Institutional Ownership
Tortoise Capital Series Trus
CUSIP 890930209ENERGY FDTNGYQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
86
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 | Bank Of America Corp /De/ | 10.82M | $112.85M |
| 2 | Envestnet Asset Management Inc | 4.52M | $47.13M |
| 3 | D.A. Davidson & Co. | 4.23M | $44.15M |
| 4 | Raymond James Financial Inc | 2.27M | $23.64M |
| 5 | Ubs Group AG | 1.12M | $11.73M |
| 6 | Baird Financial Group, Inc. | 634.4K | $6.62M |
| 7 | Lpl Financial LLC | 567.5K | $5.92M |
| 8 | Exencial Wealth Advisors, LLC | 553.7K | $5.78M |
| 9 | Parkside Financial Bank & Trust | 533.2K | $5.56M |
| 10 | Royal Bank Of Canada | 483.4K | $5.04M |