OVERLAND PARK, KS
TORTOISE ENERGY INFRASTRUCTURE CORPTYG— Latest position per institution from SEC 13F filings
15
Institutional holders
4.90M
Total shares held
197.13M
Estimated value
245.25K
Avg. position size
MORGAN STANLEY
CIK 895421
Shares
1.15M
Value
57.29M
Filed
Mar 31, 2026
PENSERRA CAPITAL MANAGEMENT LLC
CIK 1593324
Shares
540.57K
Value
26.95K
Filed
Mar 31, 2026
ADVISORS ASSET MANAGEMENT, INC.
CIK 1297376
Shares
422.47K
Value
21.06M
Filed
Mar 31, 2026
ROYAL BANK OF CANADA
CIK 1000275
Shares
391.44K
Value
19.51M
Filed
Mar 31, 2026
RAYMOND JAMES FINANCIAL INC
CIK 720005
Shares
330.73K
Value
16.49M
Filed
Mar 31, 2026
MEDINA VALUE PARTNERS, LLC
CIK 1843543
Shares
245.41K
Value
7.06M
Filed
Dec 31, 2023
BARD ASSOCIATES INC
CIK 1105907
Shares
196.53K
Value
9.80M
Filed
Mar 31, 2026
ATLAS WEALTH LLC
CIK 1964106
Shares
175.93K
Value
6.21M
Filed
Jun 30, 2024
RIVERNORTH CAPITAL MANAGEMENT, LLC
CIK 1447578
Shares
168.31K
Value
7.07M
Filed
Dec 31, 2024
EAGLE BLUFFS WEALTH MANAGEMENT LLC
CIK 1906547
Shares
151.24K
Value
7.54M
Filed
Mar 31, 2026
GUGGENHEIM CAPITAL LLC
CIK 1283072
Shares
147.36K
Value
7.35M
Filed
Mar 31, 2026
ARETE WEALTH ADVISORS, LLC
CIK 1600151
Shares
137.01K
Value
6.82M
Filed
Mar 31, 2026
SIT INVESTMENT ASSOCIATES INC
CIK 769317
Shares
135.34K
Value
5.54K
Filed
Dec 31, 2025
WELLS FARGO & COMPANY/MN
CIK 72971
Shares
128.62K
Value
6.41M
Filed
Mar 31, 2026
LPL FINANCIAL LLC
CIK 1403438
Shares
121.17K
Value
6.04M
Filed
Mar 31, 2026
AMERICAN FINANCIAL GROUP INC
CIK 1042046
Shares
110.10K
Value
5.49M
Filed
Mar 31, 2026
MEIXLER INVESTMENT MANAGEMENT, LTD.
CIK 1911615
Shares
103.97K
Value
4.84M
Filed
Mar 31, 2026
JANNEY MONTGOMERY SCOTT LLC
CIK 1329948
Shares
86.44K
Value
4.31K
Filed
Mar 31, 2026
CERTUITY, LLC
CIK 1800752
Shares
85K
Value
4.24M
Filed
Mar 31, 2026
UBS GROUP AG
CIK 1610520
Shares
77.97K
Value
3.89M
Filed
Mar 31, 2026
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 895421 | 1.15M | 57.29M | Mar 31, 2026 |
| 2 | PENSERRA CAPITAL MANAGEMENT LLC | 1593324 | 540.57K | 26.95K | Mar 31, 2026 |
| 3 | ADVISORS ASSET MANAGEMENT, INC. | 1297376 | 422.47K | 21.06M | Mar 31, 2026 |
| 4 | ROYAL BANK OF CANADA | 1000275 | 391.44K | 19.51M | Mar 31, 2026 |
| 5 | RAYMOND JAMES FINANCIAL INC | 720005 | 330.73K | 16.49M | Mar 31, 2026 |
| 6 | MEDINA VALUE PARTNERS, LLC | 1843543 | 245.41K | 7.06M | Dec 31, 2023 |
| 7 | BARD ASSOCIATES INC | 1105907 | 196.53K | 9.80M | Mar 31, 2026 |
| 8 | ATLAS WEALTH LLC | 1964106 | 175.93K | 6.21M | Jun 30, 2024 |
| 9 | RIVERNORTH CAPITAL MANAGEMENT, LLC | 1447578 | 168.31K | 7.07M | Dec 31, 2024 |
| 10 | EAGLE BLUFFS WEALTH MANAGEMENT LLC | 1906547 | 151.24K | 7.54M | Mar 31, 2026 |
| 11 | GUGGENHEIM CAPITAL LLC | 1283072 | 147.36K | 7.35M | Mar 31, 2026 |
| 12 | ARETE WEALTH ADVISORS, LLC | 1600151 | 137.01K | 6.82M | Mar 31, 2026 |
| 13 | SIT INVESTMENT ASSOCIATES INC | 769317 | 135.34K | 5.54K | Dec 31, 2025 |
| 14 | WELLS FARGO & COMPANY/MN | 72971 | 128.62K | 6.41M | Mar 31, 2026 |
| 15 | LPL FINANCIAL LLC | 1403438 | 121.17K | 6.04M | Mar 31, 2026 |
| 16 | AMERICAN FINANCIAL GROUP INC | 1042046 | 110.10K | 5.49M | Mar 31, 2026 |
| 17 | MEIXLER INVESTMENT MANAGEMENT, LTD. | 1911615 | 103.97K | 4.84M | Mar 31, 2026 |
| 18 | JANNEY MONTGOMERY SCOTT LLC | 1329948 | 86.44K | 4.31K | Mar 31, 2026 |
| 19 | CERTUITY, LLC | 1800752 | 85K | 4.24M | Mar 31, 2026 |
| 20 | UBS GROUP AG | 1610520 | 77.97K | 3.89M | Mar 31, 2026 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.