13F Insight
DOSSIER · 13F Holders · Q1 2026CyclicalNet sold
TACK

CAPITOL SER TR

42 institutions still hold CAPITOL SER TR as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 14064D550·42 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 3.8%
vs prior quarter
13F value held
$210M
67.0% inst. owned
of float
Holders
42
-123 QoQ
filers reporting
Activity
+68 / −82
+760 added · −862 reduced
this quarter
Concentration
35.55%
CARY STREET PARTNERS FINANCIAL LLC #1
top holder share
AI Holders Summary · Q1 2026

42 institutions reported TACK in Q1 2026. CARY STREET PARTNERS FINANCIAL LLC leads at 35.5% of the visible book. -123 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
CARY STREET PARTNERS FINANCIAL LLC
CIK 0001475045
$75M2.5M1.85%Q1 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
NewEdge Advisors, LLC
CIK 0001633516
$3M91K0.01%Q1 202609
HighTower Advisors, LLC
CIK 0001462245
$3M89K0.00%Q1 202610
MISSION WEALTH MANAGEMENT, LP
CIK 0001645382
$2M75K0.05%Q1 202611
Insight Wealth Partners, LLC
CIK 0001627003
$2M62K0.26%Q1 202612
FMA Wealth Management, LLC
CIK 0002011155
$2M52K1.05%Q1 202613
CAPTRUST FINANCIAL ADVISORS
CIK 0001512024
$1M47K0.00%Q1 202614
Williams & Novak, LLC
CIK 0001998419
$706,71623K0.53%Q1 202615
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$612,19120K0.00%Q1 202616
LPL Financial LLC
CIK 0001403438
$572,19319K0.00%Q1 202617
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP
CIK 0001907820
$536,59718K0.31%Q1 202618
LAUREL OAK WEALTH MANAGEMENT, LLC
CIK 0002111403
$479,50316K0.08%Q1 202619
Atria Wealth Solutions, Inc.
CIK 0001927543
$399,01714K0.01%Q2 202520
Sigma Planning Corp
CIK 0001449126
$396,94713K0.01%Q1 2026
Page 1 of 3
22 more holders available. Log in →