Institutional Ownership
Capitol Ser Tr
CUSIP 14064D550FAIRLEAD TACTICATACKQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
38
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
Schedule 13D (activist) & 13G (passive) 5%+ ownership filings
No 13D/13G filings on record yet
Schedule 13D/13G beneficial-ownership filings from 2020–present are ingested from SEC EDGAR. Coverage expands as the backfill and daily crawler run.
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Cary Street Partners Financial LLC | 2.46M | $74.66M |
| 2 | Ubs Group AG | 1.93M | $58.67M |
| 3 | Stifel Financial Corp | 735.3K | $22.35M |
| 4 | Evernest Financial Advisors, LLC | 541.5K | $16.62M |
| 5 | Nbz Investment Advisors LLC | 319.4K | $9.71M |
| 6 | Mariner, LLC | 241.2K | $7.33M |
| 7 | Commonwealth Equity Services, LLC | 142.8K | $4.34M |
| 8 | Hightower Advisors, LLC | 89.1K | $2.71M |
| 9 | Mission Wealth Management, LP | 74.9K | $2.28M |
| 10 | Insight Wealth Partners, LLC | 61.6K | $1.87M |