership Trend

Institutional holders
Q2 ’21: 13Q2 ’21Q4 ’21: 15Q4 ’21Q4 ’22: 20Q4 ’22filingsflow.com
Total reported value
Q2 ’21: $12MQ2 ’21Q4 ’21: $13MQ4 ’21Q4 ’22: $17MQ4 ’22filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Bulldog Investors, LLP$445M AUM1.08%$3M85.6KQ3 2024OLDER
Thomas J. Herzfeld Advisors, Inc.$294M AUM0.80%$2M63.8KQ3 2024OLDER
Aristides Capital LLC$462M AUM0.76%$2M64.6KQ3 2024OLDER
Almitas Capital LLC$443M AUM0.57%$2M42.9KQ3 2024OLDER
Matisse Capital$234M AUM0.43%$892,90626.5KQ1 2024OLDER
BAYSHORE ASSET MANAGEMENT, LLC$251M AUM0.32%$713,92019.0KQ3 2024OLDER
1607 Capital Partners, LLC$1.4B AUM0.22%$2M62.7KQ3 2024OLDER
Yakira Capital Management, Inc.$342M AUM0.09%$249,7216.6KQ3 2024OLDER
RIVERNORTH CAPITAL MANAGEMENT, LLC$2.0B AUM0.07%$1M36.0KQ3 2024OLDER
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$696M AUM0.06%$306,4668.1KQ3 2024OLDER
CSS LLC/IL$2.1B AUM0.04%$868,11323.1KQ3 2024OLDER
Quarry LP$558M AUM0.03%$131,2993.5KQ3 2024OLDER
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.6B AUM0.03%$296,2648.8KQ1 2024OLDER
Zimmer Partners, LP$4.1B AUM0.01%$292,4217.8KQ3 2024OLDER
WOLVERINE ASSET MANAGEMENT LLC$10.4B AUM0.00%$147,8673.9KQ3 2024OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$586,48215.6KQ4 2024
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$441,00011.7KQ3 2024OLDER
Allspring Global Investments Holdings, LLC$59.7B AUM0.00%$191,0185.1KQ3 2024OLDER
Beaird Harris Wealth Management, LLC$1.6B AUM0.00%$2,06357Q2 2024OLDER
LPL Financial LLC$376.6B AUM0.00%$208,3055.5KQ3 2024OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$356,1699.5KQ3 2024OLDER
UBS Group AG$666.3B AUM0.00%$31,215829Q3 2024OLDER
US BANCORP \DE\$82.4B AUM0.00%$1,43038Q3 2024OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.