# CAPITOL SER TR STERL CAP BD ETF

CAPITOL SER TR STERL CAP BD ETF is a security (CUSIP 14064D444) tracked across SEC portfolio filings. 34 institutional managers reported $458.7M on Form 13F as of 2026-06-30.

## Summary

- Issuer: CAPITOL SER TR
- Class: STERL CAP BD ETF
- CUSIP: 14064D444
- 13F holders: 34
- 13F value: $458.7M
- 13F period: 2026-06-30
- N-PORT fund positions: 0

## Top institutional holders (Form 13F)

_Showing 15 of 34 managers by value._

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| [AE Wealth Management LLC](https://search.stillhousedata.com/firm/282580) | TOPEKA, KS | $149.1M | 5,954,904 |
| [CWA Asset Management Group, LLC](https://search.stillhousedata.com/firm/158940) | Naples, FL | $59.6M | 2,380,804 |
| [Kingdom Financial Group LLC.](https://search.stillhousedata.com/firm/155676) | PEORIA, AZ | $57.6M | 2,294,515 |
| [Lloyd Advisory Services, LLC.](https://search.stillhousedata.com/firm/150582) | SUWANEE, GA | $57.6M | 2,294,515 |
| [Key Capital Management, INC](https://search.stillhousedata.com/firm/173773) | HENDERSONVILLE, TN 37075, TN | $33.0M | 1,316,958 |
| [HOWARD BAILEY SECURITIES, LLC](https://search.stillhousedata.com/firm/282712) | FORT WAYNE, IN | $29.5M | 1,176,264 |
| [LifeWealth Investments, LLC](https://search.stillhousedata.com/firm/332978) | WINTER GARDEN, FL | $22.4M | 896,531 |
| Simplicity Wealth,LLC | SUMMIT, NJ | $16.0M | 639,079 |
| [Global Wealth Management Investment Advisory, Inc.](https://search.stillhousedata.com/firm/286005) | FORT LAUDERDALE, FL | $6.6M | 263,960 |
| [FWG Investments, LLC.](https://search.stillhousedata.com/firm/284064) | LEXINGTON, KY | $6.5M | 261,629 |
| Quest 10 Wealth Builders, Inc. | Fuquay-Varina, VA | $3.8M | 150,732 |
| [FLP Wealth Management, LLC](https://search.stillhousedata.com/firm/294227) | BENTONVILLE, AR | $2.7M | 108,569 |
| [CITADEL ADVISORS LLC](https://search.stillhousedata.com/firm/148826) | MIAMI, FL | $2.5M | 100,525 |
| [Farther Finance Advisors, LLC](https://search.stillhousedata.com/firm/302050) | SAN FRANCISCO, CA | $2.2M | 88,204 |
| [Centennial Advisors, LLC](https://search.stillhousedata.com/firm/290778) | AUSTIN, TX | $2.2M | 87,704 |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/14064D444.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.