# TORTOISE CAPITAL SERIES TRUS (TPYP)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/TPYP/

- Reporting holders: 6
- Reported value: $31.4M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [ATWOOD & PALMER INC](https://holderbook.com/funds/1044929-atwood-palmer-inc/) | $27.1M | 679,046 | 1.4% | 6 |
| [Financial Enhancement Group LLC](https://holderbook.com/funds/1641438-financial-enhancement-group-llc/) | $3.0M | 72,579 | 0.3% | 6 |
| [Investment Partners Asset Management, Inc.](https://holderbook.com/funds/1384416-investment-partners-asset-management-inc/) | $667.4K | 16,741 | 0.4% | 6 |
| [Stokes Capital Advisors, LLC](https://holderbook.com/funds/1734460-stokes-capital-advisors-llc/) | $647.1K | 16,233 | 0.1% | 6 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $37.2K | 932 | 0.0% | 6 |
| [GK Wealth Management LLC](https://holderbook.com/funds/2069222-gk-wealth-management-llc/) | $30.0K | 753 | 0.0% | 1 |
| [CX Institutional](https://holderbook.com/funds/1737089-cx-institutional/) | $8 | 191 | 0.0% | 6 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 6 | $31.4M |
| Q2 2026 | 145 | $650.2M |
| Q1 2026 | 144 | $669.5M |
| Q4 2025 | 124 | $534.8M |
| Q3 2025 | 128 | $533.2M |
| Q2 2025 | 115 | $515.8M |
| Q1 2025 | 1 | $519.5K |

