Who Owns TORTOISE CAPITAL SERIES TRUS (TBLU)? -- Institutional Holders (2026-06-30)

41 institutions reported holding $20.9M of TORTOISE CAPITAL SERIES TRUS (TBLU) in SEC 13F filings for 2026-06-30. Largest institutional holders: WCG Wealth Advisors LLC ($4.5M), Harel Insurance Investments & Financial Services Ltd. ($3.5M), Thrivent Financial for Lutherans ($2.1M), FLOW TRADERS U.S. LLC ($1.3M), Phoenix Wealth Advisors ($917,242). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	WCG Wealth Advisors LLC	$4.5M	87,537	Added
2	Harel Insurance Investments & Financial Services Ltd.	$3.5M	67,502	Added
3	Thrivent Financial for Lutherans	$2.1M	41,505	Added
4	FLOW TRADERS U.S. LLC	$1.3M	25,996	Trimmed
5	Phoenix Wealth Advisors	$917,242	17,776	Added
6	LPL Financial LLC	$863,146	16,728	Added
7	Equitable Holdings, Inc.	$853,695	16,545	Added
8	Meramec Financial Planners, LLC	$776,678	15,167	Trimmed
9	RAYMOND JAMES FINANCIAL INC	$723,638	14,024	Trimmed
10	ENVESTNET ASSET MANAGEMENT INC	$656,997	12,732	Trimmed
11	Mariner, LLC	$654,844	12,691	Added
12	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	$467,389	9,058	Added
13	CIBC Bancorp USA Inc.	$433,440	8,400	Hold
14	MENORA MIVTACHIM HOLDINGS LTD.	$423,533	8,208	Added
15	CAPTRUST FINANCIAL ADVISORS	$387,159	7,503	Trimmed
16	NATURAL INVESTMENTS, LLC	$371,000	7,198	Trimmed
17	Focus Partners Wealth	$307,382	5,957	Trimmed
18	Cetera Investment Advisers	$270,798	5,248	Added
19	JANE STREET GROUP, LLC	$227,659	4,412	New
20	Orion Porfolio Solutions, LLC	$221,038	4,284	Trimmed
21	Octavia Wealth Advisors, LLC	$203,665	3,947	New
22	MORGAN STANLEY	$125,646	2,435	Hold
23	OSAIC HOLDINGS, INC.	$94,608	1,833	Added
24	Key Financial Inc	$81,115	1,572	Hold
25	HAZLETT, BURT & WATSON, INC.	$77,000	1,497	Added

来源：SEC 13F 申报文件 · 截至 2026-06-30