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 |
|---|---|---|---|---|---|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
6,073
shares
|
$214,559
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
5,888
shares
|
$208,023
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Argent Trust CO
Nashville, TN |
May 09, 2025 Q1 2025 |
5,782
shares
|
$204,278
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
May 02, 2025 Q1 2025 |
5,621
shares
|
$198,589
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Segment Wealth Management, LLC
|
Apr 21, 2025 Q1 2025 |
5,570
shares
|
$196,788
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
5,335
shares
|
$188,485
0.0% of portfolio
|
Q1 2025
Added 30.89%
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
5,080
shares
|
$179,476
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
4,600
shares
|
$162,518
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
May 06, 2025 Q1 2025 |
3,944
shares
|
$139,341
0.03% of portfolio
|
Q3 2022
Reduced 8.15%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
3,626
shares
|
$128,106
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
3,463
shares
|
$122,347
0.0% of portfolio
|
Q4 2024
Reduced 0.8%
|
|
|
Ubs Asset Management Americas Inc
Chicago, IL |
May 19, 2025 Q1 2025 |
3,460
shares
|
$122,241
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
City State Bank
Norwalk, IA |
Apr 11, 2025 Q1 2025 |
3,298
shares
|
$116,518
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Apr 11, 2025 Q1 2025 |
3,186
shares
|
$112,561
0.1% of portfolio
|
Q1 2025
Reduced 23.14%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
May 07, 2025 Q1 2025 |
3,121
shares
|
$110,264
0.01% of portfolio
|
Q1 2025
Reduced 14.73%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
3,042
shares
|
$107,473
0.0% of portfolio
|
Q1 2025
Added 87.55%
|
|
|
Valley National Advisers Inc
|
Apr 25, 2025 Q1 2025 |
2,505
shares
|
$88,501
0.02% of portfolio
|
Q4 2021
Added 67.56%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
2,439
shares
|
$86,169
0.0% of portfolio
|
Q1 2025
Added 161.98%
|
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
1,005
shares
|
$35,506
0.01% of portfolio
|
Q1 2025
Added 89.62%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
910
shares
|
$32,150
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
883
shares
|
$31,196
0.0% of portfolio
|
Q3 2024
Reduced 45.73%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
May 09, 2025 Q1 2025 |
705
shares
|
$24,907
0.01% of portfolio
|
Q1 2025
Reduced 21.67%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
630
shares
|
$22,257
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
600
shares
|
$21,198
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
574
shares
|
$20,279
0.0% of portfolio
|
Q4 2024
New holding
|