Home › TPYP

Who holds TPYP

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

Export CSV

FundSharesValue% of portfolio
MORGAN STANLEY3.5M$146.1M0.0%
BANK OF AMERICA CORP /DE/996.1K$41.8M0.0%
Arvest Bank Trust Division930.2K$39.0M1.9%
TRAPHAGEN INVESTMENT ADVISORS LLC885.4K$37.1M2.7%
Magnus Financial Group LLC863.5K$36.2M2.6%
ATWOOD & PALMER INC670.3K$28.1M1.5%
FOSTER & MOTLEY INC645.8K$27.1M1.2%
Keudell/Morrison Wealth Management375.4K$15.7M3.0%
ARVEST INVESTMENTS, INC.345.7K$14.5M1.8%
Parkside Financial Bank & Trust288.6K$12.1M0.8%
UBS Group AG279.3K$11.7M0.0%
Busey Bank266.7K$11.2M0.3%
Cerity Partners LLC240.2K$10.1M0.0%
Triangle Securities Wealth Management224.8K$9.4M1.9%
Creative Planning224.6K$9.4M0.0%
CASTLEKEEP INVESTMENT ADVISORS LLC211.1K$8.9M4.4%
COMMONWEALTH EQUITY SERVICES, LLC202.8K$8.5M0.0%
Mariner, LLC199.3K$8.4M0.0%
WELLS FARGO & COMPANY/MN194.2K$8.1M0.0%
RAYMOND JAMES FINANCIAL INC190.2K$8.0M0.0%
CITADEL ADVISORS LLC176.0K$7.4M0.0%
Eagle Strategies LLC175.3K$7.4M0.7%
Rockefeller Capital Management L.P.143.2K$6.0M0.0%
Icon Wealth Advisors, LLC135.9K$5.7M0.3%
ROYAL BANK OF CANADA123.2K$5.2M0.0%
FAS Wealth Partners, Inc.112.6K$4.7M0.2%
Marshall & Sterling Wealth Advisors Inc.107.2K$4.5M2.7%
BLUELINE ADVISORS LLC101.2K$4.2M2.9%
LPL Financial LLC97.4K$4.1M0.0%
Smith & Howard Wealth Management, LLC95.0K$4.0M0.8%
FIRST NATIONAL BANK OF OMAHA93.9K$4.0M0.1%
Quad-Cities Investment Group, LLC88.3K$3.7M1.3%
Financial Partners Group, Inc85.2K$3.6M0.4%
Sanctuary Advisors, LLC84.8K$3.6M0.0%
Janney Montgomery Scott LLC81.3K$3.4M0.0%
HBK Sorce Advisory LLC79.9K$3.3M0.1%
ENVESTNET ASSET MANAGEMENT INC78.7K$3.3M0.0%
Financial Enhancement Group LLC78.4K$3.3M0.4%
Bollard Group LLC70.6K$3.0M0.1%
Battery Global Advisors, LLC68.4K$2.9M1.4%
Diversify Advisory Services, LLC64.0K$2.7M0.0%
DIVERSIFY WEALTH MANAGEMENT, LLC64.0K$2.7M0.0%
GTS SECURITIES LLC61.1K$2.6M0.1%
STIFEL FINANCIAL CORP56.7K$2.4M0.0%
AlphaCore Capital LLC54.6K$2.3M0.0%
Bank of New York Mellon Corp45.9K$1.9M0.0%
CAPTRUST FINANCIAL ADVISORS45.5K$1.9M0.0%
ARS Investment Partners, LLC42.4K$1.8M0.1%
XML Financial, LLC42.2K$1.8M0.1%
UNITED CAPITAL FINANCIAL ADVISORS, LLC37.1K$1.6M0.0%
NORTHERN TRUST CORP37.0K$1.6M0.0%
Atlantic Union Bankshares Corp36.6K$1.5M0.0%
Global Retirement Partners, LLC32.8K$1.4M0.0%
Capital Advisors, Ltd. LLC32.3K$1.4M0.1%
HERITAGE OAK WEALTH ADVISORS LLC32.2K$1.4M0.4%
REGIONS FINANCIAL CORP28.0K$1.2M0.0%
Oxbow Advisors, LLC27.8K$1.2M0.1%
WESBANCO BANK INC26.2K$1.1M0.0%
Cambridge Investment Research Advisors, Inc.24.7K$1.0M0.0%
MGO ONE SEVEN LLC24.6K$1.0M0.0%
Top Fund Holdings
13F
Top Fund Holdings

What did the whales just file?

Funds
Funds
{{ r.name }}CIK {{ r.cik }}
→
Stocks
Stocks
{{ sm.ticker }} — {{ sm.name }}See who holds it
→
No 13F filers or stocks match “{{ searchQuery }}”. Try a ticker like AAPL or a manager name like Buffett.
{{ searchError }} Refresh and try again, or search a shorter name.

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 {{ activeFund.holdingsCountLabel }}

Ticker
Company
{{ sortSharesLabel }}
{{ sortShareChgLabel }}
{{ sortValueLabel }}
{{ sortPctLabel }}
{{ sortPriorLabel }}
{{ sortFirstLabel }}
{{ sortPaidLabel }}
{{ sortNowLabel }}
{{ sortEstLabel }}
{{ h.ticker }}
{{ h.companyLabel }}
{{ 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 }}