Institutional Ownership
Tortoise Capital Series Trus
CUSIP 890930100ESSENTIAL ENERGYTPZQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
37
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
Schedule 13D (activist) & 13G (passive) 5%+ ownership filings
No 13D/13G filings on record yet
Schedule 13D/13G beneficial-ownership filings from 2020–present are ingested from SEC EDGAR. Coverage expands as the backfill and daily crawler run.
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Focus Partners Wealth | 292.4K | $6.40M |
| 2 | Bard Associates Inc | 254.7K | $5.57M |
| 3 | Cetera Investment Advisers | 135.5K | $2.96M |
| 4 | Advisors Asset Management, Inc. | 119.7K | $2.62M |
| 5 | Lpl Financial LLC | 99.3K | $2.17M |
| 6 | Rockefeller Capital Management L.P. | 94.7K | $2.07M |
| 7 | D.A. Davidson & Co. | 82.4K | $1.80M |
| 8 | Morgan Stanley | 82.0K | $1.79M |
| 9 | Uhlmann Price Securities, LLC | 74.2K | $1.62M |
| 10 | Evolve Private Wealth, LLC | 40.0K | $874.5K |