Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Capitol Ser Tr (TACK)

37 + 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 37 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, 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
37 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 — +19% more funds vs a year ago

fund count last 6Q
+6 new funds entered over the past year (+19% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 41% buying

15 buying22 selling
Last quarter: 22 funds reduced or exited vs 15 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 — ~6 new funds per quarter

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

43% of holders stayed for 2+ years

■ 43% conviction (2yr+) ■ 35% medium ■ 22% new
16 out of 37 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.
⚠️

Saturation — most institutions already know this story

1 → 7 → 10 → 3 → 6 new funds/Q
New funds entering each quarter: 7 → 10 → 3 → 6. Far fewer institutions are entering now vs. a year ago. When the pool of potential new buyers shrinks this fast, future price support from institutional inflows weakens significantly.
🏛️

Veteran-anchored — 51% veterans vs 27% newcomers

■ 51% veterans ■ 22% 1-2yr ■ 27% new
Entry-cohort mix of 37 holders: 19 (51%) are 2+ year veterans, 8 entered 1–2 years ago, and 10 (27%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 29% AUM from major funds

29% from top-100 AUM funds
7 of 37 holders rank in the top 100 by AUM, accounting for 29% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.1
out of 10
Moderate Exit Risk
Exit risk score 4.1/10 — 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 Q1, 15 hedge funds were net buyers of TACK (6 opened a new position, 9 added to an existing one), while 22 reduced or exited (17 trimmed, 5 sold completely) — a 41% buyer ratio, indicating roughly balanced activity. 29% 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 new holders than closures). Total institutional holders: 37.

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

-- --

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

Is It Too Late to Buy Capitol Ser Tr (TACK) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much TACK has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 81d ago
TACK
nan%
SPY
+15.1%

TACK outperformed SPY by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 36d ago
TACK
nan%
SPY
+1.3%

Since the filing became public, TACK outperformed SPY by nan% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

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
2.2
/ 10
conviction
Hedge Fund Positioning: TACK
37 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 37 36 2.78%
13F Shares 7M 7M -1.58%
Total Value $209M $222M -5.75%
New Positions 6 3 +3
Increased Positions 9 12 -3
Closed Positions 5 4 +1
Reduced Positions 17 16 +1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: TACK

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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 Q1)

37 + 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 Q1 · 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 Wealthcare Advisory Partners LLC 0.01% 10,427 $317K
17 Dakota Wealth Management 0.01% 9,221 $280K
18 Commonwealth Equity Services, LLC 0.01% 142,778 $4.3M
19 HighTower Advisors, LLC 0.00% 89,052 $2.7M
20 Captrust Financial Advisors 0.00% 47,139 $1.4M
21 D.A. Davidson & CO. 0.00% 8,018 $244K
22 Hrt Financial LP 0.00% 16,479 $500K
23 Fifth Third Bancorp 0.00% 8,951 $272K
24 Cetera Investment Advisers 0.00% 10,097 $307K
25 LPL Financial LLC 0.00% 18,823 $572K
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 — 1 quarter in a row: For 1 consecutive quarter, 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 — 41% buying: Last quarter: 22 funds reduced or exited vs 15 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 — 29% AUM from major funds: 7 of 37 holders rank in the top 100 by AUM, accounting for 29% 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?

43% of holders stayed for 2+ years: 16 out of 37 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.

Is it too late to buy Capitol Ser Tr (TACK) following the 2026 Q1 hedge fund 13F filings?

As of today, TACK has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), TACK has gained nan% vs +15.1% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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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