Who Owns TORTOISE CAPITAL SERIES TRUS (TNGY)? -- Institutional Holders (2026-06-30)
92 institutions reported holding $292.4M of TORTOISE CAPITAL SERIES TRUS (TNGY) in SEC 13F filings for 2026-06-30. Largest institutional holders: BANK OF AMERICA CORP /DE/ ($100.3M), ENVESTNET ASSET MANAGEMENT INC ($45.0M), D.A. DAVIDSON & CO. ($42.2M), RAYMOND JAMES FINANCIAL INC ($21.9M), UBS Group AG ($11.2M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | BANK OF AMERICA CORP /DE/ | $100.3M | 10.3M | Trimmed |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $45.0M | 4.6M | Added |
| 3 | D.A. DAVIDSON & CO. | $42.2M | 4.3M | Added |
| 4 | RAYMOND JAMES FINANCIAL INC | $21.9M | 2.3M | Trimmed |
| 5 | UBS Group AG | $11.2M | 1.2M | Added |
| 6 | LPL Financial LLC | $7.0M | 724,344 | Added |
| 7 | Baird Financial Group, Inc. | $5.6M | 576,456 | Trimmed |
| 8 | Royal Bank of Canada | $4.7M | 483,500 | Added |
| 9 | Savant Capital, LLC | $4.1M | 399,785 | New |
| 10 | Waverly Advisors, LLC | $3.8M | 393,007 | Trimmed |
| 11 | CAPTRUST FINANCIAL ADVISORS | $3.7M | 379,259 | Trimmed |
| 12 | NORTHERN TRUST CORP | $3.6M | 366,996 | Hold |
| 13 | Ignite Planners, LLC | $2.7M | 277,754 | Added |
| 14 | Lee Financial Co | $2.0M | 210,096 | Trimmed |
| 15 | SCS Capital Management LLC | $1.8M | 178,183 | Hold |
| 16 | ROMAN BUTLER FULLERTON & CO | $1.6M | 159,144 | Added |
| 17 | Mariner, LLC | $1.6M | 167,363 | Trimmed |
| 18 | OPPENHEIMER & CO INC | $1.5M | 153,004 | Trimmed |
| 19 | HighTower Advisors, LLC | $1.2M | 127,846 | Added |
| 20 | DAVIDSON TRUST CO | $1.2M | 121,392 | Added |
| 21 | Alteri Wealth LLC | $1.2M | 119,363 | Added |
| 22 | INDEPENDENT FINANCIAL GROUP, LLC | $1.2M | 119,127 | Trimmed |
| 23 | MAI Capital Management | $1.2M | 118,640 | Added |
| 24 | COMMONWEALTH EQUITY SERVICES, LLC | $1.1M | 118,290 | Added |
| 25 | Steward Partners Investment Advisory, LLC | $1.1M | 116,662 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30