Stock

Capitol Ser Tr

Ticker not mapped · held by 28 managers

Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025

Reported value

$317.4M

Holders

+0 new · −0 exited

Holders’ est. mark

−$202.9K

Price effect on 2 books still in the name

Largest holder

$133.9M

AE Wealth Management LLC

Holder count by quarter

Q2 2025 Q3 2025 Q4 2025 Q1 2026

Who holds it

Notable only

Investor	Shares	Value	Est. mark	Change
AE Wealth Management LLC	5.28M	$133.9M	—	Held
Kingdom Financial Group LLC.	2.19M	$55.5M	—	Held
CWA Asset Management Group, LLC	1.56M	$39.7M	—	Held
HOWARD BAILEY SECURITIES, LLC	1.12M	$28.4M	−$136.1K	Added$648.7K
Key Capital Management, INC	698.2K	$17.7M	—	Held
LifeWealth Investments, LLC	579.1K	$14.7M	−$66.8K	Added$1.07M
Global Wealth Management Investment Advisory, Inc.	259K	$6.57M	—	Held
FWG Investments, LLC.	253.7K	$6.43M	—	Held
Quest 10 Wealth Builders, Inc.	121.3K	$3.08M	—	Held
Centennial Advisors, LLC	85.2K	$2.16M	—	Held
FLP Wealth Management, LLC	76.9K	$1.95M	—	Held
FSA Advisors, Inc.	66.8K	$1.69M	—	Held
Lloyd Advisory Services, LLC.	59.2K	$1.5M	—	Held
B.O.S.S. Retirement Advisors, LLC	33K	$837K	—	Held
Decker Retirement Planning Inc.	29.5K	$747.5K	—	Held
TRUIST FINANCIAL CORP	20.7K	$525.8K	—	Held
LifePlan Investment Advisors, Inc.	17.5K	$444.7K	—	Held
GOLDMAN SACHS GROUP INC	15.3K	$389.1K	—	Held
CreativeOne Wealth, LLC	12.2K	$308.4K	—	Held
Networth Advisors, LLC	9.44K	$239.4K	—	Held
Cetera Investment Advisers	9.22K	$233.8K	—	Held
Arcadia Wealth Management, LLC	8.19K	$207.5K	—	Held
Procyon Advisors, LLC	8K	$202.9K	—	Held
HARBOUR INVESTMENTS, INC.	1.76K	$44.6K	—	Held
Root Financial Partners, LLC	948	$24K	—	Held
ROYAL BANK OF CANADA	490	$12K	—	Held
OSAIC HOLDINGS, INC.	219	$5.55K	—	Held
Sound Income Strategies, LLC	182	$4.63K	—	Held

Positions as of Q4 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.