Who Owns TORTOISE CAPITAL SERIES TRUS (TCAI)? -- Institutional Holders (2026-06-30)
52 institutions reported holding $64.4M of TORTOISE CAPITAL SERIES TRUS (TCAI) in SEC 13F filings for 2026-06-30. Largest institutional holders: Capital Investment Advisory Services, LLC ($6.4M), Sterneck Capital Management, LLC ($5.7M), JANE STREET GROUP, LLC ($5.0M), BIP Wealth, LLC ($4.5M), C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors ($4.3M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Capital Investment Advisory Services, LLC | $6.4M | 114,580 | New |
| 2 | Sterneck Capital Management, LLC | $5.7M | 102,170 | Trimmed |
| 3 | JANE STREET GROUP, LLC | $5.0M | 90,288 | Trimmed |
| 4 | BIP Wealth, LLC | $4.5M | 81,066 | Added |
| 5 | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | $4.3M | 76,131 | Added |
| 6 | Summit Financial, LLC | $3.4M | 60,182 | New |
| 7 | Parallel Advisors, LLC | $3.1M | 55,214 | Trimmed |
| 8 | HighTower Advisors, LLC | $3.1M | 54,555 | Added |
| 9 | GTS SECURITIES LLC | $2.8M | 50,915 | Added |
| 10 | WT Wealth Management | $2.5M | 44,950 | New |
| 11 | Farther Finance Advisors, LLC | $2.3M | 41,670 | New |
| 12 | MML INVESTORS SERVICES, LLC | $2.3M | 40,802 | New |
| 13 | VestGen Advisors, LLC | $2.2M | 39,314 | New |
| 14 | Atria Investments, Inc | $1.8M | 32,208 | Trimmed |
| 15 | IHT Wealth Management, LLC | $1.8M | 32,208 | Trimmed |
| 16 | Per Stirling Capital Management, LLC. | $1.6M | 28,652 | New |
| 17 | Integrated Wealth Concepts LLC | $1.1M | 19,400 | New |
| 18 | Forvis Mazars Wealth Advisors, LLC | $983,913 | 17,595 | Hold |
| 19 | Savvy Advisors, Inc. | $918,262 | 16,421 | Added |
| 20 | Wealthspire Advisors, LLC | $899,585 | 16,087 | New |
| 21 | Mariner, LLC | $800,663 | 14,318 | Added |
| 22 | INTEGRITY ALLIANCE, LLC. | $678,533 | 12,134 | New |
| 23 | BARNES PETTEY FINANCIAL ADVISORS, LLC | $642,521 | 11,490 | New |
| 24 | CITADEL ADVISORS LLC | $619,034 | 11,070 | New |
| 25 | ENVESTNET ASSET MANAGEMENT INC | $466,932 | 8,350 | New |
Source: SEC Form 13F filings · as of 2026-06-30