CUSIP 89148B200
TORTOISE MIDSTRM ENERGY FD I
99 institutions · $104.7M total · 2,343,113 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Saba Capital Management, L.P. | 515,767 | $24.5M | 22.01% | 2024-09-30 |
| 2 | MORGAN STANLEY | 278,525 | $13.2M | 11.88% | 2025-03-31 |
| 3 | Almitas Capital LLC | 214,984 | $10.2M | 9.17% | 2024-09-30 |
| 4 | RIVERNORTH CAPITAL MANAGEMENT, LLC | 132,704 | $6.3M | 5.66% | 2024-12-31 |
| 5 | Aristides Capital LLC | 105,316 | $5.0M | 4.49% | 2024-09-30 |
| 6 | Meixler Investment Management, Ltd. | 102,392 | $4.9M | 4.36% | 2024-09-30 |
| 7 | Advisors Asset Management, Inc. | 80,115 | $3.8M | 3.41% | 2024-09-30 |
| 8 | Royal Bank of Canada | 69,621 | $3.3M | 2.97% | 2024-09-30 |
| 9 | WELLS FARGO & COMPANY/MN | 63,305 | $3.0M | 2.70% | 2024-09-30 |
| 10 | Atlas Wealth LLC | 66,921 | $2.9M | 2.85% | 2024-06-30 |
| 11 | STANSBERRY ASSET MANAGEMENT, LLC | 44,701 | $2.1M | 1.90% | 2024-09-30 |
| 12 | Bulldog Investors, LLP | 43,687 | $2.1M | 1.86% | 2024-09-30 |
| 13 | WOLVERINE ASSET MANAGEMENT LLC | 39,384 | $1.7M | 1.68% | 2024-06-30 |
| 14 | Woodline Partners LP | 37,117 | $1.3M | 1.58% | 2023-03-31 |
| 15 | HighTower Advisors, LLC | 26,617 | $1.3M | 1.13% | 2024-09-30 |
| 16 | UBS Group AG | 19,133 | $909.4K | 0.81% | 2024-09-30 |
| 17 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 18,799 | $893.5K | 0.80% | 2024-12-31 |
| 18 | Financial Advocates Investment Management | 18,798 | $893.5K | 0.80% | 2024-09-30 |
| 19 | Zimmer Partners, LP | 18,465 | $877.6K | 0.78% | 2024-09-30 |
| 20 | CAHILL FINANCIAL ADVISORS INC | 18,069 | $858.8K | 0.77% | 2024-09-30 |
| 21 | BANK OF AMERICA CORP /DE/ | 17,337 | $824.0K | 0.73% | 2024-09-30 |
| 22 | Invesco Ltd. | 15,435 | $733.6K | 0.65% | 2024-09-30 |
| 23 | Robinson Capital Management, LLC | 13,225 | $634.8K | 0.56% | 2024-09-30 |
| 24 | Allspring Global Investments Holdings, LLC | 13,223 | $628.5K | 0.56% | 2024-09-30 |
| 25 | Quantedge Capital Pte Ltd | 13,028 | $619.2K | 0.55% | 2024-09-30 |
| 26 | Concorde Asset Management, LLC | 13,000 | $617.9K | 0.55% | 2024-09-30 |
| 27 | Private Advisor Group, LLC | 12,613 | $599.5K | 0.53% | 2024-09-30 |
| 28 | Ariadne Wealth Management, LP | 10,512 | $554.8K | 0.44% | 2024-09-30 |
| 29 | BAYSHORE ASSET MANAGEMENT, LLC | 10,904 | $518.3K | 0.46% | 2024-09-30 |
| 30 | KAYNE ANDERSON CAPITAL ADVISORS LP | 11,604 | $498.4K | 0.49% | 2024-06-30 |
| 31 | CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 10,000 | $475.3K | 0.42% | 2024-09-30 |
| 32 | AMERIPRISE FINANCIAL INC | 10,646 | $457.2K | 0.45% | 2024-06-30 |
| 33 | Diversified Trust Co | 9,507 | $451.9K | 0.40% | 2024-09-30 |
| 34 | NewEdge Wealth, LLC | 9,309 | $442.5K | 0.39% | 2024-09-30 |
| 35 | UHLMANN PRICE SECURITIES, LLC | 9,039 | $429.5K | 0.38% | 2025-06-30 |
| 36 | Kercheville Advisors, LLC | 8,985 | $427.0K | 0.38% | 2024-09-30 |
| 37 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 8,748 | $415.8K | 0.37% | 2024-09-30 |
| 38 | Steward Partners Investment Advisory, LLC | 8,575 | $407.6K | 0.36% | 2024-09-30 |
| 39 | Moors & Cabot, Inc. | 8,200 | $389.7K | 0.34% | 2024-09-30 |
| 40 | LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 8,557 | $367.5K | 0.36% | 2024-06-30 |
| 41 | FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. | 10,566 | $360.9K | 0.45% | 2023-12-31 |
| 42 | KCS Wealth Advisory | 9,957 | $340.1K | 0.42% | 2023-12-31 |
| 43 | Logan Stone Capital, LLC | 9,687 | $330.9K | 0.41% | 2023-12-31 |
| 44 | CSS LLC/IL | 6,763 | $321.4K | 0.28% | 2024-09-30 |
| 45 | Cornerstone Advisory, LLC | 6,175 | $293.5K | 0.26% | 2024-09-30 |
| 46 | RAYMOND JAMES & ASSOCIATES | 6,108 | $290.3K | 0.26% | 2024-09-30 |
| 47 | GUGGENHEIM CAPITAL LLC | 7,652 | $261.4K | 0.32% | 2023-12-31 |
