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Disclosery

TPYP TORTOISE CAPITAL SERIES TRUS

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ETF (fund)

143 managers (145 13F filers) reported a position in TPYP shares at 2026-06-30, 14,921,139 shares in all. 16 filers opened a position and 17 filers sold out during the quarter.

Managers
143
13F filers
145
New
16
Added
46
Reduced
50
Sold out
17
Shares held by filers
14,921,139

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MORGAN STANLEYin group MORGAN STANLEY3,484,693$146M0.01%+46,18813F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/996,071$41.8M<0.01%+39,71513F-HRTimelineGroup
Arvest Bank Trust Division930,151$39M1.9%-135,60813F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC885,428$37.1M2.65%+19,60213F-HRTimeline
Magnus Financial Group LLC863,496$36.2M2.56%+13,28613F-HRTimeline
ATWOOD & PALMER INC670,333$28.1M1.5%+3,19213F-HRTimeline
FOSTER & MOTLEY INC645,797$27.1M1.25%+4,77513F-HRTimeline
Keudell/Morrison Wealth Management375,370$15.7M2.97%+108,42513F-HRTimeline
ARVEST INVESTMENTS, INC.345,746$14.5M1.75%+1,70913F-HRTimeline
UBS Group AGgroup of 2 filers holding279,649$11.7M+15,556Timeline
Busey Bank266,738$11.2M0.27%-10,64413F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC240,203$10.1M0.01%-3,99613F-HRTimelineGroup
Triangle Securities Wealth Management224,795$9.43M1.87%-2,26813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Creative Planningin group Creative Planning224,568$9.42M0.01%-3,79313F-HRTimelineGroup
CASTLEKEEP INVESTMENT ADVISORS LLC211,148$8.85M4.43%+2,74613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC202,848$8.51M0.01%+13,58213F-HRTimeline
Mariner, LLCin group Mariner, LLC199,274$8.36M0.01%+3,43713F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN194,195$8.14M<0.01%-125,83213F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC190,215$7.98M<0.01%-46,18113F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC175,953$7.38M<0.01%-63,75413F-HRTimelineGroup
Eagle Strategies LLC175,309$7.35M0.73%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…143,215$6.01M0.01%+7,14513F-HRTimelineGroup
Icon Wealth Advisors, LLC135,865$5.7M0.34%-3,00013F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding128,052$5.48M+66,505Timeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA123,199$5.17M<0.01%+10,18213F-HRTimelineGroup
FAS Wealth Partners, Inc.112,602$4.72M0.25%+1,87813F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.107,250$4.5M2.66%+7,02113F-HRTimeline
BLUELINE ADVISORS LLC101,206$4.24M2.94%+2,45113F-HRTimeline
LPL Financial LLC97,415$4.08M<0.01%-130,38513F-HRTimeline
Smith & Howard Wealth Management, LLC94,978$3.98M0.82%+91613F-HRTimeline
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA93,912$3.98M0.11%-1,47713F-HRTimelineGroup
Quad-Cities Investment Group, LLC88,342$3.7M1.33%-1,37113F-HRTimeline
Financial Partners Group, Inc85,179$3.57M0.36%-2,63913F-HRTimeline
Sanctuary Advisors, LLC84,813$3.56M0.02%+14,55813F-HRTimeline
Janney Montgomery Scott LLC81,350$3.41M0.01%-10,25813F-HRTimeline
HBK Sorce Advisory LLC79,943$3.34M0.07%013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC78,660$3.3M<0.01%-2,95213F-HRTimelineGroup
Financial Enhancement Group LLC78,369$3.29M0.39%-2,51713F-HRTimeline
HighTower Advisors, LLC76,165$3.19M<0.01%-11913F-HRTimeline
Bollard Group LLC70,631$2.96M0.09%+57313F-HRTimeline
Battery Global Advisors, LLC68,388$2.87M1.44%013F-HRTimeline
GTS SECURITIES LLC61,125$2.56M0.05%+38,98913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP56,748$2.38M<0.01%+4,08213F-HRTimelineGroup
AlphaCore Capital LLC54,600$2.29M0.04%-2,13413F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp45,872$1.92M<0.01%+18,93613F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS45,517$1.91M<0.01%-3,23313F-HRTimeline
ARS Investment Partners, LLC42,445$1.78M0.08%+46313F-HRTimeline
XML Financial, LLC42,244$1.77M0.13%-3,39413F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…37,134$1.56M0.01%+5713F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP37,010$1.55M<0.01%013F-HRTimelineGroup
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp36,620$1.54M0.03%-63513F-HRTimelineGroup
Global Retirement Partners, LLC32,791$1.37M0.02%13F-HRTimeline
Capital Advisors, Ltd. LLC32,330$1.36M0.14%+72813F-HRTimeline
HERITAGE OAK WEALTH ADVISORS LLC32,231$1.35M0.4%-66813F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP28,005$1.17M0.01%-27613F-HRTimelineGroup
Oxbow Advisors, LLC27,785$1.17M0.09%-1,51213F-HRTimeline
WESBANCO BANK INC26,226$1.1M0.03%-70013F-HRTimeline
Cambridge Investment Research Advisors,…24,673$1.03M<0.01%-50713F-HR/ATimeline
MGO ONE SEVEN LLC24,586$1.03M0.02%+94913F-HRTimeline
Cresset Asset Management, LLC20,730$869K<0.01%013F-HRTimeline
Summit Wealth Partners, LLC19,960$837K0.12%-50813F-HRTimeline
Nova Wealth Management, Inc.19,305$809K0.45%-2,41313F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…17,860$749K0.08%-96113F-HRTimeline
Cetera Investment Advisers17,596$738K<0.01%+8313F-HRTimeline
