HolderBook

TORTOISE CAPITAL SERIES TRUS (TNUK)

Institutional ownership reported to the SEC as of Q2 2026, across 3 quarters.

3
Reporting holders
$38.8K
Reported value
0.0%
Held as options
+0
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

FilerValueShares Their book Held Change
Strategic Investment Solutions, Inc. /IL$20.5K8240.00%3q+3.0%
UBS Group AG$11.1K4450.00%2q+78.0%+$4.9K
MORGAN STANLEY$7.2K2900.00%newNEW

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.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q2 20263$38.8K1,5591200.0%
Q1 20263$526.0K20,6731110.0%
Q4 20253$904.5K36,3213000.0%