13F Insight
DOSSIER · 13F Holders · Q2 2026
TPYP

TORTOISE CAPITAL SERIES TRUS

154 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 890930308·154 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$498M
visible holders
Holders
154
filers reporting
Concentration
29.34%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q2 2026

154 institutions reported TPYP in Q2 2026. MORGAN STANLEY leads at 29.3% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$146M3.5M0.01%Q2 202602
BANK OF AMERICA CORP /DE/
CIK 0000070858
$42M996K0.00%Q2 202603
Arvest Bank Trust Division
CIK 0001625959
$39M930K1.90%Q2 202604
TRAPHAGEN INVESTMENT ADVISORS LLC
CIK 0002023380
$37M885K2.65%Q2 202605
Magnus Financial Group LLC
CIK 0001765216
$36M863K2.56%Q2 202606
ATWOOD & PALMER INC
CIK 0001044929
$28M670K1.50%Q2 202607
FOSTER & MOTLEY INC
CIK 0001163902
$27M641K1.40%Q1 202608
Keudell/Morrison Wealth Management
CIK 0001785498
$16M375K2.97%Q2 202609
ARVEST INVESTMENTS, INC.
CIK 0001025038
$14M346K1.75%Q2 202610
CWM, LLC
CIK 0001535847
$14M341K0.04%Q1 202611
Parkside Financial Bank & Trust
CIK 0001455267
$12M289K0.83%Q2 202612
UBS Group AG
CIK 0001610520
$12M279K0.00%Q2 202613
Busey Bank
CIK 0001427202
$11M267K0.27%Q2 202614
Cerity Partners LLC
CIK 0001566475
$10M240K0.01%Q2 202615
Triangle Securities Wealth Management
CIK 0001541353
$9M225K1.87%Q2 202616
Creative Planning
CIK 0001540235
$9M225K0.01%Q2 202617
CASTLEKEEP INVESTMENT ADVISORS LLC
CIK 0001404780
$9M211K4.43%Q2 202618
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$9M203K0.01%Q2 202619
Mariner, LLC
CIK 0001373442
$8M199K0.01%Q2 202620
WELLS FARGO & COMPANY/MN
CIK 0000072971
$8M194K0.00%Q2 2026
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