Who Owns TORTOISE CAPITAL SERIES TRUS (TPYP)? -- Institutional Holders (2026-03-31)
153 institutions reported holding $656.0M of TORTOISE CAPITAL SERIES TRUS (TPYP) in SEC 13F filings for 2026-03-31. Largest institutional holders: MORGAN STANLEY ($145.7M), Arvest Bank Trust Division ($45.1M), BANK OF AMERICA CORP /DE/ ($40.5M), TRAPHAGEN INVESTMENT ADVISORS LLC ($36.7M), Magnus Financial Group LLC ($36.0M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | MORGAN STANLEY | $145.7M | 3.4M | Added |
| 2 | Arvest Bank Trust Division | $45.1M | 1.1M | Trimmed |
| 3 | BANK OF AMERICA CORP /DE/ | $40.5M | 956,356 | Trimmed |
| 4 | TRAPHAGEN INVESTMENT ADVISORS LLC | $36.7M | 865,826 | Added |
| 5 | Magnus Financial Group LLC | $36.0M | 850,210 | Trimmed |
| 6 | ATWOOD & PALMER INC | $28.3M | 667,141 | Added |
| 7 | FOSTER & MOTLEY INC | $27.2M | 641,022 | Trimmed |
| 8 | ARVEST INVESTMENTS, INC. | $14.6M | 344,037 | Trimmed |
| 9 | CWM, LLC | $14.4M | 341,034 | Added |
| 10 | WELLS FARGO & COMPANY/MN | $13.6M | 320,027 | Trimmed |
| 11 | Parkside Financial Bank & Trust | $12.1M | 285,805 | Added |
| 12 | Busey Bank | $11.7M | 277,382 | Trimmed |
| 13 | Keudell/Morrison Wealth Management | $11.3M | 266,945 | Trimmed |
| 14 | UBS Group AG | $11.2M | 263,695 | Added |
| 15 | Cerity Partners LLC | $10.3M | 244,199 | Added |
| 16 | CITADEL ADVISORS LLC | $10.2M | 239,707 | New |
| 17 | RAYMOND JAMES FINANCIAL INC | $10.0M | 236,396 | Added |
| 18 | Creative Planning | $9.7M | 228,361 | Trimmed |
| 19 | LPL Financial LLC | $9.6M | 227,800 | Added |
| 20 | Triangle Securities Wealth Management | $9.6M | 227,063 | Added |
| 21 | CASTLEKEEP INVESTMENT ADVISORS LLC | $8.8M | 208,402 | Added |
| 22 | Mariner, LLC | $8.3M | 195,837 | Trimmed |
| 23 | COMMONWEALTH EQUITY SERVICES, LLC | $8.0M | 189,266 | Added |
| 24 | Icon Wealth Advisors, LLC | $5.9M | 138,865 | Trimmed |
| 25 | Rockefeller Capital Management L.P. | $5.8M | 136,070 | Added |
Source: SEC Form 13F filings · as of 2026-03-31