Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / STERLING CAP ENH
-
Total 13F shares
-
10,741,757
-
Share change
-
+10,741,757
-
Total reported value
-
$271,478,896
-
Price per share
-
$25.27
-
Number of holders
-
26
-
Value change
-
+$271,478,859
-
Number of buys
-
26
Institutional Holders of CAPITOL SER TR - STERLING CAP ENH (SCEC) as of Q2 2025
As of 30 Jun 2025,
CAPITOL SER TR - STERLING CAP ENH (SCEC) was held by
26 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
10,741,757 shares.
The largest 10 holders included
AE Wealth Management LLC, Kingdom Financial Group LLC., CWA Asset Management Group, LLC, HOWARD BAILEY SECURITIES, LLC, LifeWealth Investments, LLC, Global Wealth Management Investment Advisory, Inc., FWG Investments, LLC., B.O.S.S. Retirement Advisors, LLC, Quest 10 Wealth Builders, Inc., and Transce3nd, LLC.
This page lists
26
institutional shareholders reporting positions in this security
for the Q2 2025 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.