TORTOISE CAPITAL SERIES TRUS (TPZ) is held by 18 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is Focus Partners Wealth as of Q1 2026.

Are institutions buying or selling TPZ?

In Q1 2026, 6 institutions opened or increased positions in TORTOISE CAPITAL SERIES TRUS while 14 reduced or exited — a net selling quarter.

What is the Smart Money Verdict on TPZ?

The Smart Money Verdict combines four independent sources (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for TORTOISE CAPITAL SERIES TRUS.

How many hedge funds hold TPZ?

18 institutional investors report holding TORTOISE CAPITAL SERIES TRUS (TPZ) as of Q1 2026, based on SEC 13F filings.

Is institutional money flowing into TPZ?

As of Q1 2026, tracked institutions in TORTOISE CAPITAL SERIES TRUS show 6 buyers versus 14 sellers — net outflows.

TORTOISE CAPITAL SERIES TRUS

TPZ·890930100·US·ETF·Unknown - Unknown

Holders

Avg rating(7 Elite)

$20.4M

Total Value

30% (22)

Fund Consensus

6 buying - 14 selling

Smart Money Verdict

View all

Held by 18 funds

7 elite

Who's Trading

InsiderIJIseman Andrew JBuy $42KNov 12, 2025

View all insider trades

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

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
FWFocus Partners Wealth	Decreased	292,440(-4.3%)	$6.4M	0.0%	+7.46%	0
Cetera Investment Advisers	Increased	135,508(+1169.9%)	$3M	0.0%	-1.38%	43
LPL Financial LLC	Increased	99,279(+8.2%)	$2.2M	0.0%	+12.86%	28
Rockefeller Capital Management L.P.	Decreased	94,705(-6.2%)	$2.1M	0.0%	+14.32%	0
D.A. DAVIDSON & CO.	Decreased	82,440(-29.7%)	$1.8M	0.0%	+13.52%	0
MORGAN STANLEY	Decreased	82,038(-6.4%)	$1.8M	0.0%	+14.43%	0
JANE STREET GROUP, LLC	Increased	26,515(+128.7%)	$580,148	0.0%	+1.06%	39
OSAIC HOLDINGS, INC.	Increased	25,930(+9.8%)	$567,431	0.0%	+12.44%	27
TRUIST FINANCIAL CORP	Decreased	25,544(-9.7%)	$558,897	0.0%	+14.27%	0
MAI Capital Management	Increased	18,811(+0.7%)	$411,585	0.0%	+14.15%	24
Creative Planning	Increased	15,674(+2.7%)	$342,939	0.0%	+13.66%	24
RAYMOND JAMES FINANCIAL INC	Decreased	15,006(-1.6%)	$328,327	0.0%	+14.43%	0
FIRST TRUST ADVISORS LP	Decreased	12,406(-0.2%)	$271,443	0.0%	+12.97%	0
JPMORGAN CHASE & CO	Decreased	4,904(-34.9%)	$107,446	0.0%	+10.36%	0
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA	Unchanged	542	$12,097	0.0%	+14.43%	0
Steward Partners Investment Advisory, LLC	Unchanged	309	$6,761	0.0%	+6.01%	0
UBS Group AG	Decreased	102(-55.1%)	$2,232	0.0%	+12.68%	0
WELLS FARGO & COMPANY/MN	Decreased	0(-100.0%)	$6	0.0%	+14.43%	0
Cerity Partners LLC	Exited	0(-100.0%)	$206,775	0.0%	+17.33%	0
COMMONWEALTH EQUITY SERVICES, LLC	Exited	0(-100.0%)	$2.9M	0.0%	+17.11%	0