TORTOISE CAPITAL SERIES TRUS (TPYP)
Institutional ownership reported to the SEC as of Q2 2026, across 6 quarters.
138
Reporting holders
$590.6M
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 |
|---|---|---|---|---|---|
| MORGAN STANLEY | $146.1M | 3,484,693 | 0.01% | 5q | +1.3%+$1.9M |
| BANK OF AMERICA CORP /DE/ | $41.8M | 996,071 | 0.00% | 5q | +4.2%+$1.7M |
| Arvest Bank Trust Division | $39.0M | 930,151 | 1.90% | 5q | -12.7%-$5.7M |
| TRAPHAGEN INVESTMENT ADVISORS LLC | $37.1M | 885,428 | 2.65% | 5q | +2.3%+$821.9K |
| Magnus Financial Group LLC | $36.2M | 863,496 | 2.56% | 5q | +1.6%+$557.1K |
| ATWOOD & PALMER INC | $28.1M | 670,333 | 1.50% | 5q | HELD |
| Keudell/Morrison Wealth Management | $15.7M | 375,370 | 2.97% | 4q | +40.6%+$4.5M |
| ARVEST INVESTMENTS, INC. | $14.5M | 345,746 | 1.75% | 5q | HELD |
| UBS Group AG | $11.7M | 279,251 | 0.00% | 5q | +5.9%+$652.3K |
| Busey Bank | $11.2M | 266,738 | 0.27% | 5q | -3.8%-$446.3K |
| Cerity Partners LLC | $10.1M | 240,203 | 0.01% | 5q | -1.6%-$167.6K |
| Triangle Securities Wealth Management | $9.4M | 224,795 | 1.87% | 5q | -1.0%-$95.1K |
| Creative Planning | $9.4M | 224,568 | 0.01% | 5q | -1.7%-$159.0K |
| CASTLEKEEP INVESTMENT ADVISORS LLC | $8.9M | 211,148 | 4.43% | 5q | +1.3%+$115.1K |
| COMMONWEALTH EQUITY SERVICES, LLC | $8.5M | 202,848 | 0.01% | 5q | +7.2%+$569.5K |
| Mariner, LLC | $8.4M | 199,274 | 0.01% | 4q | +1.8%+$144.1K |
| WELLS FARGO & COMPANY/MN | $8.1M | 194,195 | 0.00% | 5q | -69.7%-$18.7M |
| RAYMOND JAMES FINANCIAL INC | $8.0M | 190,215 | 0.00% | 5q | -19.5%-$1.9M |
| CITADEL ADVISORS LLC | $7.4M | 175,953 | 0.00% | 2q | -26.6%-$2.7M |
| Eagle Strategies LLC | $7.4M | 175,309 | 0.73% | new | NEW |
| Rockefeller Capital Management L.P. | $6.0M | 143,215 | 0.01% | 5q | +5.3%+$299.6K |
| Icon Wealth Advisors, LLC | $5.7M | 135,865 | 0.34% | 5q | -2.2%-$125.8K |
| ROYAL BANK OF CANADA | $5.2M | 123,199 | 0.00% | 5q | +9.0%+$427.0K |
| FAS Wealth Partners, Inc. | $4.7M | 112,602 | 0.25% | 4q | +3.3%+$149.9K |
| Marshall & Sterling Wealth Advisors Inc. | $4.5M | 107,250 | 2.66% | 5q | +7.0%+$294.4K |
| BLUELINE ADVISORS LLC | $4.2M | 101,206 | 2.94% | 3q | +2.5%+$102.8K |
| LPL Financial LLC | $4.1M | 97,415 | 0.00% | 5q | -57.2%-$5.5M |
| Smith & Howard Wealth Management, LLC | $4.0M | 94,978 | 0.79% | 4q | +1.0%+$38.4K |
| FIRST NATIONAL BANK OF OMAHA | $4.0M | 93,912 | 0.11% | 3q | -1.5%-$62.6K |
| Quad-Cities Investment Group, LLC | $3.7M | 88,342 | 1.33% | 5q | -1.5%-$57.5K |
| Financial Partners Group, Inc | $3.6M | 85,179 | 0.36% | 5q | -3.0%-$110.7K |
| Sanctuary Advisors, LLC | $3.6M | 84,813 | 0.02% | 5q | +20.7%+$610.4K |
| HBK Sorce Advisory LLC | $3.3M | 79,943 | 0.06% | 5q | HELD |
