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Disclosery

TPYP TORTOISE CAPITAL SERIES TRUS

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ETF (fund)

146 managers (147 13F filers) reported a position in TPYP shares at 2026-03-31, 15,612,595 shares in all. 32 filers opened a position and 8 filers sold out during the quarter.

Managers
146
13F filers
147
New
32
Added
46
Reduced
40
Sold out
8
Shares held by filers
15,612,595

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 STANLEY3,438,505$146M0.01%+47,10113F-HRTimelineGroup
Arvest Bank Trust Division1,065,759$45.1M2.45%-48,05713F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/956,356$40.5M<0.01%-101,55213F-HRTimelineGroup
TRAPHAGEN INVESTMENT ADVISORS LLC865,826$36.7M2.97%+128,05313F-HRTimeline
Magnus Financial Group LLC850,210$36M2.93%-10,70613F-HRTimeline
ATWOOD & PALMER INC667,141$28.3M1.59%+2,49113F-HRTimeline
FOSTER & MOTLEY INC641,022$27.2M1.4%-10,01413F-HRTimeline
ARVEST INVESTMENTS, INC.344,037$14.6M1.99%-22,68013F-HRTimeline
CWM, LLCin group CWM, LLC341,034$14.4M0.04%+65,19113F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN320,027$13.6M<0.01%-46,03913F-HR/ATimelineGroup
Parkside Financial Bank & Trust285,805$12.1M0.93%+14,37113F-HRTimeline
Busey Bank277,382$11.7M0.32%-55013F-HRTimeline
Keudell/Morrison Wealth Management266,945$11.3M2.31%-42,21213F-HRTimeline
UBS Group AGgroup of 2 filers holding264,093$11.2M+516Timeline
Cerity Partners LLCin group Cerity Partners LLC244,199$10.3M0.01%+24213F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC239,707$10.2M0.01%new13F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC236,396$10M<0.01%+23,76013F-HRTimelineGroup
Creative Planningin group Creative Planning228,361$9.67M0.01%-1,16413F-HRTimelineGroup
LPL Financial LLC227,800$9.65M<0.01%+117,69113F-HRTimeline
Triangle Securities Wealth Management227,063$9.62M2.18%+24113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CASTLEKEEP INVESTMENT ADVISORS LLC208,402$8.83M4.79%+13,16813F-HRTimeline
Mariner, LLCin group Mariner, LLC195,837$8.3M0.01%-3,33813F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC189,266$8.02M0.01%+1,70113F-HRTimeline
Icon Wealth Advisors, LLC138,865$5.88M0.38%-3,61613F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…136,070$5.76M0.01%+18,52513F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA113,017$4.79M<0.01%+16,09013F-HRTimelineGroup
FAS Wealth Partners, Inc.110,724$4.69M0.29%+1,69813F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.100,229$4.25M2.78%+3,93613F-HRTimeline
BLUELINE ADVISORS LLC98,755$4.18M3.24%+2,24013F-HRTimeline
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA95,389$4.08M0.13%-4,28813F-HRTimelineGroup
Smith & Howard Wealth Management, LLC94,062$3.98M0.86%-20,13413F-HRTimeline
Janney Montgomery Scott LLC91,608$3.88M0.01%-63113F-HRTimeline
Quad-Cities Investment Group, LLC89,713$3.8M1.51%-1,22213F-HRTimeline
Financial Partners Group, Inc87,818$3.72M0.45%+22,62113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC81,612$3.46M<0.01%+6,39413F-HRTimelineGroup
HBK Sorce Advisory LLC79,943$3.32M0.07%-86713F-HRTimeline
Financial Enhancement Group LLC80,886$3.31M0.41%-1,52313F-HRTimeline
HighTower Advisors, LLC76,284$3.23M<0.01%+1,31413F-HRTimeline
Sanctuary Advisors, LLC70,255$2.98M0.02%+61613F-HRTimeline
Bollard Group LLC70,058$2.97M0.09%+1,19713F-HRTimeline
Battery Global Advisors, LLC68,388$2.9M1.56%013F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding61,547$2.61M+462Timeline
