13F Insight
DOSSIER · 13F Holders · Q2 2026
TACK

CAPITOL SER TR

44 institutions still hold CAPITOL SER TR as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 14064D550·44 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$219M
visible holders
Holders
44
filers reporting
Concentration
34.97%
CARY STREET PARTNERS FINANCIAL LLC #1
top holder share
AI Holders Summary · Q2 2026

44 institutions reported TACK in Q2 2026. CARY STREET PARTNERS FINANCIAL LLC leads at 35.0% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
CARY STREET PARTNERS FINANCIAL LLC
CIK 0001475045
$76M2.4M1.67%Q2 202602
UBS Group AG
CIK 0001610520
$67M2.1M0.01%Q2 202603
STIFEL FINANCIAL CORP
CIK 0000720672
$23M733K0.02%Q2 202604
Evernest Financial Advisors, LLC
CIK 0002009530
$18M555K3.67%Q2 202605
NBZ Investment Advisors LLC
CIK 0001998018
$10M317K3.90%Q2 202606
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$4M142K0.01%Q2 202607
NewEdge Advisors, LLC
CIK 0001633516
$3M100K0.01%Q2 202608
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$3M104K0.01%Q1 202609
HighTower Advisors, LLC
CIK 0001462245
$3M83K0.00%Q2 202610
Insight Wealth Partners, LLC
CIK 0001627003
$2M64K0.27%Q2 202611
MISSION WEALTH MANAGEMENT, LP
CIK 0001645382
$2M63K0.02%Q2 202612
FMA Wealth Management, LLC
CIK 0002011155
$2M51K1.04%Q2 202613
CAPTRUST FINANCIAL ADVISORS
CIK 0001512024
$1M46K0.00%Q2 202614
LAUREL OAK WEALTH MANAGEMENT, LLC
CIK 0002111403
$788K25K0.11%Q2 202615
LPL Financial LLC
CIK 0001403438
$641K20K0.00%Q2 202616
Williams & Novak, LLC
CIK 0001998419
$608K19K0.40%Q2 202617
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP
CIK 0001907820
$545K17K0.42%Q2 202618
FIFTH THIRD BANCORP
CIK 0000035527
$435K14K0.00%Q2 202619
Sigma Planning Corp
CIK 0001449126
$413K13K0.01%Q2 202620
Janney Montgomery Scott LLC
CIK 0001329948
$407K13K0.00%Q1 2026
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