Who Owns TORTOISE CAPITAL SERIES TRUS (TCAI)?Hedge Fund & Institutional Holders
$35.44+0.13 (+0.37%)NYSE
Institutional Holders
12
as of Q4 2025
Total Institutional Value
$3.5510001000000524e+24T
% of Float Held
—
QoQ Change in Holders
+10 / -0
Price History
TCAI — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| Sterneck Capital Management, LLC | New Position | +120K | +$3.6B |
| Parallel Advisors, LLC | Increased | +49K | +$650.1M |
| Forvis Mazars Wealth Advisors, LLC | New Position | +18K | +$522.0M |
| GTS SECURITIES LLC | New Position | +53K | +$1.0M |
| CWM, LLC | New Position | +2K | +$52K |
| JNBA Financial Advisors | New Position | +684 | +$20K |
| HOLLENCREST CAPITAL MANAGEMENT | New Position | +621 | +$0 |
| SIGNATUREFD, LLC | New Position | +31 | +$0 |
| HighTower Advisors, LLC | New Position | +18K | +$0 |
| JANE STREET GROUP, LLC | New Position | +27K | +$0 |
| OSAIC HOLDINGS, INC. | New Position | +1K | +$0 |
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | Sterneck Capital Management, LLC | 119,614 | $3.6B | 1.60% | Share |
| 2 | Parallel Advisors, LLC | 60,951 | $1.0B | 0.02% | Share |
| 3 | Forvis Mazars Wealth Advisors, LLC | 17,595 | $522.0M | 0.01% | Share |
| 4 | GTS SECURITIES LLC | 52,862 | $1.0M | 0.03% | Share |
| 5 | CWM, LLC | 1,755 | $52K | 0.00% | Share |
| 6 | JNBA Financial Advisors | 684 | $20K | 0.00% | Share |
| 7 | JANE STREET GROUP, LLC | 26,613 | $0 | 0.00% | Share |
| 8 | HighTower Advisors, LLC | 17,880 | $0 | 0.00% | Share |
| 9 | OSAIC HOLDINGS, INC. | 1,132 | $0 | 0.00% | Share |
| 10 | OSAIC HOLDINGS, INC. | 330 | $0 | 0.00% | Share |
| 11 | SIGNATUREFD, LLC | 31 | $0 | 0.00% | Share |
| 12 | HOLLENCREST CAPITAL MANAGEMENT | 621 | $0 | 0.00% | Share |
TCAI Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 11 | $5.1B | +10 |
| Q3 2025 | 1 | $349.9M | — |
As of Q4 2025, 12 institutional investors hold TCAI (TORTOISE CAPITAL SERIES TRUS). The largest holder is Sterneck Capital Management, LLC with $3.6B in shares. This quarter, 10 institutions opened new positions and 0 closed their positions.
Frequently Asked Questions
How many hedge funds own TCAI?
As of Q4 2025, 12 institutional investors report holding TCAI (TORTOISE CAPITAL SERIES TRUS) in their 13F filings.
Who is the largest institutional holder of TCAI?
The largest institutional holder of TCAI is Sterneck Capital Management, LLC with $3.6B in shares.
Is institutional ownership of TCAI increasing or decreasing?
This quarter, 10 institutions opened new positions in TCAI and 0 closed their positions.