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Tortoise AI Infrastructr ETF (TCAI)

CUSIP: 890930803 | NYSE | 62 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Capital Investment Advisory Services, LLC109,507
0.3% of portfolio›$5.1M
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors106,434
0.2% of portfolio›$5.0M
BIP Wealth, LLC86,313
0.1% of portfolio›$4.0M
Parallel Advisors, LLC55,715
0.0% of portfolio›$2.6M
VestGen Advisors, LLC54,281
0.1% of portfolio›$2.5M
WT Wealth Management51,960
0.7% of portfolio›$2.4M
Farther Finance Advisors, LLC47,488
0.0% of portfolio›$2.2M
Atria Investments, Inc43,942
0.0% of portfolio›$2.1M
LPL Financial LLC33,034
0.0% of portfolio›$1.5M
Forvis Mazars Wealth Advisors, LLC18,873
0.0% of portfolio›$885.5K
Diversify Wealth Management, LLC14,189
0.0% of portfolio›$594.9K
Diversify Advisory Services, LLC14,189
0.0% of portfolio›$594.9K
Integrity Alliance, Llc.10,407
0.0% of portfolio›$488.3K
Cambridge Investment Research Advisors, Inc.9,562
0.0% of portfolio›$449
Mission Wealth Management, LP8,118
0.0% of portfolio›$380.9K
Wealth Enhancement Advisory Services, LLC6,387
0.0% of portfolio›$298.7K
Crusonia Wealth Advisors LLC6,021
0.0% of portfolio›$282.5K
Independent Financial Group, LLC5,726
0.0% of portfolio›$268.7K
Summit Financial Consulting LLC5,536
0.2% of portfolio›$259.7K
Roth Financial Partners LLC5,300
0.1% of portfolio›$248.7K
Choreo, LLC5,002
0.0% of portfolio›$234.7K
Truist Financial Corp4,286
0.0% of portfolio›$201.1K
Creative Financial Designs Inc1,241
0.0% of portfolio›$58.2K
Jnba Financial Advisors976
0.0% of portfolio›$45.8K
IFS Advisors, LLC369
0.0% of portfolio›$17.3K
GK Wealth Management LLC157
0.0% of portfolio›$7.4K
PNC Financial Services Group, Inc.150
0.0% of portfolio›$7.0K
CoreCap Advisors, LLC111
0.0% of portfolio›$5.2K
Aspect Partners, LLC49
0.0% of portfolio›$2.3K
Signaturefd, LLC31
0.0% of portfolio›$1.5K
Comprehensive Financial Planning, Inc.30
0.0% of portfolio›$1.4K
Signature Equity Partners, LLC30
0.0% of portfolio›$1.4K
StyleTurnoverLocationFiled
Capital Investment Advisory Services, LLC
109,507$5.1M0.3%CoreMediumRaleigh, NC2026-10-30
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
106,434$5.0M0.2%ETFMediumWestlake, OH2026-10-14
BIP Wealth, LLC
86,313$4.0M0.1%ETFMediumAtlanta, GA2026-10-22
Parallel Advisors, LLC
55,715$2.6M0.0%IndexLowSan Francisco, CA2026-11-03
VestGen Advisors, LLC
54,281$2.5M0.1%GrowthMediumChicago, IL2026-10-27
WT Wealth Management
51,960$2.4M0.7%ETFMediumScottsdale, AZ2026-10-13
Farther Finance Advisors, LLC
47,488$2.2M0.0%IndexLowSan Francisco, CA2026-10-08
Atria Investments, Inc
43,942$2.1M0.0%CoreMediumCharlotte, NC2026-10-15
LPL Financial LLC
33,034$1.5M0.0%IndexVery LowFort Mill, SC2026-11-06
Forvis Mazars Wealth Advisors, LLC
18,873$885.5K0.0%ETFVery LowSpringfield, MO2026-10-13
Diversify Wealth Management, LLC
14,189$594.9K0.0%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
14,189$594.9K0.0%GrowthLowSandy, UT2026-10-20
Integrity Alliance, Llc.
10,407$488.3K0.0%ETFMediumUrbandale, IA2026-10-29
Cambridge Investment Research Advisors, Inc.
9,562$4490.0%ETFLowFairfield, IA2026-11-02
Mission Wealth Management, LP
8,118$380.9K0.0%ETFLowSanta Barbara, CA2026-10-15
Wealth Enhancement Advisory Services, LLC
6,387$298.7K0.0%CoreLowPlymouth, MN2026-10-13
Crusonia Wealth Advisors LLC
6,021$282.5K0.0%ETFVery LowDenver, CO2026-10-26
Independent Financial Group, LLC
5,726$268.7K0.0%GrowthLowSan Diego, CA2026-10-13
Summit Financial Consulting LLC
5,536$259.7K0.2%ETFHighSterling Heights, MI2026-10-15
Roth Financial Partners LLC
5,300$248.7K0.1%ETFVery LowKingwood, TX2026-10-06
Choreo, LLC
5,002$234.7K0.0%IndexLowRockford, IL2026-10-28
Truist Financial Corp
4,286$201.1K0.0%CoreLowCharlotte, NC2026-10-30
Creative Financial Designs Inc
1,241$58.2K0.0%ETFMediumKokomo, IN2026-11-04
Jnba Financial Advisors
976$45.8K0.0%ETFMediumBloomington, MN2026-11-03
IFS Advisors, LLC
369$17.3K0.0%ETFLowOverland Park, KS2026-10-14
GK Wealth Management LLC
157$7.4K0.0%GARPVery HighReno, NV2026-10-09
PNC Financial Services Group, Inc.
150$7.0K0.0%GrowthVery LowPittsburgh, PA2026-11-06
CoreCap Advisors, LLC
111$5.2K0.0%ETFMediumSouthfield, MI2026-10-08
Aspect Partners, LLC
49$2.3K0.0%ETFMediumFairfax, VA2026-10-20
Signaturefd, LLC
31$1.5K0.0%IndexLowAtlanta, GA2026-10-23
Comprehensive Financial Planning, Inc.
30$1.4K0.0%Agg GrowthLowEast Petersburg, PA2026-10-27
Signature Equity Partners, LLC
30$1.4K0.0%GrowthMediumColumbus, OH2026-10-29