TORTOISE CAPITAL SERIES TRUS

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TNGY·890930209·US·etf·Unknown - Unknown

ENERGY ETF

TNGY (TORTOISE CAPITAL SERIES TRUS) is held by 38 institutional investors as of Q1 2026. Largest holders: BANK OF AMERICA CORP /DE/ ($112.9M), ENVESTNET ASSET MANAGEMENT INC ($47.1M), D.A. DAVIDSON & CO. ($44.1M). Net institutional sentiment: Mixed.

38

Holders

Avg rating(10 Elite)

$286.8M

Total Value

56% (40)

Fund Consensus

19 buying - 15 selling

Smart Money Verdict

View all

59Mixed MomentumSingle Source

Institutional (13F)59

Insider (Form 4)

No data

Activist (13D/13G)

No data

Congressional (STOCK Act)

No data

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See how TNGY's score breaks down across 4 SEC sources

Holder Quality

10

★★★★★

Elite

13

★★★★

Strong

13

★★★

Solid

4

★★

Below

0

★

Weak

Held by 38 funds

10 elite

No recent insider, activist, or congressional trades found for this stock

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

Positions (38)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
BANK OF AMERICA CORP /DE/	Decreased	10.8M(-6.2%)	$112.9M	0.0%	+15.77%	0
ENVESTNET ASSET MANAGEMENT INC	Increased	4.5M(+3.5%)	$47.1M	0.0%	+15.14%	30
D.A. DAVIDSON & CO.	Increased	4.2M(+3.8%)	$44.1M	0.3%	+15.08%	36
RAYMOND JAMES FINANCIAL INC	Increased	2.3M(+4.4%)	$23.6M	0.0%	+15.05%	30
UBS Group AG	Increased	1.1M(+0.1%)	$11.7M	0.0%	+15.73%	28
Baird Financial Group, Inc.	Decreased	634,447(-8.3%)	$6.6M	0.0%	+15.77%	0
LPL Financial LLC	Increased	567,510(+205.6%)	$5.9M	0.0%	+5.30%	44
ROYAL BANK OF CANADA	Increased	483,432(+4.6%)	$5M	0.0%	+14.93%	28
WAWaverly Advisors, LLC	Increased	406,934(+0.9%)	$4.2M	0.0%	+15.62%	27
CAPTRUST FINANCIAL ADVISORS	Increased	381,482(+0.7%)	$4M	0.0%	+15.65%	27
NORTHERN TRUST CORP	Unchanged	366,996	$3.8M	0.0%	+15.77%	0
SCSCS Capital Management LLC	Decreased	178,183(-0.7%)	$1.9M	0.0%	+15.69%	0
Mariner, LLC	Increased	172,977(+0.2%)	$1.8M	0.0%	+15.74%	26
Steward Partners Investment Advisory, LLC	Increased	152,834(+3.3%)	$1.6M	0.0%	+15.20%	26
HighTower Advisors, LLC	Decreased	126,561(-0.3%)	$1.3M	0.0%	+15.77%	0
MAI Capital Management	Increased	117,346(+2.3%)	$1.2M	0.0%	+15.39%	26
COMMONWEALTH EQUITY SERVICES, LLC	Increased	114,863(+3.6%)	$1.2M	0.0%	+15.16%	26
MORGAN STANLEY	Decreased	110,068(-8.4%)	$1.1M	0.0%	+15.72%	0
OSAIC HOLDINGS, INC.	Increased	92,185(+2.0%)	$961,475	0.0%	+15.33%	25
AMERIPRISE FINANCIAL INC	Decreased	75,827(-51.6%)	$801,305	0.0%	+15.77%	0

Showing 1-20 of 40

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High Conviction Moves-Signal Convergence-Fund Consensus-Double-Down Signals

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