Who Owns TORTOISE AI INFRASTRUCTURE ETF (TCAI)? -- Institutional Holders (2026-06-30)

52 institutions reported holding $64.4M of TORTOISE AI INFRASTRUCTURE ETF (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), JANE STREET GROUP, LLC ($5.0M), BIP Wealth, LLC ($4.5M), C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors ($4.3M). 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	JANE STREET GROUP, LLC	$5.0M	90,288	Trimmed
4	BIP Wealth, LLC	$4.5M	81,066	Added
5	C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	$4.3M	76,131	Added
6	Summit Financial, LLC	$3.4M	60,182	New
7	Parallel Advisors, LLC	$3.1M	55,214	Trimmed
8	HighTower Advisors, LLC	$3.1M	54,555	Added
9	GTS SECURITIES LLC	$2.8M	50,915	Added
10	WT Wealth Management	$2.5M	44,950	New
11	Farther Finance Advisors, LLC	$2.3M	41,670	New
12	MML INVESTORS SERVICES, LLC	$2.3M	40,802	New
13	VestGen Advisors, LLC	$2.2M	39,314	New
14	Atria Investments, Inc	$1.8M	32,208	Trimmed
15	IHT Wealth Management, LLC	$1.8M	32,208	Trimmed
16	Per Stirling Capital Management, LLC.	$1.6M	28,652	New
17	Integrated Wealth Concepts LLC	$1.1M	19,400	New
18	Forvis Mazars Wealth Advisors, LLC	$983,913	17,595	Hold
19	Savvy Advisors, Inc.	$918,262	16,421	Added
20	Wealthspire Advisors, LLC	$899,585	16,087	New
21	Mariner, LLC	$800,663	14,318	Added
22	INTEGRITY ALLIANCE, LLC.	$678,533	12,134	New
23	BARNES PETTEY FINANCIAL ADVISORS, LLC	$642,521	11,490	New
24	CITADEL ADVISORS LLC	$619,034	11,070	New
25	ENVESTNET ASSET MANAGEMENT INC	$466,932	8,350	New

来源：SEC 13F 申报文件 · 截至 2026-06-30