| ENVESTNET ASSET MANAGEMENT INC | $3.3M | 78,660 | 0.00% | 5q | -3.6%-$123.8K |
| Financial Enhancement Group LLC | $3.3M | 78,369 | 0.39% | 5q | -3.1%-$105.5K |
| HighTower Advisors, LLC | $3.2M | 76,165 | 0.00% | 5q | HELD |
| Battery Global Advisors, LLC | $2.9M | 68,388 | 1.44% | 5q | HELD |
| Diversify Advisory Services, LLC | $2.7M | 64,026 | 0.05% | new | NEW |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $2.7M | 64,026 | 0.05% | 5q | +4.0%+$106.1K |
| GTS SECURITIES LLC | $2.6M | 61,125 | 0.05% | 5q | +176.1%+$1.6M |
| STIFEL FINANCIAL CORP | $2.4M | 56,748 | 0.00% | 5q | +7.8%+$171.2K |
| AlphaCore Capital LLC | $2.3M | 54,600 | 0.04% | 5q | -3.8%-$89.5K |
| Bank of New York Mellon Corp | $1.9M | 45,872 | 0.00% | 3q | +70.3%+$794.0K |
| CAPTRUST FINANCIAL ADVISORS | $1.9M | 45,517 | 0.00% | 5q | -6.6%-$135.6K |
| ARS Investment Partners, LLC | $1.8M | 42,445 | 0.08% | 5q | +1.1%+$19.4K |
| XML Financial, LLC | $1.8M | 42,244 | 0.13% | 5q | -7.4%-$142.3K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $1.6M | 37,134 | 0.01% | 4q | HELD |
| NORTHERN TRUST CORP | $1.6M | 37,010 | 0.00% | 5q | HELD |
| Atlantic Union Bankshares Corp | $1.5M | 36,620 | 0.03% | 5q | -1.7%-$26.6K |
| Global Retirement Partners, LLC | $1.4M | 32,791 | 0.02% | 4q | -9.6%-$146.5K |
| HERITAGE OAK WEALTH ADVISORS LLC | $1.4M | 32,231 | 0.40% | 5q | -2.0%-$28.0K |
| REGIONS FINANCIAL CORP | $1.2M | 28,005 | 0.01% | 4q | -1.0%-$11.6K |
| Oxbow Advisors, LLC | $1.2M | 27,785 | 0.09% | 5q | -5.2%-$63.4K |
| WESBANCO BANK INC | $1.1M | 26,226 | 0.03% | 4q | -2.6%-$29.4K |
| MGO ONE SEVEN LLC | $1.0M | 24,586 | 0.02% | 2q | +4.0%+$39.8K |
| WEST MICHIGAN ADVISORS, LLC | $954.8K | 22,656 | 0.10% | 5q | +100.0%+$477.4K |
| Cresset Asset Management, LLC | $869.2K | 20,730 | 0.00% | 5q | HELD |
| Summit Wealth Partners, LLC | $836.9K | 19,960 | 0.12% | 5q | -2.5%-$21.3K |
| Nova Wealth Management, Inc. | $809.4K | 19,305 | 0.45% | 6q | -11.1%-$101.2K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | $748.9K | 17,860 | 0.08% | 5q | -5.1%-$40.3K |
| Cetera Investment Advisers | $737.8K | 17,596 | 0.00% | 5q | HELD |
| Investment Partners Asset Management, Inc. | $708.0K | 16,886 | 0.39% | 5q | -0.7%-$5.0K |
| NewEdge Wealth, LLC | $697.5K | 16,636 | 0.01% | 4q | +4.4%+$29.3K |
| CreativeOne Wealth, LLC | $669.6K | 15,969 | 0.01% | 5q | -0.9%-$6.3K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $647.2K | 15,153 | 0.00% | 5q | -4.9%-$33.6K |
| 55 North Private Wealth, LLC | $582.9K | 13,902 | 0.11% | 3q | HELD |
| Objectivity Squared, LLC | $563.9K | 13,450 | 0.32% | 4q | -33.4%-$282.5K |
| Waverly Advisors, LLC | $532.6K | 12,703 | 0.00% | 3q | HELD |
| SILVERLAKE WEALTH MANAGEMENT LLC | $529.8K | 12,635 | 0.10% | 5q | -5.3%-$29.4K |
