TORTOISE GLOBAL WATER ETF

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TBLU·890930407·US·ETF·Unknown - Unknown

TBLU (TORTOISE GLOBAL WATER ETF) is held by 18 institutional investors as of Q2 2026. Largest holders: LPL Financial LLC ($863,146), RAYMOND JAMES FINANCIAL INC ($723,638), ENVESTNET ASSET MANAGEMENT INC ($656,997). Net institutional sentiment: Mixed.

18

Holders

(3 Elite)

$5.5M

Total Value

50% (16)

Consensus

8 buying - 8 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)77

Insider (Form 4)57

Activist (13D/13G)52

Congressional (STOCK Act)58

Holder Quality

34

★★★★★

Elite

60

★★★★

Strong

42

★★★

Solid

80

★★

Below

61

★

Weak

Held by 18 funds

3 elite

Who's Trading

Source dates: Price Aug 27, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for TBLU.

Top Holders

Top Holders (18)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
LPL Financial LLC	Increased	16,728(+1.1%)	$863,146	0.0%	+0.66%	25
RAYMOND JAMES FINANCIAL INC	Decreased	14,024(-11.9%)	$723,638	0.0%	+0.49%	0
ENVESTNET ASSET MANAGEMENT INC	Decreased	12,732(-0.8%)	$656,997	0.0%	-4.88%	0
Mariner, LLC	Increased	12,691(+0.1%)	$654,844	0.0%	+0.64%	24
CIBC Bancorp USA Inc.	Unchanged	8,400	$433,440	0.0%	-4.88%	0
MENORA MIVTACHIM HOLDINGS LTD.	Increased	8,208(+104.2%)	$423,533	0.0%	+0.55%	39
CAPTRUST FINANCIAL ADVISORS	Decreased	7,503(-7.4%)	$387,159	0.0%	+0.53%	0
FWFocus Partners Wealth	Decreased	5,957(-7.4%)	$307,382	0.0%	+0.58%	0
Cetera Investment Advisers	Increased	5,248(+2.0%)	$270,798	0.0%	+0.36%	24
JANE STREET GROUP, LLC	New	4,412	$227,659	0.0%	+0.39%	35
OPOrion Porfolio Solutions, LLC	Decreased	4,284(-15.9%)	$221,038	0.0%	+0.66%	0
MORGAN STANLEY	Unchanged	2,435	$125,646	0.0%	+0.42%	0
OSAIC HOLDINGS, INC.	Increased	1,833(+81.5%)	$94,608	0.0%	+0.54%	33
UBS Group AG	Decreased	948(-4.9%)	$48,917	0.0%	+0.66%	0
FMR LLC	Decreased	602(-8.4%)	$31,076	0.0%	+0.66%	0
Farther Finance Advisors, LLC	Decreased	138(-22.5%)	$7,121	0.0%	+0.72%	0
MGMERCER GLOBAL ADVISORS INC /ADV	New	100	$5,160	0.0%	+0.39%	23
WELLS FARGO & COMPANY/MN	Increased	1	$30	0.0%	+0.39%	8

TBLUTORTOISE GLOBAL WATER ETF

1M3M6M1Y3Y5Y

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer