TPZ institutional holders

TORTOISE CAPITAL SERIES TRUS · 13F, 2026Q2

Managers holding34
Shares held1,585,439
Reported value$34.7m
Quarter flows3 new, 8 added, 16 trimmed, 7 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
BARD ASSOCIATES INC253,897$5.6m1.2%
Focus Partners Wealth237,222$5.2m0.0%
Cetera Investment Advisers135,002$3.0m0.0%
Cambridge Investment Research Advisors, Inc.110,822$2.4m0.0%
LPL Financial LLC95,329$2.1m0.0%
Rockefeller Capital Management L.P.93,501$2.0m0.0%
Advisors Asset Management, Inc.93,413$2.0m0.0%
OLD MISSION CAPITAL LLC84,974$1.9m0.0%
MORGAN STANLEY74,002$1.6m0.0%
UHLMANN PRICE SECURITIES, LLC73,399$1.6m0.1%
D.A. DAVIDSON & CO.66,794$1.5m0.0%
EVOLVE PRIVATE WEALTH, LLC34,868$762,5600.0%
OSAIC HOLDINGS, INC.33,153$725,1700.0%
SUSQUEHANNA INTERNATIONAL GROUP, LLP31,947$698,6810.0%
TRUIST FINANCIAL CORP23,954$523,8840.0%
RAYMOND JAMES FINANCIAL INC20,452$447,2810.0%
Concorde Asset Management, LLC17,525$383,2720.2%
MAI Capital Management16,007$350,0770.0%
Creative Planning15,813$345,8260.0%
NWF Advisory Services Inc.14,289$312,5000.0%
McGowan Group Asset Management, Inc.12,245$267,8080.0%
GTS SECURITIES LLC12,216$267,1640.0%
Beverly Hills Private Wealth, LLC10,320$225,6970.0%
MONTAG A & ASSOCIATES INC6,622$144,8240.0%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC6,041$132,1170.0%

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

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