TACK CAPITOL SER TR: institutional ownership and insider trading
39 funds reported holding $220M of CAPITOL SER TR in their latest 13F filings; in Q2 2026 funds net sold $4.79M, with 5 new positions and 5 funds selling out.
Largest institutional holders of TACK
- CARY STREET PARTNERS FINANCIAL LLC — $76.5M
- UBS Group AG (UBS) — $67.0M
- STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) — $23.2M
- Evernest Financial Advisors, LLC — $17.5M
- NBZ Investment Advisors LLC — $10.0M
- COMMONWEALTH EQUITY SERVICES, LLC — $4.49M
- NewEdge Advisors, LLC — $3.18M
- HighTower Advisors, LLC — $2.62M
- Insight Wealth Partners, LLC — $2.01M
- MISSION WEALTH MANAGEMENT, LP — $1.79M