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

CAPITOL SER TR

43 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 14064D550·43 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$215M
visible holders
Holders
43
filers reporting
Concentration
35.63%
CARY STREET PARTNERS FINANCIAL LLC #1
top holder share
AI Holders Summary · Q2 2026

43 institutions reported TACK in Q2 2026. CARY STREET PARTNERS FINANCIAL LLC leads at 35.6% 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
$59M1.9M0.01%Q1 202603
STIFEL FINANCIAL CORP
CIK 0000720672
$22M735K0.02%Q1 202604
Evernest Financial Advisors, LLC
CIK 0002009530
$17M542K3.45%Q1 202605
NBZ Investment Advisors LLC
CIK 0001998018
$10M319K4.24%Q1 202606
Mariner, LLC
CIK 0001373442
$7M241K0.01%Q1 202607
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$4M143K0.01%Q1 202608
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$3M104K0.01%Q1 202609
NewEdge Advisors, LLC
CIK 0001633516
$3M91K0.01%Q1 202610
HighTower Advisors, LLC
CIK 0001462245
$3M89K0.00%Q1 202611
MISSION WEALTH MANAGEMENT, LP
CIK 0001645382
$2M63K0.02%Q2 202612
Insight Wealth Partners, LLC
CIK 0001627003
$2M62K0.26%Q1 202613
FMA Wealth Management, LLC
CIK 0002011155
$2M51K1.04%Q2 202614
CAPTRUST FINANCIAL ADVISORS
CIK 0001512024
$1M47K0.00%Q1 202615
LAUREL OAK WEALTH MANAGEMENT, LLC
CIK 0002111403
$788K25K0.11%Q2 202616
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$612K20K0.00%Q1 202617
Williams & Novak, LLC
CIK 0001998419
$608K19K0.40%Q2 202618
LPL Financial LLC
CIK 0001403438
$572K19K0.00%Q1 202619
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP
CIK 0001907820
$545K17K0.42%Q2 202620
Janney Montgomery Scott LLC
CIK 0001329948
$407K13K0.00%Q1 2026
Page 1 of 3
23 more holders available. Log in →