Institutional Ownership
Tortoise Capital Series Trus
CUSIP 890930308NORTH AMERN PIPETPYPQ1 2026
Institutional Holders
145
13F filers
Shares Held
15.50M
Aggregate institutional
Institutional Value
$619.43M
Q1 2026
Net New Holders
+24
32 new · 8 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions32
Increased45
Decreased39
Sold out8
Institutional Holders
145 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 3.44M | $145.66M | +47.1K | Added |
| 2 | Arvest Bank Trust Division | 1.07M | $45.15M | −48.1K | Reduced |
| 3 | Bank Of America Corp /De/ | 956.4K | $40.51M | −101.6K | Reduced |
| 4 | Traphagen Investment Advisors LLC | 865.8K | $36.68M | +128.1K | Added |
| 5 | Magnus Financial Group LLC | 850.2K | $36.01M | −10.7K | Reduced |
| 6 | Atwood & Palmer Inc | 667.1K | $28.26M | +2.5K | Added |
| 7 | Arvest Investments, Inc. | 344.0K | $14.57M | −22.7K | Reduced |
| 8 | Cwm, LLC | 341.0K | $14.45M | +65.2K | Added |
| 9 | Wells Fargo & Company/Mn | 320.0K | $13.56M | −46.0K | Reduced |
| 10 | Parkside Financial Bank & Trust | 285.8K | $12.11M | +14.4K | Added |
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