LPL Financial’s Tortoise AI Infrastructure ETF TCAI Stock Holding History

LPL Financial’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 Q3	$1.55M	Buy	+33,034	New	+$1.57M	﹤0.01%	4064

Other funds holding TCAI

Capital Investment Advisory Services Raleigh, North Carolina $1.61B AUM 16.94% 1-Year Est. Return

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

Parallel Advisors San Francisco, California $7.42B AUM 27.68% 1-Year Est. Return

VestGen Advisors Inverness, Illinois $3.25B AUM 30.95% 1-Year Est. Return

WT Wealth Management Scottsdale, Arizona $357M AUM 15.82% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

LPL Financial's TCAI Position: Q3 2026 in Review

LPL Financial opened a new position in Tortoise AI Infrastructure ETF (TCAI) in Q3 2026: 33,034 shares worth $1.55M. The stake represents ﹤0.01% of the portfolio and ranks #4064 among its holdings.

32 funds tracked by Wall St. Rank hold TCAI as of Q3 2026.

LPL Financial held 33,034 shares of Tortoise AI Infrastructure ETF worth $1.55M as of Q3 2026.
Tortoise AI Infrastructure ETF was a new LPL Financial position in Q3 2026.
Tortoise AI Infrastructure ETF made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #4064 holding.
32 funds tracked by Wall St. Rank held Tortoise AI Infrastructure ETF as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.