Who Owns TORTOISE CAPITAL (TPZ)? -- Institutional Holders (2026-06-30)

Name: TORTOISE CAPITAL (TPZ) Institutional Holders (2026-06-30)
Creator: ko.io

41 institutions reported holding $33.5M of TORTOISE CAPITAL (TPZ) in SEC 13F filings for 2026-06-30. Largest institutional holders: BARD ASSOCIATES INC ($5.6M), Focus Partners Wealth ($5.2M), Cetera Investment Advisers ($3.0M), LPL Financial LLC ($2.1M), Rockefeller Capital Management L.P. ($2.0M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	BARD ASSOCIATES INC	$5.6M	253,897	Trimmed
2	Focus Partners Wealth	$5.2M	237,222	Trimmed
3	Cetera Investment Advisers	$3.0M	135,002	Trimmed
4	LPL Financial LLC	$2.1M	95,329	Trimmed
5	Rockefeller Capital Management L.P.	$2.0M	93,501	Trimmed
6	Advisors Asset Management, Inc.	$2.0M	93,413	Trimmed
7	OLD MISSION CAPITAL LLC	$1.9M	84,974	Added
8	MORGAN STANLEY	$1.6M	74,002	Trimmed
9	UHLMANN PRICE SECURITIES, LLC	$1.6M	73,399	Trimmed
10	D.A. DAVIDSON & CO.	$1.5M	66,794	Trimmed
11	Cambridge Investment Research Advisors, Inc.	$1.2M	55,411	Trimmed
12	EVOLVE PRIVATE WEALTH, LLC	$762,560	34,868	Trimmed
13	OSAIC HOLDINGS, INC.	$725,170	33,153	Added
14	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$698,681	31,947	New
15	TRUIST FINANCIAL CORP	$523,884	23,954	Trimmed
16	RAYMOND JAMES FINANCIAL INC	$447,281	20,452	Added
17	Concorde Asset Management, LLC	$383,272	17,525	Hold
18	MAI Capital Management	$350,077	16,007	Trimmed
19	Creative Planning	$345,826	15,813	Added
20	NWF Advisory Services Inc.	$312,500	14,289	Trimmed
21	McGowan Group Asset Management, Inc.	$267,808	12,245	Added
22	GTS SECURITIES LLC	$267,164	12,216	Trimmed
23	Beverly Hills Private Wealth, LLC	$225,697	10,320	Hold
24	MONTAG A & ASSOCIATES INC	$144,824	6,622	Hold
25	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	$132,117	6,041	Trimmed

Source: SEC Form 13F filings · as of 2026-06-30