TORTOISE CAPITAL SERIES TRUS

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TPZ·890930100·US·etf·Unknown - Unknown

ELECTRIFICATION

TPZ (TORTOISE CAPITAL SERIES TRUS) is held by 18 institutional investors as of Q1 2026. Largest holders: Focus Partners Wealth ($6.4M), Cetera Investment Advisers ($3M), LPL Financial LLC ($2.2M). Net institutional sentiment: Bearish.

18

Holders

Avg rating(2 Elite)

$20.4M

Total Value

30% (22)

Fund Consensus

6 buying - 14 selling

Smart Money Verdict

View all

48Weak MomentumSplit Signals

Institutional (13F)46

Insider (Form 4)51

Activist (13D/13G)

No data

Congressional (STOCK Act)

No data

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

Holder Quality

2

★★★★★

Elite

10

★★★★

Strong

7

★★★

Solid

3

★★

Below

0

★

Weak

Held by 18 funds

2 elite

Who's Trading

InsiderIJIseman Andrew JBuy $42KNov 12, 2025

View all insider trades

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

Positions (18)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
FWFocus Partners Wealth	Decreased	292,440(-4.3%)	$6.4M	0.0%	+7.50%	0
Cetera Investment Advisers	Increased	135,508(+1169.9%)	$3M	0.0%	-1.33%	43
LPL Financial LLC	Increased	99,279(+8.2%)	$2.2M	0.0%	+12.92%	28
Rockefeller Capital Management L.P.	Decreased	94,705(-6.2%)	$2.1M	0.0%	+14.37%	0
D.A. DAVIDSON & CO.	Decreased	82,440(-29.7%)	$1.8M	0.0%	+13.57%	0
MORGAN STANLEY	Decreased	82,038(-6.4%)	$1.8M	0.0%	+14.48%	0
JANE STREET GROUP, LLC	Increased	26,515(+128.7%)	$580,148	0.0%	+1.11%	39
OSAIC HOLDINGS, INC.	Increased	25,930(+9.8%)	$567,431	0.0%	+12.49%	27
TRUIST FINANCIAL CORP	Decreased	25,544(-9.7%)	$558,897	0.0%	+14.33%	0
MAI Capital Management	Increased	18,811(+0.7%)	$411,585	0.0%	+14.20%	24
Creative Planning	Increased	15,674(+2.7%)	$342,939	0.0%	+13.72%	24
RAYMOND JAMES FINANCIAL INC	Decreased	15,006(-1.6%)	$328,327	0.0%	+14.48%	0
FIRST TRUST ADVISORS LP	Decreased	12,406(-0.2%)	$271,443	0.0%	+13.02%	0
JPMORGAN CHASE & CO	Decreased	4,904(-34.9%)	$107,446	0.0%	+10.41%	0
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA	Unchanged	542	$12,097	0.0%	+14.48%	0
Steward Partners Investment Advisory, LLC	Unchanged	309	$6,761	0.0%	+6.06%	0
UBS Group AG	Decreased	102(-55.1%)	$2,232	0.0%	+12.73%	0
WELLS FARGO & COMPANY/MN	Decreased	0(-100.0%)	$6	0.0%	+14.48%	0
COMMONWEALTH EQUITY SERVICES, LLC	Exited	0(-100.0%)	$2.9M	0.0%	+17.11%	0
JONES FINANCIAL COMPANIES LLLP	Exited	0(-100.0%)	$14,266	0.0%	+10.19%	0

Showing 1-20 of 22

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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