TCAI Institutional Ownership
Tortoise AI Infrastructure ETF
1W: -0.1%
1M: +7.2%
3M: -6.4%
YTD: +31.5%
$48.18
+0.47 (+0.99%)
Weekly Expected Move ±5.7%
$43
$45
$48
$51
$54
Overview
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Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
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Institutional Ownership — TCAI
52
Institutional Holders
+29 vs prior quarter
0.0%
Ownership
+0.00pp
64M
Total Invested
31
New Positions
7
Increased
8
Reduced
1
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (54 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Capital Investment Advisory Services, NEW | 114,580 | $6M | — | +0.0% | 1Q | SEC ↗ |
| 2 | Sterneck Capital Management, LLC | 102,170 | $5M | -20,773 | -16.9% | 3Q | SEC ↗ |
| 3 | JANE STREET GROUP, LLC | 90,288 | $4M | -109,435 | -54.8% | 3Q | SEC ↗ |
| 4 | BIP Wealth, LLC | 81,066 | $4M | +66,246 | +447.0% | 2Q | SEC ↗ |
| 5 | C2P Capital Advisory Group, LLC d.b.a. | 76,131 | $4M | +40,197 | +111.9% | 2Q | SEC ↗ |
| 6 | Summit Financial, LLC NEW | 60,182 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 7 | Parallel Advisors, LLC | 55,214 | $3M | -9,315 | -14.4% | 4Q | SEC ↗ |
| 8 | HighTower Advisors, LLC | 54,555 | $3M | +35,140 | +181.0% | 3Q | SEC ↗ |
| 9 | GTS SECURITIES LLC | 50,915 | $2M | +24,892 | +95.7% | 3Q | SEC ↗ |
| 10 | WT Wealth Management NEW | 44,950 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 11 | Farther Finance Advisors, LLC NEW | 41,670 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 12 | MML INVESTORS SERVICES, LLC NEW | 40,802 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 13 | VestGen Advisors, LLC NEW | 39,314 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 14 | Atria Investments, Inc | 32,208 | $2M | -2,568 | -7.4% | 2Q | SEC ↗ |
| 15 | IHT Wealth Management, LLC | 32,208 | $2M | -2,568 | -7.4% | 2Q | SEC ↗ |
| 16 | Per Stirling Capital Management, LLC. NEW | 28,652 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 17 | Integrated Wealth Concepts LLC NEW | 19,400 | $935K | — | +0.0% | 1Q | SEC ↗ |
| 18 | Forvis Mazars Wealth Advisors, LLC | 17,595 | $848K | — | +0.0% | 4Q | SEC ↗ |
| 19 | Savvy Advisors, Inc. | 16,421 | $791K | +1,825 | +12.5% | 2Q | SEC ↗ |
| 20 | Wealthspire Advisors, LLC NEW | 16,087 | $775K | — | +0.0% | 1Q | SEC ↗ |
| 21 | Mariner, LLC | 14,318 | $690K | +2,327 | +19.4% | 2Q | SEC ↗ |
| 22 | INTEGRITY ALLIANCE, LLC. NEW | 12,134 | $585K | — | +0.0% | 1Q | SEC ↗ |
| 23 | BARNES PETTEY FINANCIAL ADVISORS, LLC NEW | 11,490 | $554K | — | +0.0% | 1Q | SEC ↗ |
| 24 | CITADEL ADVISORS LLC NEW | 11,070 | $533K | — | +0.0% | 1Q | SEC ↗ |
| 25 | ENVESTNET ASSET MANAGEMENT INC NEW | 8,350 | $402K | — | +0.0% | 1Q | SEC ↗ |
| 26 | Cambridge Investment Research Advisors NEW | 8,202 | $395K | — | +0.0% | 1Q | SEC ↗ |
| 27 | WEALTH ENHANCEMENT ADVISORY SERVICES, NEW | 8,182 | $394K | — | +0.0% | 1Q | SEC ↗ |
| 28 | MISSION WEALTH MANAGEMENT, LP NEW | 8,110 | $391K | — | +0.0% | 1Q | SEC ↗ |
| 29 | GM Advisory Group, LLC NEW | 7,895 | $380K | — | +0.0% | 1Q | SEC ↗ |
| 30 | TRUIST FINANCIAL CORP NEW | 5,850 | $282K | — | +0.0% | 1Q | SEC ↗ |
| 31 | SUSQUEHANNA INTERNATIONAL GROUP, LLP NEW | 5,517 | $266K | — | +0.0% | 1Q | SEC ↗ |
| 32 | Crusonia Wealth Advisors LLC NEW | 5,371 | $259K | — | +0.0% | 1Q | SEC ↗ |
| 33 | Summit Financial Consulting LLC NEW | 5,343 | $257K | — | +0.0% | 1Q | SEC ↗ |
