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Tortoise AI Infrastructr ETF (TCAI)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Capital Investment Advisory Services, LLC
DECREASED
Shares109,507 from 114,580
Change-5,073 (-4%)
Value$5.1M (-$1.3M)
Filed 2026-10-30
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED
Shares106,434 from 76,131
Change+30,303 (+40%)
Value$5.0M (+$736.6K)
Filed 2026-10-14
BIP Wealth, LLC
INCREASED
Shares86,313 from 81,066
Change+5,247 (+6%)
Value$4.0M (-$483.4K)
Filed 2026-10-22
Parallel Advisors, LLC
INCREASED
Shares55,715 from 55,214
Change+501 (+1%)
Value$2.6M (-$473.5K)
Filed 2026-11-03
VestGen Advisors, LLC
INCREASED
Shares54,281 from 39,314
Change+14,967 (+38%)
Value$2.5M (+$348.4K)
Filed 2026-10-27
WT Wealth Management
INCREASED
Shares51,960 from 44,950
Change+7,010 (+16%)
Value$2.4M (-$75.6K)
Filed 2026-10-13
Farther Finance Advisors, LLC
INCREASED
Shares47,488 from 41,670
Change+5,818 (+14%)
Value$2.2M (-$102.0K)
Filed 2026-10-08
Atria Investments, Inc
INCREASED
Shares43,942 from 32,208
Change+11,734 (+36%)
Value$2.1M (+$260.7K)
Filed 2026-10-15
LPL Financial LLC
NEW
Shares33,034
Change+33,034
Value$1.5M
Filed 2026-11-06
Forvis Mazars Wealth Advisors, LLC
INCREASED
Shares18,873 from 17,595
Change+1,278 (+7%)
Value$885.5K (-$98.4K)
Filed 2026-10-13
Diversify Wealth Management, LLC
NEW
Shares14,189
Change+14,189
Value$594.9K
Filed 2026-10-20
Diversify Advisory Services, LLC
NEW
Shares14,189
Change+14,189
Value$594.9K
Filed 2026-10-20
Integrity Alliance, Llc.
DECREASED
Shares10,407 from 12,134
Change-1,727 (-14%)
Value$488.3K (-$190.2K)
Filed 2026-10-29
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares9,562 from 8,202
Change+1,360 (+17%)
Value$449 (-$10)
Filed 2026-11-02
Mission Wealth Management, LP
INCREASED
Shares8,118 from 8,110
Change+8 (+0%)
Value$380.9K (-$72.6K)
Filed 2026-10-15
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares6,387 from 8,182
Change-1,795 (-22%)
Value$298.7K (-$124.5K)
Filed 2026-10-13
Crusonia Wealth Advisors LLC
INCREASED
Shares6,021 from 5,371
Change+650 (+12%)
Value$282.5K (-$17.8K)
Filed 2026-10-26
Independent Financial Group, LLC
INCREASED
Shares5,726 from 5,327
Change+399 (+7%)
Value$268.7K (-$29.2K)
Filed 2026-10-13
Summit Financial Consulting LLC
INCREASED
Shares5,536 from 5,343
Change+193 (+4%)
Value$259.7K (-$39.0K)
Filed 2026-10-15
Roth Financial Partners LLC
UNCHANGED
Shares5,300 from 5,300
Change0 (0%)
Value$248.7K (-$47.7K)
Filed 2026-10-06
Choreo, LLC
INCREASED
Shares5,002 from 3,832
Change+1,170 (+31%)
Value$234.7K (+$20.4K)
Filed 2026-10-28
Truist Financial Corp
DECREASED
Shares4,286 from 5,850
Change-1,564 (-27%)
Value$201.1K (-$90.2K)
Filed 2026-10-30
Creative Financial Designs Inc
INCREASED
Shares1,241 from 436
Change+805 (+185%)
Value$58.2K (+$33.8K)
Filed 2026-11-04
Jnba Financial Advisors
UNCHANGED
Shares976 from 976
Change0 (0%)
Value$45.8K (-$8.8K)
Filed 2026-11-03
IFS Advisors, LLC
NEW
Shares369
Change+369
Value$17.3K
Filed 2026-10-14
GK Wealth Management LLC
NEW
Shares157
Change+157
Value$7.4K
Filed 2026-10-09
PNC Financial Services Group, Inc.
