Who owns CAPITOL SER TR?

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Analyze quarterly positions in Capitol Ser Tr with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of Capitol Ser Tr stock

Who bought or sold CAPITOL SER TR this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
AE Wealth Management 5.3M $134M 2% Dec 2025
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Kingdom Financial Group 2.2M $56M 23% Dec 2025
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CWA Asset Management 1.6M $40M 11% Dec 2025
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Howard Bailey Securities 1.1M $28M 5% Sep 2025
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Key Capital Management 698k $18M 100% Dec 2025
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LifeWealth Investments 579k $15M 9% Dec 2025
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Global Wealth Management Investment Advisory 259k $6.6M -2% Dec 2025
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Family Wealth Group 254k $6.4M 2% Dec 2025
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Quest 10 Wealth Builders 121k $3.1M 13% Dec 2025
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Centennial Advisors 85k $2.2M 100% Dec 2025
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FSA Advisors 67k $1.7M 6% Dec 2025
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Lloyd Advisory Services 59k $1.5M -7% Dec 2025
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B.O.S.S. Retirement Advisors 33k $837k -76% Dec 2025
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Decker Retirement Planning 30k $748k 0% Dec 2025
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Citadel Advisors 21k $533k -12% Sep 2025
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Branch Banking & Trust Company 21k $526k 83% Dec 2025
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Guerra Advisors 18k $462k 2% Sep 2025
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Pineridge Advisors 17k $443k 8% Sep 2025
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Goldman Sachs Group 15k $389k -95% Dec 2025
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Change Path 12k $308k 0% Dec 2025
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Networth Advisors 9.4k $239k 100% Dec 2025
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Cetera Investment Advisers 9.2k $234k -3% Dec 2025
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Arcadia Wealth Management 8.2k $208k -43% Dec 2025
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Procyon Private Wealth Partners 8.0k $203k 100% Dec 2025
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Harbour Investments 1.8k $45k 100% Dec 2025
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FLP Wealth Management 1.6k $1.9M -97% Dec 2025
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Root Financial Partners 948.00 $24k -66% Dec 2025
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Advisor Group Holdings 219.00 $5.6k 100% Dec 2025
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Sound Income Strategies 182.00 $4.6k 100% Dec 2025
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Who sold out of Capitol Ser Tr?

Fund or Company Name Date Sold Shares Held Valued At
AlphaStar Capital Management Sep 2025 20k $496k
Jane Street Sep 2025 15k $390k