CAPITOL SER TR (TACK) is held by 16 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is UBS Group AG as of Q2 2026.

Are institutions buying or selling TACK?

In Q2 2026, 7 institutions opened or increased positions in CAPITOL SER TR while 9 reduced or exited — a net selling quarter.

What is the Smart Money Verdict on TACK?

HoldingsIntel scores CAPITOL SER TR across four independent sources (institutional 13F activity, insider trades, activist filings, and congressional trades) — with 1 of the 4 carrying data for TACK. In Q2 2026, the institutional leg showed net outflows: 7 buying versus 9 selling.

How many hedge funds hold TACK?

16 institutional investors report holding CAPITOL SER TR (TACK) as of Q2 2026, based on SEC 13F filings.

Is institutional money flowing into TACK?

As of Q2 2026, tracked institutions in CAPITOL SER TR show 7 buyers versus 9 sellers — net outflows.

CAPITOL SER TR

TACK·14064D550·US·ETF

Holders

(1 Elite)

$104.5M

Total Value

44% (16)

Consensus

7 buying - 9 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

View all

Held by 16 funds

1 elite

Who's Trading

Source dates: Price Oct 12, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for TACK.

Checking access…

	Action
UBS Group AG	Increased	2.1M(+9.8%)	$67M	0.0%	-85.51%	33
STIFEL FINANCIAL CORP	Decreased	732,901(-0.3%)	$23.2M	0.0%	-86.65%	0
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	141,844(-0.7%)	$4.5M	0.0%	-87.64%	0
NewEdge Advisors, LLC	Increased	100,482(+10.1%)	$3.2M	0.0%	-87.42%	29
HighTower Advisors, LLC	Decreased	82,912(-6.9%)	$2.6M	0.0%	-88.12%	0
CAPTRUST FINANCIAL ADVISORS	Decreased	46,022(-2.4%)	$1.5M	0.0%	-88.06%	0
LPL Financial LLC	Increased	20,266(+7.7%)	$641,009	0.0%	-88.53%	26
FIFTH THIRD BANCORP	Increased	13,766(+53.8%)	$435,407	0.0%	-84.62%	34
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Decreased	10,423(-48.2%)	$329,670	0.0%	-89.44%	0
Farther Finance Advisors, LLC	New	10,419	$329,544	0.0%	0.00%	33
Cetera Investment Advisers	Unchanged	10,097	$319,359	0.0%	-87.55%	0
D.A. DAVIDSON & CO.	Unchanged	8,018	$253,602	0.0%	-88.60%	0
ROYAL BANK OF CANADA	Unchanged	4,036	$128,000	0.0%	-89.24%	0
WELLS FARGO & COMPANY/MN	Increased	2,522(+11.3%)	$79,782	0.0%	-86.46%	16
JPMORGAN CHASE & CO	Increased	1,707(+20.6%)	$54,112	0.0%	-87.47%	17
MORGAN STANLEY	Decreased	62(-78.0%)	$1,981	0.0%	-87.81%	0
Mariner, LLC	Exited	0(-100.0%)	$7.3M	0.0%	-86.33%	0
HRT FINANCIAL LP	Exited	0(-100.0%)	$500,000	0.0%	-89.55%	0
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Exited	0(-100.0%)	$30	0.0%	-89.55%	0

TACKCAPITOL SER TR

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer

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