Filing Research | TORTOISE CAPITAL SERIES TRUS Institutional Holdings

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13F - Institutional holdings explorer

Snapshot holdings

14 / 14 loaded

#		Instrument	quantity
1	Capital Investment Advisory Services, LLC	Shares	114.6KSH	$6.4M
2	C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	Shares	76.1KSH	$4.3M
3	WT Wealth Management	Shares	45.0KSH	$2.5M
4	Farther Finance Advisors, LLC	Shares	41.7KSH	$2.3M
5	MISSION WEALTH MANAGEMENT, LP	Shares	8.1KSH	$453.5K
6	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	8.2KSH	$423.2K
7	INDEPENDENT FINANCIAL GROUP, LLC	Shares	5.3KSH	$297.9K
8	Roth Financial Partners LLC	Shares	5.3KSH	$296.4K
9	Sandy Cove Advisors, LLC	Shares	5.0KSH	$279.6K
10	JNBA Financial Advisors	Shares	976SH	$54.6K
11	CoreCap Advisors, LLC	Shares	75SH	$4.2K
12	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	60SH	$3.2K
13	Aspect Partners, LLC	Shares	41SH	$2.3K
14	SIGNATUREFD, LLC	Shares	31SH	$1.7K

Manager changes2026-06-30 vs 2026-03-31

14 / 14 loaded

#		Instrument
1	Capital Investment Advisory Services, LLC new	Shares	+114.6K	+$6.4M	$6.4M
2	C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors added	Shares	+40.2K	+$3.0M	$4.3M
3	WT Wealth Management new	Shares	+45.0K	+$2.5M	$2.5M
4	Farther Finance Advisors, LLC new	Shares	+41.7K	+$2.3M	$2.3M
5	MISSION WEALTH MANAGEMENT, LP new	Shares	+8.1K	+$453.5K	$453.5K
6	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new	Shares	+8.2K	+$423.2K	$423.2K
7	INDEPENDENT FINANCIAL GROUP, LLC new	Shares	+5.3K	+$297.9K	$297.9K
8	Roth Financial Partners LLC new	Shares	+5.3K	+$296.4K	$296.4K
9	Sandy Cove Advisors, LLC new	Shares	+5.0K	+$279.6K	$279.6K
10	JNBA Financial Advisors unchanged	Shares	0	+$20.8K	$54.6K
11	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC new	Shares	+60	+$3.2K	$3.2K
12	Aspect Partners, LLC added	Shares	+25	+$1.7K	$2.3K
13	CoreCap Advisors, LLC unchanged	Shares	0	+$1.6K	$4.2K
14	SIGNATUREFD, LLC unchanged	Shares	0	+$660	$1.7K

Filing Research | TORTOISE CAPITAL SERIES TRUS Institutional Holdings