TNGY institutional holders

TORTOISE CAPITAL SERIES TRUS · 13F, 2026Q2

Managers holding89
Shares held30,083,860
Reported value$292.5m
Quarter flows7 new, 29 added, 26 trimmed, 5 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
BANK OF AMERICA CORP /DE/10,328,549$100.3m0.0%
ENVESTNET ASSET MANAGEMENT INC4,633,732$45.0m0.0%
D.A. DAVIDSON & CO.4,342,251$42.2m0.2%
RAYMOND JAMES FINANCIAL INC2,259,548$21.9m0.0%
UBS Group AG1,155,355$11.2m0.0%
LPL Financial LLC724,344$7.0m0.0%
Baird Financial Group, Inc.576,456$5.6m0.0%
ROYAL BANK OF CANADA483,500$4.7m0.0%
Savant Capital, LLC399,785$4.1m0.0%
Waverly Advisors, LLC393,007$3.8m0.0%
CAPTRUST FINANCIAL ADVISORS379,259$3.7m0.0%
NORTHERN TRUST CORP366,996$3.6m0.0%
Ignite Planners, LLC277,754$2.7m0.4%
Lee Financial Co210,096$2.0m0.3%
SCS Capital Management LLC178,183$1.8m0.0%
ROMAN BUTLER FULLERTON & CO159,144$1.6m0.4%
Mariner, LLC167,363$1.6m0.0%
OPPENHEIMER & CO INC153,004$1.5m0.0%
HighTower Advisors, LLC127,846$1.2m0.0%
DAVIDSON TRUST CO121,392$1.2m0.5%
Alteri Wealth LLC119,363$1.2m0.3%
INDEPENDENT FINANCIAL GROUP, LLC119,127$1.2m0.0%
MAI Capital Management118,640$1.2m0.0%
COMMONWEALTH EQUITY SERVICES, LLC118,290$1.1m0.0%
Steward Partners Investment Advisory, LLC116,662$1.1m0.0%

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

Get a free API keySee history bundlesDownload free samples