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Disclosery

TPYP TORTOISE CAPITAL SERIES TRUS

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ETF (fund)

127 managers (128 13F filers) reported a position in TPYP shares at 2025-09-30, 14,607,706 shares in all. 21 filers opened a position and 6 filers sold out during the quarter.

Managers
127
13F filers
128
New
21
Added
43
Reduced
35
Sold out
6
Shares held by filers
14,607,706

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 STANLEY3,089,547$113M0.01%+35,20713F-HR/ATimelineGroup
Arvest Bank Trust Division1,281,439$46.7M2.59%+30,32713F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,017,255$37.1M<0.01%+138,57713F-HR/ATimelineGroup
Magnus Financial Group LLC871,349$31.8M2.51%+10,00013F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC704,759$25.7M2.21%+7,17113F-HRTimeline
ATWOOD & PALMER INC660,790$24.1M1.41%+1,56913F-HRTimeline
FOSTER & MOTLEY INC643,360$23.4M1.26%+3,38113F-HRTimeline
ARVEST INVESTMENTS, INC.423,742$15.4M2.22%+9,37413F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN408,252$14.9M<0.01%+4,95213F-HRTimelineGroup
Busey Bank282,156$10.3M0.29%-9,48913F-HRTimeline
UBS Group AGin group UBS Group AG278,700$10.2M<0.01%-100,42713F-HRTimelineGroup
CWM, LLCin group CWM, LLC261,301$9.52M0.03%+1,75313F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC244,894$8.93M0.01%+4613F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC240,208$8.76M0.01%-12,42713F-HRTimeline
Parkside Financial Bank & Trust238,215$8.68M0.67%+19,56513F-HRTimeline
Creative Planningin group Creative Planning231,457$8.44M0.01%-7,41913F-HRTimelineGroup
Triangle Securities Wealth Management229,410$8.36M1.89%-3,60113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC213,150$7.77M<0.01%-20,47913F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC199,175$7.26M0.01%new13F-HRTimelineGroup
CASTLEKEEP INVESTMENT ADVISORS LLC192,827$7.03M3.29%+5,51013F-HRTimeline
Oxbow Advisors, LLC173,784$6.33M0.59%-8,68613F-HRTimeline
Icon Wealth Advisors, LLC142,481$5.19M0.35%-1,36613F-HRTimeline
LPL Financial LLC109,770$4M<0.01%-4,81913F-HRTimeline
FAS Wealth Partners, Inc.109,001$3.97M0.27%-2,45313F-HRTimeline
Smith & Howard Wealth Management, LLC105,791$3.86M0.9%new13F-HRTimeline
COUNTRY CLUB BANK100,895$3.67M0.22%-2,58713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA99,833$3.64M<0.01%-48,12113F-HRTimelineGroup
Janney Montgomery Scott LLC98,808$3.6M0.01%new13F-HRTimeline
Quad-Cities Investment Group, LLC92,335$3.37M1.43%-5,44213F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.83,057$3.02M1.94%+4,09513F-HRTimeline
Financial Enhancement Group LLC80,415$2.91M0.39%+3,73013F-HRTimeline
HBK Sorce Advisory LLC80,810$2.84M0.07%-17,94113F-HR/ATimeline
Sanctuary Advisors, LLC69,716$2.54M0.01%+4,85313F-HR/ATimeline
Bollard Group LLC68,861$2.51M0.06%new13F-HRTimeline
Battery Global Advisors, LLC68,388$2.49M1.17%013F-HRTimeline
Financial Partners Group, Inc65,472$2.39M0.3%-43413F-HRTimeline
HighTower Advisors, LLC62,048$2.26M<0.01%+3,65013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP61,159$2.23M<0.01%+9,23213F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…60,699$2.21M<0.01%+20913F-HRTimelineGroup
XML Financial, LLC58,061$2.12M0.17%-4,02213F-HRTimeline
AlphaCore Capital LLC55,400$2.02M0.07%013F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding56,497$1.94M+5,975Timeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC51,368$1.87M<0.01%-7,02213F-HRTimelineGroup
Verity & Verity, LLC47,176$1.72M0.14%new13F-HRTimeline
CAPTRUST FINANCIAL ADVISORS47,172$1.72M<0.01%-3,62013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp41,565$1.52M0.03%-1,77113F-HRTimelineGroup
ARS Investment Partners, LLC38,690$1.41M0.09%+4,38813F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…36,960$1.35M0.01%new13F-HRTimelineGroup
Global Retirement Partners, LLC35,942$1.31M0.03%+1,56113F-HRTimeline
Capital Advisors, Ltd. LLC32,755$1.19M0.13%013F-HRTimeline
GTS SECURITIES LLC32,094$1.17M0.04%-1,30513F-HRTimeline
HERITAGE OAK WEALTH ADVISORS LLC30,817$1.12M0.41%+74313F-HRTimeline
Nova Wealth Management, Inc.27,463$1M0.7%+6,19613F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP27,306$995K0.01%new13F-HR/ATimelineGroup
WESBANCO BANK INC26,976$983K0.03%new13F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC23,812$868K<0.01%+22,00013F-HRTimelineGroup
Cambridge Investment Research Advisors,…23,628$861K<0.01%+15,90313F-HRTimeline
