Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / STERLING CAP ENH
-
Total 13F shares
-
1,668,417
-
Share change
-
+156,943
-
Total reported value
-
$44,211,513
-
Price per share
-
$25.36
-
Number of holders
-
6
-
Value change
-
+$3,979,300
-
Number of buys
-
3
Institutional Holders of CAPITOL SER TR - STERLING CAP ENH (SCEC) as of Q4 2025
As of 31 Dec 2025,
CAPITOL SER TR - STERLING CAP ENH (SCEC) was held by
6 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,668,417 shares.
The largest 6 holders included
CWA Asset Management Group, LLC, Centennial Advisors, LLC, Networth Advisors, LLC, Procyon Advisors, LLC, FLP Wealth Management, LLC, and Sound Income Strategies, LLC.
This page lists
6
institutional shareholders reporting positions in this security
for the Q4 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.