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TCAI

Tortoise AI Infrastructure ETF
TCAI

51 hedge funds and large institutions have $64.4M invested in Tortoise AI Infrastructure ETF in 2026 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 7 increasing their positions, 7 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,000% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 1

201% more capital invested

Capital invested by funds: $21.4M → $64.4M (+$43M)

122% more funds holding

Funds holding: 23 → 51 (+28)

0% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 7

2.2% less ownership

Funds ownership: 25.45% → 23.25% (-2.2%)

Holders
51
Holders Change
+28
Holders Change %
+121.74%
% of All Funds
0.62%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
31
Increased
7
Reduced
7
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CIAS
Capital Investment Advisory Services
North Carolina
+$5.53M
2
BW
BIP Wealth
Georgia
+$3.2M
3
SF
Summit Financial
New Jersey
+$2.91M
4
WWM
WT Wealth Management
Arizona
+$2.17M
5
FFA
Farther Finance Advisors
California
+$2.01M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$5.28M
2
SCM
Sterneck Capital Management
Missouri
-$1M
3
PA
Parallel Advisors
California
-$450K
4
EWS
Evergreen Wealth Solutions
Pennsylvania
-$215K
5
AI
Atria Investments
North Carolina
-$124K
Name Holding Trade Value Shares
Change 		Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$459K +$396K +8,202 New
MWM
27
Mission Wealth Management
California
$454K +$392K +8,110 New
Wealth Enhancement Advisory Services
28
Wealth Enhancement Advisory Services
Minnesota
$423K +$395K +8,182 New
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$309K +$266K +5,517 New
CWA
30
Crusonia Wealth Advisors
Colorado
$300K +$259K +5,371 New
SFC
31
Summit Financial Consulting
Michigan
$299K +$258K +5,343 New
IFG
32
Independent Financial Group
California
$298K +$257K +5,327 New
RFP
33
Roth Financial Partners
Texas
$296K +$256K +5,300 New
Truist Financial
34
Truist Financial
North Carolina
$291K +$282K +5,850 New
SCA
35
Sandy Cove Advisors
Massachusetts
$280K +$241K +5,000 New
SVWAG
36
Sound View Wealth Advisors Group
Georgia
$225K +$194K +4,026 New
SHWM
37
Smith & Howard Wealth Management
Georgia
$214K +$185K +3,835 New
CL
38
Choreo LLC
Illinois
$214K +$185K +3,832 New
HCM
39
Hollencrest Capital Management
California
$109K -$17.4K -360 -16%
Osaic Holdings
40
Osaic Holdings
Arizona
$101K – – –
Morgan Stanley
41
Morgan Stanley
New York
$55.9K +$48.3K +1,000 New
JFA
42
JNBA Financial Advisors
Minnesota
$54.6K – – –
Wells Fargo
43
Wells Fargo
California
$33.8K +$29.2K +605 New
CFD
44
Creative Financial Designs
Indiana
$24.4K +$21.1K +436 New
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$11K +$9.66K +200 New
HI
46
Harbour Investments
Wisconsin
$7.55K – – –
UBS Group
47
UBS Group
Switzerland
$4.81K -$531 -11 -11%
CA
48
CoreCap Advisors
Michigan
$4.19K – – –
IAIM
49
International Assets Investment Management
Florida
$3.17K +$2.9K +60 New
AP
50
Aspect Partners
Virginia
$2.29K +$1.21K +25 +156%
1
2
3

TCAI Hedge Fund Activity: Q2 2026 in Review

51 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in Tortoise AI Infrastructure ETF (TCAI) for Q2 2026, worth a combined $64.4M — up 201% from $21.4M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new TCAI positions and 1 closed out — a net gain of 30 holders — while 7 added to existing stakes and 7 trimmed.

The largest buyer was Capital Investment Advisory Services, opening a new position worth an estimated $5.53M. The largest seller was Jane Street, cutting an estimated $5.28M.

  • 51 institutional investors held Tortoise AI Infrastructure ETF (TCAI) as of Q2 2026, up from 23 in Q1 2026.
  • Funds reported $64.4M of Tortoise AI Infrastructure ETF stock for Q2 2026, up 201% quarter-over-quarter.
  • 31 funds opened new Tortoise AI Infrastructure ETF positions in Q2 2026 and 1 closed out, a net change of +30 holders.
  • The largest Tortoise AI Infrastructure ETF buyer in Q2 2026 was Capital Investment Advisory Services, an estimated $5.53M added.
  • The largest Tortoise AI Infrastructure ETF seller in Q2 2026 was Jane Street, an estimated $5.28M sold.

Based on aggregated 13F filings for Q2 2026.