Who owns Tortoise AI Infrastructure ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of TCAI from SEC Form 13F filings across 51 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 51 institutions disclosed 1.2M shares of Tortoise AI Infrastructure ETF worth $64.0M — about 58.3% of shares outstanding; the largest disclosed holder is Capital Investment Advisory Services, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
51
13F holders
$64.0M
value, 2026 filers
58.3%
of shares outstanding (1.2M sh)
31
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of TCAI's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Capital Investment Advisory Services, LLCNEW | 114,580 | $6.4M | 0.4% | 5.8% | new |
| 2 | Sterneck Capital Management, LLC | 102,170 | $5.7M | 2.4% | 5.2% | -16.9% |
| 3 | JANE STREET GROUP, LLC | 90,288 | $5.0M | 0.0% | 4.6% | -54.8% |
| 4 | BIP Wealth, LLC | 81,066 | $4.5M | 0.1% | 4.1% | +447.0% |
| 5 | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 76,131 | $4.3M | 0.2% | 3.8% | +111.9% |
| 6 | Summit Financial, LLCNEW | 60,182 | $3.4M | 0.0% | 3% | new |
| 7 | Parallel Advisors, LLC | 55,214 | $3.1M | 0.0% | 2.8% | -14.4% |
| 8 | HighTower Advisors, LLC | 54,555 | $3.1M | 0.0% | 2.8% | +181.0% |
| 9 | GTS SECURITIES LLC | 50,915 | $2.8M | 0.1% | 2.6% | +95.7% |
| 10 | WT Wealth ManagementNEW | 44,950 | $2.5M | 0.7% | 2.3% | new |
| 11 | Farther Finance Advisors, LLCNEW | 41,670 | $2.3M | 0.0% | 2.1% | new |
| 12 | MML INVESTORS SERVICES, LLCNEW | 40,802 | $2.3M | 0.0% | 2.1% | new |
| 13 | VestGen Advisors, LLCNEW | 39,314 | $2.2M | 0.1% | 2% | new |
| 14 | IHT Wealth Management, LLC | 32,208 | $1.8M | 0.0% | 1.6% | -7.4% |
| 15 | Atria Investments, Inc | 32,208 | $1.8M | 0.0% | 1.6% | -7.4% |
| 16 | Per Stirling Capital Management, LLC.NEW | 28,652 | $1.6M | 0.2% | 1.4% | new |
| 17 | Integrated Wealth Concepts LLCNEW | 19,400 | $1.1M | 0.0% | 1% | new |
| 18 | Forvis Mazars Wealth Advisors, LLC | 17,595 | $983,913 | 0.0% | 0.9% | 0.0% |
| 19 | Savvy Advisors, Inc. | 16,421 | $918,262 | 0.0% | 0.8% | +12.5% |
| 20 | Wealthspire Advisors, LLCNEW | 16,087 | $899,585 | 0.0% | 0.8% | new |
| 21 | Mariner, LLC | 14,318 | $800,663 | 0.0% | 0.7% | +19.4% |
| 22 | INTEGRITY ALLIANCE, LLC.NEW | 12,134 | $678,533 | 0.0% | 0.6% | new |
| 23 | BARNES PETTEY FINANCIAL ADVISORS, LLCNEW | 11,490 | $642,521 | 0.2% | 0.6% | new |
| 24 | CITADEL ADVISORS LLCNEW | 11,070 | $619,034 | 0.0% | 0.6% | new |
| 25 | ENVESTNET ASSET MANAGEMENT INCNEW | 8,350 | $466,932 | 0.0% | 0.4% | new |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.