DOSSIER · 13F Holders · Q2 2026
TMLP

TORTOISE CAPITAL SERIES TRUS

9 institutions still hold TORTOISE CAPITAL SERIES TRUS as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 890930886·9 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$27M
visible holders
Holders
9
filers reporting
Concentration
31.18%
Mariner, LLC #1
top holder share
AI Holders Summary · Q2 2026

9 institutions reported TMLP in Q2 2026. Mariner, LLC leads at 31.2% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Mariner, LLC
CIK 0001373442
$8M305K0.01%Q2 2026
02
MONETA GROUP INVESTMENT ADVISORS LLC
CIK 0001120927
$6M218K0.04%Q2 2026
03
GOLDMAN SACHS GROUP INC
CIK 0000886982
$4M150K0.00%Q2 2026
04
Kings Path Partners LLC
CIK 0002030974
$4M147K1.09%Q2 2026
05
Callan Family Office, LLC
CIK 0001938970
$2M63K0.03%Q2 2026
06
Diversified Trust Co
CIK 0001479844
$2M60K0.03%Q2 2026
07
AQR CAPITAL MANAGEMENT LLC
CIK 0001167557
$591K21K0.00%Q2 2026
08
WELLS FARGO & COMPANY/MN
CIK 0000072971
$385K14K0.00%Q2 2026
09
FMR LLC
CIK 0000315066
$2810.00%Q2 2026