13F Insight
DOSSIER · 13F Holders · Q1 2026
TCAI

TORTOISE CAPITAL SERIES TRUS

35 institutions still hold TORTOISE CAPITAL SERIES TRUS as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 890930803·35 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$38M
visible holders
Holders
35
filers reporting
Concentration
18.37%
JANE STREET GROUP, LLC #1
top holder share
AI Holders Summary · Q1 2026

35 institutions reported TCAI in Q1 2026. JANE STREET GROUP, LLC leads at 18.4% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$7M200K0.00%Q1 202602
Capital Investment Advisory Services, LLC
CIK 0001659203
$6M115K0.40%Q2 202603
Sterneck Capital Management, LLC
CIK 0001438574
$4M123K1.91%Q1 202604
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
CIK 0001965756
$4M76K0.21%Q2 202605
WT Wealth Management
CIK 0001780507
$3M45K0.70%Q2 202606
Farther Finance Advisors, LLC
CIK 0001992825
$2M42K0.02%Q2 202607
Parallel Advisors, LLC
CIK 0001690010
$2M65K0.04%Q1 202608
Atria Investments, Inc
CIK 0001535865
$2M32K0.02%Q2 202609
IHT Wealth Management, LLC
CIK 0001697490
$1M35K0.03%Q1 202610
GTS SECURITIES LLC
CIK 0001452765· Market maker
$901K26K0.03%Q1 202611
HighTower Advisors, LLC
CIK 0001462245
$673K19K0.00%Q1 202612
BARNES PETTEY FINANCIAL ADVISORS, LLC
CIK 0001908288
$643K11K0.20%Q2 202613
Forvis Mazars Wealth Advisors, LLC
CIK 0001352864
$609K18K0.01%Q1 202614
BIP Wealth, LLC
CIK 0001590214
$513K15K0.02%Q1 202615
Savvy Advisors, Inc.
CIK 0002003633
$506K15K0.01%Q1 202616
MISSION WEALTH MANAGEMENT, LP
CIK 0001645382
$454K8K0.01%Q2 202617
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$423K8K0.00%Q2 202618
Mariner, LLC
CIK 0001373442
$415K12K0.00%Q1 202619
INDEPENDENT FINANCIAL GROUP, LLC
CIK 0000275484
$298K5K0.01%Q2 202620
Roth Financial Partners LLC
CIK 0001840888
$296K5K0.09%Q2 2026
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