TORTOISE CAPITAL SERIES TRUS
Institutional coverage
139 13F filers hold $TPYP.
13F holders
139
Insider buys · 90d
0
Congress · 90d
1trades
Smart Money · top-200 alpha cohort
1 holders · Q1 2026Fewer than 3 top-performer holders hold this ticker — not enough signal for a Smart-Money commentary this week. The institutional holders table below shows the full picture.
Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.
Institutional holders
Top 10 of 139 · Source: 13F-HR01
Full Sail Capital, LLC
2.93% of portfolio
1,700,420 sh
02
Summerhill Capital Management lnc.
2.97% of portfolio
865,826 sh
03
Welch Capital Partners LLC
1.59% of portfolio
667,141 sh
04
Okabena Investment Services Inc.
1.40% of portfolio
641,022 sh
05
Baltimore-Washington Financial Advisors, Inc.
0.01% of portfolio
487,722 sh
06
Evensky & Katz LLC
0.01% of portfolio
378,322 sh
07
Arvest Investments, Inc.
1.99% of portfolio
344,037 sh
08
Tower Research Capital LLC (TRC)
0.04% of portfolio
341,034 sh
09
Ancora Advisors LLC
0.93% of portfolio
285,805 sh
10
Cornerstone Wealth Group, LLC
2.31% of portfolio
266,945 sh
Insider activity · last 90 days
No insider activity
No Form 4 filings on record for $TPYP in the recent window.
Congress trades · last 90 days
5 disclosures · STOCK ActSOLD
$1K–$15K
Apr 14STOCK
BOUGHT
$1K–$15K
Feb 15STOCK
SOLD
$1K–$15K
Dec 8STOCK
SOLD
$1K–$15K
Nov 15STOCK
SOLD
$15K–$50K
Oct 18STOCK
Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 10:00 UTC.