Home › TNGY

Who holds TNGY

TORTOISE CAPITAL SERIES TRUS · 60 funds in the latest indexed 13Fs.

Export CSV

FundSharesValue% of portfolio
BANK OF AMERICA CORP /DE/10.3M$100.3M0.0%
ENVESTNET ASSET MANAGEMENT INC4.6M$45.0M0.0%
D.A. DAVIDSON & CO.4.3M$42.2M0.2%
RAYMOND JAMES FINANCIAL INC2.3M$21.9M0.0%
UBS Group AG1.2M$11.2M0.0%
LPL Financial LLC724.3K$7.0M0.0%
Baird Financial Group, Inc.576.5K$5.6M0.0%
Parkside Financial Bank & Trust534.2K$5.2M0.4%
ROYAL BANK OF CANADA483.5K$4.7M0.0%
Savant Capital, LLC399.8K$4.1M0.0%
Waverly Advisors, LLC393.0K$3.8M0.0%
CAPTRUST FINANCIAL ADVISORS379.3K$3.7M0.0%
NORTHERN TRUST CORP367.0K$3.6M0.0%
Ignite Planners, LLC277.8K$2.7M0.4%
Lee Financial Co210.1K$2.0M0.3%
SCS Capital Management LLC178.2K$1.8M0.0%
ROMAN BUTLER FULLERTON & CO159.1K$1.6M0.4%
Mariner, LLC167.4K$1.6M0.0%
OPPENHEIMER & CO INC153.0K$1.5M0.0%
DAVIDSON TRUST CO121.4K$1.2M0.5%
Alteri Wealth LLC119.4K$1.2M0.3%
INDEPENDENT FINANCIAL GROUP, LLC119.1K$1.2M0.0%
MAI Capital Management118.6K$1.2M0.0%
COMMONWEALTH EQUITY SERVICES, LLC118.3K$1.1M0.0%
Steward Partners Investment Advisory, LLC116.7K$1.1M0.0%
MORGAN STANLEY110.4K$1.1M0.0%
Atlanta Consulting Group Advisors, LLC96.0K$932,1600.1%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC86.3K$862,6600.0%
Onyx Bridge Wealth Group LLC73.9K$717,9290.1%
Lionsbridge Wealth Management LLC72.5K$704,0820.7%
Cetera Investment Advisers69.3K$672,4540.0%
Legacy Capital Wealth Partners, LLC68.4K$663,7020.1%
Bank OZK67.5K$655,5020.2%
ELEVATION POINT WEALTH PARTNERS, LLC66.5K$645,8120.0%
Merit Financial Group, LLC65.1K$631,6960.0%
OSAIC HOLDINGS, INC.64.9K$630,4310.0%
GTS SECURITIES LLC63.3K$614,5560.0%
BROWN BROTHERS HARRIMAN & CO60.4K$586,8630.0%
Patriot Financial Group Insurance Agency, LLC60.3K$585,8780.1%
AMERIPRISE FINANCIAL INC56.4K$547,9940.0%
Vestmark Advisory Solutions, Inc.55.2K$535,7200.0%
Creative Planning54.9K$532,7190.0%
Indivisible Partners52.0K$504,9450.0%
Lido Advisors, LLC45.7K$443,7970.0%
PNC FINANCIAL SERVICES GROUP, INC.45.3K$440,2710.0%
Clear Harbor Asset Management, LLC45.0K$436,6970.0%
CHOREO, LLC37.3K$361,8920.0%
IFG Advisory, LLC35.7K$346,3270.0%
Visionary Wealth Advisors33.4K$324,0130.0%
STIFEL FINANCIAL CORP29.0K$281,9890.0%
THOR INVESTMENT MANAGEMENT INC /OH/ /ADV27.8K$269,4910.2%
MONETA GROUP INVESTMENT ADVISORS LLC25.9K$251,3920.0%
SUSQUEHANNA INTERNATIONAL GROUP, LLP23.6K$229,0880.0%
NewEdge Advisors, LLC23.3K$225,9700.0%
IHT Wealth Management, LLC23.0K$223,7760.0%
OFC FINANCIAL PLANNING, LLC22.1K$214,9410.2%
ELEVATION WEALTH PARTNERS, LLC20.1K$195,0520.1%
FIFTH THIRD BANCORP19.7K$191,6250.0%
Carson Advisory Inc.19.7K$191,2290.1%
PARK AVENUE SECURITIES LLC19.5K$189,0000.0%
Top Fund Holdings
13F
Top Fund Holdings

What did the whales just file?

13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

Most widely searched
Person / Company
Value
{{ f.person }}{{ f.name }}
{{ f.value }}
Most widely held
Ticker
Company
Funds
{{ s.ticker }}
{{ s.name }}
{{ s.holders }}
› {{ activeFund.name }}

{{ activeFund.name }}

Filed {{ activeFund.filedDate }} · {{ activeFund.quarter }}
Portfolio Value{{ activeFund.value }}
Positions{{ activeFund.positions }}
{{ activeFund.errorMsg }}
{{ activeFund.holdingsNoteText }}
{{ activeFund.holdingsViewNote }}

Holdings

Ticker
Company
{{ sortSharesLabel }}
{{ sortShareChgLabel }}
{{ sortValueLabel }}
{{ sortPctLabel }}
{{ sortPriorLabel }}
{{ sortFirstLabel }}
{{ sortPaidLabel }}
{{ sortNowLabel }}
{{ sortEstLabel }}
{{ h.ticker }}
{{ h.company }}
{{ h.shares }}
{{ h.shareChg }}
{{ h.value }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.firstHeld }}
{{ h.estPaid }}
{{ h.priceNow }}
{{ h.estReturn }}
› {{ stockPageQuery }}

Who holds {{ stockPageQuery }}

{{ stockPageSubtitle }}
{{ quote.ticker }} {{ quote.price }} {{ quote.change }} ({{ quote.changePct }}) {{ quote.asOf }} · {{ quote.marketStatus }} · Chart
{{ stockSharesNote }}
{{ stockPageProgressText }}
{{ stockPageError }} Try again in a moment, or search the fund that holds it.

Holders

Fund
{{ sortHoldersSharesLabel }}
{{ sortHoldersValueLabel }}
{{ sortHoldersPctLabel }}
{{ sortHoldersOwnLabel }}
{{ sr.fundName }}
{{ sr.shares }}
{{ sr.value }}
{{ sr.pct }}
{{ sr.ownership }}
No filers found reporting a position in {{ stockPageQuery }}. Try the CUSIP or a different share class.
› › QoQ

{{ activeFund.name }} — Quarter-over-Quarter

{{ g.label }}
Ticker
Company
Shares
Value
{{ compareFromPctLabel }}
{{ compareToPctLabel }}
Change
{{ h.ticker }}
{{ h.company }}
{{ h.detail1 }}
{{ h.detail2 }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.change }}
13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
Loading {{ quote.name }}