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Tortoise AI Infrastructure ETF
TCAI

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
USD 459 k +USD 396 k +8,202 Nuevas
Mission Wealth Management
27
Mission Wealth Management
California
USD 454 k +USD 392 k +8,110 Nuevas
Wealth Enhancement Advisory Services
28
Wealth Enhancement Advisory Services
Minnesota
USD 423 k +USD 395 k +8,182 Nuevas
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
USD 309 k +USD 266 k +5,517 Nuevas
Crusonia Wealth Advisors
30
Crusonia Wealth Advisors
Colorado
USD 300 k +USD 259 k +5,371 Nuevas
SFC
31
Summit Financial Consulting
Michigan
USD 299 k +USD 258 k +5,343 Nuevas
Independent Financial Group
32
Independent Financial Group
California
USD 298 k +USD 257 k +5,327 Nuevas
RFP
33
Roth Financial Partners
Texas
USD 296 k +USD 256 k +5,300 Nuevas
Truist Financial
34
Truist Financial
North Carolina
USD 291 k +USD 282 k +5,850 Nuevas
SCA
35
Sandy Cove Advisors
Massachusetts
USD 280 k +USD 241 k +5,000 Nuevas
Sound View Wealth Advisors Group
36
Sound View Wealth Advisors Group
Georgia
USD 225 k +USD 194 k +4,026 Nuevas
SHWM
37
Smith & Howard Wealth Management
Georgia
USD 214 k +USD 185 k +3,835 Nuevas
Choreo LLC
38
Choreo LLC
Illinois
USD 214 k +USD 185 k +3,832 Nuevas
Hollencrest Capital Management
39
Hollencrest Capital Management
California
USD 109 k -USD 17.4 k -360 -16%
Osaic Holdings
40
Osaic Holdings
Arizona
USD 101 k – – –
Morgan Stanley
41
Morgan Stanley
New York
USD 55.9 k +USD 48.3 k +1,000 Nuevas
JNBA Financial Advisors
42
JNBA Financial Advisors
Minnesota
USD 54.6 k – – –
Wells Fargo
43
Wells Fargo
California
USD 33.8 k +USD 29.2 k +605 Nuevas
Creative Financial Designs
44
Creative Financial Designs
Indiana
USD 24.4 k +USD 21.1 k +436 Nuevas
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
USD 11 k +USD 9.7 k +200 Nuevas
Harbour Investments
46
Harbour Investments
Wisconsin
USD 7.55 k – – –
UBS Group
47
UBS Group
Switzerland
USD 4.81 k -USD 531 -11 -11%
CoreCap Advisors
48
CoreCap Advisors
Michigan
USD 4.19 k – – –
IAIM
49
International Assets Investment Management
Florida
USD 3.16 k +USD 2.9 k +60 Nuevas
AP
50
Aspect Partners
Virginia
USD 2.29 k +USD 1.21 k +25 +156%
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