Tortoise Sustainable & Social Impact Term Fund
TEAFDelisted Nov 10, 2025- SEC CIK
- 0001704299
Tortoise Sustainable & Social Impact Term Fund was delisted on Nov 10, 2025; its insiders filed their last Form 4 on Nov 6, 2025; 49 institutions reported holding it in 13F filings for Q3 2025, worth $68.3M in total; no superinvestor held it.
13F holders, Q4 2025
Institutional positions in Tortoise Sustainable & Social Impact Term Fund as of Dec 31, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
TEAF is no longer listed, and 13F filings after Q3 2025 list far fewer holders. See Q3 2025
- Institutional holders
- 0
- −49 vs. Q3 2025
- Shares held
- 0
- −5.82M (−100.0%) vs. Q3 2025
- Total value
- $0
- −$68.3M (−100.0%) vs. Q3 2025
- New holders
- 0
- 0 more added
- Sold out
- 49
- 0 more reduced
Compare with Q3 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting TEAF on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 0 | $0 |
| Q1 2026 | 0 | $0 |
| Q4 2025 | 0 | $0 |
| Q3 2025 | 49 | $68.3M |
| Q2 2025 | 50 | $64.4M |
| Q1 2025 | 51 | $57.7M |
| Q4 2024 | 49 | $59.0M |
| Q3 2024 | 51 | $60.7M |
| Q2 2024 | 57 | $61.8M |
| Q1 2024 | 54 | $50.6M |
| Q4 2023 | 51 | $52.2M |
| Q3 2023 | 51 | $64.0M |
| Q2 2023 | 50 | $62.6M |
| Q1 2023 | 48 | $61.8M |
| Q4 2022 | 43 | $64.3M |
| Q3 2022 | 41 | $46.1M |
| Q2 2022 | 40 | $49.1M |
| Q1 2022 | 31 | $55.2M |
| Q4 2021 | 38 | $55.0M |
| Q3 2021 | 31 | $46.2M |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q4 2025
Shares, value and share of portfolio for each institution holding Tortoise Sustainable & Social Impact Term Fund; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Saba Capital Management, L.P. | 0 | $0 | 0.00% | −1,549,226−100.0% | Sold out |
| Sit Investment Associates Inc | 0 | $0 | 0.00% | −502,483−100.0% | Sold out |
| Morgan Stanley | 0 | $0 | 0.00% | −489,722−100.0% | Sold out |
| Pathstone Holdings, LLC | 0 | $0 | 0.00% | −449,716−100.0% | Sold out |
| Thomas J. Herzfeld Advisors, Inc. | 0 | $0 | 0.00% | −234,542−100.0% | Sold out |
| Bank of America Corp | 0 | $0 | 0.00% | −227,291−100.0% | Sold out |
| Matisse Capital | 0 | $0 | 0.00% | −227,000−100.0% | Sold out |
| Eagle Bluffs Wealth Management LLC | 0 | $0 | 0.00% | −224,145−100.0% | Sold out |
| Private Advisor Group, LLC | 0 | $0 | 0.00% | −163,200−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −137,586−100.0% | Sold out |
| Consolidated Portfolio Review Corp | 0 | $0 | 0.00% | −137,548−100.0% | Sold out |
| Cambridge Investment Research Advisors, Inc. | 0 | $0 | 0.00% | −102,001−100.0% | Sold out |
| Castlekeep Investment Advisors LLC | 0 | $0 | 0.00% | −96,371−100.0% | Sold out |
| Absolute Investment Advisers LLC | 0 | $0 | 0.00% | −88,571−100.0% | Sold out |
| Blue Bell Private Wealth Management, LLC | 0 | $0 | 0.00% | −82,511−100.0% | Sold out |
| Cohen & Steers, Inc. | 0 | $0 | 0.00% | −74,996−100.0% | Sold out |
| Investment Research Partners LLC | 0 | $0 | 0.00% | −71,272−100.0% | Sold out |
| Royal Bank of Canada | 0 | $0 | 0.00% | −71,816−100.0% | Sold out |
| Yakira Capital Management, Inc. | 0 | $0 | 0.00% | −66,754−100.0% | Sold out |
| UBS Group AG | 0 | $0 | 0.00% | −58,190−100.0% | Sold out |
| Raymond James Financial Inc | 0 | $0 | 0.00% | −55,667−100.0% | Sold out |
| Cerity Partners LLC | 0 | $0 | 0.00% | −54,731−100.0% | Sold out |
| D.A. Davidson & Co. | 0 | $0 | 0.00% | −54,187−100.0% | Sold out |
| Invested Advisors | 0 | $0 | 0.00% | −46,421−100.0% | Sold out |
| Advisor Group Holdings, Inc. | 0 | $0 | 0.00% | −43,498−100.0% | Sold out |
| RFG Advisory, LLC | 0 | $0 | 0.00% | −42,910−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −42,766−100.0% | Sold out |
| Oppenheimer & Co Inc | 0 | $0 | 0.00% | −40,769−100.0% | Sold out |
| Wealth Alliance | 0 | $0 | 0.00% | −38,735−100.0% | Sold out |
| WCG Wealth Advisors LLC | 0 | $0 | 0.00% | −36,475−100.0% | Sold out |
| CSS LLC | 0 | $0 | 0.00% | −32,062−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −29,248−100.0% | Sold out |
| NWF Advisory Services Inc. | 0 | $0 | 0.00% | −25,100−100.0% | Sold out |
| Abundance Wealth Counselors | 0 | $0 | 0.00% | −24,657−100.0% | Sold out |
| Wells Fargo & Company | 0 | $0 | 0.00% | −21,155−100.0% | Sold out |
| Kovack Advisors, Inc. | 0 | $0 | 0.00% | −20,670−100.0% | Sold out |
| LPL Financial LLC | 0 | $0 | 0.00% | −20,468−100.0% | Sold out |
| Tortoise Capital Advisors, L.L.C. | 0 | $0 | 0.00% | −19,362−100.0% | Sold out |
| Logan Stone Capital, LLC | 0 | $0 | 0.00% | −19,268−100.0% | Sold out |
| Cetera Investment Advisers | 0 | $0 | 0.00% | −17,966−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −16,759−100.0% | Sold out |
| Uhlmann Price Securities, LLC | 0 | $0 | 0.00% | −12,439−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −11,550−100.0% | Sold out |
| K2 Principal Fund, L.P. | 0 | $0 | 0.00% | −11,119−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −8,470−100.0% | Sold out |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −343−100.0% | Sold out |
| Covestor Ltd | 0 | $0 | 0.00% | −214−100.0% | Sold out |
| Comerica Bank | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| Mariner, LLC | 0 | $0 | 0.00% | −19,458−100.0% | Sold out |