Institutional Ownership
Tortoise Capital Series Trus
CUSIP 890930100ESSENTIAL ENERGYTPZQ1 2026
Institutional Holders
37
13F filers
Shares Held
1.62M
Aggregate institutional
Institutional Value
$33.90M
Q1 2026
Net New Holders
-3
4 new · 7 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions4
Increased10
Decreased16
Sold out7
Institutional Holders
37 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Focus Partners Wealth | 292.4K | $6.40M | −13.3K | Reduced |
| 2 | Bard Associates Inc | 254.7K | $5.57M | −5.4K | Reduced |
| 3 | Cetera Investment Advisers | 135.5K | $2.96M | +124.8K | Added |
| 4 | Advisors Asset Management, Inc. | 119.7K | $2.62M | −509 | Reduced |
| 5 | Lpl Financial LLC | 99.3K | $2.17M | +7.6K | Added |
| 6 | Rockefeller Capital Management L.P. | 94.7K | $2.07M | −6.2K | Reduced |
| 7 | D.A. Davidson & Co. | 82.4K | $1.80M | −34.8K | Reduced |
| 8 | Morgan Stanley | 82.0K | $1.79M | −5.6K | Reduced |
| 9 | Uhlmann Price Securities, LLC | 74.2K | $1.62M | −1.3K | Reduced |
| 10 | Evolve Private Wealth, LLC | 40.0K | $874.5K | −2.6K | Reduced |
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