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 5.2M $132M -2% Sep 2025
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Kingdom Financial Group 1.8M $46M 3% Sep 2025
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CWA Asset Management 1.4M $36M 17% Sep 2025
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Howard Bailey Securities 893k $23M 1% Sep 2025
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LifeWealth Investments 533k $14M 14% Sep 2025
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Goldman Sachs Group 310k $7.9M 100% Sep 2025
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Global Wealth Management Investment Advisory 265k $6.8M -1% Sep 2025
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Family Wealth Group 250k $6.4M 5% Sep 2025
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B.O.S.S. Retirement Advisors 136k $3.5M -13% Sep 2025
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Quest 10 Wealth Builders 107k $2.7M 13% Sep 2025
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Lloyd Advisory Services 64k $1.6M -8% Sep 2025
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FSA Advisors 63k $1.6M 9% Sep 2025
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FLP Wealth Management 56k $1.4M 26% Sep 2025
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Decker Retirement Planning 29k $749k 20% Sep 2025
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Citadel Advisors 21k $533k -12% Sep 2025
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AlphaStar Capital Management 20k $496k 100% Sep 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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Jane Street 15k $390k -2% Sep 2025
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Arcadia Wealth Management 14k $366k 1% Sep 2025
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Change Path 12k $310k 100% Sep 2025
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Branch Banking & Trust Company 11k $289k 100% Sep 2025
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Cetera Investment Advisers 9.6k $243k 14% Sep 2025
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Root Financial Partners 2.8k $71k 100% Sep 2025
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UBS Group 54.00 $1.4k -74% Sep 2025
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Who sold out of Capitol Ser Tr?

Fund or Company Name Date Sold Shares Held Valued At
Transce3nd Jun 2025 94k $2.4M
Flow Traders US Jun 2025 23k $583k
Old Mission Capital Jun 2025 14k $341k
Sound Income Strategies Jun 2025 2.9k $74k
Us Bancorp Jun 2025 247.00 $6.2k