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 26 institutions that hold shares in the stock, with a total of 3.21 Million shares, which have been reported (via 13F filing form) to have a value of $113 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Arvest Trust CO N A
Rogers, AR |
Aug 09, 2024 Q2 2024 |
2,034,501
shares
|
$71.6 Million
3.87% of portfolio
|
Q2 2024
Added 0.55%
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
229,188
shares
|
$8.06 Million
1.61% of portfolio
|
Q3 2024
Added 4.45%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
199,175
shares
|
$7.01 Million
0.01% of portfolio
|
Q2 2025
Reduced 6.13%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
164,633
shares
|
$5.79 Million
0.46% of portfolio
|
Q3 2023
Reduced 5.51%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
153,121
shares
|
$5.39 Million
0.01% of portfolio
|
Q3 2024
Reduced 33.49%
|
|
|
Wright Fund Management, LLC
Santa Monica, CA |
Jul 30, 2025 Q2 2025 |
107,700
shares
|
$3.79 Million
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Smith & Howard Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
105,829
shares
|
$3.72 Million
1.17% of portfolio
|
Q2 2025
Reduced 1.59%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
56,490
shares
|
$1.99 Million
0.01% of portfolio
|
Q4 2024
Reduced 11.39%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
41,715
shares
|
$1.47 Million
0.07% of portfolio
|
Q1 2025
Added 1.59%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
25,262
shares
|
$888,717
0.03% of portfolio
|
Q1 2025
Reduced 8.82%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
16,408
shares
|
$577,233
0.03% of portfolio
|
Q4 2023
Added 19.88%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
13,073
shares
|
$459,908
0.13% of portfolio
|
Q1 2024
Added 12.19%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Apr 30, 2025 Q1 2025 |
13,002
shares
|
$457,410
0.18% of portfolio
|
Q1 2025
Added 2.42%
|
|
|
Howard Financial Services, Ltd.
|
Jul 02, 2025 Q2 2025 |
10,726
shares
|
$377,340
0.05% of portfolio
|
Q2 2025
Reduced 2.64%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
9,722
shares
|
$342,019
0.0% of portfolio
|
Q3 2024
Reduced 9.43%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
9,376
shares
|
$329,847
0.06% of portfolio
|
Q4 2024
Reduced 2.6%
|
|
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
Aug 12, 2025 Q2 2025 |
7,252
shares
|
$255,125
0.1% of portfolio
|
Q2 2025
Added 0.96%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
6,876
shares
|
$241,897
0.0% of portfolio
|
Q1 2025
Added 2.0%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
5,888
shares
|
$207,139
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
2,439
shares
|
$85,804
0.0% of portfolio
|
Q1 2025
Added 161.98%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
566
shares
|
$19,911
0.0% of portfolio
|
Q2 2025
Reduced 94.29%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
509
shares
|
$17,906
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
273
shares
|
$9,604
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
218
shares
|
$7,669
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
36
shares
|
$1,266
0.0% of portfolio
|
Q1 2022
Reduced 40.98%
|