13F Insight
DOSSIER · 13F Holders · Q1 2026High-convictionMulti-bagger
SCEC

CAPITOL SER TR

31 institutions still hold CAPITOL SER TR as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 14064D444·31 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 1.9%
vs prior quarter
13F value held
$395M
77.0% inst. owned
of float
Holders
31
-60 QoQ
filers reporting
Activity
+12 / −103
+917 added · −878 reduced
this quarter
Concentration
34.90%
AE Wealth Management LLC #1
top holder share
AI Holders Summary · Q1 2026

31 institutions reported SCEC in Q1 2026. AE Wealth Management LLC leads at 34.9% of the visible book. -60 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
AE Wealth Management LLC
CIK 0001697723
$138M5.5M0.75%Q1 202602
Kingdom Financial Group LLC.
CIK 0001962236
$58M2.3M16.47%Q1 202603
Lloyd Advisory Services, LLC.
CIK 0001802474
$58M2.3M16.47%Q1 202604
CWA Asset Management Group, LLC
CIK 0001667134
$42M1.7M1.43%Q1 202605
HOWARD BAILEY SECURITIES, LLC
CIK 0002043986
$30M1.2M12.13%Q1 202606
Key Capital Management, INC
CIK 0002107249
$26M1.0M17.38%Q1 202607
LifeWealth Investments, LLC
CIK 0002033794
$19M763K5.71%Q1 202608
FWG Investments, LLC.
CIK 0001944877
$6M246K3.93%Q1 202609
Global Wealth Management Investment Advisory, Inc.
CIK 0001767855
$6M241K0.95%Q1 202610
Quest 10 Wealth Builders, Inc.
CIK 0002035215
$3M117K2.58%Q1 202611
FLP Wealth Management, LLC
CIK 0002052024
$2M91K4.70%Q1 202612
Centennial Advisors, LLC
CIK 0001951376
$2M85K2.70%Q1 202613
FSA Advisors, Inc.
CIK 0001905627
$2M67K1.18%Q4 202514
Triad Wealth Partners, LLC
CIK 0002012717
$937,89737K0.07%Q1 202615
B.O.S.S. Retirement Advisors, LLC
CIK 0001964810
$815,81833K0.25%Q1 202616
Decker Retirement Planning Inc.
CIK 0001975700
$784,83431K0.36%Q1 202617
FOUNDATIONS INVESTMENT ADVISORS, LLC
CIK 0001743404
$385,84415K0.00%Q1 202618
CreativeOne Wealth, LLC
CIK 0001739728
$305,15912K0.01%Q1 202619
Cetera Investment Advisers
CIK 0001666741
$253,03210K0.00%Q1 202620
Networth Advisors, LLC
CIK 0002099019
$229,6039K0.16%Q1 2026
Page 1 of 2
11 more holders available. Log in →