CAPITOL SER TR

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TACK·14064D550·US·ETF·Unknown - Unknown

TACK (CAPITOL SER TR) is held by 18 institutional investors as of Q1 2026. Largest holders: UBS Group AG ($58.7M), STIFEL FINANCIAL CORP ($22.4M), Mariner, LLC ($7.3M). Net institutional sentiment: Mixed.

13F: Mar 31, 2026Insider & Congress: Updated regularly

Positions (18)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
UBS Group AG	Increased	1.9M(+0.8%)	$58.7M	0.0%	+31.76%	30
STIFEL FINANCIAL CORP	Increased	735,336(+0.5%)	$22.4M	0.0%	+32.05%	29
Mariner, LLC	Decreased	241,170(-26.2%)	$7.3M	0.0%	+37.08%	0
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	142,778(-1.3%)	$4.3M	0.0%	+21.56%	0
NewEdge Advisors, LLC	Increased	91,288(+6.6%)	$2.8M	0.0%	+14.13%	28
HighTower Advisors, LLC	Decreased	89,052(-0.0%)	$2.7M	0.0%	+17.65%	0
CAPTRUST FINANCIAL ADVISORS	Decreased	47,139(-15.3%)	$1.4M	0.0%	+18.13%	0
SUSQUEHANNA INTERNATIONAL GROUP, LLP	New	20,139	$612,191	0.0%	+0.92%	34
LPL Financial LLC	Increased	18,823(+16.1%)	$572,193	0.0%	+5.43%	28
Cetera Investment Advisers	Unchanged	10,097	$306,932	0.0%	+22.64%	0
FIFTH THIRD BANCORP	New	8,951	$272,096	0.0%	+0.92%	32
D.A. DAVIDSON & CO.	Unchanged	8,018	$243,734	0.0%	+13.11%	0
ROYAL BANK OF CANADA	Unchanged	4,036	$123,000	0.0%	+5.66%	0
WELLS FARGO & COMPANY/MN	Increased	2,267(+0.0%)	$68,911	0.0%	+22.23%	14
JPMORGAN CHASE & CO	Increased	1,416(+258.5%)	$42,281	0.0%	+2.06%	22
MORGAN STANLEY	Decreased	282(-56.4%)	$8,601	0.0%	+20.29%	0
HRT FINANCIAL LP	New	16,479	$500	0.0%	+0.92%	15
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	New	1	$30	0.0%	+0.92%	17
AMERIPRISE FINANCIAL INC	Exited	0(-100.0%)	$6.2M	0.0%	+5.32%	0

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Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer