Who Owns TORTOISE CAPITAL SERIES TRUS (TPYP)? -- Institutional Holders (2026-06-30)
161 institutions reported holding $625.7M of TORTOISE CAPITAL SERIES TRUS (TPYP) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($146.1M), BANK OF AMERICA CORP /DE/ ($41.8M), Arvest Bank Trust Division ($39.0M), TRAPHAGEN INVESTMENT ADVISORS LLC ($37.1M), Magnus Financial Group LLC ($36.2M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | MORGAN STANLEY | $146.1M | 3.5M | Added |
| 2 | BANK OF AMERICA CORP /DE/ | $41.8M | 996,071 | Added |
| 3 | Arvest Bank Trust Division | $39.0M | 930,151 | Trimmed |
| 4 | TRAPHAGEN INVESTMENT ADVISORS LLC | $37.1M | 885,428 | Added |
| 5 | Magnus Financial Group LLC | $36.2M | 863,496 | Added |
| 6 | ATWOOD & PALMER INC | $28.1M | 670,333 | Added |
| 7 | FOSTER & MOTLEY INC | $27.1M | 645,797 | Added |
| 8 | Keudell/Morrison Wealth Management | $15.7M | 375,370 | Added |
| 9 | ARVEST INVESTMENTS, INC. | $14.5M | 345,746 | Added |
| 10 | UBS Group AG | $11.7M | 279,251 | Added |
| 11 | Busey Bank | $11.2M | 266,738 | Trimmed |
| 12 | Cerity Partners LLC | $10.1M | 240,203 | Trimmed |
| 13 | Triangle Securities Wealth Management | $9.4M | 224,795 | Trimmed |
| 14 | Creative Planning | $9.4M | 224,568 | Trimmed |
| 15 | CASTLEKEEP INVESTMENT ADVISORS LLC | $8.9M | 211,148 | Added |
| 16 | COMMONWEALTH EQUITY SERVICES, LLC | $8.5M | 202,848 | Added |
| 17 | Mariner, LLC | $8.4M | 199,274 | Added |
| 18 | WELLS FARGO & COMPANY/MN | $8.1M | 194,195 | Trimmed |
| 19 | RAYMOND JAMES FINANCIAL INC | $8.0M | 190,215 | Trimmed |
| 20 | CITADEL ADVISORS LLC | $7.4M | 175,953 | Trimmed |
| 21 | Eagle Strategies LLC | $7.4M | 175,309 | New |
| 22 | Rockefeller Capital Management L.P. | $6.0M | 143,215 | Added |
| 23 | Icon Wealth Advisors, LLC | $5.7M | 135,865 | Trimmed |
| 24 | Royal Bank of Canada | $5.2M | 123,199 | Added |
| 25 | FAS Wealth Partners, Inc. | $4.7M | 112,602 | Added |
Source: SEC Form 13F filings · as of 2026-06-30