CUSIP 890930209ENERGY FDTNGYQ4 2025
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
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84 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 11.53M | $104.22M | −191.1K | Reduced |
| 2 | Envestnet Asset Management Inc | 4.37M | $39.49M | +253.6K | Added |
| 3 | D.A. Davidson & Co. | 4.08M | $36.88M | +256.5K | Added |
| 4 | Raymond James Financial Inc | 2.17M | $19.63M |
| +10.4K |
| Added |
| 5 | Ubs Group AG | 1.12M | $10.15M | +26.7K | Added |
| 6 | Baird Financial Group, Inc. | 692.1K | $6.26M | −15.4K | Reduced |
| 7 | Exencial Wealth Advisors, LLC | 550.0K | $4.97M | +10.4K | Added |
| 8 | Parkside Financial Bank & Trust | 534.2K | $4.83M | −13.6K | Reduced |
| 9 | Royal Bank Of Canada | 462.2K | $4.18M | +62.2K | Added |
| 10 | Waverly Advisors, LLC | 403.3K | $3.65M | −2.4K | Reduced |
See every fund holding Tortoise Capital Series Trus, with full quarter-over-quarter share changes.
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