Summit Wealth Partners, LLC21,307$777K0.14%-13213F-HRTimeline
Cresset Asset Management, LLC20,730$756K<0.01%013F-HR/ATimeline
Objectivity Squared, LLC20,029$730K0.44%new13F-HRTimeline
NewEdge Wealth, LLC19,454$667K0.01%new13F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP17,694$645K<0.01%013F-HRTimelineGroup
Investment Partners Asset Management, I…17,161$626K0.41%-12413F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC15,127$551K0.01%-64313F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…14,009$507K<0.01%+73913F-HRTimeline
Cetera Investment Advisers13,804$503K<0.01%+80413F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC13,376$488K<0.01%-4,69713F-HRTimelineGroup
SILVERLAKE WEALTH MANAGEMENT LLC13,060$476K0.12%+2913F-HRTimeline
Summit Financial, LLC12,867$469K0.01%new13F-HRTimeline
Stokes Capital Advisors, LLC12,861$469K0.11%-3,68613F-HRTimeline
NewEdge Advisors, LLC12,386$452K<0.01%-2513F-HRTimeline
WealthCare Investment Partners, LLC11,906$432K0.14%-1,66313F-HRTimeline
WEST MICHIGAN ADVISORS, LLC11,328$413K0.1%013F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…11,169$407K0.05%+713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.10,428$376K<0.01%+1,62113F-HRTimelineGroup
HOWARD FINANCIAL SERVICES, LTD.9,783$357K0.04%new13F-HRTimeline
WealthTrust Axiom LLC9,625$351K0.09%-1,17513F-HRTimeline
J.W. COLE ADVISORS, INC.9,252$337K0.01%+37313F-HRTimeline
Leading Edge Financial Planning LLC9,226$336K0.08%-4713F-HRTimeline
Strategies Wealth Advisors, LLC8,895$324K0.03%013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.8,258$301K<0.01%013F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP8,168$298K<0.01%-4,01713F-HRTimelineGroup
COMERICA BANK7,605$277K<0.01%+5013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…7,425$271K<0.01%+1,80013F-HRTimelineGroup
MAI Capital Management7,008$255K<0.01%+6513F-HRTimeline
Orion Porfolio Solutions, LLC6,919$252K<0.01%+1,13813F-HRTimeline
UMB Bank, n.a.6,575$240K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Sterneck Capital Management, LLC6,300$230K0.11%013F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…6,219$227K0.03%013F-HRTimeline
Allworth Financial LP5,970$218K<0.01%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV5,835$213K<0.01%-2,81513F-HRTimeline
Legacy Capital Wealth Partners, LLC5,599$204K0.04%-4013F-HRTimeline
Segment Wealth Management, LLC5,570$203K0.01%new13F-HRTimeline
Argent Trust Co5,500$200K0.01%-28213F-HRTimeline
Steward Partners Investment Advisory, L…5,485$200K<0.01%+10013F-HRTimeline
MATHER GROUP, LLC.5,129$187K<0.01%new13F-HRTimeline
Sunbelt Securities, Inc.5,000$182K0.01%new13F-HRTimeline
Advisory Services Network, LLC4,761$174K<0.01%new13F-HRTimeline
PRIVATE TRUST CO NA4,600$168K0.01%new13F-HRTimeline
Blume Capital Management, Inc.3,944$144K0.03%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC3,626$132K<0.01%013F-HRTimelineGroup
FMR LLCin group FMR LLC3,355$122K<0.01%+67713F-HRTimelineGroup
City State Bank3,298$120K0.03%013F-HRTimeline
Principia Wealth Advisory, LLC3,231$118K0.08%+2513F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC3,121$114K0.01%013F-HRTimeline
CENTRAL TRUST Co2,931$107K<0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC2,505$91K0.01%013F-HRTimeline
Princeton Global Asset Management LLC1,005$36.6K0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC987$36K<0.01%-4613F-HRTimelineGroup
Farther Finance Advisors, LLC932$34K<0.01%+2213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO914$33.3K<0.01%-3013F-HR/ATimelineGroup
Strategic Investment Solutions, Inc. /IL705$25.7K0.01%013F-HRTimeline
SIGNATUREFD, LLC680$24.8K<0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV630$23K<0.01%013F-HRTimeline
Crewe Advisors LLC561$20.4K<0.01%013F-HRTimeline
HM PAYSON & CO509$18.6K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC500$18.2K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC437$15.9K<0.01%013F-HRTimelineGroup
Westside Investment Management, Inc.279$10.2K<0.01%013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC247$9K<0.01%+313F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC240$8.75K<0.01%013F-HRTimeline
CX Institutional185$7K<0.01%+213F-HRTimeline
Root Financial Partners, LLC184$6.71K<0.01%new13F-HRTimeline
Caldwell Trust Co112$4.08K<0.01%013F-HRTimeline
SIMPLEX TRADING, LLC110$4K<0.01%new13F-HRTimeline
SALEM INVESTMENT COUNSELORS INC75$2.73K<0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…9$325<0.01%013F-HRTimelineGroup