Institutional Ownership
Tortoise Capital Series Trus
CUSIP 890930209ENERGY FDTNGYQ1 2026
Institutional Holders
86
13F filers
Shares Held
30.84M
Aggregate institutional
Institutional Value
$320.91M
Q1 2026
Net New Holders
+3
8 new · 5 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions8
Increased28
Decreased26
Sold out5
Institutional Holders
86 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 10.82M | $112.85M | −708.7K | Reduced |
| 2 | Envestnet Asset Management Inc | 4.52M | $47.13M | +150.8K | Added |
| 3 | D.A. Davidson & Co. | 4.23M | $44.15M | +153.0K | Added |
| 4 | Raymond James Financial Inc | 2.27M | $23.64M | +95.5K | Added |
| 5 | Ubs Group AG | 1.12M | $11.73M | +1.4K | Added |
| 6 | Baird Financial Group, Inc. | 634.4K | $6.62M | −57.7K | Reduced |
| 7 | Lpl Financial LLC | 567.5K | $5.92M | +381.8K | Added |
| 8 | Exencial Wealth Advisors, LLC | 553.7K | $5.78M | +3.7K | Added |
| 9 | Parkside Financial Bank & Trust | 533.2K | $5.56M | −1.0K | Reduced |
| 10 | Royal Bank Of Canada | 483.4K | $5.04M | +21.2K | Added |
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