Who Owns TORTOISE CAPITAL SERIES TRUS (TCAI)? -- Institutional Holders (2026-06-30)
27 institutions reported holding $34.0M of TORTOISE CAPITAL SERIES TRUS (TCAI) in SEC 13F filings for 2026-06-30. Largest institutional holders: Capital Investment Advisory Services, LLC ($6.4M), Sterneck Capital Management, LLC ($5.7M), BIP Wealth, LLC ($4.5M), C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors ($4.3M), WT Wealth Management ($2.5M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Capital Investment Advisory Services, LLC | $6.4M | 114,580 | New |
| 2 | Sterneck Capital Management, LLC | $5.7M | 102,170 | Trimmed |
| 3 | BIP Wealth, LLC | $4.5M | 81,066 | Added |
| 4 | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | $4.3M | 76,131 | Added |
| 5 | WT Wealth Management | $2.5M | 44,950 | New |
| 6 | Farther Finance Advisors, LLC | $2.3M | 41,670 | New |
| 7 | Atria Investments, Inc | $1.8M | 32,208 | Trimmed |
| 8 | Savvy Advisors, Inc. | $918,262 | 16,421 | Added |
| 9 | Cambridge Investment Research Advisors, Inc. | $918,000 | 16,404 | New |
| 10 | INTEGRITY ALLIANCE, LLC. | $678,533 | 12,134 | New |
| 11 | BARNES PETTEY FINANCIAL ADVISORS, LLC | $642,521 | 11,490 | New |
| 12 | ENVESTNET ASSET MANAGEMENT INC | $466,932 | 8,350 | New |
| 13 | MISSION WEALTH MANAGEMENT, LP | $453,512 | 8,110 | New |
| 14 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $423,236 | 8,182 | New |
| 15 | Crusonia Wealth Advisors LLC | $300,346 | 5,371 | New |
| 16 | INDEPENDENT FINANCIAL GROUP, LLC | $297,886 | 5,327 | New |
| 17 | Roth Financial Partners LLC | $296,376 | 5,300 | New |
| 18 | TRUIST FINANCIAL CORP | $291,272 | 5,850 | New |
| 19 | Sandy Cove Advisors, LLC | $279,600 | 5,000 | New |
| 20 | Smith & Howard Wealth Management, LLC | $214,453 | 3,835 | New |
| 21 | CHOREO, LLC | $214,258 | 3,832 | New |
| 22 | JNBA Financial Advisors | $54,578 | 976 | Hold |
| 23 | CREATIVE FINANCIAL DESIGNS INC /ADV | $24,381 | 436 | New |
| 24 | CoreCap Advisors, LLC | $4,194 | 75 | Hold |
| 25 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $3,165 | 60 | New |
Source: SEC Form 13F filings · as of 2026-06-30