Public ownership evidence

Tortoise AI Infrastructure ETF (TCAI) Ownership Disclosures

Read TCAI insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

Tortoise AI Infrastructure ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Per Stirling Capital Management, LLC.
Report period
2026-06-30
Available
2026-08-15
Reported shares
28,652
Value (USD)
$1,602,220
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001689933-26-000005
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read TCAI fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read TCAI fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Per Stirling Capital Management, LLC.2026-06-302026-08-1528,652$1,602,220None
OSAIC HOLDINGS, INC.2026-06-302026-08-151,468$82,066None
OSAIC HOLDINGS, INC.2026-06-302026-08-15330$18,462None
JANE STREET GROUP, LLC2026-06-302026-08-1590,288$5,048,905None
GTS SECURITIES LLC2026-06-302026-08-1550,915$2,847,167None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-155,517$308,511None
ROYAL BANK OF CANADA2026-06-302026-08-15200$11,000None
CITADEL ADVISORS LLC2026-06-302026-08-1511,070$619,034None
IHT Wealth Management, LLC2026-06-302026-08-1532,208$1,801,071None
WELLS FARGO & COMPANY/MN2026-06-302026-08-15605$33,832None
UBS Group AG2026-06-302026-08-1450$2,796None
UBS Group AG2026-06-302026-08-1436$2,013None
Mariner, LLC2026-06-302026-08-1414,318$800,663None
HOLLENCREST CAPITAL MANAGEMENT2026-06-302026-08-141,953$109,212None
MORGAN STANLEY2026-06-302026-08-141,000$55,920None
Integrated Wealth Concepts LLC2026-06-302026-08-1319,400$1,084,850None
Summit Financial, LLC2026-06-302026-08-1360,182$3,365,386None
HARBOUR INVESTMENTS, INC.2026-06-302026-08-13135$7,549None
VestGen Advisors, LLC2026-06-302026-08-1239,314$2,198,439None
Sound View Wealth Advisors Group, LLC2026-06-302026-08-124,026$225,134None
Wealthspire Advisors, LLC2026-06-302026-08-1216,087$899,585None
Forvis Mazars Wealth Advisors, LLC2026-06-302026-08-1117,595$983,913None
Summit Financial Consulting LLC2026-06-302026-08-085,343$298,781None
MML INVESTORS SERVICES, LLC2026-06-302026-08-0840,802$2,281,648None
Parallel Advisors, LLC2026-06-302026-08-0655,214$3,087,612None
HighTower Advisors, LLC2026-06-302026-08-0654,555$3,050,723None
CHOREO, LLC2026-06-302026-08-053,832$214,258None
Savvy Advisors, Inc.2026-06-302026-08-0416,421$918,262None
BIP Wealth, LLC2026-06-302026-08-0481,066$4,533,211None
Smith & Howard Wealth Management, LLC2026-06-302026-08-043,835$214,453None
ENVESTNET ASSET MANAGEMENT INC2026-06-302026-08-048,350$466,932None
INTEGRITY ALLIANCE, LLC.2026-06-302026-08-0112,134$678,533None
Sterneck Capital Management, LLC2026-06-302026-07-31102,170$5,713,346None
Cambridge Investment Research Advisors, Inc.2026-06-302026-07-318,202$459,000None
Crusonia Wealth Advisors LLC2026-06-302026-07-315,371$300,346None
BARNES PETTEY FINANCIAL ADVISORS, LLC2026-06-302026-07-2911,490$642,521None
Atria Investments, Inc2026-06-302026-07-2932,208$1,801,071None
CREATIVE FINANCIAL DESIGNS INC /ADV2026-06-302026-07-29436$24,381None
TRUIST FINANCIAL CORP2026-06-302026-07-295,850$291,272None
Cambridge Investment Research Advisors, Inc.2026-06-302026-07-288,202$459,000None
SIGNATUREFD, LLC2026-06-302026-07-2531$1,734None
WT Wealth Management2026-06-302026-07-2444,950$2,513,583None
JNBA Financial Advisors2026-06-302026-07-24976$54,578None
Capital Investment Advisory Services, LLC2026-06-302026-07-24114,580$6,407,314None
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC2026-06-302026-07-2360$3,165None
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors2026-06-302026-07-2176,131$4,257,246None
MISSION WEALTH MANAGEMENT, LP2026-06-302026-07-218,110$453,512None
Farther Finance Advisors, LLC2026-06-302026-07-1841,670$2,330,186None
Aspect Partners, LLC2026-06-302026-07-1741$2,293None
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC2026-06-302026-07-168,182$423,236None

90-day public filing window, up to 50 source positions.

Per Stirling Capital Management, LLC. ↗OSAIC HOLDINGS, INC. ↗OSAIC HOLDINGS, INC. ↗JANE STREET GROUP, LLC ↗GTS SECURITIES LLC ↗SUSQUEHANNA INTERNATIONAL GROUP, LLP ↗ROYAL BANK OF CANADA ↗CITADEL ADVISORS LLC ↗IHT Wealth Management, LLC ↗WELLS FARGO & COMPANY/MN ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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