CUSIP 14064D550FAIRLEAD TACTICATACKQ4 2025
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradeQ4 2025
36 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Cary Street Partners Financial LLC | 2.42M | $72.61M | −202.7K | Reduced |
| 2 | Ubs Group AG | 1.91M | $57.36M | −68.6K | Reduced |
| 3 | Stifel Financial Corp | 731.9K | $21.93M | +14.8K | Added |
| 4 | Evernest Financial Advisors, LLC | 340.2K | $10.58M |
| +46.9K |
| Added |
| 5 | Mariner, LLC | 326.8K | $9.79M | −3.9K | Reduced |
| 6 | Nbz Investment Advisors LLC | 318.5K | $9.55M | +23.7K | Added |
| 7 | Ameriprise Financial Inc | 206.2K | $6.18M | −13.7K | Reduced |
| 8 | Commonwealth Equity Services, LLC | 144.6K | $4.33M | +55.4K | Added |
| 9 | Hightower Advisors, LLC | 89.1K | $2.67M | −778 | Reduced |
| 10 | Newedge Advisors, LLC | 85.7K | $2.57M | +7.1K | Added |
See every fund holding Capitol Ser Tr, with full quarter-over-quarter share changes.
Unlock all holders