Who Owns CAPITOL SER TR (TACK)? -- Institutional Holders (2026-06-30)

44 institutions reported holding $219.5M of CAPITOL SER TR (TACK) in SEC 13F filings for 2026-06-30. Largest institutional holders: CARY STREET PARTNERS FINANCIAL LLC ($76.5M), UBS Group AG ($67.0M), STIFEL FINANCIAL CORP ($23.2M), Evernest Financial Advisors, LLC ($17.5M), NBZ Investment Advisors LLC ($10.0M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	CARY STREET PARTNERS FINANCIAL LLC	$76.5M	2.4M	Trimmed
2	UBS Group AG	$67.0M	2.1M	Added
3	STIFEL FINANCIAL CORP	$23.2M	732,901	Trimmed
4	Evernest Financial Advisors, LLC	$17.5M	554,812	Added
5	NBZ Investment Advisors LLC	$10.0M	316,502	Trimmed
6	COMMONWEALTH EQUITY SERVICES, LLC	$4.5M	141,844	Trimmed
7	NewEdge Advisors, LLC	$3.2M	100,482	Added
8	HighTower Advisors, LLC	$2.6M	82,912	Trimmed
9	Insight Wealth Partners, LLC	$2.0M	63,671	Added
10	MISSION WEALTH MANAGEMENT, LP	$2.0M	62,953	Trimmed
11	FMA Wealth Management, LLC	$1.6M	51,196	Trimmed
12	CAPTRUST FINANCIAL ADVISORS	$1.5M	46,022	Trimmed
13	Cambridge Investment Research Advisors, Inc.	$1.3M	41,755	Trimmed
14	LAUREL OAK WEALTH MANAGEMENT, LLC	$788,186	24,920	Added
15	LPL Financial LLC	$641,009	20,266	Added
16	Williams & Novak, LLC	$607,874	19,219	Trimmed
17	AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP	$545,458	17,172	Trimmed
18	FIFTH THIRD BANCORP	$435,407	13,766	Added
19	Janney Montgomery Scott LLC	$420,000	13,284	Trimmed
20	Sigma Planning Corp	$413,050	13,059	Added
21	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$329,670	10,423	Trimmed
22	Farther Finance Advisors, LLC	$329,544	10,419	New
23	Cetera Investment Advisers	$319,359	10,097	Hold
24	Wealthcare Advisory Partners LLC	$308,179	9,744	Trimmed
25	D.A. DAVIDSON & CO.	$253,602	8,018	Hold

来源：SEC 13F 申报文件 · 截至 2026-06-30