Institutional Ownership
Tortoise Capital Series Trus
CUSIP 890930407GLOBAL WATER FDTBLUQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
38
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 | Wcg Wealth Advisors LLC | 70.1K | $3.54M |
| 2 | Phoenix Wealth Advisors | 17.7K | $892.4K |
| 3 | Lpl Financial LLC | 16.5K | $833.9K |
| 4 | Meramec Financial Planners, LLC | 15.5K | $823.8K |
| 5 | Equitable Holdings, Inc. | 16.1K | $817.2K |
| 6 | Raymond James Financial Inc | 15.9K | $802.3K |
| 7 | Envestnet Asset Management Inc | 12.8K | $647.0K |
| 8 | Mariner, LLC | 12.7K | $639.1K |
| 9 | Signature Estate & Investment Advisors LLC | 9.0K | $452.3K |
| 10 | Cibc Bancorp USA Inc. | 8.4K | $423.5K |