TACK institutional holders

CAPITOL SER TR · 13F, 2026Q2

Managers holding39
Shares held6,981,897
Reported value$220.8m
Quarter flows6 new, 11 added, 16 trimmed, 5 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
CARY STREET PARTNERS FINANCIAL LLC2,417,224$76.5m1.7%
UBS Group AG2,119,603$67.0m0.0%
STIFEL FINANCIAL CORP732,901$23.2m0.0%
Evernest Financial Advisors, LLC554,812$17.5m3.7%
NBZ Investment Advisors LLC316,502$10.0m3.9%
COMMONWEALTH EQUITY SERVICES, LLC141,844$4.5m0.0%
NewEdge Advisors, LLC100,482$3.2m0.0%
Cambridge Investment Research Advisors, Inc.83,510$2.6m0.0%
HighTower Advisors, LLC82,912$2.6m0.0%
Insight Wealth Partners, LLC63,671$2.0m0.3%
MISSION WEALTH MANAGEMENT, LP62,953$2.0m0.0%
FMA Wealth Management, LLC51,196$1.6m1.0%
CAPTRUST FINANCIAL ADVISORS46,022$1.5m0.0%
LAUREL OAK WEALTH MANAGEMENT, LLC24,920$788,1860.1%
LPL Financial LLC20,266$641,0090.0%
Williams & Novak, LLC19,219$607,8740.4%
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP17,172$545,4580.4%
FIFTH THIRD BANCORP13,766$435,4070.0%
Janney Montgomery Scott LLC13,284$420,0000.0%
Sigma Planning Corp13,059$413,0500.0%
SUSQUEHANNA INTERNATIONAL GROUP, LLP10,423$329,6700.0%
Farther Finance Advisors, LLC10,419$329,5440.0%
Cetera Investment Advisers10,097$319,3590.0%
Wealthcare Advisory Partners LLC9,744$308,1790.0%
D.A. DAVIDSON & CO.8,018$253,6020.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("TACK"). TACK price history · All 13F data

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