Who Owns TORTOISE CAPITAL SERIES TRUS (TNGY)?Hedge Fund & Institutional Holders

$10.34+0.01 (+0.12%)NYSE

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$6.700000036881001e+287T

% of Float Held

—

QoQ Change in Holders

+11 / -2

Price History

$8.82$9.21$9.61$10.00$10.39Jun 25Oct 25Mar 26

TNGY — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
D.A. DAVIDSON & CO.New Position+4.1M+$36.9B
Parkside Financial Bank & TrustNew Position+534K+$4.8B
ROMAN BUTLER FULLERTON & CONew Position+160K+$1.5B
OPPENHEIMER & CO INCNew Position+153K+$1.4B
DAVIDSON TRUST CONew Position+129K+$1.2B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+111K+$1.0B
Atlanta Consulting Group Advisors, LLCNew Position+96K+$878.0M
Onyx Bridge Wealth Group LLCNew Position+74K+$666.0M
Ignite Planners, LLCIncreased+46K+$530.3M
ROYAL BANK OF CANADAIncreased+62K+$372.0M
US BANCORP \DE\New Position+27K+$239.0M
UBS Group AGIncreased+27K+$208.2M
SCS Capital Management LLCIncreased+19K+$183.3M
Carson Advisory Inc.New Position+20K+$178.0M
Stratos Wealth Partners, LTD.New Position+17K+$155.0M

TNGY — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Kovitz Investment Group Partners, LLCClosed Position-705K-$6.4B
AMERIPRISE FINANCIAL INCDecreased-435K-$4.4B
CAPTRUST FINANCIAL ADVISORSDecreased-29K-$3.7B
Waverly Advisors, LLCDecreased-2K-$3.7B
Mariner, LLCDecreased-7K-$1.6B
MAI Capital ManagementDecreased-27K-$1.3B
HighTower Advisors, LLCDecreased-2K-$1.2B
CITADEL ADVISORS LLCClosed Position-47K-$425.8M
Visionary Wealth AdvisorsDecreased-46K-$422.3M
Baird Financial Group, Inc.Decreased-15K-$417.7M
Plancorp, LLCDecreased-7K-$226.3M
Cannon Wealth Management Services, LLCDecreased-24K-$220.1M
WELLS FARGO & COMPANY/MNDecreased-15K-$149.0M
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-3K-$24.3M
COMERICA BANKDecreased-2K-$20.6M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1BANK OF AMERICA CORP /DE/7,446,786$67.0B0.00%Share
2D.A. DAVIDSON & CO.4,079,815$36.9B0.23%Share
3BANK OF AMERICA CORP /DE/3,389,551$30.0B0.00%Share
4RAYMOND JAMES FINANCIAL INC2,119,656$19.0B0.01%Share
5UBS Group AG1,123,013$10.2B0.00%Share
6BANK OF AMERICA CORP /DE/692,512$6.0B0.00%Share
7Baird Financial Group, Inc.692,130$6.0B0.01%Share
8Parkside Financial Bank & Trust534,211$4.8B0.36%Share
9ROYAL BANK OF CANADA454,314$4.0B0.00%Share
10NORTHERN TRUST CORP366,996$3.0B0.00%Share
11Ignite Planners, LLC251,723$2.4B0.37%Share
12SCS Capital Management LLC179,450$1.6B0.02%Share
13ROMAN BUTLER FULLERTON & CO160,103$1.5B0.39%Share
14OPPENHEIMER & CO INC153,370$1.4B0.02%Share
15Alteri Wealth LLC114,635$1.0B0.34%Share
16COMMONWEALTH EQUITY SERVICES, LLC110,854$1.0B0.00%Share
17AMERIPRISE FINANCIAL INC146,483$1.0B0.00%Share
18Steward Partners Investment Advisory, LLC147,974$1.0B0.01%Share
19DAVIDSON TRUST CO103,789$938.0M0.39%Share
20Atlanta Consulting Group Advisors, LLC96,000$878.0M0.20%Share
21Onyx Bridge Wealth Group LLC73,779$666.0M0.07%Share
22Bank OZK67,508$610.0M0.22%Share
23Legacy Capital Wealth Partners, LLC65,972$596.0M0.13%Share
24Visionary Wealth Advisors47,727$431.0M0.02%Share
25US BANCORP \DE\26,537$239.0M0.00%Share
26DAVIDSON TRUST CO25,332$229.0M0.10%Share
27ELEVATION WEALTH PARTNERS, LLC23,950$216.0M0.08%Share
28Carson Advisory Inc.19,694$178.0M0.09%Share
29Cannon Wealth Management Services, LLC19,707$178.0M0.13%Share
30Investment Research Partners LLC17,750$160.0M0.07%Share
31Stratos Wealth Partners, LTD.17,242$155.0M0.00%Share
32DRIVE WEALTH MANAGEMENT, LLC16,794$153.0M0.03%Share
33CM WEALTH ADVISORS LLC14,608$133.0M0.03%Share
34Canvas Wealth Advisors, LLC13,908$127.0M0.02%Share
35VICTORY FINANCIAL GROUP, LLC11,256$101.0M0.01%Share
36Financial Gravity Asset Management, Inc.7,548$68.0M0.01%Share
37COMERICA BANK7,308$66.0M0.00%Share
38ENVESTNET ASSET MANAGEMENT INC4,367,832$39.0M0.01%Share
39COMERICA BANK2,848$25.0M0.00%Share
40Nova Wealth Management, Inc.772$6.0M0.00%Share
41EXENCIAL WEALTH ADVISORS, LLC550,013$5.0M0.16%Share
42Waverly Advisors, LLC403,250$3.0M0.02%Share
43CAPTRUST FINANCIAL ADVISORS378,813$3.0M0.01%Share
44WEALTH ENHANCEMENT ADVISORY SERVICES, LLC259,791$2.3M0.00%Share
45Lee Financial Co240,930$2.2M0.30%Share
46MAI Capital Management114,706$1.0M0.01%Share
47LPL Financial LLC185,686$1.0M0.00%Share
48Mariner, LLC172,639$1.0M0.00%Share
49MORGAN STANLEY120,216$1.0M0.00%Share
50HighTower Advisors, LLC126,931$1.0M0.00%Share

TNGY Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202583$204.0B+28
Q3 202555$83.1B-3
Q2 202558$261.4B—

As of Q4 2025, 50 institutional investors hold TNGY (TORTOISE CAPITAL SERIES TRUS). The largest holder is BANK OF AMERICA CORP /DE/ with $67.0B in shares. This quarter, 11 institutions opened new positions and 2 closed their positions.

Frequently Asked Questions

How many hedge funds own TNGY?

As of Q4 2025, 50 institutional investors report holding TNGY (TORTOISE CAPITAL SERIES TRUS) in their 13F filings.

Who is the largest institutional holder of TNGY?

The largest institutional holder of TNGY is BANK OF AMERICA CORP /DE/ with $67.0B in shares.

Is institutional ownership of TNGY increasing or decreasing?

This quarter, 11 institutions opened new positions in TNGY and 2 closed their positions.