FMWA
TCAI

Forvis Mazars Wealth Advisors’s Tortoise AI Infrastructure ETF TCAI Stock Holding History

Forvis Mazars Wealth Advisors’s Portfolio TCAI Stock Details TCAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$609K Hold
17,595
– – 0.01% 259
2025
Q4 		$522K Buy
17,595
+7,844
+80% +$243K 0.01% 278
2025
Q3 		$289K Buy
+9,751
New +$260K 0.01% 355

Other funds holding TCAI

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SCM
Sterneck Capital Management Kansas City, Missouri $223M AUM 17.15% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return
SAI
Savvy Advisors Inc New York $3.75B AUM 21.95% 1-Year Est. Return

Forvis Mazars Wealth Advisors's TCAI Position: Q1 2026 in Review

Forvis Mazars Wealth Advisors held its Tortoise AI Infrastructure ETF (TCAI) position steady in Q1 2026 at 17,595 shares worth $609K. The position accounts for 0.01% of the portfolio, ranked #259.

Forvis Mazars Wealth Advisors first reported a position in TCAI in Q3 2025 and has held it in 3 quarters since. 23 funds tracked by Wall St. Rank hold TCAI as of Q1 2026.

  • Forvis Mazars Wealth Advisors held 17,595 shares of Tortoise AI Infrastructure ETF worth $609K as of Q1 2026.
  • Forvis Mazars Wealth Advisors left its Tortoise AI Infrastructure ETF share count unchanged in Q1 2026.
  • Tortoise AI Infrastructure ETF made up 0.01% of Forvis Mazars Wealth Advisors's portfolio in Q1 2026, its #259 holding.
  • Forvis Mazars Wealth Advisors first reported a position in Tortoise AI Infrastructure ETF in Q3 2025 and has held it in 3 quarters since.
  • 23 funds tracked by Wall St. Rank held Tortoise AI Infrastructure ETF as of Q1 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.