Capitol Ser Tr Fairlead Tactic TACK
Institutional shares held
6.1 Million
0
calls
0
puts
Total value of holdings
$159M
$0
calls
$0
puts
# of Institutions
27
We take great care to ensure that the data presented and summarized in this overview for CAPITOL SER TR FAIRLEAD TACTIC is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.
Top Institutions Holding TACK
View all-
Cary Street Partners Asset Management LLC Richmond, VA2.46MShares$64.2 Million10.18% of portfolio
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Ubs Group Ag1.38MShares$36.1 Million0.01% of portfolio
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Stifel Financial Corp St. Louis, MO755KShares$19.7 Million0.02% of portfolio
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Mariner, LLC Overland Park, KS438KShares$11.5 Million0.02% of portfolio
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Cary Street Partners Investment Advisory LLC Richmond, VA420KShares$11 Million0.45% of portfolio
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Commonwealth Equity Services, LLC293KShares$7.67 Million0.01% of portfolio
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Lokken Investment Group LLC55.9KShares$1.46 Million0.77% of portfolio
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Insight Wealth Partners, LLC51.5KShares$1.35 Million0.23% of portfolio
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Fma Wealth Management, LLC Duxbury, MA45.8KShares$1.2 Million0.96% of portfolio
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Wealthcare Advisory Partners LLC West Chester, PA31.9KShares$833,5000.03% of portfolio