CUSIP 890930407
TORTOISE CAPITAL SERIES TRUS
47 institutions · $15.7M total · 407,460 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | WCG Wealth Advisors LLC | 67,523 | $3.4M | 16.57% | 2025-12-31 |
| 2 | GTS SECURITIES LLC | 24,900 | $1.3M | 6.11% | 2025-09-30 |
| 3 | Hilltop Holdings Inc. | 24,319 | $1.2M | 5.96% | 2025-12-31 |
| 4 | Meramec Financial Planners, LLC | 18,166 | $1.0M | 4.45% | 2025-12-31 |
| 5 | Phoenix Wealth Advisors | 18,305 | $930.0K | 4.49% | 2025-12-31 |
| 6 | LPL Financial LLC | 17,306 | $879.2K | 4.24% | 2025-12-31 |
| 7 | Equitable Holdings, Inc. | 16,068 | $816.4K | 3.94% | 2025-12-31 |
| 8 | ENVESTNET ASSET MANAGEMENT INC | 12,313 | $656.1K | 3.02% | 2025-09-30 |
| 9 | Mariner, LLC | 12,635 | $641.9K | 3.10% | 2025-12-31 |
| 10 | CITADEL ADVISORS LLC | 9,820 | $523.3K | 2.41% | 2025-09-30 |
| 11 | RAYMOND JAMES FINANCIAL INC | 9,700 | $492.8K | 2.38% | 2025-12-31 |
| 12 | CIBC Bancorp USA Inc. | 8,400 | $447.6K | 2.06% | 2025-09-30 |
| 13 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 8,753 | $444.7K | 2.14% | 2025-12-31 |
| 14 | CAPTRUST FINANCIAL ADVISORS | 8,743 | $444.2K | 2.14% | 2025-12-31 |
| 15 | CIBC Private Wealth Group, LLC | 8,400 | $426.8K | 2.06% | 2025-12-31 |
| 16 | Focus Partners Wealth | 6,344 | $323.4K | 1.55% | 2025-12-31 |
| 17 | Brinker Capital Investments, LLC | 5,683 | $288.7K | 1.39% | 2025-12-31 |
| 18 | Cetera Investment Advisers | 4,871 | $247.5K | 1.19% | 2025-12-31 |
| 19 | MENORA MIVTACHIM HOLDINGS LTD. | 4,532 | $230.3K | 1.11% | 2025-12-31 |
| 20 | Octavia Wealth Advisors, LLC | 3,947 | $205.6K | 0.96% | 2025-12-31 |
| 21 | MORGAN STANLEY | 2,298 | $116.8K | 0.56% | 2025-12-31 |
| 22 | ADVISOR GROUP HOLDINGS, INC. | 1,637 | $83.2K | 0.40% | 2025-12-31 |
| 23 | Key Financial Inc | 1,572 | $79.9K | 0.38% | 2025-12-31 |
| 24 | Ameritas Investment Partners, Inc. | 1,359 | $69.0K | 0.33% | 2025-12-31 |
| 25 | North Star Investment Management Corp. | 1,325 | $67.3K | 0.32% | 2025-12-31 |
| 26 | UBS Group AG | 1,178 | $59.8K | 0.28% | 2025-12-31 |
| 27 | FMR LLC | 737 | $37.5K | 0.18% | 2025-12-31 |
| 28 | NBC SECURITIES, INC. | 730 | $37.1K | 0.17% | 2025-12-31 |
| 29 | WFA of San Diego, LLC | 686 | $36.6K | 0.16% | 2025-12-31 |
| 30 | GPS Wealth Strategies Group, LLC | 474 | $25.3K | 0.11% | 2025-09-30 |
| 31 | Parallel Advisors, LLC | 320 | $16.3K | 0.07% | 2025-12-31 |
| 32 | Global Retirement Partners, LLC | 303 | $15.4K | 0.07% | 2025-12-31 |
| 33 | Farther Finance Advisors, LLC | 178 | $9.0K | 0.04% | 2025-12-31 |
| 34 | Millstone Evans Group, LLC | 150 | $7.6K | 0.03% | 2025-12-31 |
| 35 | Smartleaf Asset Management LLC | 68 | $3.6K | 0.01% | 2025-12-31 |
| 36 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 50 | $2.5K | 0.01% | 2025-12-31 |
| 37 | Harel Insurance Investments & Financial Services Ltd. | 40,976 | $2.1K | 10.05% | 2025-12-31 |
| 38 | Thrivent Financial for Lutherans | 35,561 | $1.9K | 8.72% | 2025-12-31 |
| 39 | WOLFF WIESE MAGANA LLC | 25 | $1.3K | 0.00% | 2025-12-31 |
| 40 | NATURAL INVESTMENTS, LLC | 14,063 | $714 | 3.45% | 2025-12-31 |
| 41 | Tradewinds Capital Management, LLC | 10 | $532 | 0.00% | 2025-12-31 |
| 42 | FLOW TRADERS U.S. LLC | 6,601 | $335 | 1.62% | 2025-12-31 |
| 43 | Virtu Financial LLC | 4,828 | $257 | 1.18% | 2025-09-30 |
| 44 | CWM, LLC | 916 | $47 | 0.22% | 2025-12-31 |
| 45 | WELLS FARGO & COMPANY/MN | 1 | $39 | 0.00% | 2025-12-31 |
| 46 | HAZLETT, BURT & WATSON, INC. | 686 | $35 | 0.16% | 2025-12-31 |
| 47 | Advisory Services Network, LLC | 0 | $16 | 0.00% | 2025-09-30 |