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 34 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 $238 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
7,411
shares
|
$211,435
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
5,455
shares
|
$155,631
0.0% of portfolio
|
Q1 2025
Added 77.34%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
3,257
shares
|
$92,922
0.0% of portfolio
|
Q1 2025
Reduced 15.77%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
1,000
shares
|
$28,530
0.0% of portfolio
|
Q1 2025
Reduced 74.36%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
718
shares
|
$20,484
0.0% of portfolio
|
Q1 2025
Reduced 1.37%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
433
shares
|
$12,353
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Deane Retirement Strategies, Inc.
|
Jul 11, 2025 Q2 2025 |
336
shares
|
$9,586
0.0% of portfolio
|
Q2 2025
Reduced 26.48%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
May 09, 2025 Q1 2025 |
7
shares
|
$199
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
|