Who Owns TORTOISE CAPITAL SERIES TRUS (TBLU)? -- Institutional Holders (2026-06-30)
40 institutions reported holding $20.9M of TORTOISE CAPITAL SERIES TRUS (TBLU) in SEC 13F filings for 2026-06-30. Largest institutional holders: WCG Wealth Advisors LLC ($4.5M), Harel Insurance Investments & Financial Services Ltd. ($3.5M), Thrivent Financial for Lutherans ($2.1M), FLOW TRADERS U.S. LLC ($1.3M), Phoenix Wealth Advisors ($917,242). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | WCG Wealth Advisors LLC | $4.5M | 87,537 | Added |
| 2 | Harel Insurance Investments & Financial Services Ltd. | $3.5M | 67,502 | Added |
| 3 | Thrivent Financial for Lutherans | $2.1M | 41,505 | Added |
| 4 | FLOW TRADERS U.S. LLC | $1.3M | 25,996 | Trimmed |
| 5 | Phoenix Wealth Advisors | $917,242 | 17,776 | Added |
| 6 | LPL Financial LLC | $863,146 | 16,728 | Added |
| 7 | Equitable Holdings, Inc. | $853,695 | 16,545 | Added |
| 8 | Meramec Financial Planners, LLC | $776,678 | 15,167 | Trimmed |
| 9 | RAYMOND JAMES FINANCIAL INC | $723,638 | 14,024 | Trimmed |
| 10 | ENVESTNET ASSET MANAGEMENT INC | $656,997 | 12,732 | Trimmed |
| 11 | Mariner, LLC | $654,844 | 12,691 | Added |
| 12 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $467,389 | 9,058 | Added |
| 13 | CIBC Bancorp USA Inc. | $433,440 | 8,400 | Hold |
| 14 | MENORA MIVTACHIM HOLDINGS LTD. | $423,533 | 8,208 | Added |
| 15 | CAPTRUST FINANCIAL ADVISORS | $387,159 | 7,503 | Trimmed |
| 16 | NATURAL INVESTMENTS, LLC | $371,000 | 7,198 | Trimmed |
| 17 | Focus Partners Wealth | $307,382 | 5,957 | Trimmed |
| 18 | Cetera Investment Advisers | $270,798 | 5,248 | Added |
| 19 | JANE STREET GROUP, LLC | $227,659 | 4,412 | New |
| 20 | Orion Porfolio Solutions, LLC | $221,038 | 4,284 | Trimmed |
| 21 | Octavia Wealth Advisors, LLC | $203,665 | 3,947 | New |
| 22 | MORGAN STANLEY | $125,646 | 2,435 | Hold |
| 23 | OSAIC HOLDINGS, INC. | $94,608 | 1,833 | Added |
| 24 | Key Financial Inc | $81,115 | 1,572 | Hold |
| 25 | HAZLETT, BURT & WATSON, INC. | $77,000 | 1,497 | Added |
Source: SEC Form 13F filings · as of 2026-06-30