13FBOX
TORTOISE CAPITAL SERIES TRUS · 13F Institutional Holdings
Options Calculator Rankings
T

TORTOISE CAPITAL SERIES TRUS

TMLP
Institutions
9
Combined AUM (Q2 2026)
$27.1M
Combined Shares (Q2 2026)
979,429
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+236,071
2 · 1 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-33,819
4 · 2 Exit · ≈
⚖️ Net
+202,252
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$27.1M
Institutions
9
New Buys
1
Adds
1
Reduces
2
Exits
2
Unchanged
5
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Mariner, LLC
0.01%0.01%#5$8.4M305,365$8.6M305,36500.00%Unchanged
MONETA GROUP INVESTMENT ADVISORS LLC
0.04%0.05%#2$6.0M217,700$6.3M225,004-7,304-3.25%Reduce
GOLDMAN SACHS GROUP INC
<0.01%<0.01%#6$4.1M149,940$1.7M61,281+88,659+144.68%Add
Kings Path Partners LLC
1.09%#1$4.1M147,412$00+147,412New Buy
Callan Family Office, LLC
0.03%0.04%#3$1.8M63,391$1.8M63,39100.00%Unchanged
Diversified Trust Co
0.03%0.03%#4$1.7M60,344$1.7M60,34400.00%Unchanged
AQR CAPITAL MANAGEMENT LLC
<0.01%<0.01%#7$591,35521,376$601,52621,37600.00%Unchanged
WELLS FARGO & COMPANY/MN
<0.01%<0.01%#8$384,52813,900$672,53923,900-10,000-41.84%Reduce
FMR LLC
<0.01%<0.01%#9$281$28100.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow