TORTOISE CAPITAL SERIES TRUS ENERGY ETF is a security (CUSIP 890930209) tracked across SEC portfolio filings. 90 institutional managers reported $316.3M on Form 13F as of 2026-06-30.
Showing 15 of 90 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | CHARLOTTE, NC | $112.9M | 10,820,167 |
| ENVESTNET ASSET MANAGEMENT INC | Berwyn, PA | $45.0M | 4,633,732 |
| D.A. DAVIDSON & CO. | GREAT FALLS, MT | $42.2M | 4,342,251 |
| RAYMOND JAMES FINANCIAL INC | ST. PETERSBURG, FL | $23.6M | 2,266,623 |
| UBS Group AG | Zurich, V8 | $11.7M | 1,124,382 |
| Baird Financial Group, Inc. | MILWAUKEE, WI | $6.6M | 634,447 |
| LPL Financial LLC | FORT MILL, SC | $5.9M | 567,510 |
| EXENCIAL WEALTH ADVISORS, LLC | OKLAHOMA CITY, OK | $5.8M | 553,705 |
| Parkside Financial Bank & Trust | SAINT LOUIS, MO | $5.6M | 533,168 |
| Royal Bank of Canada | TORONTO, A6 | $5.0M | 483,432 |
| Waverly Advisors, LLC | BIRMINGHAM, AL | $4.2M | 406,934 |
| CAPTRUST FINANCIAL ADVISORS | RALEIGH, NC | $4.0M | 381,482 |
| NORTHERN TRUST CORP | CHICAGO, IL | $3.8M | 366,996 |
| Ignite Planners, LLC | SAN CLEMENTE, CA | $2.7M | 277,754 |
| Lee Financial Co | Dallas, TX | $2.0M | 210,096 |