Vault-13

TORTOISE CAPITAL SERIES TRUS TMLP

MLP ETF · ETP · CUSIP 890930886

9 institutional holders -1 vs Q1 2026
979,429979.4k shares reported held*
$27.1mreported value*
1 new 1 added 2 reduced 2 sold out net bought ≈ $5.6m (+202.3k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $27.66.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0510Q4 25: 5Q1 26: 10Q2 26: 99Q4 25Q1 26Q2 26
Numbers
QuarterHolders
Q4 20255
Q1 202610
Q2 20269

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
10010Q1 26: 6 bought or addedQ1 26: 2 cut or sold outQ1 26Q2 26: 2 bought or addedQ2 26: 4 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q1 202662
Q2 202624

Biggest buyers

Kings Path Partners LLC New +147,412+147.4k
GOLDMAN SACHS GROUP INC Added +88,659+88.7k

Biggest sellers

SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -16,504-16.5k
WELLS FARGO & COMPANY/MN Reduced -10,000-10.0k
MONETA GROUP INVESTMENT ADVISORS LLC Reduced -7,304-7.3k
UBS Group AG Sold out -11-11

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Mariner, LLC 0.01% of their portfolio Overland Park, KS 305,365305.4k $8.4m $8.4m 0.01% Unchanged
2 MONETA GROUP INVESTMENT ADVISORS LLC 0.04% of their portfolio ST LOUIS, MO 217,700217.7k $6.0m $6.0m 0.04% Reduced -7.3k -7,304
3 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 149,940149.9k $4.1m $4.1m 0.00% Added +88.7k +88,659
4 Kings Path Partners LLC 1.09% of their portfolio SUGAR LAND, TX 147,412147.4k $4.1m $4.1m 1.09% New
5 Callan Family Office, LLC 0.03% of their portfolio RADNOR, PA 63,39163.4k $1.8m $1.8m 0.03% Unchanged
6 DIVERSIFIED TRUST CO 0.03% of their portfolio MEMPHIS, TN 60,34460.3k $1.7m $1.7m 0.03% Unchanged
7 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 21,37621.4k $591.4k $591.4k 0.00% Unchanged
8 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 13,90013.9k $384.5k $384.5k 0.00% Reduced -10.0k -10,000
9 FMR LLC 0.00% of their portfolio BOSTON, MA 11 $28 $28 0.00% Unchanged