| Stokes Capital Advisors, LLC | $529.0K | 12,616 | 0.11% | 5q | -2.6%-$14.3K |
| Summit Financial, LLC | $517.3K | 12,337 | 0.01% | 4q | +1.5%+$7.5K |
| NewEdge Advisors, LLC | $486.1K | 11,594 | 0.00% | 5q | +18.9%+$77.4K |
| FIFTH THIRD BANCORP | $455.0K | 10,850 | 0.00% | 2q | +52.9%+$157.4K |
| MERCER GLOBAL ADVISORS INC /ADV | $437.7K | 10,440 | 0.00% | 2q | +102.2%+$221.2K |
| WealthCare Investment Partners, LLC | $417.8K | 9,964 | 0.10% | 5q | -8.4%-$38.1K |
| WealthTrust Axiom LLC | $398.3K | 9,500 | 0.09% | 5q | HELD |
| HOWARD FINANCIAL SERVICES, LTD. | $393.4K | 9,383 | 0.04% | 4q | -1.2%-$4.8K |
| Leading Edge Financial Planning LLC | $386.1K | 9,208 | 0.07% | 5q | HELD |
| Baird Financial Group, Inc. | $346.3K | 8,258 | 0.00% | 5q | HELD |
| B. Riley Wealth Advisors, Inc. | $343.5K | 8,104 | 0.02% | 2q | -81.5%-$1.5M |
| BENJAMIN EDWARDS INC | $339.6K | 8,100 | 0.00% | new | NEW |
| Savant Capital, LLC | $337.7K | 8,012 | 0.00% | new | NEW |
| J.W. COLE ADVISORS, INC. | $334.4K | 7,975 | 0.01% | new | NEW |
| Allworth Financial LP | $325.8K | 7,771 | 0.00% | 5q | +5.5%+$17.0K |
| Steward Partners Investment Advisory, LLC | $320.6K | 7,647 | 0.00% | 5q | +0.7%+$2.2K |
| TRUIST FINANCIAL CORP | $311.4K | 7,426 | 0.00% | 5q | +3.1%+$9.2K |
| MAI Capital Management | $301.4K | 7,189 | 0.00% | 5q | +0.8%+$2.5K |
| Zinnia Wealth Advisory, LLC | $281.3K | 6,709 | 0.29% | 3q | +0.8%+$2.3K |
| OSAIC HOLDINGS, INC. | $278.7K | 6,646 | 0.00% | 5q | -56.3%-$359.4K |
| UMB Bank, n.a. | $277.4K | 6,615 | 0.00% | 4q | HELD |
| Beacon Pointe Advisors, LLC | $276.7K | 6,599 | 0.00% | new | NEW |
| Sterneck Capital Management, LLC | $264.2K | 6,300 | 0.11% | 5q | HELD |
| Family Investment Center, Inc. | $252.3K | 6,018 | 0.04% | 2q | +3.4%+$8.3K |
| Orion Porfolio Solutions, LLC | $239.8K | 5,720 | 0.00% | 5q | -3.4%-$8.3K |
| Segment Wealth Management, LLC | $233.6K | 5,570 | 0.01% | 2q | HELD |
| Barnes Wealth Management Group, Inc | $231.8K | 5,529 | 0.11% | 2q | +1.2%+$2.7K |
| Legacy Capital Wealth Partners, LLC | $230.7K | 5,503 | 0.04% | 2q | HELD |
| Argent Trust Co | $230.6K | 5,500 | 0.01% | 2q | HELD |
| PRIVATE TRUST CO NA | $224.5K | 5,354 | 0.02% | 4q | -29.8%-$95.3K |
| STEPHENS INC /AR/ | $224.3K | 5,349 | 0.00% | 2q | HELD |
Showing the largest 100 of 144 reported holders.
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 | 138 | $590.6M | 14,080,747 | 16 | 38 | 45 | 0.0% |
| Q1 2026 | 137 | $632.9M | 14,952,678 | 31 | 37 | 33 | 0.0% |
| Q4 2025 | 114 | $493.6M | 13,966,642 | 7 | 30 | 31 | 0.0% |
| Q3 2025 | 117 | $482.3M | 13,240,393 | 18 | 34 | 33 | 0.0% |
| Q2 2025 | 106 | $470.1M | 13,161,268 | 105 | 1 | 0 | 0.0% |
| Q1 2025 | 1 | $519.5K | 14,283 | 1 | 0 | 0 | 0.0% |