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 37 institutions that hold shares in the stock, with a total of 9.51 Million shares, which have been reported (via 13F filing form) to have a value of $275 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
10,097
shares
|
$292,106
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Cannon Advisors, Inc.
Charlotte, NC |
Aug 11, 2025 Q2 2025 |
8,592
shares
|
$248,566
0.2% of portfolio
|
Q2 2025
Reduced 10.32%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
7,411
shares
|
$214,400
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
7,101
shares
|
$205,431
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
2,842
shares
|
$82,219
0.0% of portfolio
|
Q2 2025
Reduced 47.9%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
940
shares
|
$27,194
0.0% of portfolio
|
Q2 2025
Reduced 71.14%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
667
shares
|
$19,296
0.0% of portfolio
|
Q2 2025
Reduced 7.1%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
466
shares
|
$13,481
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
433
shares
|
$12,526
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Deane Retirement Strategies, Inc.
|
Jul 11, 2025 Q2 2025 |
336
shares
|
$9,720
0.0% of portfolio
|
Q2 2025
Reduced 26.48%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Aug 08, 2025 Q2 2025 |
7
shares
|
$202
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|