TPZ
TORTOISE CAPITAL SERIES TRUS
Institutional Ownership · Q4 2025
Filing: Q4 2025TORTOISE 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 (MS, MS-P, ENVESTNET ASSET MANAGEMEN.
Institutional Holders
218
Total Value
$822.5M
Ownership %
754.7%
🏦 Top Institutional Holders
BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BML-PG, BML-PH, BML-PJ, BML-PL)
12.6M shares
$141.6M
213.69% ownership
MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ)
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