TACK

CAPITOL SER TR

Institutional Ownership · Q4 2025

Filing: Q4 2025

CAPITOL SER TR (TACK) is held by 85 institutional investors with combined holdings of $571M. Major holders include AE Wealth Management LLC, CARY STREET PARTNERS FINA, UBS Group AG (UBS).

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Institutional Holders

Total Value

$571.1M

Ownership %

—

🏦 Top Institutional Holders

AE Wealth Management LLC

5.3M shares

$133.9M

CARY STREET PARTNERS FINANCIAL LLC

Kingdom Financial Group LLC.

2.2M shares

$55.5M

CWA Asset Management Group, LLC

1.6M shares

$39.7M

📊 Financials

Income statement, balance sheet, and cash flow from SEC filings.

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