As of 31 Dec 2025, 36 institutional investors reported holding 7,187,848 shares of CAPITOL SER TR - FAIRLEAD TACTICA (TACK).
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 7,187,848 | $215,810,923 | -$4,131,135 | $29.97 | 36 |
| 2025 Q3 | 7,338,285 | $220,222,518 | +$9,883,697 | $30.01 | 38 |
| 2025 Q2 | 7,027,273 | $198,369,235 | +$32,901,874 | $28.23 | 36 |
| 2025 Q1 | 5,862,383 | $159,425,985 | -$1,602,983 | $27.19 | 32 |
| 2024 Q4 | 5,921,242 | $161,949,182 | -$16,754,000 | $27.35 | 35 |
| 2024 Q3 | 6,130,894 | $171,413,550 | +$5,657,650 | $28.13 | 28 |
| 2024 Q2 | 5,880,166 | $152,681,498 | -$188,004 | $25.96 | 25 |
| 2024 Q1 | 5,887,002 | $155,632,529 | +$211,601 | $26.44 | 25 |
| 2023 Q4 | 5,882,512 | $145,759,347 | -$21,275,725 | $24.78 | 29 |
| 2023 Q3 | 6,710,632 | $152,074,550 | -$5,147,958 | $22.66 | 23 |
| 2023 Q2 | 6,932,330 | $164,827,636 | +$26,585,033 | $23.78 | 26 |
| 2023 Q1 | 5,810,292 | $140,698,722 | +$15,900,769 | $24.23 | 25 |
| 2022 Q4 | 5,157,022 | $120,748,171 | +$22,898,397 | $23.38 | 22 |
| 2022 Q3 | 4,283,037 | $95,641,000 | +$36,818,157 | $22.33 | 18 |
| 2022 Q2 | 2,630,391 | $62,237,000 | +$33,498,703 | $23.66 | 15 |
| 2022 Q1 | 1,210,572 | $30,627,000 | +$30,627,000 | $25.30 | 8 |