18 institutions reported holding $90.5M of CAPITOL SER TR (TACK) in SEC 13F filings for 2026-06-30. Largest institutional holders: CARY STREET PARTNERS FINANCIAL LLC ($76.5M), COMMONWEALTH EQUITY SERVICES, LLC ($4.5M), Cambridge Investment Research Advisors, Inc. ($2.6M), MISSION WEALTH MANAGEMENT, LP ($2.0M), FMA Wealth Management, LLC ($1.6M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | CARY STREET PARTNERS FINANCIAL LLC | $76.5M | 2.4M | Trimmed |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | $4.5M | 141,844 | Trimmed |
| 3 | Cambridge Investment Research Advisors, Inc. | $2.6M | 83,510 | Trimmed |
| 4 | MISSION WEALTH MANAGEMENT, LP | $2.0M | 62,953 | Trimmed |
| 5 | FMA Wealth Management, LLC | $1.6M | 51,196 | Trimmed |
| 6 | LAUREL OAK WEALTH MANAGEMENT, LLC | $788,186 | 24,920 | Added |
| 7 | Williams & Novak, LLC | $607,874 | 19,219 | Trimmed |
| 8 | AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | $545,458 | 17,172 | Trimmed |
| 9 | Farther Finance Advisors, LLC | $329,544 | 10,419 | New |
| 10 | Wealthcare Advisory Partners LLC | $308,179 | 9,744 | Trimmed |
| 11 | D.A. DAVIDSON & CO. | $253,602 | 8,018 | Hold |
| 12 | CARY STREET PARTNERS INVESTMENT ADVISORY LLC | $226,101 | 7,149 | Added |
| 13 | Bluesphere Advisors, LLC | $207,519 | 6,561 | New |
| 14 | Buck Wealth Strategies, LLC | $12,652 | 400 | New |
| 15 | IFP Advisors, Inc | $4,744 | 150 | Hold |
| 16 | Blue Trust, Inc. | $1,676 | 53 | New |
| 17 | FNY Investment Advisers, LLC | $1,000 | 50 | Hold |
| 18 | Cannon Advisors, Inc. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30