Who owns TCAI?
Tortoise AI Infrastructure ETF · Tortoise
51 institutions reported holding TCAI, worth $64.9M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of TCAI
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Capital Investment Advisory Services, LLC | Raleigh, NC | $6.4M | 114,580 | New position |
| Sterneck Capital Management, LLC | Kansas City, MO | $5.7M | 102,170 | −20,773 shares |
| Jane Street Group, LLC | New York, NY | $5.0M | 90,288 | −109,435 shares |
| BIP Wealth, LLC | Atlanta, GA | $4.5M | 81,066 | +66,246 shares |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | Westlake, OH | $4.3M | 76,131 | +40,197 shares |
| Summit Financial, LLC | Parsippany, NJ | $3.4M | 60,182 | New position |
| Parallel Advisors, LLC | San Francisco, CA | $3.1M | 55,214 | −9,315 shares |
| HighTower Advisors, LLC | Chicago, IL | $3.1M | 54,555 | +35,140 shares |
| GTS Securities LLC | New York, NY | $2.8M | 50,915 | +24,892 shares |
| WT Wealth Management | Scottsdale, AZ | $2.5M | 44,950 | New position |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns TCAI?
51 institutional managers reported holding TCAI in Form 13F filings for June 30, 2026, worth $64.9M in total. The largest reported position was held by Capital Investment Advisory Services, LLC, at $6.4M.
Did institutions buy or sell TCAI last quarter?
Reported 13F value rose 207.6% from March 31, 2026, which includes price moves as well as buying and selling. 31 firms reported a new position and 1 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is TCAI ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.