13F Insight
DOSSIER · 13F Holders · Q2 2026
SCEC

CAPITOL SER TR

33 institutions still hold CAPITOL SER TR as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 14064D444·33 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$428M
visible holders
Holders
33
filers reporting
Concentration
34.81%
AE Wealth Management LLC #1
top holder share
AI Holders Summary · Q2 2026

33 institutions reported SCEC in Q2 2026. AE Wealth Management LLC leads at 34.8% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
AE Wealth Management LLC
CIK 0001697723
$149M6.0M0.69%Q2 202602
CWA Asset Management Group, LLC
CIK 0001667134
$60M2.4M1.82%Q2 202603
Kingdom Financial Group LLC.
CIK 0001962236
$59M2.4M15.19%Q2 202604
Key Capital Management, INC
CIK 0002107249
$33M1.3M16.98%Q2 202605
HOWARD BAILEY SECURITIES, LLC
CIK 0002043986
$32M1.3M12.16%Q2 202606
Montgomery Financial Services LLC
CIK 0002149844
$25M1.0M22.01%Q2 202607
LifeWealth Investments, LLC
CIK 0002033794
$22M897K6.00%Q2 202608
Simplicity Wealth,LLC
CIK 0001913243
$16M639K0.54%Q2 202609
Global Wealth Management Investment Advisory, Inc.
CIK 0001767855
$7M264K0.94%Q2 202610
FWG Investments, LLC.
CIK 0001944877
$7M262K3.47%Q2 202611
Quest 10 Wealth Builders, Inc.
CIK 0002035215
$4M151K2.93%Q2 202612
FLP Wealth Management, LLC
CIK 0002052024⚠ data anomaly
$3M109K4.83%Q2 202613
Lloyd Advisory Services, LLC.
CIK 0001802474
$2M96K0.94%Q2 202614
Farther Finance Advisors, LLC
CIK 0001992825
$2M88K0.02%Q2 202615
Centennial Advisors, LLC
CIK 0001951376
$2M88K2.62%Q2 202616
FSA Advisors, Inc.
CIK 0001905627
$2M65K0.75%Q2 202617
Decker Retirement Planning Inc.
CIK 0001975700
$817K33K0.28%Q2 202618
B.O.S.S. Retirement Advisors, LLC
CIK 0001964810
$750K30K0.20%Q2 202619
J.W. COLE ADVISORS, INC.
CIK 0001404763
$673K27K0.01%Q2 202620
CITADEL ADVISORS LLC
CIK 0001423053
$666K27K0.00%Q2 2026
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