AlphaCore Capital LLC56,734$2.4M0.06%+1,33413F-HRTimeline
Foundations Investment Advisors, LLC56,275$2.38M0.03%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP52,666$2.23M<0.01%-11,06313F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS48,750$2.07M<0.01%+1,13113F-HRTimeline
XML Financial, LLC45,638$1.93M0.16%-1,59613F-HRTimeline
B. Riley Wealth Advisors, Inc.43,905$1.88M0.12%new13F-HRTimeline
ARS Investment Partners, LLC41,982$1.78M0.09%+3,13113F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp37,255$1.58M0.03%-1,06913F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…37,077$1.57M0.01%+11713F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP37,010$1.57M<0.01%013F-HRTimelineGroup
HERITAGE OAK WEALTH ADVISORS LLC32,899$1.39M0.44%+41413F-HRTimeline
Capital Advisors, Ltd. LLC31,602$1.34M0.15%013F-HRTimeline
Oxbow Advisors, LLC29,297$1.24M0.11%-137,48513F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP28,281$1.2M0.01%-4613F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp26,936$1.14M<0.01%+16,09413F-HRTimelineGroup
WESBANCO BANK INC26,926$1.14M0.03%013F-HRTimeline
Cambridge Investment Research Advisors,…25,180$1.07M<0.01%+1,55213F-HRTimeline
MGO ONE SEVEN LLC23,637$1M0.02%new13F-HRTimeline
GTS SECURITIES LLC22,136$938K0.03%-3,21713F-HRTimeline
Nova Wealth Management, Inc.21,718$920K0.6%+72113F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC21,389$906K<0.01%new13F-HRTimelineGroup
Cresset Asset Management, LLC20,730$878K<0.01%013F-HRTimeline
Summit Wealth Partners, LLC20,468$867K0.14%-40613F-HRTimeline
Objectivity Squared, LLC20,188$855K0.54%+15913F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…18,821$797K0.1%+4,28013F-HRTimeline
Cetera Investment Advisers17,513$742K<0.01%+93213F-HRTimeline
Investment Partners Asset Management, I…17,006$720K0.44%-9513F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC16,120$683K0.02%+47413F-HRTimelineGroup
NewEdge Wealth, LLC15,937$675K0.01%-3,51713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…15,939$673K<0.01%+1,47113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.15,218$645K<0.01%+7,98513F-HRTimelineGroup
55 North Private Wealth, LLC13,888$588K0.15%+3013F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC13,337$565K0.12%-70713F-HRTimeline
Stokes Capital Advisors, LLC12,958$549K0.12%+32213F-HR/ATimeline
Waverly Advisors, LLC12,703$538K<0.01%013F-HRTimeline
Summit Financial, LLC12,157$515K0.01%013F-HRTimeline
NewEdge Advisors, LLC11,717$496K<0.01%-60213F-HR/ATimeline
WESPAC Advisors, LLC11,501$487K0.27%new13F-HRTimeline
WEST MICHIGAN ADVISORS, LLC11,328$480K0.11%013F-HRTimeline
WealthCare Investment Partners, LLC10,872$469K0.13%-33413F-HRTimeline
WealthTrust Axiom LLC9,500$402K0.1%-12513F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.9,498$402K0.05%+8313F-HRTimeline
Leading Edge Financial Planning LLC9,210$390K0.08%-1513F-HRTimeline
Strategies Wealth Advisors, LLC8,895$377K0.04%013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.8,258$350K<0.01%013F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …8,243$349K<0.01%new13F-HRTimelineGroup
MML INVESTORS SERVICES, LLC7,838$332K<0.01%new13F-HRTimeline
PRIVATE TRUST CO NA7,628$323K0.03%+3,02813F-HRTimeline
Steward Partners Investment Advisory, L…7,595$322K<0.01%+3,01013F-HRTimeline
GRIFFIN ASSET MANAGEMENT, INC.7,456$316K0.04%new13F-HRTimeline
Allworth Financial LP7,365$312K<0.01%013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP7,206$305K<0.01%-69613F-HRTimelineGroup
MAI Capital Management7,130$302K<0.01%+12213F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…7,096$301K<0.01%new13F-HRTimelineGroup
Zinnia Wealth Advisory, LLC6,654$282K0.32%-32713F-HRTimeline
UMB Bank, n.a.6,615$280K<0.01%-17513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Sterneck Capital Management, LLC6,300$267K0.12%013F-HRTimeline
Orion Porfolio Solutions, LLC5,919$251K<0.01%-99713F-HRTimeline
Family Investment Center, Inc.5,819$246K0.05%new13F-HRTimeline
Segment Wealth Management, LLC5,570$236K0.01%new13F-HRTimeline
Argent Trust Co5,500$233K0.01%new13F-HRTimeline
PRIMORIS WEALTH ADVISORS, LLC5,500$233K0.16%new13F-HRTimeline
Legacy Capital Wealth Partners, LLC5,488$232K0.05%new13F-HRTimeline
Barnes Wealth Management Group, Inc5,464$231K0.12%new13F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…5,349$227K<0.01%new13F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV5,164$219K<0.01%new13F-HRTimeline
Ferguson Shapiro LLC5,150$218K0.07%new13F-HRTimeline
Bramshill Investments, LLC5,000$212K0.02%new13F-HRTimeline
Chicago Partners Investment Group LLC5,017$205K<0.01%new13F-HRTimeline
TopTier Wealth Management, LLC4,820$204K0.13%new13F-HRTimeline
Advisory Services Network, LLC4,761$202K<0.01%new13F-HRTimeline
Blume Capital Management, Inc.3,944$167K0.03%013F-HRTimeline
Central Pacific Bank - Trust Division3,699$157K0.02%new13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.3,626$154K<0.01%013F-HRTimelineGroup
City State Bank3,298$140K0.04%013F-HRTimeline
FMR LLCin group FMR LLC3,025$128K<0.01%-15813F-HRTimelineGroup
CENTRAL TRUST Co2,931$124K<0.01%013F-HRTimeline
Ball & Co Wealth Management Inc.2,777$117K0.1%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.2,650$112K<0.01%new13F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC2,560$108K0.01%-56113F-HRTimeline
VALLEY NATIONAL ADVISERS INC2,505$106K0.01%013F-HRTimeline
Principia Wealth Advisory, LLC2,311$98K0.06%-94013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,486$63.6K<0.01%+98613F-HR/ATimelineGroup
Princeton Global Asset Management LLC1,005$42.6K0.01%013F-HRTimeline
Farther Finance Advisors, LLC932$39K<0.01%013F-HRTimeline
Strategic Investment Solutions, Inc. /IL705$29.9K0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV630$26.7K<0.01%013F-HRTimeline
Prosperity Bancshares Inc600$25.4K0.02%013F-HRTimeline
SIGNATUREFD, LLC598$25.3K<0.01%-11613F-HRTimeline
Crewe Advisors LLC561$23.8K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC500$21.2K0.01%new13F-HRTimeline
Innovative Asset Advisors Group, LLC500$21.2K0.01%13F-HRTimeline
Salomon & Ludwin, LLC500$21.1K<0.01%013F-HRTimeline
Westside Investment Management, Inc.279$11.8K<0.01%013F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…263$11.1K<0.01%new13F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC251$10.6K0.01%+413F-HRTimeline
Delos Wealth Advisors, LLC250$10.6K0.01%new13F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC240$10.2K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC206$8.73K<0.01%013F-HRTimelineGroup
CX Institutional188$8K<0.01%+313F-HRTimeline
Root Financial Partners, LLC182$7.71K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…136$5.76K<0.01%new13F-HR/ATimelineGroup
Caldwell Trust Co84$3.56K<0.01%-2813F-HRTimeline
SALEM INVESTMENT COUNSELORS INC75$3.18K<0.01%new13F-HR/ATimeline