As of the latest SEC filings, TORTOISE CAPITAL SERIES TRUST (TORIX) is held by 2 institutional funds. The largest fund shareholder is Ocean Park Tactical Core Income Fund (SSIRX), holding an estimated $19,283,928.52 in market value, representing 1.77% of its portfolio.
Funds holding TORTOISE CAPITAL SERIES TRUST (TORIX)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- TORIX
- CIK:
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
SSIRX
Ocean Park Tactical Core Income Fund
|
MF | Independent / Boutique | 1.77% | $19,283,928.52 | 832,639 | Mar 31, 2026 | May 29, 2026 |
|
WMMRX
Wilmington Real Asset Fund
|
MF | Independent / Boutique | 3.43% | $16,274,078.35 | 686,091 | Apr 30, 2026 | Jun 26, 2026 |
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