Tortoise Capital Series Trus (TBLU) institutional ownership

TORTOISE CAPITAL SERIES TRUS · 13F, 2026Q2

Managers holding38
Shares held405,135
Reported value$20.9m
Quarter flows5 new, 13 added, 11 trimmed, 4 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
WCG Wealth Advisors LLC87,537$4.5m0.1%
Harel Insurance Investments & Financial Services Ltd.67,502$3.5m0.0%
Thrivent Financial for Lutherans41,505$2.1m0.0%
FLOW TRADERS U.S. LLC25,996$1.3m0.1%
Phoenix Wealth Advisors17,776$917,2420.3%
LPL Financial LLC16,728$863,1460.0%
Equitable Holdings, Inc.16,545$853,6950.0%
Meramec Financial Planners, LLC15,167$776,6780.3%
RAYMOND JAMES FINANCIAL INC14,024$723,6380.0%
ENVESTNET ASSET MANAGEMENT INC12,732$656,9970.0%
Mariner, LLC12,691$654,8440.0%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC9,058$467,3890.0%
CIBC Bancorp USA Inc.8,400$433,4400.0%
MENORA MIVTACHIM HOLDINGS LTD.8,208$423,5330.0%
CAPTRUST FINANCIAL ADVISORS7,503$387,1590.0%
NATURAL INVESTMENTS, LLC7,198$371,0000.1%
Focus Partners Wealth5,957$307,3820.0%
Cetera Investment Advisers5,248$270,7980.0%
JANE STREET GROUP, LLC4,412$227,6590.0%
Orion Porfolio Solutions, LLC4,284$221,0380.0%
Octavia Wealth Advisors, LLC3,947$203,6650.0%
MORGAN STANLEY2,435$125,6460.0%
OSAIC HOLDINGS, INC.1,833$94,6080.0%
Key Financial Inc1,572$81,1150.0%
HAZLETT, BURT & WATSON, INC.1,497$77,0000.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("TBLU"). TBLU price history · All 13F data

Get a free API keySee history bundlesDownload free samples