| 34 | INDEPENDENT FINANCIAL GROUP, LLC NEW | 5,327 | $257K | — | +0.0% | 1Q | SEC ↗ |
| 35 | Roth Financial Partners LLC NEW | 5,300 | $255K | — | +0.0% | 1Q | SEC ↗ |
| 36 | Sandy Cove Advisors, LLC NEW | 5,000 | $241K | — | +0.0% | 1Q | SEC ↗ |
| 37 | Sound View Wealth Advisors Group, LLC NEW | 4,026 | $194K | — | +0.0% | 1Q | SEC ↗ |
| 38 | Smith & Howard Wealth Management, LLC NEW | 3,835 | $185K | — | +0.0% | 1Q | SEC ↗ |
| 39 | CHOREO, LLC NEW | 3,832 | $185K | — | +0.0% | 1Q | SEC ↗ |
| 40 | HOLLENCREST CAPITAL MANAGEMENT | 1,953 | $94K | -360 | -15.6% | 3Q | SEC ↗ |
| 41 | OSAIC HOLDINGS, INC. | 1,798 | $87K | — | +0.0% | 3Q | SEC ↗ |
| 42 | CWM, LLC | 1,756 | $85K | +1 | +0.1% | 3Q | SEC ↗ |
| 43 | MORGAN STANLEY NEW | 1,000 | $48K | — | +0.0% | 1Q | SEC ↗ |
| 44 | JNBA Financial Advisors | 976 | $47K | — | +0.0% | 4Q | SEC ↗ |
| 45 | WELLS FARGO & COMPANY/MN NEW | 605 | $29K | — | +0.0% | 1Q | SEC ↗ |
| 46 | CREATIVE FINANCIAL DESIGNS INC /ADV NEW | 436 | $21K | — | +0.0% | 1Q | SEC ↗ |
| 47 | ROYAL BANK OF CANADA NEW | 200 | $10K | — | +0.0% | 1Q | SEC ↗ |
| 48 | HARBOUR INVESTMENTS, INC. | 135 | $7K | — | +0.0% | 2Q | SEC ↗ |
| 49 | UBS Group AG | 86 | $4K | -11 | -11.3% | 2Q | SEC ↗ |
| 50 | CoreCap Advisors, LLC | 75 | $4K | — | +0.0% | 2Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Capital Investment Advisory Service | 114,580 | $6M |
| Summit Financial, LLC | 60,182 | $3M |
| WT Wealth Management | 44,950 | $2M |
| Farther Finance Advisors, LLC | 41,670 | $2M |
| MML INVESTORS SERVICES, LLC | 40,802 | $2M |
| VestGen Advisors, LLC | 39,314 | $2M |
| Per Stirling Capital Management, LL | 28,652 | $1M |
| Integrated Wealth Concepts LLC | 19,400 | $935K |
| Wealthspire Advisors, LLC | 16,087 | $775K |
| INTEGRITY ALLIANCE, LLC. | 12,134 | $585K |
| BARNES PETTEY FINANCIAL ADVISORS, L | 11,490 | $554K |
| CITADEL ADVISORS LLC | 11,070 | $533K |
| ENVESTNET ASSET MANAGEMENT INC | 8,350 | $402K |
| Cambridge Investment Research Advis | 8,202 | $395K |
| WEALTH ENHANCEMENT ADVISORY SERVICE | 8,182 | $394K |
| MISSION WEALTH MANAGEMENT, LP | 8,110 | $391K |
| GM Advisory Group, LLC | 7,895 | $380K |
| TRUIST FINANCIAL CORP | 5,850 | $282K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 5,517 | $266K |
| Crusonia Wealth Advisors LLC | 5,371 | $259K |
Sold Out (1)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| KINTRA WEALTH, LLC | 6,212 | $299K |
Biggest Increases (8)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| BIP Wealth, LLC | +66,246 | +447.0% | 81,066 |
| C2P Capital Advisory Group, LLC d.b | +40,197 | +111.9% | 76,131 |
| HighTower Advisors, LLC | +35,140 | +181.0% | 54,555 |
| GTS SECURITIES LLC | +24,892 | +95.7% | 50,915 |
| Mariner, LLC | +2,327 | +19.4% | 14,318 |
| Savvy Advisors, Inc. | +1,825 | +12.5% | 16,421 |
| Aspect Partners, LLC | +25 | +156.2% | 41 |
| CWM, LLC | +1 | +0.1% | 1,756 |
Biggest Decreases (7)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| JANE STREET GROUP, LLC | -109,435 | -54.8% | 90,288 |
| Sterneck Capital Management, LLC | -20,773 | -16.9% | 102,170 |
| Parallel Advisors, LLC | -9,315 | -14.4% | 55,214 |
| Atria Investments, Inc | -2,568 | -7.4% | 32,208 |
| IHT Wealth Management, LLC | -2,568 | -7.4% | 32,208 |
| HOLLENCREST CAPITAL MANAGEMENT | -360 | -15.6% | 1,953 |
| UBS Group AG | -11 | -11.3% | 86 |