Stock Analysis
Data Source: SEC EDGAR 13F
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Tortoise Capital Series Trus (TCAI)

51 + Investors. Track Smart Money conviction in TCAI. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +28
Streak
4Q ▲
Buyers last Q
79%

Smart Money Signals — TCAI

Based on 51 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 4Q
For 4 consecutive quarters, more hedge funds added TCAI than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
51 hedge funds hold TCAI right now — the highest count in 1.2 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +5000% more funds vs a year ago

fund count last 5Q
+50 new funds entered over the past year (+5000% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks. The peak was reached in just 4 quarters from the low — a sharp move.
🟢

More buyers than sellers — 79% buying

38 buying10 selling
Last quarter: 38 funds were net buyers (31 opened a brand new position + 7 added to an existing one). Only 10 were sellers (7 trimmed + 3 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+19 vs last Q)

new funds entering per quarter
Funds opening a new TCAI position: 3 → 7 → 12 → 31. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 94% entered in last year

0% conviction (2yr+) 6% medium 94% new
Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
💰

Value +199% but shares only +86% — price-driven

Value
+198%
Shares
+86%
Last quarter: the total dollar value of institutional holdings rose +199%, but actual share count only changed +86%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
🚀

Acceleration phase — new buyers rushing in

3 → 7 → 12 → 31 new funds/Q
New funds entering each quarter: 3 → 7 → 12 → 31. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🌱

Early stage — 98% of holders entered in last year

2% veterans 0% 1-2yr 98% new
Of 51 current holders: 50 (98%) entered in the past year, only 1 (2%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
📋

Smaller funds dominant — 2% AUM from top-100

2% from top-100 AUM funds
6 of 51 holders rank in the top 100 by AUM, but together hold only 2% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
7.4
out of 10
High Exit Risk
Exit risk score 7.4/10 — multiple crowding signals converge. Institutional ownership is at 100% of its all-time high — near peak crowding. Crowded trades can unwind fast — a single catalyst can trigger a cascade.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — TCAI

In 2026 Q2, 38 hedge funds were net buyers of TCAI (31 opened a new position, 7 added to an existing one), while 10 reduced or exited (7 trimmed, 3 sold completely) — a 79% buyer ratio, indicating clear institutional accumulation. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +28 funds (more new holders than closures). Total institutional holders: 51.

Hedge Fund Ownership: TCAI

How many hedge funds hold TCAI — quarterly history vs. share price
Quarterly hedge fund ownership of TCAI vs. share price

Market Analysis: TCAI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: TCAI

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
0.6
/ 10
conviction
Hedge Fund Positioning: TCAI
51 + Investors

Track Smart Money conviction in TCAI. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 51 23 121.74%
13F Shares 1M 618K 86.45%
Total Value $64M $21M 198.52%
New Positions 31 12 +19
Increased Positions 7 8 -1
Closed Positions 3 0 +3
Reduced Positions 7 1 +6
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: TCAI

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Financial Highlights

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Institutional Holders (2026 Q2)

51 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in TCAI. Verified SEC 13F-HR filings.

QUARTER:
Top 25 TCAI holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Sterneck Capital Management, LLC 2.45% 102,170 $5.7M
2 WT Wealth Management 0.70% 44,950 $2.5M
3 Capital Investment Advisory Services, LLC 0.40% 114,580 $6.4M
4 C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.21% 76,131 $4.3M
5 Summit Financial Consulting LLC 0.20% 5,343 $299K
6 Barnes Pettey Financial Advisors, LLC 0.20% 11,490 $643K
7 Per Stirling Capital Management, LLC. 0.15% 28,652 $1.6M
8 BIP Wealth, LLC 0.13% 81,066 $4.5M
9 Roth Financial Partners LLC 0.09% 5,300 $296K
10 Sandy Cove Advisors, LLC 0.07% 5,000 $280K
11 VestGen Advisors, LLC 0.06% 39,314 $2.2M
12 Gts Securities LLC 0.06% 50,915 $2.8M
13 Crusonia Wealth Advisors LLC 0.05% 5,371 $300K
14 Parallel Advisors, LLC 0.05% 55,214 $3.1M
15 Smith & Howard Wealth Management, LLC 0.04% 3,835 $214K
16 IHT Wealth Management, LLC 0.04% 32,208 $1.8M
17 Summit Financial, LLC 0.04% 60,182 $3.4M
18 Integrity Alliance, LLC. 0.02% 12,134 $679K
19 Savvy Advisors, Inc. 0.02% 16,421 $918K
20 Farther Finance Advisors, LLC 0.02% 41,670 $2.3M
21 Atria Investments, Inc 0.02% 32,208 $1.8M
22 Forvis Mazars Wealth Advisors, LLC 0.02% 17,595 $984K
23 Sound View Wealth Advisors Group, LLC 0.01% 4,026 $225K
24 Hollencrest Capital Management 0.01% 1,953 $109K
25 Independent Financial Group, LLC 0.01% 5,327 $298K
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Tortoise Capital Series Trus (TCAI)

What does the Smart Money Trend signal show for TCAI?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added TCAI than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for TCAI?

More buyers than sellers — 79% buying: Last quarter: 38 funds were net buyers (31 opened a brand new position + 7 added to an existing one). Only 10 were sellers (7 trimmed + 3 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for TCAI holders?

Smaller funds dominant — 2% AUM from top-100: 6 of 51 holders rank in the top 100 by AUM, but together hold only 2% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held TCAI?

Mostly new holders — 94% entered in last year: Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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