Which funds hold TCAI?

As of 2026-Q2, 4 institutional funds reported holding TCAI (TORTOISE CAPITAL SERIES TRUS) in SEC 13F filings, with a combined reported value of $713.60K.

How many shares of TCAI do institutions own?

13F filers reported 12.76K shares of TCAI, worth $713.60K in aggregate at the end of 2026-Q2.

Is institutional ownership of TCAI rising or falling?

Share counts moved +13055.7% versus the prior quarter — accumulation.

Where does this data come from?

All figures are computed from SEC Form 13F quarterly filings, which institutional investment managers must file within 45 days of quarter end for long positions of $100,000 or more.

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TCAI — TORTOISE CAPITAL SERIES TRUS

Reported value held$713.60K

Funds holding (latest)4

Sector—

Funds holding (Q2 2026)4

Institutional value$713.60K · 12.76K sh

New / Add / Cut / Exit3 / 0 / 1 / 0

Top-5 / Top-10 concentration100.0% / 100.0%

Institutional holdings change Accumulating +13055.7% (+12.66K sh)

Institutional value change Up +21137.9%

As of Q2 2026, 4 SEC-registered investment managers reported holding TCAI (TORTOISE CAPITAL SERIES TRUS) in their latest 13F filings, with a combined reported value of $713.60K across 12.76K shares. That is +13055.7% by share count (+12.66K shares) versus the previous quarter, while reported value moved +21137.9%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.

Compared with the prior quarter, 3 opened new positions, 1 trimmed. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

Fund	Quarter	Shares	Value	Portfolio Weight	Change
Citadel Advisors history	Q2 2026	11.07K	$619.03K	0.00%	New
Morgan Stanley history	Q2 2026	1.00K	$55.92K	0.00%	New
Wells Fargo & Co history	Q2 2026	605	$33.83K	0.00%	New
UBS Group AG history	Q2 2026	86	$4.81K	0.00%	Reduce

New Positions (Q2 2026)

Citadel Advisors 11.07K sh · $619.03K
Morgan Stanley 1.00K sh · $55.92K
Wells Fargo & Co 605 sh · $33.83K

Fully Exited (vs previous quarter)

No tracked fund fully exited this quarter.

Fund Position History — shares by quarter (top 4 funds)

Fund	Q1 2026	Q2 2026
Citadel Advisors	—	11.07K
Morgan Stanley	—	1.00K
Wells Fargo & Co	—	605
UBS Group AG	97	86

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