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

92 institutions reported holding $297.6M 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	Parkside Financial Bank & Trust	$5.2M	534,247	Added
9	Royal Bank of Canada	$4.7M	483,500	Added
10	Savant Capital, LLC	$4.1M	399,785	New
11	Waverly Advisors, LLC	$3.8M	393,007	Trimmed
12	CAPTRUST FINANCIAL ADVISORS	$3.7M	379,259	Trimmed
13	NORTHERN TRUST CORP	$3.6M	366,996	Hold
14	Ignite Planners, LLC	$2.7M	277,754	Added
15	Lee Financial Co	$2.0M	210,096	Trimmed
16	SCS Capital Management LLC	$1.8M	178,183	Hold
17	ROMAN BUTLER FULLERTON & CO	$1.6M	159,144	Added
18	Mariner, LLC	$1.6M	167,363	Trimmed
19	OPPENHEIMER & CO INC	$1.5M	153,004	Trimmed
20	HighTower Advisors, LLC	$1.2M	127,846	Added
21	DAVIDSON TRUST CO	$1.2M	121,392	Added
22	Alteri Wealth LLC	$1.2M	119,363	Added
23	INDEPENDENT FINANCIAL GROUP, LLC	$1.2M	119,127	Trimmed
24	MAI Capital Management	$1.2M	118,640	Added
25	COMMONWEALTH EQUITY SERVICES, LLC	$1.1M	118,290	Added

来源：SEC 13F 申报文件 · 截至 2026-06-30