Institutional Ownership
Capitol Ser Tr
CUSIP 14064D444STERLING CAP ENHSCECQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
31
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
Schedule 13D (activist) & 13G (passive) 5%+ ownership filings
No 13D/13G filings on record yet
Schedule 13D/13G beneficial-ownership filings from 2020–present are ingested from SEC EDGAR. Coverage expands as the backfill and daily crawler run.
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Ae Wealth Management LLC | 5.49M | $137.79M |
| 2 | Lloyd Advisory Services, LLC. | 2.29M | $57.56M |
| 3 | Kingdom Financial Group LLC. | 2.29M | $57.56M |
| 4 | Cwa Asset Management Group, LLC | 1.67M | $41.98M |
| 5 | Howard Bailey Securities, LLC | 1.18M | $29.51M |
| 6 | Key Capital Management, Inc | 1.05M | $26.31M |
| 7 | Lifewealth Investments, LLC | 763.0K | $19.14M |
| 8 | Fwg Investments, LLC. | 246.4K | $6.18M |
| 9 | Global Wealth Management Investment Advisory, Inc. | 241.4K | $6.05M |
| 10 | Quest 10 Wealth Builders, Inc. | 117.1K | $2.94M |