13F Insight
DOSSIER · 13F Holders · Q2 2026
TBLU

TORTOISE GLOBAL WATER FUND

40 institutions still hold TORTOISE GLOBAL WATER FUND as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 890930407·40 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$19M
visible holders
Holders
40
filers reporting
Concentration
23.43%
WCG Wealth Advisors LLC #1
top holder share
AI Holders Summary · Q2 2026

40 institutions reported TBLU in Q2 2026. WCG Wealth Advisors LLC leads at 23.4% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
WCG Wealth Advisors LLC
CIK 0001855713
$5M88K0.11%Q2 202602
Harel Insurance Investments & Financial Services Ltd.
CIK 0001429390
$3M53K0.02%Q1 202603
THRIVENT FINANCIAL FOR LUTHERANS
CIK 0000314984
$2M36K0.00%Q1 202604
FLOW TRADERS U.S. LLC
CIK 0001466697· Market maker
$1M27K0.04%Q1 202605
Phoenix Wealth Advisors
CIK 0001842362
$917K18K0.31%Q2 202606
LPL Financial LLC
CIK 0001403438
$863K17K0.00%Q2 202607
Equitable Holdings, Inc.
CIK 0001333986
$854K17K0.01%Q2 202608
Meramec Financial Planners, LLC
CIK 0002100778
$777K15K0.28%Q2 202609
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$724K14K0.00%Q2 202610
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$657K13K0.00%Q2 202611
Mariner, LLC
CIK 0001373442
$655K13K0.00%Q2 202612
NATURAL INVESTMENTS, LLC
CIK 0001800245
$546K11K0.13%Q1 202613
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
CIK 0001079935
$467K9K0.01%Q2 202614
CIBC Bancorp USA Inc.
CIK 0001711924
$433K8K0.00%Q2 202615
CIBC Private Wealth Group LLC
CIK 0001298088
$427K8K0.00%Q4 202516
MENORA MIVTACHIM HOLDINGS LTD.
CIK 0001351917
$424K8K0.00%Q2 202617
CAPTRUST FINANCIAL ADVISORS
CIK 0001512024
$387K8K0.00%Q2 202618
Focus Partners Wealth
CIK 0001542153
$307K6K0.00%Q2 202619
Cetera Investment Advisers
CIK 0001666741
$271K5K0.00%Q2 202620
Orion Porfolio Solutions, LLC
CIK 0001360533
$221K4K0.00%Q2 2026
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