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 42 institutions that hold shares in the stock, with a total of 9.85 Million shares, which have been reported (via 13F filing form) to have a value of $292 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Dakota Wealth Management
|
Jan 13, 2026 Q4 2025 |
10,576
shares
|
$313,155
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
10,097
shares
|
$298,972
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 14, 2025 Q3 2025 |
9,161
shares
|
$271,257
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Nov 05, 2025 Q3 2025 |
8,812
shares
|
$260,923
0.07% of portfolio
|
Q3 2025
Reduced 19.74%
|
|
|
Cannon Advisors, Inc.
Charlotte, NC |
Jan 15, 2026 Q4 2025 |
8,402
shares
|
$248,783
0.18% of portfolio
|
Q4 2025
Reduced 2.53%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
8,018
shares
|
$237,412
0.0% of portfolio
|
Q3 2025
Added 12.91%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
7,956
shares
|
$235,577
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Oct 29, 2025 Q3 2025 |
3,168
shares
|
$93,804
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
2,641
shares
|
$78,200
0.0% of portfolio
|
Q3 2025
Reduced 7.07%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
1,850
shares
|
$54,778
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
667
shares
|
$19,749
0.0% of portfolio
|
Q2 2025
Reduced 7.1%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
201
shares
|
$5,951
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
200
shares
|
$5,922
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
150
shares
|
$4,441
0.0% of portfolio
|
Q3 2025
Reduced 84.04%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
25
shares
|
$740
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Nov 12, 2025 Q3 2025 |
7
shares
|
$207
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|