CAPITOL SER TR

Ticker: SCEC CUSIP: 14064D444 Class: STERLING CAP ENH

Holders for Q4 2025 Position Changes for Q4 2025

Note: Option positions (PUT/CALL) are excluded.

InstitutionSharesValue ($000)
AE Wealth Management LLC5,279,478$133,861
Kingdom Financial Group LLC.2,189,997$55,527
CWA Asset Management Group, LLC1,563,997$39,655
HOWARD BAILEY SECURITIES, LLC1,120,196$28,403
Key Capital Management, INC698,179$17,702
LifeWealth Investments, LLC579,107$14,683
Global Wealth Management Investment Advisory, Inc.258,993$6,567
FWG Investments, LLC.253,720$6,433
Quest 10 Wealth Builders, Inc.121,336$3,076
Centennial Advisors, LLC85,170$2,159
FSA Advisors, Inc.66,813$1,694
Lloyd Advisory Services, LLC.59,201$1,501
B.O.S.S. Retirement Advisors, LLC33,012$837
Decker Retirement Planning Inc.29,480$747
TRUIST FINANCIAL CORP20,737$526
LifePlan Investment Advisors, Inc.17,540$445
GOLDMAN SACHS GROUP INC15,346$389
CreativeOne Wealth, LLC12,165$308
Networth Advisors, LLC9,441$239
Cetera Investment Advisers9,220$234
Arcadia Wealth Management, LLC8,185$208
Procyon Advisors, LLC8,004$203
HARBOUR INVESTMENTS, INC.1,759$45
FLP Wealth Management, LLC1,623$1,950
Root Financial Partners, LLC948$24
ROYAL BANK OF CANADA490$12
OSAIC HOLDINGS, INC.219$6
Sound Income Strategies, LLC182$5
Total (28 institutions)12,444,538$317,440