Capitol Ser TRETF
13F holders, Q4 2025 (December 31)1holders −3
1new positions
0sold out
$24.76avg. 13F price*
At the end of Q4 2025, 1 institutions reported holding Capitol Ser TR in their 13F filings, down 3 from Q1 2024. 1 opened new positions and 0 sold out. The largest holder was Strategic Wealth Partners, Ltd. ($49K).
- Company
- Capitol Ser TR
- Filed as
- CLOCKWISE U.S. CORE EQUITY ETF (Q4 2025)
- CUSIP
- 14064D568
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $49K |
| Exits | 0 | $0 |
All 13F filers, Q1 2024 → Q4 2025: 1,973 shares bought, net +1,973 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1 holders
| Strategic Wealth Partners, Ltd. | 0.00% | New | 1,973 | $49K |
"% 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.