Funds holding Tortoise Capital Series Trust
ISIN US8909301009 · United States · LEI 529900IYQNYN4ZULP107
- Fund holders
- 0
This issuer has other securities: TORTOISE CAPITAL SERIES TRUST (US8909305067)
No tracked fund declares this company in its latest report.
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Holders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 1 | 0 | 7,034 | 0.0 % |
| 2026Q1 | 1 | 0 | 7,034 | +17.1 % |
| 2025Q4 | 1 | 0 | 6,005 | +18.6 % |
| 2025Q3 | 1 | -1 | 5,065 | -14.5 % |
| 2025Q2 | 2 | 0 | 5,923 | +289,519.1 % |
| 2025Q1 | 2 | 2 |
Institutional managers
38 managers declare this security to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| Focus Partners Wealth | 292,440 | 6.4M $ | as of Mar 31, 2026 |
| BARD ASSOCIATES INC | 254,707 | 5.6M $ | as of Mar 31, 2026 |
| Cetera Investment Advisers | 135,508 | 3M $ | as of Mar 31, 2026 |
| Advisors Asset Management, Inc. | 119,743 | 2.6M $ | as of Mar 31, 2026 |
| LPL Financial LLC | 99,279 | 2.2M $ | as of Mar 31, 2026 |
| Rockefeller Capital Management L.P. | 94,705 | 2.1M $ | as of Mar 31, 2026 |
| D.A. DAVIDSON & CO. | 82,440 | 1.8M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 82,038 | 1.8M $ | as of Mar 31, 2026 |
| UHLMANN PRICE SECURITIES, LLC | 74,155 | 1.6M $ | as of Mar 31, 2026 |
| Cambridge Investment Research Advisors, Inc. | 70,370 | 1.5K $ | as of Mar 31, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | 39,966 | 874.5K $ | as of Mar 31, 2026 |
| GTS SECURITIES LLC | 37,459 | 819.6K $ | as of Mar 31, 2026 |
| JANE STREET GROUP, LLC | 26,515 | 580.1K $ | as of Mar 31, 2026 |
| OSAIC HOLDINGS, INC. | 25,930 | 567.4K $ | as of Mar 31, 2026 |
| TRUIST FINANCIAL CORP | 25,544 | 558.9K $ | as of Mar 31, 2026 |
| MAI Capital Management | 18,811 | 411.6K $ | as of Mar 31, 2026 |
| NWF Advisory Services Inc. | 16,189 | 354.2K $ | as of Mar 31, 2026 |
| Creative Planning | 15,674 | 342.9K $ | as of Mar 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | 15,006 | 328.3K $ | as of Mar 31, 2026 |
| OLD MISSION CAPITAL LLC | 14,692 | 321.5K $ | as of Mar 31, 2026 |
| FIRST TRUST ADVISORS LP | 12,406 | 271.4K $ | as of Mar 31, 2026 |
| McGowan Group Asset Management, Inc. | 12,187 | 266.6K $ | as of Mar 31, 2026 |
| Beverly Hills Private Wealth, LLC | 10,320 | 225.8K $ | as of Mar 31, 2026 |
| Twelve Points Wealth Management LLC | 9,503 | 207.9K $ | as of Mar 31, 2026 |
| Breakwater Capital Group | 9,307 | 203.6K $ | as of Mar 31, 2026 |
Cite this page
Titelia. "Funds holding Tortoise Capital Series Trust". https://titelia.com/en/stocks/tortoise-capital-series-trust-US8909301009