TORTOISE CAPITAL SERIES TRUS

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TBLU·890930407·US·ETF·Unknown - Unknown

TBLU (TORTOISE CAPITAL SERIES TRUS) is held by 17 institutional investors as of Q1 2026. Largest holders: LPL Financial LLC ($833,867), Equitable Holdings, Inc. ($817,169), RAYMOND JAMES FINANCIAL INC ($802,268). Net institutional sentiment: Mixed.

13F: Mar 31, 2026Insider & Congress: Updated regularly

Positions (17)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
LPL Financial LLC	Decreased	16,538(-4.4%)	$833,867	0.0%	-0.04%	0
Equitable Holdings, Inc.	Increased	16,084(+0.1%)	$817,169	0.0%	-0.04%	25
RAYMOND JAMES FINANCIAL INC	Increased	15,911(+3.0%)	$802,268	0.0%	-0.21%	26
ENVESTNET ASSET MANAGEMENT INC	New	12,832	$647,003	0.0%	-5.55%	34
Mariner, LLC	Increased	12,675(+0.3%)	$639,083	0.0%	-0.06%	24
CIBC Bancorp USA Inc.	Unchanged	8,400	$423,544	0.0%	-0.04%	0
CAPTRUST FINANCIAL ADVISORS	Decreased	8,103(-7.3%)	$408,573	0.0%	-0.17%	0
FWFocus Partners Wealth	Increased	6,434(+1.4%)	$324,415	0.0%	-0.12%	24
Cetera Investment Advisers	Increased	5,147(+5.7%)	$259,518	0.0%	-0.34%	25
OPOrion Porfolio Solutions, LLC	Decreased	5,092(-10.4%)	$256,743	0.0%	-0.04%	0
MENORA MIVTACHIM HOLDINGS LTD.	Decreased	4,020(-11.3%)	$202,696	0.0%	+0.02%	0
MORGAN STANLEY	Increased	2,435(+4.3%)	$122,777	0.0%	-0.28%	16
OSAIC HOLDINGS, INC.	Decreased	1,010(-38.3%)	$50,926	0.0%	-0.04%	0
UBS Group AG	Decreased	997(-17.7%)	$50,271	0.0%	-0.04%	0
FMR LLC	Decreased	657(-10.8%)	$33,123	0.0%	-0.04%	0
Farther Finance Advisors, LLC	Unchanged	178	$9,082	0.0%	+0.02%	0
WELLS FARGO & COMPANY/MN	Decreased	0(-100.0%)	$13	0.0%	-0.04%	0

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Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer