Latest imported 13F data
TPZ

TORTOISE CAPITAL SERIES TRUS

Institutional Ownership · Q4 2025

Filing: Q4 2025

TORTOISE CAPITAL SERIES TRUS (TPZ) is held by 218 institutional investors with combined holdings of $822M. Major holders include BANK OF AMERICA CORP /DE/, MORGAN STANLEY, ENVESTNET ASSET MANAGEMEN.

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Institutional Holders
218
Total Value
$822.5M
Ownership %
754.7%

🏦 Top Institutional Holders

BANK OF AMERICA CORP /DE/
12.6M shares
$141.6M
213.69% ownership
MORGAN STANLEY
3.6M shares
$122.7M
61.15% ownership
ENVESTNET ASSET MANAGEMENT INC
4.4M shares
$42.1M
75.43% ownership
Arvest Bank Trust Division
1.1M shares
$39.3M
18.91% ownership
D.A. DAVIDSON & CO.
4.2M shares
$39.3M
71.25% ownership

📊 Financials

Income statement, balance sheet, and cash flow from SEC filings.

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