Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

CAPITOL SER TR (TACK)

35 + Investors. Track Smart Money conviction in TACK. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -1
Streak
1Q ▼
Buyers last Q
41%

Smart Money Signals — TACK

Based on 35 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their TACK positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (97% of max)

97% of all-time peak
35 hedge funds hold TACK right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding TACK is almost the same as a year ago (+1 funds, +3% change). No significant rush to buy or sell — institutional backing is holding steady.
🟠

More sellers than buyers — 41% buying

14 buying20 selling
Last quarter: 20 funds reduced or exited vs 14 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

Fewer new buyers each quarter (-7 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 0 → 7 → 10 → 3. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

46% of holders stayed for 2+ years

■ 46% conviction (2yr+) ■ 23% medium ■ 31% new
16 out of 35 hedge funds have held TACK for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~3 new funds/quarter

12 → 0 → 7 → 10 → 3 new funds/Q
New funds entering each quarter: 0 → 7 → 10 → 3. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 46% of holders stayed 2+ years

■ 46% veterans ■ 11% 1-2yr ■ 43% new
Of 35 current holders: 16 (46%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
✅

Strong quality — 33% AUM from major funds

33% from top-100 AUM funds
8 of 35 holders rank in the top 100 by AUM, accounting for 33% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.3
out of 10
Moderate Exit Risk
Exit risk score 4.3/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — TACK

In 2025 Q4, 14 hedge funds were net buyers of TACK (3 opened a new position, 11 added to an existing one), while 20 reduced or exited (16 trimmed, 4 sold completely) — a 41% buyer ratio, indicating roughly balanced activity. 33% of total institutional value in TACK is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -1 funds (more exits than new entries). Total institutional holders: 35.

Hedge Fund Ownership: TACK

How many hedge funds hold TACK — quarterly history vs. share price
Quarterly hedge fund ownership of TACK vs. share price

Market Analysis: TACK

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: TACK

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

4 top-rated funds 1 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
1.4
/ 10
conviction
Hedge Fund Positioning: TACK
2026 Q1 Stats Unlock in 3 days 35 + Investors

Track Smart Money conviction in TACK. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 35 36 -2.78%
13F Shares 7M 7M -2.13%
Total Value $213M $211M 0.72%
New Positions 3 10 -7
Increased Positions 11 8 +3
Closed Positions 4 8 -4
Reduced Positions 16 14 +2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: TACK

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Financial Highlights

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Institutional Holders (2026 Q1)

35 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in TACK. Verified SEC 13F-HR filings.

QUARTER:
Top 25 institutional holders of TACK — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 NBZ Investment Advisors LLC 4.24% 319,396 $9.7M
2 Evernest Financial Advisors, LLC 3.45% 541,504 $16.6M
3 CARY STREET PARTNERS FINANCIAL LLC 1.85% 2,455,932 $74.7M
4 FMA Wealth Management, LLC 1.05% 51,832 $1.6M
5 Williams & Novak, LLC 0.53% 23,156 $707K
6 AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 0.31% 17,513 $537K
7 Insight Wealth Partners, LLC 0.26% 61,583 $1.9M
8 Cannon Advisors, Inc. 0.18% 8,207 $249K
9 LAUREL OAK WEALTH MANAGEMENT, LLC 0.08% 15,774 $480K
10 MISSION WEALTH MANAGEMENT, LP 0.05% 74,921 $2.3M
11 CARY STREET PARTNERS INVESTMENT ADVISORY LLC 0.03% 3,327 $101K
12 STIFEL FINANCIAL CORP 0.02% 735,336 $22.4M
13 Sigma Planning Corp 0.01% 13,058 $397K
14 UBS Group AG 0.01% 1,929,923 $58.7M
15 Mariner, LLC 0.01% 241,170 $7.3M
16 Cambridge Investment Research Advisors, Inc. 0.01% 104,376 $3K
17 Wealthcare Advisory Partners LLC 0.01% 10,427 $317K
18 Dakota Wealth Management 0.01% 9,221 $280K
19 COMMONWEALTH EQUITY SERVICES, LLC 0.01% 142,778 $4.3M
20 HighTower Advisors, LLC 0.00% 89,052 $2.7M
21 CAPTRUST FINANCIAL ADVISORS 0.00% 47,139 $1.4M
22 D.A. DAVIDSON & CO. 0.00% 8,018 $244K
23 HRT FINANCIAL LP 0.00% 16,479 $500K
24 Janney Montgomery Scott LLC 0.00% 13,383 —
25 FIFTH THIRD BANCORP 0.00% 8,951 $272K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — CAPITOL SER TR (TACK)

What does the Smart Money Trend signal show for TACK?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their TACK positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for TACK?

More sellers than buyers — 41% buying: Last quarter: 20 funds reduced or exited vs 14 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for TACK holders?

Strong quality — 33% AUM from major funds: 8 of 35 holders rank in the top 100 by AUM, accounting for 33% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held TACK?

46% of holders stayed for 2+ years: 16 out of 35 hedge funds have held TACK for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.