13F Insight
DOSSIER · 13F Holders · Q1 2026
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
—
13F value held
$511M
visible holders
Holders
151
filers reporting
Concentration
28.50%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q1 2026

151 institutions reported TPYP in Q1 2026. MORGAN STANLEY leads at 28.5% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$146M3.4M0.01%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
$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
WELLS FARGO & COMPANY/MN
CIK 0000072971
$14M320K0.00%Q1 202612
Parkside Financial Bank & Trust
CIK 0001455267
$12M286K0.93%Q1 202613
Busey Bank
CIK 0001427202
$12M277K0.32%Q1 202614
UBS Group AG
CIK 0001610520
$11M264K0.00%Q1 202615
Cerity Partners LLC
CIK 0001566475
$10M244K0.01%Q1 202616
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$10M236K0.00%Q1 202617
Creative Planning
CIK 0001540235
$10M228K0.01%Q1 202618
LPL Financial LLC
CIK 0001403438
$10M228K0.00%Q1 202619
Triangle Securities Wealth Management
CIK 0001541353
$9M225K1.87%Q2 202620
CASTLEKEEP INVESTMENT ADVISORS LLC
CIK 0001404780
$9M208K4.79%Q1 2026
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