Institutional Ownership
Capitol Ser Tr
CUSIP 14064D444STERLING CAP ENHSCECQ1 2026
Institutional Holders
31
13F filers
Shares Held
15.89M
Aggregate institutional
Institutional Value
$398.05M
Q1 2026
Net New Holders
+3
6 new · 3 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions6
Increased12
Decreased8
Sold out3
Institutional Holders
31 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Ae Wealth Management LLC | 5.49M | $137.79M | +213.5K | Added |
| 2 | Lloyd Advisory Services, LLC. | 2.29M | $57.56M | +2.24M | Added |
| 3 | Kingdom Financial Group LLC. | 2.29M | $57.56M | +104.5K | Added |
| 4 | Cwa Asset Management Group, LLC | 1.67M | $41.98M | +109.7K | Added |
| 5 | Howard Bailey Securities, LLC | 1.18M | $29.51M | +56.1K | Added |
| 6 | Key Capital Management, Inc | 1.05M | $26.31M | +350.8K | Added |
| 7 | Lifewealth Investments, LLC | 763.0K | $19.14M | +183.8K | Added |
| 8 | Fwg Investments, LLC. | 246.4K | $6.18M | −7.3K | Reduced |
| 9 | Global Wealth Management Investment Advisory, Inc. | 241.4K | $6.05M | −17.6K | Reduced |
| 10 | Quest 10 Wealth Builders, Inc. | 117.1K | $2.94M | −4.2K | Reduced |
21 more institutional holders on Premium
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