Institutional Ownership Capitol Ser Tr Fairlead Tactic (TACK)
This table provides information about the institutional ownership of Capitol Ser Tr Fairlead Tactic (TACK). We have compiled data on the 35 institutions that hold shares in the stock, with a total of 8.36 Million shares, which have been reported (via 13F filing form) to have a value of $227 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
7,646
shares
|
$207,206
0.0% of portfolio
|
Q1 2025
Reduced 6.31%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
3,257
shares
|
$88,264
0.0% of portfolio
|
Q1 2025
Reduced 15.77%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
3,076
shares
|
$83,359
0.0% of portfolio
|
Q4 2024
Reduced 38.25%
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
May 01, 2025 Q1 2025 |
2,661
shares
|
$72,113
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
1,510
shares
|
$40,921
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
1,000
shares
|
$27,100
0.0% of portfolio
|
Q1 2025
Reduced 74.36%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
728
shares
|
$19,728
0.0% of portfolio
|
Q4 2024
Reduced 2.02%
|
|
|
Deane Retirement Strategies, Inc.
|
Apr 14, 2025 Q1 2025 |
457
shares
|
$12,384
0.01% of portfolio
|
Q1 2025
Added 60.92%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
May 09, 2025 Q1 2025 |
7
shares
|
$189
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|