TORTOISE CAPITAL SERIES TRUS (TPZ) is held by 17 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is Focus Partners Wealth as of Q2 2026.

Are institutions buying or selling TPZ?

In Q2 2026, 7 institutions opened or increased positions in TORTOISE CAPITAL SERIES TRUS while 12 reduced or exited — a net selling quarter.

What is the Smart Money Verdict on TPZ?

HoldingsIntel scores TORTOISE CAPITAL SERIES TRUS across four independent sources (institutional 13F activity, insider trades, activist filings, and congressional trades) — with 2 of the 4 carrying data for TPZ. In Q2 2026, the institutional leg showed net outflows: 7 buying versus 12 selling.

How many hedge funds hold TPZ?

17 institutional investors report holding TORTOISE CAPITAL SERIES TRUS (TPZ) as of Q2 2026, based on SEC 13F filings.

Is institutional money flowing into TPZ?

As of Q2 2026, tracked institutions in TORTOISE CAPITAL SERIES TRUS show 7 buyers versus 12 sellers — net outflows.

TORTOISE CAPITAL SERIES TRUS

TPZ·890930100·US·ETF

Holders

(2 Elite)

$18.6M

Total Value

37% (19)

Consensus

7 buying - 12 selling

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

Smart Money Verdict

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Held by 17 funds

2 elite

Who's Trading

Source dates: Price Oct 12, 2026 · Insiders Nov 14, 2025 · Activists none · Congress none

InsiderIJIseman Andrew JBuy $42KNov 12, 2025

View all insider trades

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	Action
FWFocus Partners Wealth	Decreased	237,222(-18.9%)	$5.2M	0.0%	+5.05%	0
Cetera Investment Advisers	Decreased	135,002(-0.4%)	$3M	0.0%	-2.12%	0
LPL Financial LLC	Decreased	95,329(-4.0%)	$2.1M	0.0%	+9.72%	0
Rockefeller Capital Management L.P.	Decreased	93,501(-1.3%)	$2M	0.0%	+8.70%	0
MORGAN STANLEY	Decreased	74,002(-9.8%)	$1.6M	0.0%	+11.00%	0
D.A. DAVIDSON & CO.	Decreased	66,794(-19.0%)	$1.5M	0.0%	+10.11%	0
OSAIC HOLDINGS, INC.	Increased	33,153(+27.9%)	$725,170	0.0%	+6.13%	31
SUSQUEHANNA INTERNATIONAL GROUP, LLP	New	31,947	$698,681	0.0%	-3.90%	34
TRUIST FINANCIAL CORP	Decreased	23,954(-6.2%)	$523,884	0.0%	+10.85%	0
RAYMOND JAMES FINANCIAL INC	Increased	20,452(+36.3%)	$447,281	0.0%	+6.60%	31
MAI Capital Management	Decreased	16,007(-14.9%)	$350,077	0.0%	+10.74%	0
Creative Planning	Increased	15,813(+0.9%)	$345,826	0.0%	+10.21%	24
JPMORGAN CHASE & CO	Decreased	4,201(-14.3%)	$92,980	0.0%	+6.43%	0
Steward Partners Investment Advisory, LLC	Increased	2,089(+576.0%)	$45,686	0.0%	-2.95%	33
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA	Unchanged	542	$11,854	0.0%	+11.00%	0
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	New	272	$5,959	0.0%	-3.90%	24
WELLS FARGO & COMPANY/MN	Increased	97	$2,121	0.0%	-3.90%	8
JANE STREET GROUP, LLC	Exited	0(-100.0%)	$580,148	0.0%	+3.50%	0
UBS Group AG	Exited	0(-100.0%)	$2,232	0.0%	+13.47%	0
FIRST TRUST ADVISORS LP	Exited	0(-100.0%)	$271,443	0.0%	+14.04%	0

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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

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