CUSIP 14064D568
CAPITOL SER TR
10 institutions · $65.2M total · 2,803,891 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Strategic Wealth Partners, Ltd. | 2,132,472 | $48.4M | 76.05% | 2024-03-31 |
| 2 | Fiduciary Planning LLC | 575,689 | $14.8M | 20.53% | 2024-03-31 |
| 3 | Aptus Capital Advisors, LLC | 50,284 | $1.1M | 1.79% | 2023-12-31 |
| 4 | CITADEL ADVISORS LLC | 14,595 | $374.4K | 0.52% | 2024-03-31 |
| 5 | Royal Bank of Canada | 10,290 | $264.0K | 0.36% | 2024-09-30 |
| 6 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11,700 | $257.8K | 0.41% | 2023-12-31 |
| 7 | UBS Group AG | 192 | $4.4K | 0.00% | 2023-09-30 |
| 8 | Betterment LLC | 8,665 | $222 | 0.30% | 2024-03-31 |
| 9 | MORGAN STANLEY | 4 | $84 | 0.00% | 2024-06-30 |
| 10 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2024-03-31 |