Institutional Ownership
Capitol Ser Tr
CUSIP 14064D550FAIRLEAD TACTICATACKQ1 2026
Institutional Holders
38
13F filers
Shares Held
7.09M
Aggregate institutional
Institutional Value
$208.96M
Q1 2026
Net New Holders
+4
7 new · 3 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions7
Increased10
Decreased16
Sold out3
Institutional Holders
38 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Cary Street Partners Financial LLC | 2.46M | $74.66M | +33.1K | Added |
| 2 | Ubs Group AG | 1.93M | $58.67M | +16.0K | Added |
| 3 | Stifel Financial Corp | 735.3K | $22.35M | +3.5K | Added |
| 4 | Evernest Financial Advisors, LLC | 541.5K | $16.62M | +201.3K | Added |
| 5 | Nbz Investment Advisors LLC | 319.4K | $9.71M | +877 | Added |
| 6 | Mariner, LLC | 241.2K | $7.33M | −85.6K | Reduced |
| 7 | Commonwealth Equity Services, LLC | 142.8K | $4.34M | −1.8K | Reduced |
| 8 | Hightower Advisors, LLC | 89.1K | $2.71M | −34 | Reduced |
| 9 | Mission Wealth Management, LP | 74.9K | $2.28M | −2.5K | Reduced |
| 10 | Insight Wealth Partners, LLC | 61.6K | $1.87M | −867 | Reduced |
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