| 48 | EVERETT HARRIS & CO /CA/ | 5,300 | $251.9K | 0.22% | 2024-09-30 |
| 49 | Calamos Advisors LLC | 4,973 | $236.4K | 0.21% | 2024-09-30 |
| 50 | Asset Allocation Strategies LLC | 5,656 | $216.8K | 0.24% | 2024-03-31 |
| 51 | Sigma Planning Corp | 5,516 | $211.4K | 0.23% | 2024-03-31 |
| 52 | Matisse Capital | 3,882 | $184.5K | 0.16% | 2024-09-30 |
| 53 | HARBOUR INVESTMENTS, INC. | 3,270 | $155.4K | 0.13% | 2024-09-30 |
| 54 | BDO Wealth Advisors, LLC | 3,833 | $127.7K | 0.16% | 2023-06-30 |
| 55 | Quarry LP | 1,543 | $73.3K | 0.06% | 2024-09-30 |
| 56 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 1,070 | $50.9K | 0.04% | 2024-09-30 |
| 57 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1,000 | $47.5K | 0.04% | 2024-09-30 |
| 58 | ADVISOR GROUP HOLDINGS, INC. | 993 | $47.3K | 0.04% | 2024-12-31 |
| 59 | NewEdge Advisors, LLC | 1,317 | $45.5K | 0.05% | 2023-03-31 |
| 60 | PRINCIPAL SECURITIES, INC. | 737 | $35.0K | 0.03% | 2024-09-30 |
| 61 | Arcus Capital Partners, LLC | 864 | $29.9K | 0.03% | 2023-03-31 |
| 62 | CIBC Private Wealth Group, LLC | 550 | $26.1K | 0.02% | 2024-09-30 |
| 63 | JPMORGAN CHASE & CO | 523 | $24.9K | 0.02% | 2024-12-31 |
| 64 | Belpointe Asset Management LLC | 643 | $21.4K | 0.02% | 2023-06-30 |
| 65 | Spire Wealth Management | 410 | $19.5K | 0.01% | 2024-09-30 |
| 66 | COMERICA BANK | 362 | $17.2K | 0.01% | 2024-09-30 |
| 67 | Highlander Capital Management, LLC | 272 | $10.4K | 0.01% | 2024-03-31 |
| 68 | Register Financial Advisors LLC | 230 | $9.9K | 0.00% | 2024-06-30 |
| 69 | Addison Advisors LLC | 166 | $7.9K | 0.00% | 2024-09-30 |
| 70 | Sunbelt Securities, Inc. | 163 | $7.7K | 0.00% | 2024-09-30 |
| 71 | Geneos Wealth Management Inc. | 200 | $6.8K | 0.00% | 2023-12-31 |
| 72 | TD PRIVATE CLIENT WEALTH LLC | 130 | $5.0K | 0.00% | 2024-06-30 |
| 73 | UMB Bank, n.a. | 86 | $4.6K | 0.00% | 2024-12-31 |
| 74 | CoreCap Advisors, LLC | 90 | $4.3K | 0.00% | 2024-09-30 |
| 75 | Lee Financial Co | 85 | $2.9K | 0.00% | 2023-12-31 |
| 76 | Lindbrook Capital, LLC | 81 | $2.8K | 0.00% | 2023-03-31 |
| 77 | Venturi Wealth Management, LLC | 61 | $2.3K | 0.00% | 2024-03-31 |
| 78 | CULLEN/FROST BANKERS, INC. | 70 | $2.3K | 0.00% | 2023-06-30 |
| 79 | OTA Financial Group L.P. | 62,542 | $2.2K | 2.66% | 2023-03-31 |
| 80 | TD Waterhouse Canada Inc. | 50 | $1.7K | 0.00% | 2023-12-31 |
| 81 | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 33 | $1.6K | 0.00% | 2024-09-30 |
| 82 | Piscataqua Savings Bank | 40 | $1.4K | 0.00% | 2023-03-31 |
| 83 | SIT INVESTMENT ASSOCIATES INC | 21,603 | $1.0K | 0.92% | 2024-09-30 |
| 84 | Coppell Advisory Solutions LLC | 13 | $612 | 0.00% | 2024-09-30 |
| 85 | FIFTH THIRD BANCORP | 14 | $478 | 0.00% | 2023-12-31 |
| 86 | Coppell Advisory Solutions Corp. | 13 | $450 | 0.00% | 2023-03-31 |
| 87 | Manchester Capital Management LLC | 12 | $400 | 0.00% | 2023-06-30 |
| 88 | Beaird Harris Wealth Management, LLC | 9 | $387 | 0.00% | 2024-06-30 |
| 89 | Janney Montgomery Scott LLC | 6,996 | $333 | 0.29% | 2024-09-30 |
| 90 | Arete Wealth Advisors, LLC | 5,965 | $206 | 0.25% | 2023-09-30 |
| 91 | COMMONWEALTH EQUITY SERVICES, LLC | 4,231 | $201 | 0.18% | 2024-09-30 |
| 92 | Silicon Valley Capital Partners | 4 | $194 | 0.00% | 2024-09-30 |
| 93 | COHEN & STEERS, INC. | 3,000 | $143 | 0.12% | 2024-09-30 |
| 94 | Rockefeller Capital Management L.P. | 369 | $12 | 0.01% | 2023-03-31 |
| 95 | CWM, LLC | 150 | $7 | 0.00% | 2024-09-30 |
| 96 | BESSEMER GROUP INC | 118 | $6 | 0.00% | 2024-09-30 |
| 97 | Sawyer & Company, Inc | 50 | $2 | 0.00% | 2023-12-31 |
| 98 | Householder Group Estate & Retirement Specialist, LLC | 50 | $2 | 0.00% | 2024-06-30 |
| 99 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2024-09-30 |