CAPITOL SER TR
Institutional coverage
34 13F filers hold $TACK.
13F holders
34
Insider buys · 90d
0
Congress · 90d
0
Smart Money · top-200 alpha cohort
No exposure this quarterNo top-200 alpha managers currently hold $TACK. The institutional holders table below shows the broader 13F picture.
Institutional holders
Top 10 of 34 · Source: 13F-HR01
Alberta Investment Management Corp
1.85% of portfolio
4,116,276 sh
02
Brass Tax Wealth Management, Inc.
3.46% of portfolio
1,083,008 sh
03
Barrow Hanley Mewhinney & Strauss LLC
0.02% of portfolio
735,336 sh
04
NBZ Investment Advisors LLC
4.24% of portfolio
319,396 sh
05
Evensky & Katz LLC
0.01% of portfolio
241,170 sh
06
New Leaf Venture Partners, L.L.C.
—
182,576 sh
07
Encap Energy Capital Fund
0.05% of portfolio
149,842 sh
08
Ryan Investment Management, Inc.
0.01% of portfolio
142,778 sh
09
Jaffetilchin Investment Partners, LLC
0.01% of portfolio
104,376 sh
10
Madison Investment Advisors, LLC
—
94,278 sh
Insider activity · last 90 days
No insider activity
No Form 4 filings on record for $TACK in the recent window.
Congress trades · last 90 days
No Congress trades
No STOCK Act filings reference $TACK in the recent window.
Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 10:35 UTC.