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Tortoise Capital Series Trus shares owned by Mariner Wealth Advisors

Quarter-by-quarter ownership of Tortoise Capital Series Trus (TCAI) shares owned by Mariner Wealth Advisors from 13F filings

Historical chart of Mariner Wealth Advisors investment in Tortoise Capital Series Trus

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Tortoise Capital Series Trus by Mariner Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $415k 12k 34.64

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NVIDIA Corporation (NVDA)
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Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Ishares Tr Core Us Aggbd Et (AGG)
Alphabet Cap Stk Cl A (GOOGL)
Broadcom (AVGO)
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Vanguard Index Fds Value Etf (VTV)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
JPMorgan Chase & Co. (JPM)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core Univrsl Usd (IUSB)

View all positions for Mariner Wealth Advisors

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