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 | 2.5M | $75M | 1% | Mar 2026 |
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| UBS Group | 1.9M | $59M | 1% | Mar 2026 |
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| Stifel Financial | 735k | $22M | 0% | Mar 2026 |
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| Evernest Financial Advisors | 542k | $17M | 59% | Mar 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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| Ameriprise Financial | 206k | $6.2M | -6% | Dec 2025 |
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| Commonwealth Equity Services | 143k | $4.3M | -1% | Mar 2026 |
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| Cambridge Investment Research Advisors | 104k | $3.2M | -28% | Mar 2026 |
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| HighTower Advisors | 89k | $2.7M | 0% | Mar 2026 |
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| Goss Wealth Management | 86k | $2.6M | 9% | Dec 2025 |
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| Mission Wealth Management | 77k | $2.3M | -8% | Dec 2025 |
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| Insight Wealth Partners | 62k | $1.9M | -1% | Mar 2026 |
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| Captrust Financial Advisors | 56k | $1.7M | 0% | Dec 2025 |
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| FMA Wealth Management | 52k | $1.6M | 0% | Mar 2026 |
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| Williams & Novak | 23k | $707k | -7% | Mar 2026 |
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| LPL Financial | 19k | $572k | 16% | Mar 2026 |
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| Afg Fiduciary Services Limited Partnership | 18k | $537k | -1% | Mar 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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| Janney Montgomery Scott | 13k | $407k | -2% | Mar 2026 |
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| Sigma Planning | 13k | $397k | -1% | Mar 2026 |
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| Wealthcare Advisory Partners | 10k | $317k | -35% | Mar 2026 |
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| Cetera Investment Advisers | 10k | $307k | 0% | Mar 2026 |
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| Oakmont Partners | 9.2k | $280k | -13% | Mar 2026 |
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| Fifth Third Bancorp | 9.0k | $272k | 100% | Mar 2026 |
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| Cannon Advisors | 8.2k | $250k | -2% | Mar 2026 |
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| Brian McDonald | 8.1k | $242k | 1% | Dec 2025 |
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| Vantage Financial Partners | 8.1k | $242k | -9% | Dec 2025 |
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| D.A. Davidson & Co. | 8.0k | $244k | 0% | Mar 2026 |
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| Cary Street Partner Investment Advisory | 3.3k | $101k | -87% | Mar 2026 |
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| Wells Fargo & Company | 2.3k | $69k | 0% | 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 | 100% | Mar 2026 |
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| Comprehensive Financial Planning | 7.00 | $211.999900 | 0% | Mar 2026 |
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| Northwestern Mutual Wealth Management Company | 1.00 | $30.000000 | 100% | 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 |
|---|---|---|---|
| Verity Asset Management | Dec 2025 | 17k | $510k |
| First Foundation Advisors | Dec 2025 | 11k | $322k |
| Advisory Services Network | Sep 2025 | 201.00 | $6.0k |
| Advisor Group Holdings | Sep 2025 | 200.00 | $5.8k |