NEW
Shares150
Change+150
Value$7.0K
Filed 2026-11-06
CoreCap Advisors, LLC
INCREASED
Shares111 from 75
Change+36 (+48%)
Value$5.2K (+$1.0K)
Filed 2026-10-08
Aspect Partners, LLC
INCREASED
Shares49 from 41
Change+8 (+20%)
Value$2.3K (+$6)
Filed 2026-10-20
Signaturefd, LLC
UNCHANGED
Shares31 from 31
Change0 (0%)
Value$1.5K (-$279)
Filed 2026-10-23
Signature Equity Partners, LLC
NEW
Shares30
Change+30
Value$1.4K
Filed 2026-10-29
Comprehensive Financial Planning, Inc.
NEW
Shares30
Change+30
Value$1.4K
Filed 2026-10-27
Smith & Howard Wealth Management, LLC
CLOSED
Shares0 from 3,835
Change-3,835 (-100%)
Value$0 (-$214.5K)
Filed 2026-10-27
International Assets Investment Management, LLC
CLOSED
Shares0 from 60
Change-60 (-100%)
Value$0 (-$3.2K)
Filed 2026-11-02
Sterneck Capital Management, LLC
N/A
Shares— from 102,170
Change-102,170 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 90,288
Change-90,288 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 60,182
Change-60,182 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 54,555
Change-54,555 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 50,915
Change-50,915 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 40,802
Change-40,802 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 32,208
Change-32,208 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 28,652
Change-28,652 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 19,400
Change-19,400 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 16,421
Change-16,421 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 16,087
Change-16,087 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 14,318
Change-14,318 (-100%)
Value—
Barnes Pettey Financial Advisors, LLC
N/A
Shares— from 11,490
Change-11,490 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 11,070
Change-11,070 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 8,350
Change-8,350 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 5,517
Change-5,517 (-100%)
Value—
Sandy Cove Advisors, LLC
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 4,026
Change-4,026 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 1,953
Change-1,953 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,798
Change-1,798 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 605
Change-605 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 200
Change-200 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 135
Change-135 (-100%)
Value—
UBS Group AG
N/A
Shares— from 86
Change-86 (-100%)
Value—
Status
Capital Investment Advisory Services, LLC
DECREASED109,507114,580-5,073-4%$6.4M$5.1M-$1.3M2026-10-30
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED106,43476,131+30,303+40%$4.3M$5.0M+$736.6K2026-10-14
BIP Wealth, LLC
INCREASED86,31381,066+5,247+6%$4.5M$4.0M-$483.4K2026-10-22
Parallel Advisors, LLC
INCREASED55,71555,214+501+1%$3.1M$2.6M-$473.5K2026-11-03
VestGen Advisors, LLC
INCREASED54,28139,314+14,967+38%$2.2M$2.5M+$348.4K2026-10-27
WT Wealth Management
INCREASED51,96044,950+7,010+16%$2.5M$2.4M-$75.6K2026-10-13
Farther Finance Advisors, LLC
INCREASED47,48841,670+5,818+14%$2.3M$2.2M-$102.0K2026-10-08
Atria Investments, Inc
INCREASED43,94232,208+11,734+36%$1.8M$2.1M+$260.7K2026-10-15
LPL Financial LLC
NEW33,034—+33,034——$1.5M—2026-11-06
Forvis Mazars Wealth Advisors, LLC
INCREASED18,87317,595+1,278+7%$983.9K$885.5K-$98.4K2026-10-13
Diversify Wealth Management, LLC
NEW14,189—+14,189——$594.9K—2026-10-20
Diversify Advisory Services, LLC
NEW14,189—+14,189——$594.9K—2026-10-20
Integrity Alliance, Llc.
DECREASED10,40712,134-1,727-14%$678.5K$488.3K-$190.2K2026-10-29
Cambridge Investment Research Advisors, Inc.
