Institutional Ownership Managed Portfolio Ser Tortoise (TPYP)
This table provides information about the institutional ownership of Managed Portfolio Ser Tortoise (TPYP). We have compiled data on the 140 institutions that hold shares in the stock, with a total of 18 Million shares, which have been reported (via 13F filing form) to have a value of $637 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
West Michigan Advisors, LLC
Holland, MI |
May 09, 2025 Q1 2025 |
11,328
shares
|
$400,218
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Howard Financial Services, Ltd.
|
Apr 07, 2025 Q1 2025 |
11,017
shares
|
$389,230
0.06% of portfolio
|
Q1 2025
Added 1.18%
|
|
|
Wealth Trust Axiom LLC
|
May 14, 2025 Q1 2025 |
11,000
shares
|
$388,630
0.12% of portfolio
|
Q1 2025
Reduced 8.52%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
9,978
shares
|
$352,522
0.0% of portfolio
|
Q1 2025
Reduced 11.12%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
9,904
shares
|
$349,908
0.0% of portfolio
|
Q4 2024
Reduced 94.29%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
9,763
shares
|
$344,926
0.0% of portfolio
|
Q1 2025
Added 3.32%
|
|
|
Steel Peak Wealth Management LLC
|
Apr 30, 2025 Q1 2025 |
9,750
shares
|
$344,467
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
9,722
shares
|
$343,478
0.0% of portfolio
|
Q3 2024
Reduced 9.43%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
9,672
shares
|
$341,711
0.0% of portfolio
|
Q1 2025
Reduced 70.97%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
May 05, 2025 Q1 2025 |
9,593
shares
|
$338,920
0.02% of portfolio
|
Q1 2025
Reduced 14.04%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
9,376
shares
|
$331,254
0.06% of portfolio
|
Q4 2024
Reduced 2.6%
|
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Apr 23, 2025 Q1 2025 |
9,280
shares
|
$327,862
0.11% of portfolio
|
Q1 2025
Reduced 3.9%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
May 14, 2025 Q1 2025 |
8,895
shares
|
$314,260
0.04% of portfolio
|
Q1 2024
Added 2.36%
|
|
|
Bay Colony Advisory Group, Inc D
|
Apr 21, 2025 Q1 2025 |
8,713
shares
|
$307,830
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
7,850
shares
|
$277,340
0.0% of portfolio
|
Q1 2025
Added 2.01%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
7,770
shares
|
$274,514
0.0% of portfolio
|
Q1 2025
Reduced 6.06%
|
|
|
Onyx Bridge Wealth Group LLC
|
Apr 28, 2025 Q1 2025 |
7,506
shares
|
$265,186
0.04% of portfolio
|
Q1 2025
Added 1.56%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
May 14, 2025 Q1 2025 |
7,302
shares
|
$257,979
0.02% of portfolio
|
Q1 2025
Added 22.91%
|
|
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
May 08, 2025 Q1 2025 |
7,183
shares
|
$253,775
0.12% of portfolio
|
Q1 2025
Added 2.0%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
6,876
shares
|
$242,929
0.0% of portfolio
|
Q1 2025
Added 2.0%
|
|
|
Umb Bank, N.A.
|
Apr 14, 2025 Q1 2025 |
6,575
shares
|
$232,294
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Sterneck Capital Management, LLC
Kansas City, MO |
Apr 08, 2025 Q1 2025 |
6,300
shares
|
$222,579
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
May 07, 2025 Q1 2025 |
6,219
shares
|
$219,717
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Fundamentun, LLC
Beachwood, OH |
Apr 30, 2025 Q1 2025 |
6,145
shares
|
$217,102
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
6,135
shares
|
$216,749
0.0% of portfolio
|
Q4 2024
Added 2.76%
|