Who owns CAPITOL SER TR FAIRLEAD TACTICAL SECTOR ETF?
- Ticker: TACK
- CUSIP Number: 14064d550
Tip: Access positions for across all investors
Analyze quarterly positions in Capitol Ser Tr Fairlead Tactical Sector Etf with up to 7 years of data, all consolidated into one spreadsheet
Download as csv
Download as Excel
Top investors of Capitol Ser Tr Fairlead Tactical Sector Etf stock
Who bought or sold CAPITOL SER TR FAIRLEAD TACTICAL SECTOR ETF this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Cary Street Partners Financial | 2.4M | $73M | -8% | Dec 2025 |
|
| UBS Group | 1.9M | $57M | -3% | Dec 2025 |
|
| Stifel Financial | 732k | $22M | 2% | Dec 2025 |
|
| Evernest Financial Advisors | 340k | $11M | 16% | Dec 2025 |
|
| Mariner Wealth Advisors | 327k | $9.8M | -1% | Dec 2025 |
|
| NBZ Investment Advisors | 319k | $9.5M | 8% | Dec 2025 |
|
| Ameriprise Financial | 206k | $6.2M | -6% | Dec 2025 |
|
| Cambridge Investment Research Advisors | 145k | $4.3M | -1% | Dec 2025 |
|
| Commonwealth Equity Services | 145k | $4.3M | 62% | Dec 2025 |
|
| HighTower Advisors | 89k | $2.7M | -1% | Dec 2025 |
|
| Goss Wealth Management | 86k | $2.6M | 9% | Dec 2025 |
|
| Mission Wealth Management | 77k | $2.3M | -8% | Dec 2025 |
|
| Insight Wealth Partners | 63k | $1.9M | 2% | Dec 2025 |
|
| Captrust Financial Advisors | 56k | $1.7M | 0% | Dec 2025 |
|
| FMA Wealth Management | 52k | $1.6M | -1% | Dec 2025 |
|
| Cary Street Partner Investment Advisory | 26k | $769k | 100% | Dec 2025 |
|
| Williams & Novak | 25k | $749k | -22% | Dec 2025 |
|
| Afg Fiduciary Services Limited Partnership | 18k | $529k | -7% | Dec 2025 |
|
| Verity Asset Management | 17k | $510k | 1% | Dec 2025 |
|
| LPL Financial | 16k | $486k | 9% | Dec 2025 |
|
| Wealthcare Advisory Partners | 16k | $483k | -3% | Dec 2025 |
|
| Janney Montgomery Scott | 14k | $408k | 1% | Dec 2025 |
|
| Sigma Planning | 13k | $397k | -59% | Dec 2025 |
|
| Lokken Investment Group | 11k | $325k | -2% | Sep 2025 |
|
| First Foundation Advisors | 11k | $322k | 17% | Dec 2025 |
|
| Oakmont Partners | 11k | $317k | 100% | Dec 2025 |
|
| Cetera Investment Advisers | 10k | $303k | 0% | Dec 2025 |
|
| Cannon Advisors | 8.4k | $257k | -3% | Dec 2025 |
|
| Brian McDonald | 8.1k | $242k | 1% | Dec 2025 |
|
| Vantage Financial Partners | 8.1k | $242k | -9% | Dec 2025 |
|
| D.A. Davidson & Co. | 8.0k | $240k | 0% | Dec 2025 |
|
| Wells Fargo & Company | 2.3k | $68k | -14% | Dec 2025 |
|
| Royal Bank of Canada | 1.9k | $56k | 100% | Sep 2025 |
|
| IFP Advisors | 150.00 | $4.5k | 0% | Dec 2025 |
|
| Comprehensive Financial Planning | 7.00 | $208.999700 | 0% | Dec 2025 |
|
Who sold out of Capitol Ser Tr Fairlead Tactical Sector Etf?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Citadel Advisors | Jun 2025 | 11k | $307k |
| Grey Fox Wealth Advisors | Sep 2025 | 3.2k | $95k |
| Advisory Services Network | Sep 2025 | 201.00 | $6.0k |
| Advisor Group Holdings | Sep 2025 | 200.00 | $5.8k |
| Northwestern Mutual Wealth Management Company | Sep 2025 | 25.00 | $750.000000 |