TNGY — Tortoise Capital Series Trus Institutional Holders · Q3 2026
Who owns Tortoise Capital Series Trus (TNGY)? 4 institutions reported holding $4.14M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: First Heartland Consultants, Inc. ($2.6M), Davidson Trust Co ($1.1M), Elevation Wealth Partners, LLC ($212,485).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | First Heartland Consultants, Inc. | $2.6M | 249,323 | New |
| 2 | DAVIDSON TRUST CO | $1.1M | 104,721 | Trimmed |
| 3 | ELEVATION WEALTH PARTNERS, LLC | $212,485 | 20,046 | Trimmed |
| 4 | Farther Finance Advisors, LLC | $176,281 | 16,630 | New |
Source: SEC Form 13F filings · as of 2026-09-30