13F Insight
DOSSIER · 13F Holders · Q1 2026BellwetherCompounder
TPYP

TORTOISE CAPITAL SERIES TRUS

151 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 890930308·151 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 1.7%
vs prior quarter
13F value held
$488M
45.0% inst. owned
of float
Holders
151
+57 QoQ
filers reporting
Activity
+8 / −46
+857 added · −786 reduced
this quarter
Concentration
29.87%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q1 2026

151 institutions reported TPYP in Q1 2026. MORGAN STANLEY leads at 29.9% of the visible book. +57 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$146M3.4M0.01%Q1 202602
Arvest Bank Trust Division
CIK 0001625959
$45M1.1M2.45%Q1 202603
BANK OF AMERICA CORP /DE/
CIK 0000070858
$41M956K0.00%Q1 202604
TRAPHAGEN INVESTMENT ADVISORS LLC
CIK 0002023380
$37M866K2.97%Q1 202605
Magnus Financial Group LLC
CIK 0001765216
$36M850K2.92%Q1 202606
ATWOOD & PALMER INC
CIK 0001044929
$28M667K1.59%Q1 202607
ARVEST INVESTMENTS, INC.
CIK 0001025038
$15M344K1.99%Q1 202608
CWM, LLC
CIK 0001535847
$14M341K0.04%Q1 202609
WELLS FARGO & COMPANY/MN
CIK 0000072971
$14M320K0.00%Q1 202610
Parkside Financial Bank & Trust
CIK 0001455267
$12M286K0.93%Q1 202611
Busey Bank
CIK 0001427202
$12M277K0.32%Q1 202612
Keudell/Morrison Wealth Management
CIK 0001785498
$11M267K2.31%Q1 202613
UBS Group AG
CIK 0001610520
$11M264K0.00%Q1 202614
Cerity Partners LLC
CIK 0001566475
$10M244K0.01%Q1 202615
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$10M236K0.00%Q1 202616
Creative Planning
CIK 0001540235
$10M228K0.01%Q1 202617
LPL Financial LLC
CIK 0001403438
$10M228K0.00%Q1 202618
Triangle Securities Wealth Management
CIK 0001541353
$10M227K2.18%Q1 202619
CASTLEKEEP INVESTMENT ADVISORS LLC
CIK 0001404780
$9M208K4.79%Q1 202620
Mariner, LLC
CIK 0001373442
$8M196K0.01%Q1 2026
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