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 | 1.9M | $59M | 1% | Mar 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 | 319k | $9.7M | 0% | Mar 2026 |
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| Mariner Wealth Advisors | 241k | $7.3M | -26% | Mar 2026 |
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| Commonwealth Equity Services | 142k | $4.5M | -1% | Jun 2026 |
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| Goss Wealth Management | 101k | $3.2M | 10% | Jun 2026 |
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| HighTower Advisors | 83k | $2.6M | -7% | Jun 2026 |
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| Mission Wealth Management | 75k | $2.3M | -3% | Mar 2026 |
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| Insight Wealth Partners | 64k | $2.0M | 3% | Jun 2026 |
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| FMA Wealth Management | 51k | $1.6M | -1% | Jun 2026 |
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| Captrust Financial Advisors | 47k | $1.4M | -15% | Mar 2026 |
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| Cambridge Investment Research Advisors | 42k | $1.3M | -60% | Jun 2026 |
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| Susquehanna International | 20k | $612k | 100% | Mar 2026 |
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| Williams & Novak | 19k | $608k | -17% | Jun 2026 |
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| LPL Financial | 19k | $572k | 16% | Mar 2026 |
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| Afg Fiduciary Services Limited Partnership | 17k | $546k | -2% | Jun 2026 |
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| Hrt Financial | 17k | $500k | 100% | Mar 2026 |
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| Laurel Oak Wealth Management | 16k | $480k | 100% | Mar 2026 |
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| Fifth Third Bancorp | 14k | $435k | 54% | Jun 2026 |
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| Janney Montgomery Scott | 13k | $420k | -1% | Jun 2026 |
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| Sigma Planning | 13k | $397k | -1% | Mar 2026 |
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| Farther Finance Advisors | 10k | $330k | 100% | Jun 2026 |
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| Cetera Investment Advisers | 10k | $307k | 0% | Mar 2026 |
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| Wealthcare Advisory Partners | 9.7k | $308k | -7% | Jun 2026 |
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| Oakmont Partners | 9.2k | $280k | -13% | Mar 2026 |
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| Cannon Advisors | 8.2k | $250k | -2% | Mar 2026 |
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| D.A. Davidson & Co. | 8.0k | $254k | 0% | 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 | $208k | 100% | Jun 2026 |
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| Royal Bank of Canada | 4.0k | $123k | 100% | Mar 2026 |
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| Wells Fargo & Company | 2.3k | $69k | 0% | Mar 2026 |
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| Jpmorgan Chase & Co | 1.7k | $54k | 100% | Jun 2026 |
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| Buck Wealth Strategies | 400.00 | $13k | 100% | Jun 2026 |
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| Global Retirement Partners | 301.00 | $9.5k | 100% | Jun 2026 |
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| Morgan Stanley | 282.00 | $8.7k | -56% | Mar 2026 |
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| IFP Advisors | 150.00 | $4.6k | 0% | Mar 2026 |
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| FNY Investment Advisers | 50.00 | $1.0k | 0% | Jun 2026 |
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| Comprehensive Financial Planning | 7.00 | $211.999900 | 0% | Mar 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 |
|---|---|---|---|
| Ameriprise Financial | Dec 2025 | 206k | $6.2M |
| Verity Asset Management | Dec 2025 | 17k | $510k |
| First Foundation Advisors | Dec 2025 | 11k | $322k |
| Advisory Services Network | Mar 2026 | 201.00 | $6.1k |