TPYP — Tortoise Capital Series Trus Institutional Holders · Q3 2026
Who owns Tortoise Capital Series Trus (TPYP)? 7 institutions reported holding $31.43M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Atwood & Palmer Inc ($27.1M), Financial Enhancement Group LLC ($3.0M), Investment Partners Asset Management, Inc. ($667,380).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | ATWOOD & PALMER INC | $27.1M | 679,046 | Added |
| 2 | Financial Enhancement Group LLC | $3.0M | 72,579 | Trimmed |
| 3 | Investment Partners Asset Management, Inc. | $667,380 | 16,741 | Trimmed |
| 4 | Stokes Capital Advisors, LLC | $647,129 | 16,233 | Added |
| 5 | Farther Finance Advisors, LLC | $37,154 | 932 | Hold |
| 6 | GK Wealth Management LLC | $30,026 | 753 | New |
| 7 | CX Institutional | $8,000 | 191 | Added |
Source: SEC Form 13F filings · as of 2026-09-30