TORTOISE CAPITAL SERIES TRUS (TMLP)
Institutional ownership reported to the SEC as of Q2 2026, across 3 quarters.
9
Reporting holders
$27.1M
Reported value
0.0%
Held as options
-1
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Mariner, LLC | $8.4M | 305,365 | 0.01% | 3q | HELD |
| MONETA GROUP INVESTMENT ADVISORS LLC | $6.0M | 217,700 | 0.04% | 3q | -3.2%-$202.1K |
| GOLDMAN SACHS GROUP INC | $4.1M | 149,940 | 0.00% | 3q | +144.7%+$2.5M |
| Kings Path Partners LLC | $4.1M | 147,412 | 1.09% | new | NEW |
| Callan Family Office, LLC | $1.8M | 63,391 | 0.03% | 3q | HELD |
| DIVERSIFIED TRUST CO | $1.7M | 60,344 | 0.03% | 2q | HELD |
| AQR CAPITAL MANAGEMENT LLC | $591.4K | 21,376 | 0.00% | 2q | HELD |
| WELLS FARGO & COMPANY/MN | $384.5K | 13,900 | 0.00% | 3q | -70.9%-$937.8K |
| FMR LLC | $28 | 1 | 0.00% | 2q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 9 | $27.1M | 979,429 | 1 | 1 | 2 | 0.0% |
| Q1 2026 | 10 | $22.5M | 801,077 | 5 | 2 | 2 | 0.0% |
| Q4 2025 | 5 | $19.0M | 754,814 | 5 | 0 | 0 | 0.0% |