Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Capitol Ser Tr (TACK)

39 + 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
↑ +2
Streak
2Q ▲
Buyers last Q
45%

Smart Money Signals — TACK

Based on 39 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added TACK than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
39 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.
📶

Steady growth — +11% more funds vs a year ago

fund count last 6Q
+4 new funds entered over the past year (+11% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 45% buying

17 buying21 selling
Last quarter: 21 funds reduced or exited vs 17 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.
➡️

Steady new buyers — ~7 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 10 → 3 → 6 → 7. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

41% of holders stayed for 2+ years

■ 41% conviction (2yr+) ■ 33% medium ■ 26% new
16 out of 39 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 — ~7 new funds/quarter

7 → 10 → 3 → 6 → 7 new funds/Q
New funds entering each quarter: 10 → 3 → 6 → 7. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 46% veterans vs 36% newcomers

■ 46% veterans ■ 18% 1-2yr ■ 36% new
Entry-cohort mix of 39 holders: 18 (46%) are 2+ year veterans, 7 entered 1–2 years ago, and 14 (36%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 42% AUM from top-100 funds

42% from top-100 AUM funds
7 of 39 holders are among the 100 largest funds by AUM, controlling 42% of total institutional value in TACK. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.0
out of 10
Moderate Exit Risk
Exit risk score 4.0/10 — 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 2026 Q2, 17 hedge funds were net buyers of TACK (7 opened a new position, 10 added to an existing one), while 21 reduced or exited (16 trimmed, 5 sold completely) — a 45% buyer ratio, indicating roughly balanced activity. Net buying has persisted for two consecutive quarters, a positive momentum signal. 42% of total institutional value in TACK is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +2 funds (more new holders than closures). Total institutional holders: 39.

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.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

1 top-rated funds 2 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
2.1
/ 10
conviction
Hedge Fund Positioning: TACK
39 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 39 37 5.41%
13F Shares 7M 7M -2.11%
Total Value $218M $209M 3.99%
New Positions 7 6 +1
Increased Positions 10 9 +1
Closed Positions 5 5 -
Reduced Positions 16 17 -1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: TACK

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q2)

39 + 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 TACK holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 NBZ Investment Advisors LLC 3.90% 316,502 $10.0M
2 Evernest Financial Advisors, LLC 3.67% 554,812 $17.5M
3 Cary Street Partners Financial LLC 1.67% 2,417,224 $76.5M
4 FMA Wealth Management, LLC 1.04% 51,196 $1.6M
5 Afg Fiduciary Services Limited Partnership 0.42% 17,172 $545K
6 Williams & Novak Wealth Management, LLC 0.40% 19,219 $608K
7 Insight Wealth Partners, LLC 0.27% 63,671 $2.0M
8 Laurel Oak Wealth Management, LLC 0.11% 24,920 $788K
9 Sykon Capital LLC 0.07% 6,984 $221K
10 Bluesphere Advisors LLC 0.06% 6,561 $208K
11 Cary Street Partners Investment Advisory LLC 0.05% 7,149 $226K
12 Mission Wealth Management, LP 0.02% 62,953 $2.0M
13 Stifel Financial Corp 0.02% 732,901 $23.2M
14 Sigma Planning Corp 0.01% 13,059 $413K
15 NewEdge Advisors, LLC 0.01% 100,482 $3.2M
16 UBS Group AG 0.01% 2,119,603 $67.0M
17 Wealthcare Advisory Partners LLC 0.01% 9,744 $308K
18 Commonwealth Equity Services, LLC 0.01% 141,844 $4.5M
19 Dakota Wealth Management 0.00% 7,896 $250K
20 Farther Finance Advisors, LLC 0.00% 10,419 $330K
21 HighTower Advisors, LLC 0.00% 82,912 $2.6M
22 Captrust Financial Advisors 0.00% 46,022 $1.5M
23 D.A. Davidson & CO. 0.00% 8,018 $254K
24 Buck Wealth Strategies, LLC 0.00% 400 $13K
25 Fifth Third Bancorp 0.00% 13,766 $435K
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?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added TACK than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for TACK?

More sellers than buyers — 45% buying: Last quarter: 21 funds reduced or exited vs 17 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?

Elite ownership — 42% AUM from top-100 funds: 7 of 39 holders are among the 100 largest funds by AUM, controlling 42% of total institutional value in TACK. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held TACK?

41% of holders stayed for 2+ years: 16 out of 39 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.

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