INCREASED9,5628,202+1,360+17%$459$449-$102026-11-02
Mission Wealth Management, LP
INCREASED8,1188,110+8+0%$453.5K$380.9K-$72.6K2026-10-15
Wealth Enhancement Advisory Services, LLC
DECREASED6,3878,182-1,795-22%$423.2K$298.7K-$124.5K2026-10-13
Crusonia Wealth Advisors LLC
INCREASED6,0215,371+650+12%$300.3K$282.5K-$17.8K2026-10-26
Independent Financial Group, LLC
INCREASED5,7265,327+399+7%$297.9K$268.7K-$29.2K2026-10-13
Summit Financial Consulting LLC
INCREASED5,5365,343+193+4%$298.8K$259.7K-$39.0K2026-10-15
Roth Financial Partners LLC
UNCHANGED5,3005,30000%$296.4K$248.7K-$47.7K2026-10-06
Choreo, LLC
INCREASED5,0023,832+1,170+31%$214.3K$234.7K+$20.4K2026-10-28
Truist Financial Corp
DECREASED4,2865,850-1,564-27%$291.3K$201.1K-$90.2K2026-10-30
Creative Financial Designs Inc
INCREASED1,241436+805+185%$24.4K$58.2K+$33.8K2026-11-04
Jnba Financial Advisors
UNCHANGED97697600%$54.6K$45.8K-$8.8K2026-11-03
IFS Advisors, LLC
NEW369—+369——$17.3K—2026-10-14
GK Wealth Management LLC
NEW157—+157——$7.4K—2026-10-09
PNC Financial Services Group, Inc.
NEW150—+150——$7.0K—2026-11-06
CoreCap Advisors, LLC
INCREASED11175+36+48%$4.2K$5.2K+$1.0K2026-10-08
Aspect Partners, LLC
INCREASED4941+8+20%$2.3K$2.3K+$62026-10-20
Signaturefd, LLC
UNCHANGED313100%$1.7K$1.5K-$2792026-10-23
Signature Equity Partners, LLC
NEW30—+30——$1.4K—2026-10-29
Comprehensive Financial Planning, Inc.
NEW30—+30——$1.4K—2026-10-27
Smith & Howard Wealth Management, LLC
CLOSED03,835-3,835-100%$214.5K$0-$214.5K2026-10-27
International Assets Investment Management, LLC
CLOSED060-60-100%$3.2K$0-$3.2K2026-11-02
Sterneck Capital Management, LLC
N/A—102,170-102,170-100%$5.7M———
Jane Street Group, LLC
N/A—90,288-90,288-100%$5.0M———
Summit Financial, LLC
N/A—60,182-60,182-100%$3.4M———
HighTower Advisors, LLC
N/A—54,555-54,555-100%$3.1M———
GTS Securities LLC
N/A—50,915-50,915-100%$2.8M———
MML Investors Services, LLC
N/A—40,802-40,802-100%$2.3M———
IHT Wealth Management, LLC
N/A—32,208-32,208-100%$1.8M———
Per Stirling Capital Management, Llc.
N/A—28,652-28,652-100%$1.6M———
Integrated Wealth Concepts LLC
N/A—19,400-19,400-100%$1.1M———
Savvy Advisors, Inc.
N/A—16,421-16,421-100%$918.3K———
Wealthspire Advisors, LLC
N/A—16,087-16,087-100%$899.6K———
Mariner, LLC
N/A—14,318-14,318-100%$800.7K———
Barnes Pettey Financial Advisors, LLC
N/A—11,490-11,490-100%$642.5K———
Citadel Advisors LLC
N/A—11,070-11,070-100%$619.0K———
Envestnet Asset Management Inc
N/A—8,350-8,350-100%$466.9K———
Susquehanna International Group, LLP
N/A—5,517-5,517-100%$308.5K———
Sandy Cove Advisors, LLC
N/A—5,000-5,000-100%$279.6K———
Sound View Wealth Advisors Group, LLC
N/A—4,026-4,026-100%$225.1K———
Hollencrest Capital Management
N/A—1,953-1,953-100%$109.2K———
Osaic Holdings, Inc.
N/A—1,798-1,798-100%$100.5K———
Morgan Stanley
N/A—1,000-1,000-100%$55.9K———
Wells Fargo & Company
N/A—605-605-100%$33.8K———
Royal Bank of Canada
N/A—200-200-100%$11.0K———
Harbour Investments, Inc.
N/A—135-135-100%$7.5K———
UBS Group AG
N/A—86-86-100%$4.8K———
Showing 59 of 59 institutions