Osaic Holdings
TCAI

Osaic Holdings’s Tortoise AI Infrastructure ETF TCAI Stock Holding History

Osaic Holdings’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 		$62.3K Buy
1,798
+336
+23% +$11.6K ﹤0.01% 5042
2025
Q4 		$43.4K Buy
+1,462
New +$45.3K ﹤0.01% 5330

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
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return

Osaic Holdings's TCAI Position: Q1 2026 in Review

Osaic Holdings increased its Tortoise AI Infrastructure ETF (TCAI) stake by 23% in Q1 2026, buying an estimated $11.6K and bringing the position to 1,798 shares worth $62.3K. The position accounts for ﹤0.01% of the portfolio, ranked #5042.

Osaic Holdings first reported a position in TCAI in Q4 2025 and has held it in 2 quarters since. 23 funds tracked by Wall St. Rank hold TCAI as of Q1 2026.

  • Osaic Holdings held 1,798 shares of Tortoise AI Infrastructure ETF worth $62.3K as of Q1 2026.
  • Osaic Holdings bought 336 Tortoise AI Infrastructure ETF shares in Q1 2026, an estimated $11.6K.
  • Tortoise AI Infrastructure ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #5042 holding.
  • Osaic Holdings first reported a position in Tortoise AI Infrastructure ETF in Q4 2025 and has held it in 2 quarters since.
  • 23 funds tracked by Wall St. Rank held Tortoise AI Infrastructure ETF as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.