XTTPXTORTOISE PIPELINE & ENERGY F
CUSIP 89148H207 · Yahoo Finance ↗ · Google Finance ↗
Tortoise Pipeline & Energy F (XTTPX) has 21 institutional holders in Filings Flow’s 13F database, together reporting 649.5K shares worth $12M as of Q4 2022. The largest reported holders are Bard Associates Inc, Almitas Capital LLC, and Aristides Capital LLC.
Institutional Holders
21
Q4 2022
Reported Value
$12M
Ticker
XTTPX
Quarters Tracked
3
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Almitas Capital LLC$443M AUM | 1.80% | $5M | 120.5K | Q3 2024OLDER |
| BARD ASSOCIATES INC$398M AUM | 1.75% | $5M | 121.3K | Q3 2024OLDER |
| UHLMANN PRICE SECURITIES, LLC$1.5B AUM | 1.43% | $2M | 42.6K | Q2 2025 |
| Aristides Capital LLC$462M AUM | 0.89% | $3M | 68.1K | Q3 2024OLDER |
| Concorde Asset Management, LLC$204M AUM | 0.18% | $324,939 | 7.7K | Q3 2024OLDER |
| Bulldog Investors, LLP$445M AUM | 0.17% | $509,987 | 12.1K | Q3 2024OLDER |
| BAYSHORE ASSET MANAGEMENT, LLC$251M AUM | 0.10% | $227,457 | 5.4K | Q3 2024OLDER |
| CSS LLC/IL$2.1B AUM | 0.04% | $899,828 | 21.3K | Q3 2024OLDER |
| Thomas J. Herzfeld Advisors, Inc.$294M AUM | 0.04% | $116,852 | 2.8K | Q3 2024OLDER |
| Quarry LP$558M AUM | 0.03% | $109,973 | 2.6K | Q3 2024OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.01% | $942,218 | 22.3K | Q3 2024OLDER |
| Zimmer Partners, LP$4.1B AUM | 0.01% | $405,583 | 9.6K | Q3 2024OLDER |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$696M AUM | 0.01% | $27,810 | 659 | Q3 2024OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $1M | 27.9K | Q3 2024OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $1,985 | 47.0K | Q3 2024OLDER |
| HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM | 0.00% | $23,337 | 553 | Q3 2024OLDER |
| Allspring Global Investments Holdings, LLC$59.7B AUM | 0.00% | $1M | 34.7K | Q3 2024OLDER |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.00% | $2,997 | 71 | Q3 2024OLDER |
| Avior Wealth Management, LLC$3.8B AUM | 0.00% | $4,262 | 101 | Q3 2024OLDER |
| RAYMOND JAMES & ASSOCIATES$164.1B AUM | 0.00% | $261,428 | 6.2K | Q3 2024OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $57,392 | 1.4K | Q4 2024OLDER |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA$10.0B AUM | 0.00% | $10,060 | 225 | Q3 2024OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $8,440 | 200 | Q3 2024OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $75,960 | 1.8K | Q3 2024OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $171,881 | 4.1K | Q3 2024OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.