13F Insight
DOSSIER · 13F Holders · Q1 2026Mega-capCrowded
TYG

Tortoise Energy Infrastructure Clsd Fund

165 institutions still hold Tortoise Energy Infrastructure Clsd Fund as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 89147l886·165 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 4.8%
vs prior quarter
13F value held
$193M
54.0% inst. owned
of float
Holders
165
-28 QoQ
filers reporting
Activity
+24 / −53
+889 added · −729 reduced
this quarter
Concentration
29.73%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q1 2026

165 institutions reported TYG in Q1 2026. MORGAN STANLEY leads at 29.7% of the visible book. -28 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$57M1.1M0.00%Q1 202602
Advisors Asset Management, Inc.
CIK 0001297376
$21M422K0.35%Q1 202603
ROYAL BANK OF CANADA
CIK 0001000275
$20M391K0.00%Q1 202604
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$16M331K0.01%Q1 202605
BARD ASSOCIATES INC
CIK 0001105907
$10M197K2.46%Q1 202606
Eagle Bluffs Wealth Management LLC
CIK 0001906547
$8M151K2.94%Q1 202607
GUGGENHEIM CAPITAL LLC
CIK 0001283072
$7M147K0.06%Q1 202608
Arete Wealth Advisors, LLC
CIK 0001600151
$7M137K0.51%Q1 202609
WELLS FARGO & COMPANY/MN
CIK 0000072971
$6M129K0.00%Q1 202610
LPL Financial LLC
CIK 0001403438
$6M121K0.00%Q1 202611
AMERICAN FINANCIAL GROUP INC
CIK 0001042046
$5M110K2.04%Q1 202612
Meixler Investment Management, Ltd.
CIK 0001911615
$5M104K2.60%Q1 202613
CERTUITY, LLC
CIK 0001800752
$4M85K0.28%Q1 202614
UBS Group AG
CIK 0001610520
$4M78K0.00%Q1 202615
BANK OF AMERICA CORP /DE/
CIK 0000070858
$3M63K0.00%Q1 202616
Steward Partners Investment Advisory, LLC
CIK 0001723397
$3M61K0.02%Q1 202617
Mariner, LLC
CIK 0001373442
$3M58K0.00%Q1 202618
Closed-End Fund Advisors, Inc.
CIK 0002103520
$2M47K2.39%Q1 202619
180 WEALTH ADVISORS, LLC
CIK 0001730817
$2M46K0.26%Q1 202620
EVOLVE PRIVATE WEALTH, LLC
CIK 0002111131
$2M46K0.12%Q1 2026
Page 1 of 9
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