Capitol Ser TRETF
13F holders, Q1 2024 (March 31)4holders
1famous investor
$25.65avg. 13F price*
At the end of Q1 2024, 4 institutions reported holding Capitol Ser TR in their 13F filings. The largest holders were Schorn Wealth LLC ($14.8M), Citadel Advisors ($374K) and Royal Bank of Canada ($264K). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Capitol Ser TR
- CUSIP
- 14064D568
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $222K |
| Exits | 2 | $248K |
Ownership 4 holders
| Schorn Wealth LLC | 5.58% | Add +34.5% | 575,689 | $14.8M |
| Citadel Advisors | 0.00% | Add +19.1% | 14,595 | $374K |
| Royal Bank of Canada | 0.00% | Reduce -65.5% | 10,290 | $264K |
| Betterment LLC | 0.00% | New | 8,665 | $222K |
"% of holder's portfolio" is CAPITOL SER TR's weight in each manager's 13F, not the share of Capitol Ser TR the manager owns.