13F Insight
DOSSIER · 13F Holders · Q1 2026
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
—
13F value held
$419M
visible holders
Holders
31
filers reporting
Concentration
32.87%
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 32.9% 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
$138M5.5M0.75%Q1 202602
CWA Asset Management Group, LLC
CIK 0001667134
$60M2.4M1.82%Q2 202603
Kingdom Financial Group LLC.
CIK 0001962236
$58M2.3M16.47%Q1 202604
Lloyd Advisory Services, LLC.
CIK 0001802474
$58M2.3M16.47%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
$22M897K6.00%Q2 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
$4M151K2.93%Q2 202611
FLP Wealth Management, LLC
CIK 0002052024⚠ data anomaly
$2M91K4.70%Q1 202612
Farther Finance Advisors, LLC
CIK 0001992825
$2M88K0.02%Q2 202613
Centennial Advisors, LLC
CIK 0001951376
$2M85K2.70%Q1 202614
FSA Advisors, Inc.
CIK 0001905627
$2M67K1.18%Q4 202515
Triad Wealth Partners, LLC
CIK 0002012717
$938K37K0.07%Q1 202616
Decker Retirement Planning Inc.
CIK 0001975700
$817K33K0.28%Q2 202617
B.O.S.S. Retirement Advisors, LLC
CIK 0001964810
$750K30K0.20%Q2 202618
J.W. COLE ADVISORS, INC.
CIK 0001404763
$673K27K0.01%Q2 202619
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC
CIK 0001380137
$581K23K0.08%Q1 202620
FOUNDATIONS INVESTMENT ADVISORS, LLC
CIK 0001743404
$386K15K0.00%Q1 2026
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