Capitol Ser TRETF

13F holders, Q1 2026 (March 31)
1holders
0new positions
0sold out
$22.80avg. 13F price*

At the end of Q1 2026, 1 institutions reported holding Capitol Ser TR in their 13F filings, unchanged from Q4 2025. 0 opened new positions and 0 sold out. The largest holder was Strategic Wealth Partners, Ltd. ($45K).

Company
Capitol Ser TR
Filed as
CLOCKWISE U.S. CORE EQUITY ETF (Q1 2026)
CUSIP
14064D568
Latest filing quarter
Q2 2026

History

Number of 13F holders

01234 Q1 2024: 4Q1 2024Q4 2025: 1Q4 2025Q1 2026: 1Q1 2026Q2 2026: 1Q2 2026

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions0$0
Exits0$0

Ownership 1 holders

Strategic Wealth Partners, Ltd. 0.00% No change 1,973 $45K

"% 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.