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TACK · Insider trading · 13F holders · Congress trades

Capitol Ser Tr (TACK)

Who is buying and selling TACK: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.

13F filers holding
6
Insider buys, 90 days
$0
Insider sales, 90 days
$0
Congress trades, 12 months
0

TACK at a glance

  • No open-market insider purchases or sales of TACK were filed in the last 90 days.
  • 6 13F filers hold TACK among their 50 largest positions, worth $108.2M combined. The biggest bets by portfolio weight are NBZ Investment Advisors LLC (3.9%), Evernest Financial Advisors, LLC (3.7%) and Cary Street Partners Financial LLC (1.7%).
  • No member of Congress has disclosed a trade in TACK.

TACK insider trading

No open-market insider purchases or sales of TACK were filed in the last 90 days.

Who owns TACK? Hedge funds and superinvestors

6 13F filers hold TACK among their 50 largest positions, worth $108.2M combined. The biggest bets by portfolio weight are NBZ Investment Advisors LLC (3.9%), Evernest Financial Advisors, LLC (3.7%) and Cary Street Partners Financial LLC (1.7%).

13F filers holding TACK
Manager% of portfolioValueSharesLast quarter13F
Cary Street Partners Financial LLCInvestment manager1.7%$76.5M2,417,224-1.6% sharesQ2 2026
Evernest Financial Advisors, LLCWealth manager3.7%$17.5M554,812+2.5% sharesQ2 2026
NBZ Investment Advisors LLCWealth manager3.9%$10.0M316,502-0.9% sharesQ2 2026
Insight Wealth Partners, LLCWealth manager0.8%$2.0M64,913+2.0% sharesQ3 2026
FMA Wealth Management, LLCWealth manager1.0%$1.6M52,453+2.5% sharesQ3 2026
Afg Fiduciary Services Limited PartnershipWealth manager0.4%$533K16,708-2.7% sharesQ3 2026

Each manager counts with its latest 13F (Q3 2026: 3, Q2 2026: 3). Screen TACK in the grand portfolio →

TACK stock trades by members of Congress

No member of Congress has disclosed a trade in TACK.

TACK questions and answers

Are insiders buying TACK stock?

No open-market insider purchases or sales of TACK were filed in the last 90 days.

Which hedge funds own TACK?

6 13F filers hold TACK among their 50 largest positions, worth $108.2M combined. The biggest bets by portfolio weight are NBZ Investment Advisors LLC (3.9%), Evernest Financial Advisors, LLC (3.7%) and Cary Street Partners Financial LLC (1.7%).

Has Congress traded TACK?

No member of Congress has disclosed a trade in TACK.

Who is the largest holder of TACK?

Among 13F filers, Cary Street Partners Financial LLC reports the largest TACK position, $76.5M (2,417,224 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is NBZ Investment Advisors LLC's: 3.9% of its portfolio.

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