# TORTOISE SUSTAINABLE & SOCIA (TEAF)

> Institutional ownership reported to the SEC as of Q3 2025, from Form 13F filings. Source: https://holderbook.com/stocks/TEAF/

- Reporting holders: 49
- Reported value: $69.0M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Saba Capital Management, L.P.](https://holderbook.com/funds/1510281-saba-capital-management-l-p/) | $18.2M | 1,549,226 | 0.5% | 16 |
| [SIT INVESTMENT ASSOCIATES INC](https://holderbook.com/funds/769317-sit-investment-associates-inc/) | $5.9M | 502,483 | 0.1% | 5 |
| [MORGAN STANLEY](https://holderbook.com/funds/895421-morgan-stanley/) | $5.8M | 489,722 | 0.0% | 17 |
| [Pathstone Holdings, LLC](https://holderbook.com/funds/2011612-pathstone-holdings-llc/) | $5.3M | 449,716 | 0.0% | 3 |
| [Thomas J. Herzfeld Advisors, Inc.](https://holderbook.com/funds/1509510-thomas-j-herzfeld-advisors-inc/) | $2.8M | 234,542 | 0.9% | 10 |
| [BANK OF AMERICA CORP /DE/](https://holderbook.com/funds/70858-bank-of-america-corp-de/) | $2.7M | 227,291 | 0.0% | 17 |
| [Matisse Capital](https://holderbook.com/funds/1668256-matisse-capital/) | $2.7M | 227,000 | 1.2% | 14 |
| [Eagle Bluffs Wealth Management LLC](https://holderbook.com/funds/1906547-eagle-bluffs-wealth-management-llc/) | $2.6M | 224,145 | 1.1% | 15 |
| [Private Advisor Group, LLC](https://holderbook.com/funds/1567755-private-advisor-group-llc/) | $1.9M | 163,200 | 0.0% | 14 |
| [Janney Montgomery Scott LLC](https://holderbook.com/funds/1329948-janney-montgomery-scott-llc/) | $1.6M | 137,586 | 0.0% | 14 |
| [Consolidated Portfolio Review Corp](https://holderbook.com/funds/1972835-consolidated-portfolio-review-corp/) | $1.6M | 137,548 | 0.2% | 8 |
| [Cambridge Investment Research Advisors, Inc.](https://holderbook.com/funds/1419186-cambridge-investment-research-advisors-inc/) | $1.2M | 102,001 | 0.0% | 15 |
| [CASTLEKEEP INVESTMENT ADVISORS LLC](https://holderbook.com/funds/1404780-castlekeep-investment-advisors-llc/) | $1.1M | 96,371 | 0.5% | 8 |
| [ABSOLUTE INVESTMENT ADVISERS, LLC](https://holderbook.com/funds/1316187-absolute-investment-advisers-llc/) | $1.0M | 88,571 | 0.1% | 7 |
| [BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/1352860-blue-bell-private-wealth-management-llc/) | $970.3K | 82,511 | 0.1% | 13 |
| [COHEN & STEERS, INC.](https://holderbook.com/funds/1284812-cohen-steers-inc/) | $882.0K | 74,996 | 0.0% | 1 |
| [Investment Research Partners LLC](https://holderbook.com/funds/2069274-investment-research-partners-llc/) | $870.0K | 71,272 | 0.4% | 1 |
| [ROYAL BANK OF CANADA](https://holderbook.com/funds/1000275-royal-bank-of-canada/) | $844.0K | 71,816 | 0.0% | 17 |
| [Yakira Capital Management, Inc.](https://holderbook.com/funds/1584639-yakira-capital-management-inc/) | $785.0K | 66,754 | 0.3% | 1 |
| [Mariner, LLC](https://holderbook.com/funds/1373442-mariner-llc/) | $753.5K | 19,458 | 0.0% | 1 |
| [UBS Group AG](https://holderbook.com/funds/1610520-ubs-group-ag/) | $684.3K | 58,190 | 0.0% | 17 |
| [RAYMOND JAMES FINANCIAL INC](https://holderbook.com/funds/720005-raymond-james-financial-inc/) | $654.6K | 55,667 | 0.0% | 4 |
| [Cerity Partners LLC](https://holderbook.com/funds/1566475-cerity-partners-llc/) | $643.6K | 54,731 | 0.0% | 10 |
| [D.A. DAVIDSON & CO.](https://holderbook.com/funds/1080107-d-a-davidson-co/) | $637.2K | 54,187 | 0.0% | 17 |
| [INVESTED ADVISORS](https://holderbook.com/funds/2090165-invested-advisors/) | $558.9K | 46,421 | 0.8% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2025 | 49 | $69.0M |
| Q2 2025 | 50 | $65.2M |
| Q1 2025 | 51 | $57.7M |
| Q4 2024 | 49 | $59.0M |
| Q3 2024 | 51 | $60.7M |
| Q2 2024 | 57 | $62.2M |
| Q1 2024 | 54 | $61.8M |
| Q4 2023 | 51 | $58.3M |
| Q3 2023 | 51 | $64.0M |
| Q2 2023 | 50 | $63.1M |
| Q1 2023 | 48 | $61.8M |
| Q4 2022 | 43 | $65.7M |