Capitol Series Trust - TACK

Sector: Funds · Industry: ETF / Fund
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Company profile

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Quarter snapshot

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Q3 2026 · Q2 2026
Value (USD)
Total reported value ($000)
$219M
QoQ value delta ($000)
-$530K (-0.24%)
Implied price effect (QoQ)
-0.03%
Shares
Total shares
6,925,324
QoQ shares delta
-14,818 (-0.21%)
Total shares held by funds (by quarter)
Shares (left)

Fund holders include prior positions carried forward until a new 13F confirms a change. Reported holders have reported a position in this security for that quarter; this is not the total number of 13F filers.

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Top holders (Q3 2026)

Top 25 only Full list
Partial Q3 2026 data: 10 holders have filed so far. Prior holders are carried forward until their next 13F confirms a change.
Manager Value ($000) Shares % of 13F
CARY STREET PARTNERS FINANCIAL LLC 76,454 2,417,224 1.67%
UBS Group AG 67,040 2,119,603 0.01%
STIFEL FINANCIAL CORP 23,181 732,901 0.02%
Evernest Financial Advisors, LLC 17,548 554,812 3.67%
NBZ Investment Advisors LLC 10,010 316,502 3.9%
COMMONWEALTH EQUITY SERVICES, LLC 4,486 141,844 0.01%
NewEdge Advisors, LLC 3,178 100,482 0.01%
HighTower Advisors, LLC 2,622 82,912 0.0%
Insight Wealth Partners, LLC 2,036 64,913 0.27%
MISSION WEALTH MANAGEMENT, LP 1,792 57,151 0.03%
FMA Wealth Management, LLC 1,645 52,453 1.04%
CAPTRUST FINANCIAL ADVISORS 1,455 46,022 0.0%
Cambridge Investment Research Advisors, Inc. 1,321 41,755 0.0%
LAUREL OAK WEALTH MANAGEMENT, LLC 794 25,342 0.11%
LPL Financial LLC 641 20,266 0.0%
Williams & Novak Wealth Management, LLC 630 20,099 0.37%
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 533 16,708 0.41%
FIFTH THIRD BANCORP 435 13,766 0.0%
Janney Montgomery Scott LLC 420 13,284 0.0%
Farther Finance Advisors, LLC 386 12,326 0.0%
SUSQUEHANNA INTERNATIONAL GROUP, LLP 329 10,423 0.0%
Cetera Investment Advisers 319 10,097 0.0%
Wealthcare Advisory Partners LLC 275 8,796 0.0%
D.A. DAVIDSON & CO. 253 8,018 0.0%
Dakota Wealth Management 249 7,896 0.0%