Who Owns TORTOISE CAPITAL SERIES TRUS (TPZ)? -- Institutional Holders (2026-03-31)

Name: TORTOISE CAPITAL SERIES TRUS (TPZ) Institutional Holders (2026-03-31)
Creator: ko.io

44 institutions reported holding $35.4M of TORTOISE CAPITAL SERIES TRUS (TPZ) in SEC 13F filings for 2026-03-31. Largest institutional holders: Focus Partners Wealth ($6.4M), BARD ASSOCIATES INC ($5.6M), Cetera Investment Advisers ($3.0M), Advisors Asset Management, Inc. ($2.6M), LPL Financial LLC ($2.2M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	Focus Partners Wealth	$6.4M	292,440	Trimmed
2	BARD ASSOCIATES INC	$5.6M	254,707	Trimmed
3	Cetera Investment Advisers	$3.0M	135,508	Added
4	Advisors Asset Management, Inc.	$2.6M	119,743	Trimmed
5	LPL Financial LLC	$2.2M	99,279	Added
6	Rockefeller Capital Management L.P.	$2.1M	94,705	Trimmed
7	D.A. DAVIDSON & CO.	$1.8M	82,440	Trimmed
8	MORGAN STANLEY	$1.8M	82,038	Trimmed
9	UHLMANN PRICE SECURITIES, LLC	$1.6M	74,155	Trimmed
10	Cambridge Investment Research Advisors, Inc.	$1.5M	70,370	Trimmed
11	EVOLVE PRIVATE WEALTH, LLC	$874,453	39,966	Trimmed
12	GTS SECURITIES LLC	$819,603	37,459	Added
13	JANE STREET GROUP, LLC	$580,148	26,515	Added
14	OSAIC HOLDINGS, INC.	$567,431	25,930	Added
15	TRUIST FINANCIAL CORP	$558,897	25,544	Trimmed
16	MAI Capital Management	$411,585	18,811	Added
17	NWF Advisory Services Inc.	$354,215	16,189	Added
18	Creative Planning	$342,939	15,674	Added
19	RAYMOND JAMES FINANCIAL INC	$328,327	15,006	Trimmed
20	OLD MISSION CAPITAL LLC	$321,460	14,692	Trimmed
21	FIRST TRUST ADVISORS LP	$271,443	12,406	Trimmed
22	McGowan Group Asset Management, Inc.	$266,649	12,187	Added
23	Beverly Hills Private Wealth, LLC	$225,801	10,320	Hold
24	Twelve Points Wealth Management LLC	$207,919	9,503	New
25	Breakwater Capital Group	$203,637	9,307	New

Source: SEC Form 13F filings · as of 2026-03-31