TORTOISE CAPITAL SERIES TRUS

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TPZ·890930100·US·ETF·Unknown - Unknown

TPZ (TORTOISE CAPITAL SERIES TRUS) is held by 18 institutional investors as of Q2 2026. Largest holders: Focus Partners Wealth ($5.2M), Cetera Investment Advisers ($3M), LPL Financial LLC ($2.1M). Net institutional sentiment: Mixed.

18

Holders

(2 Elite)

$18.7M

Total Value

40% (20)

Consensus

8 buying - 12 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)39

Insider (Form 4)59

Activist (13D/13G)53

Congressional (STOCK Act)84

Holder Quality

59

★★★★★

Elite

83

★★★★

Strong

67

★★★

Solid

25

★★

Below

20

★

Weak

Held by 18 funds

2 elite

Who's Trading

Source dates: Price Aug 27, 2026 · Insiders Nov 14, 2025 · Activists none · Congress none

InsiderIJIseman Andrew JBuy $42KNov 12, 2025

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Top Holders

Top Holders (18)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
FWFocus Partners Wealth	Decreased	237,222(-18.9%)	$5.2M	0.0%	+4.92%	0
Cetera Investment Advisers	Decreased	135,002(-0.4%)	$3M	0.0%	-3.70%	0
LPL Financial LLC	Decreased	95,329(-4.0%)	$2.1M	0.0%	+10.20%	0
Rockefeller Capital Management L.P.	Decreased	93,501(-1.3%)	$2M	0.0%	+9.73%	0
MORGAN STANLEY	Decreased	74,002(-9.8%)	$1.6M	0.0%	+11.73%	0
D.A. DAVIDSON & CO.	Decreased	66,794(-19.0%)	$1.5M	0.0%	+10.84%	0
OSAIC HOLDINGS, INC.	Increased	33,153(+27.9%)	$725,170	0.0%	+7.10%	31
SUSQUEHANNA INTERNATIONAL GROUP, LLP	New	31,947	$698,681	0.0%	-1.55%	34
TRUIST FINANCIAL CORP	Decreased	23,954(-6.2%)	$523,884	0.0%	+11.58%	0
RAYMOND JAMES FINANCIAL INC	Increased	20,452(+36.3%)	$447,281	0.0%	+7.85%	31
MAI Capital Management	Decreased	16,007(-14.9%)	$350,077	0.0%	+11.46%	0
Creative Planning	Increased	15,813(+0.9%)	$345,826	0.0%	+10.86%	24
MGMERCER GLOBAL ADVISORS INC /ADV	New	5,001	$109,372	0.0%	-1.55%	30
JPMORGAN CHASE & CO	Decreased	4,201(-14.3%)	$92,980	0.0%	+7.42%	0
Steward Partners Investment Advisory, LLC	Increased	2,089(+576.0%)	$45,686	0.0%	-0.84%	33
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA	Unchanged	542	$11,854	0.0%	+11.73%	0
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	New	272	$5,959	0.0%	-1.55%	24
WELLS FARGO & COMPANY/MN	Increased	97	$2,121	0.0%	-1.55%	8
FIRST TRUST ADVISORS LP	Exited	0(-100.0%)	$271,443	0.0%	+12.05%	0
UBS Group AG	Exited	0(-100.0%)	$2,232	0.0%	+11.76%	0

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TPZTORTOISE CAPITAL SERIES TRUS

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer