Institutional Ownership Capitol Ser Tr Fairlead Tactic (TACK)
This table provides information about the institutional ownership of Capitol Ser Tr Fairlead Tactic (TACK). We have compiled data on the 33 institutions that hold shares in the stock, with a total of 8.34 Million shares, which have been reported (via 13F filing form) to have a value of $234 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
5,455
shares
|
$151,921
0.0% of portfolio
|
Q1 2025
Added 77.34%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
3,257
shares
|
$90,707
0.0% of portfolio
|
Q1 2025
Reduced 15.77%
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
May 01, 2025 Q1 2025 |
2,661
shares
|
$74,108
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
1,000
shares
|
$27,850
0.0% of portfolio
|
Q1 2025
Reduced 74.36%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
718
shares
|
$19,996
0.0% of portfolio
|
Q1 2025
Reduced 1.37%
|
|
|
Deane Retirement Strategies, Inc.
|
Apr 14, 2025 Q1 2025 |
457
shares
|
$12,727
0.01% of portfolio
|
Q1 2025
Added 60.92%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
May 09, 2025 Q1 2025 |
7
shares
|
$194
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|