11 institutions reported holding $27.1M of TORTOISE CAPITAL SERIES TRUS (TMLP) in SEC 13F filings for 2026-06-30. Largest institutional holders: Mariner, LLC ($8.4M), MONETA GROUP INVESTMENT ADVISORS LLC ($6.0M), GOLDMAN SACHS GROUP INC ($4.1M), Kings Path Partners LLC ($4.1M), Callan Family Office, LLC ($1.8M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Mariner, LLC | $8.4M | 305,365 | Hold |
| 2 | MONETA GROUP INVESTMENT ADVISORS LLC | $6.0M | 217,700 | Trimmed |
| 3 | GOLDMAN SACHS GROUP INC | $4.1M | 149,940 | Added |
| 4 | Kings Path Partners LLC | $4.1M | 147,412 | New |
| 5 | Callan Family Office, LLC | $1.8M | 63,391 | Hold |
| 6 | Diversified Trust Co | $1.7M | 60,344 | Hold |
| 7 | AQR CAPITAL MANAGEMENT LLC | $591,355 | 21,376 | Hold |
| 8 | WELLS FARGO & COMPANY/MN | $384,528 | 13,900 | Trimmed |
| 9 | FMR LLC | $28 | 1 | Hold |
| 10 | UBS Group AG | $0 | 0 | Exited |
| 11 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30