DOSSIER · 13F Holders · Q1 2026
TMLP

TORTOISE CAPITAL SERIES TRUS

11 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 890930886·11 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$26M
visible holders
Holders
11
filers reporting
Concentration
33.15%
Mariner, LLC #1
top holder share
AI Holders Summary · Q1 2026

11 institutions reported TMLP in Q1 2026. Mariner, LLC leads at 33.2% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Mariner, LLC
CIK 0001373442
$9M305K0.01%Q1 2026
02
MONETA GROUP INVESTMENT ADVISORS LLC
CIK 0001120927
$6M225K0.05%Q1 2026
03
Kings Path Partners LLC
CIK 0002030974
$4M147K1.09%Q2 2026
04
Callan Family Office, LLC
CIK 0001938970
$2M63K0.04%Q1 2026
05
GOLDMAN SACHS GROUP INC
CIK 0000886982
$2M61K0.00%Q1 2026
06
Diversified Trust Co
CIK 0001479844
$2M60K0.03%Q2 2026
07
WELLS FARGO & COMPANY/MN
CIK 0000072971
$673K24K0.00%Q1 2026
08
AQR CAPITAL MANAGEMENT LLC
CIK 0001167557
$602K21K0.00%Q1 2026
09
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$464K17K0.00%Q1 2026
10
UBS Group AG
CIK 0001610520
$310110.00%Q1 2026
11
FMR LLC
CIK 0000315066
$2810.00%Q1 2026