TORTOISE AI INFRASTRUCTR ETF (TCAI) Institutional Ownership Changes & 13F Activity

TORTOISE AI INFRASTRUCTR ETF (TCAI). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Jane Street Group, Llc, Bip Wealth, Llc, Summit Financial, Llc, Mml Investors Services, Llc, and Vestgen Advisors, Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncBuy+8,350—8,350$466.93KQ2 2026Sep 23, 2026
Integrated Wealth Concepts LlcBuy+19,400—19,400$1.08MQ2 2026Sep 09, 2026
Citadel Advisors LlcBuy+11,070—11,070$619.03KQ2 2026Sep 02, 2026
Jane Street Group, LlcSell-109,435-54.8%90,288$5.05MQ2 2026Aug 14, 2026
Per Stirling Capital Management, Llc.Buy+28,652—28,652$1.60MQ2 2026Aug 14, 2026
Gts Securities LlcBuy+24,892+95.7%50,915$2.85MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpBuy+5,517—5,517$308.51KQ2 2026Aug 14, 2026
Iht Wealth Management, LlcSell-2,568-7.4%32,208$1.80MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+605—605$33.83KQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+200—200$11.00KQ2 2026Aug 14, 2026
Mariner, LlcBuy+2,327+19.4%14,318$800.66KQ2 2026Aug 13, 2026
Morgan StanleyBuy+1,000—1,000$55.92KQ2 2026Aug 13, 2026
Hollencrest Capital ManagementSell-360-15.6%1,953$109.21KQ2 2026Aug 13, 2026
Ubs Group AgSell-11-11.3%86$4.81KQ2 2026Aug 13, 2026
Summit Financial, LlcBuy+60,182—60,182$3.37MQ2 2026Aug 12, 2026
Vestgen Advisors, LlcBuy+39,314—39,314$2.20MQ2 2026Aug 11, 2026
Wealthspire Advisors, LlcBuy+16,087—16,087$899.59KQ2 2026Aug 11, 2026
Sound View Wealth Advisors Group, LlcBuy+4,026—4,026$225.13KQ2 2026Aug 11, 2026
Mml Investors Services, LlcBuy+40,802—40,802$2.28MQ2 2026Aug 07, 2026
Summit Financial Consulting LlcBuy+5,343—5,343$298.78KQ2 2026Aug 07, 2026
Parallel Advisors, LlcSell-9,315-14.4%55,214$3.09MQ2 2026Aug 05, 2026
Choreo, LlcBuy+3,832—3,832$214.26KQ2 2026Aug 04, 2026
Bip Wealth, LlcBuy+66,246+447.0%81,066$4.53MQ2 2026Aug 03, 2026
Smith & Howard Wealth Management, LlcBuy+3,835—3,835$214.45KQ2 2026Aug 03, 2026
Savvy Advisors, Inc.Buy+1,825+12.5%16,421$918.26KQ2 2026Aug 03, 2026
Integrity Alliance, Llc.Buy+12,134—12,134$678.53KQ2 2026Jul 31, 2026
Sterneck Capital Management, LlcSell-20,773-16.9%102,170$5.71MQ2 2026Jul 30, 2026
Cambridge Investment Research Advisors, Inc.Buy+8,202—8,202$459.00Q2 2026Jul 30, 2026
Crusonia Wealth Advisors LlcBuy+5,371—5,371$300.35KQ2 2026Jul 30, 2026
Barnes Pettey Financial Advisors, LlcBuy+11,490—11,490$642.52KQ2 2026Jul 28, 2026
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Frequently asked questions about TCAI activity

  • Which institutional owners are buying TCAI?

    Institutional owners buying TCAI include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in TCAI activity?

    "Buy" means an investor increased their reported position in TCAI compared to the prior reporting period. This reflects growing exposure to TORTOISE AI INFRASTRUCTR ETF (TCAI) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in TCAI increasing?

    Institutional interest in TCAI can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.

TCAI Institutional Ownership Changes and 13F Activity Q2 2026 | InsiderSet