Who owns CAPITOL SER TR FAIRLEAD TACTICAL SECTOR ETF?
- Ticker: TACK
- CUSIP Number: 14064d550
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Analyze quarterly positions in Capitol Ser Tr Fairlead Tactical Sector Etf with up to 7 years of data, all consolidated into one spreadsheet
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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 | $77M | -2% | Jun 2026 |
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| UBS Group | 2.1M | $67M | 10% | Jun 2026 |
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| Stifel Financial | 733k | $23M | 0% | Jun 2026 |
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| Evernest Financial Advisors | 555k | $18M | 2% | Jun 2026 |
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| NBZ Investment Advisors | 311k | $9.8M | -2% | Sep 2026 |
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| Commonwealth Equity Services | 136k | $4.3M | -4% | Sep 2026 |
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| Goss Wealth Management | 101k | $3.2M | 10% | Jun 2026 |
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| HighTower Advisors | 85k | $2.7M | 3% | Sep 2026 |
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| Insight Wealth Partners | 65k | $2.0M | 2% | Sep 2026 |
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| Mission Wealth Management | 57k | $1.8M | -9% | Sep 2026 |
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| FMA Wealth Management | 53k | $1.6M | 2% | Sep 2026 |
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| Captrust Financial Advisors | 46k | $1.5M | -2% | Jun 2026 |
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| Cambridge Investment Research Advisors | 34k | $1.1M | -18% | Sep 2026 |
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| LPL Financial | 26k | $813k | 28% | Sep 2026 |
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| Laurel Oak Wealth Management | 25k | $795k | 2% | Sep 2026 |
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| Williams & Novak | 20k | $631k | 5% | Sep 2026 |
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| Afg Fiduciary Services Limited Partnership | 17k | $533k | -3% | Sep 2026 |
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| Janney Montgomery Scott | 13k | $420k | -1% | Jun 2026 |
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| Farther Finance Advisors | 12k | $387k | 18% | Sep 2026 |
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| Fifth Third Bancorp | 12k | $386k | -11% | Sep 2026 |
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| Susquehanna International | 10k | $330k | -48% | Jun 2026 |
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| Cetera Investment Advisers | 10k | $319k | 0% | Jun 2026 |
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| Wealthcare Advisory Partners | 8.8k | $276k | -10% | Sep 2026 |
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| D.A. Davidson & Co. | 8.0k | $252k | 0% | Sep 2026 |
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| Oakmont Partners | 7.9k | $250k | -14% | Jun 2026 |
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| Cary Street Partner Investment Advisory | 7.1k | $226k | 115% | Jun 2026 |
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| Sykon Capital | 7.0k | $221k | 100% | Jun 2026 |
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| Bluesphere Advisors | 6.6k | $206k | 0% | Sep 2026 |
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| Royal Bank of Canada | 4.0k | $128k | 0% | Jun 2026 |
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| Wells Fargo & Company | 2.5k | $80k | 11% | Jun 2026 |
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| Jpmorgan Chase & Co | 1.7k | $54k | 100% | Jun 2026 |
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| IFG Advisory | 480.00 | $15k | 100% | Sep 2026 |
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| Buck Wealth Strategies | 400.00 | $13k | 0% | Sep 2026 |
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| Global Retirement Partners | 302.00 | $9.5k | 0% | Sep 2026 |
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| Comprehensive Financial Planning | 7.00 | $218.999900 | 0% | Sep 2026 |
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Who sold out of Capitol Ser Tr Fairlead Tactical Sector Etf?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Mariner Wealth Advisors | Mar 2026 | 241k | $7.3M |
| Hrt Financial | Mar 2026 | 17k | $500k |
| Sigma Planning | Jun 2026 | 13k | $413k |
| Advisory Services Network | Mar 2026 | 201.00 | $6.1k |
| IFP Advisors | Jun 2026 | 150.00 | $4.7k |
| Ronald Blue Trust | Jun 2026 | 53.00 | $1.7k |
| FNY Investment Advisers | Jun 2026 | 50.00 | $1.0k |