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Tortoise Capital Series Trus shares owned by Atria Investments

Quarter-by-quarter ownership of Tortoise Capital Series Trus (TCAI) shares owned by Atria Investments from 13F filings

Historical chart of Atria Investments investment in Tortoise Capital Series Trus

Tip: Access up to 7 years of quarterly data

All positions including Tortoise Capital Series Trus held by Atria Investments consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Tortoise Capital Series Trus by Atria Investments

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.2M 35k 34.64

More positions owned by Atria Investments

NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)
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Microsoft Corporation (MSFT)
Spdr Gold Tr Gold Shs (GLD)
Spdr Series Trust State Street Spd (BIL)
Apple (AAPL)
Amazon (AMZN)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Core Msci Emkt (IEMG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Index Fds Growth Etf (VUG)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)

View all positions for Atria Investments

Top funds holding Tortoise Capital Series Trus

Jane Street
Sterneck Capital Management
Parallel Advisors
Gts Securities
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Atria Investments
HighTower Advisors
BKD Wealth Advisors
BIP Wealth
Savvy Advisors
Mariner Wealth Advisors
GM Advisory
Evergreen Wealth Solutions
Hollencrest Securities
CWM

View all funds holding Tortoise Capital Series Trus