Investment Partners Asset Management, I…16,886$708K0.4%-12013F-HRTimeline
NewEdge Wealth, LLC16,636$698K0.01%+69913F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC15,969$670K0.01%-15113F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…15,153$647K<0.01%-78613F-HRTimeline
55 North Private Wealth, LLC13,902$583K0.11%+1413F-HRTimeline
Objectivity Squared, LLC13,450$564K0.32%-6,73813F-HRTimeline
Waverly Advisors, LLC12,703$533K<0.01%013F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC12,635$530K0.1%-70213F-HRTimeline
Stokes Capital Advisors, LLC12,616$529K0.11%-34213F-HRTimeline
Summit Financial, LLC12,337$517K0.01%+18013F-HRTimeline
NewEdge Advisors, LLC11,594$486K<0.01%-12313F-HRTimeline
WEST MICHIGAN ADVISORS, LLC11,328$475K0.09%013F-HR/ATimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…10,850$455K<0.01%+3,75413F-HRTimelineGroup
WealthCare Investment Partners, LLC9,964$418K0.1%-90813F-HRTimeline
WealthTrust Axiom LLC9,500$398K0.09%013F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.9,383$393K0.04%-11513F-HRTimeline
Leading Edge Financial Planning LLC9,208$386K0.07%-213F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.8,258$346K<0.01%013F-HRTimelineGroup
B. Riley Wealth Advisors, Inc.8,104$343K0.02%-35,80113F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC8,100$340K<0.01%new13F-HRTimelineGroup
Savant Capital, LLC8,012$338K<0.01%new13F-HRTimeline
J.W. COLE ADVISORS, INC.7,975$334K0.01%new13F-HRTimeline
Allworth Financial LP7,771$326K<0.01%+40613F-HRTimeline
Steward Partners Investment Advisory, L…7,647$321K<0.01%+5213F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP7,426$311K<0.01%+22013F-HRTimelineGroup
MAI Capital Management7,189$301K<0.01%+5913F-HRTimeline
Zinnia Wealth Advisory, LLC6,709$281K0.29%+5513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.6,646$279K<0.01%-8,57213F-HRTimelineGroup
UMB Bank, n.a.6,615$277K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Beacon Pointe Advisors, LLC6,599$277K<0.01%new13F-HRTimeline
Sterneck Capital Management, LLC6,300$264K0.11%013F-HRTimeline
Family Investment Center, Inc.6,018$252K0.04%+19913F-HRTimeline
Orion Porfolio Solutions, LLC5,720$240K<0.01%-19913F-HRTimeline
Segment Wealth Management, LLC5,570$234K0.01%013F-HRTimeline
Barnes Wealth Management Group, Inc5,529$232K0.11%+6513F-HRTimeline
Legacy Capital Wealth Partners, LLC5,503$231K0.04%+1513F-HRTimeline
Argent Trust Co5,500$231K0.01%013F-HRTimeline
PRIVATE TRUST CO NA5,354$224K0.02%-2,27413F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…5,349$224K<0.01%013F-HRTimelineGroup
Chicago Partners Investment Group LLC5,052$223K<0.01%+3513F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV5,220$219K<0.01%+5613F-HR/ATimeline
MML INVESTORS SERVICES, LLC4,957$208K<0.01%-2,88113F-HRTimeline
Strategies Wealth Advisors, LLC4,825$202K0.02%-4,07013F-HRTimeline
TopTier Wealth Management, LLC4,820$202K0.12%013F-HRTimeline
Blume Capital Management, Inc.3,944$165K0.02%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.3,626$152K<0.01%013F-HRTimelineGroup
City State Bank3,298$138K0.03%013F-HRTimeline
CENTRAL TRUST Co2,931$123K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.2,650$111K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,521$107K<0.01%+1,03513F-HRTimelineGroup
VALLEY NATIONAL ADVISERS INC2,505$105K0.01%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC2,310$96.9K0.01%-25013F-HRTimeline
FMR LLCin group FMR LLC2,260$94.8K<0.01%-76513F-HRTimelineGroup
Principia Wealth Advisory, LLC1,970$82.6K0.04%-34113F-HRTimeline
Princeton Global Asset Management LLC1,005$42.1K0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP963$40.6K<0.01%new13F-HRTimelineGroup
Farther Finance Advisors, LLC932$39.1K<0.01%013F-HRTimeline
Continuum Advisory, LLC883$37K<0.01%new13F-HRTimeline
Integrated Wealth Concepts LLC813$34.1K<0.01%new13F-HRTimeline
Strategic Investment Solutions, Inc. /IL705$29.6K0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV630$26.4K<0.01%013F-HRTimeline
Prosperity Bancshares Inc600$25.2K0.02%013F-HRTimeline
SIGNATUREFD, LLC595$24.9K<0.01%-313F-HRTimeline
Crewe Advisors LLC561$23.5K<0.01%013F-HRTimeline
ROGCO, LP521$21.8K0.01%new13F-HRTimeline
Salomon & Ludwin, LLC500$20.8K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\441$18.5K<0.01%new13F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…424$17.8K<0.01%new13F-HRTimelineGroup
Vision Retirement, LLC361$15.1K<0.01%new13F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC253$10.6K<0.01%+213F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC240$10.1K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC235$9.85K<0.01%new13F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC206$8.64K<0.01%013F-HRTimelineGroup
CX Institutional189$8K<0.01%+113F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…136$5.7K<0.01%013F-HRTimelineGroup
SALEM INVESTMENT COUNSELORS INC75$3.15K<0.01%013F-HRTimeline
Institute for Wealth Management, LLC.38$1.58K<0.01%new13F-HRTimeline
Caldwell Trust Co28$1.17K<0.01%-5613F-HRTimeline
TD Waterhouse Canada Inc.1$42<0.01%new13F-HRTimeline