Institutional Ownership
Tortoise Capital Series Trus
CUSIP 890930407GLOBAL WATER FDTBLUQ1 2026
Institutional Holders
38
13F filers
Shares Held
363.5K
Aggregate institutional
Institutional Value
$11.94M
Q1 2026
Net New Holders
+0
4 new · 4 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions4
Increased13
Decreased12
Sold out4
Institutional Holders
38 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Wcg Wealth Advisors LLC | 70.1K | $3.54M | +2.6K | Added |
| 2 | Phoenix Wealth Advisors | 17.7K | $892.4K | −607 | Reduced |
| 3 | Lpl Financial LLC | 16.5K | $833.9K | −768 | Reduced |
| 4 | Meramec Financial Planners, LLC | 15.5K | $823.8K | −4.8K | Reduced |
| 5 | Equitable Holdings, Inc. | 16.1K | $817.2K | +16 | Added |
| 6 | Raymond James Financial Inc | 15.9K | $802.3K | +471 | Added |
| 7 | Envestnet Asset Management Inc | 12.8K | $647.0K | +12.8K | New |
| 8 | Mariner, LLC | 12.7K | $639.1K | +40 | Added |
| 9 | Signature Estate & Investment Advisors LLC | 9.0K | $452.3K | +217 | Added |
| 10 | Cibc Bancorp USA Inc. | 8.4K | $423.5K | +8.4K | New |
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