# TORTOISE CAPITAL SERIES TRUS ENERGY ETF

TORTOISE CAPITAL SERIES TRUS ENERGY ETF is a security (CUSIP 890930209) tracked across SEC portfolio filings. 90 institutional managers reported $316.2M on Form 13F as of 2026-06-30.

## Summary

- Issuer: TORTOISE CAPITAL SERIES TRUS
- Class: ENERGY ETF
- CUSIP: 890930209
- 13F holders: 90
- 13F value: $316.2M
- 13F period: 2026-06-30
- N-PORT fund positions: 0

## Top institutional holders (Form 13F)

_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](https://search.stillhousedata.com/firm/6413) | FORT MILL, SC | $5.9M | 567,510 |
| [EXENCIAL WEALTH ADVISORS, LLC](https://search.stillhousedata.com/firm/130475) | 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](https://search.stillhousedata.com/firm/115332) | BIRMINGHAM, AL | $4.2M | 406,934 |
| [CAPTRUST FINANCIAL ADVISORS](https://search.stillhousedata.com/firm/175112) | 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](https://search.stillhousedata.com/firm/105910) | Dallas, TX | $2.0M | 210,096 |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/890930209.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.