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Capitol SER TR
Q1 2026 vs Q2 2026
Comparing institutional holders between quarters
Quarters
Q2 2026
Q1 2026
Q4 2025
Q1 2024
Q4 2023
All
Compare
Detailed
Historical
Funds
Options
13D/13G
Peers
Targeting
Trading Summary
Profile
1
Filed
0
New
0
Closed
0
Increased
0
Decreased
1
Unchanged
0
No Data
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Q2 2026 shares — high to low
Q2 2026 shares — low to high
Share change — largest gain
Share change — largest cut
% change — largest gain
% change — largest cut
Q2 2026 value — high to low
Value change — largest gain
Value change — largest cut
Institution — A to Z
Filed — newest first
Strategic Wealth Partners, Ltd.
UNCHANGED
Shares
1,973
from 1,973
Change
0
(0%)
Value
$52.6K
(+$7.6K)
Filed 2026-08-12
Institution
Status
Q2 2026 ↓
Q1 2026
Change
% Change
Q1 2026 Value
Q2 2026 Value
Value Change
Filed
Strategic Wealth Partners, Ltd.
UNCHANGED
1,973
1,973
0
0%
$45.0K
$52.6K
+$7.6K
2026-08-12
Showing 1 of 1 institutions