# CAPITOL SER TR (SCEC)

> Institutional ownership reported to the SEC as of Q2 2026, from Form 13F filings. Source: https://holderbook.com/stocks/SCEC/

- Reporting holders: 34
- Reported value: $442.2M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [AE Wealth Management LLC](https://holderbook.com/funds/1697723-ae-wealth-management-llc/) | $149.1M | 5,954,904 | 0.7% | 5 |
| [CWA Asset Management Group, LLC](https://holderbook.com/funds/1667134-cwa-asset-management-group-llc/) | $59.6M | 2,380,804 | 1.8% | 5 |
| [Kingdom Financial Group LLC.](https://holderbook.com/funds/1962236-kingdom-financial-group-llc/) | $59.5M | 2,375,988 | 15.2% | 5 |
| [Key Capital Management, INC](https://holderbook.com/funds/2107249-key-capital-management-inc/) | $33.0M | 1,316,958 | 17.0% | 3 |
| [HOWARD BAILEY SECURITIES, LLC](https://holderbook.com/funds/2043986-howard-bailey-securities-llc/) | $32.4M | 1,295,101 | 12.2% | 5 |
| [Montgomery Financial Services LLC](https://holderbook.com/funds/2149844-montgomery-financial-services-llc/) | $25.3M | 1,011,169 | 22.0% | 1 |
| [LifeWealth Investments, LLC](https://holderbook.com/funds/2033794-lifewealth-investments-llc/) | $22.4M | 896,531 | 6.0% | 5 |
| [Simplicity Wealth,LLC](https://holderbook.com/funds/1913243-simplicity-wealth-llc/) | $16.0M | 639,079 | 0.5% | 1 |
| [Global Wealth Management Investment Advisory, Inc.](https://holderbook.com/funds/1767855-global-wealth-management-investment-advisory-inc/) | $6.6M | 263,960 | 0.9% | 5 |
| [FWG Investments, LLC.](https://holderbook.com/funds/1944877-fwg-investments-llc/) | $6.5M | 261,629 | 3.5% | 5 |
| [JANE STREET GROUP, LLC](https://holderbook.com/funds/1595888-jane-street-group-llc/) | $6.0M | 238,914 | 0.0% | 1 |
| [Quest 10 Wealth Builders, Inc.](https://holderbook.com/funds/2035215-quest-10-wealth-builders-inc/) | $3.8M | 150,732 | 2.9% | 5 |
| [Spectrum Advisors, Inc.](https://holderbook.com/funds/2153446-spectrum-advisors-inc/) | $3.3M | 132,104 | 2.3% | 2 |
| [FSA Advisors, Inc.](https://holderbook.com/funds/1905627-fsa-advisors-inc/) | $3.3M | 130,408 | 0.7% | 5 |
| [FLP Wealth Management, LLC](https://holderbook.com/funds/2052024-flp-wealth-management-llc/) | $2.7M | 108,569 | 4.8% | 5 |
| [Lloyd Advisory Services, LLC.](https://holderbook.com/funds/1802474-lloyd-advisory-services-llc/) | $2.4M | 96,376 | 0.9% | 5 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $2.2M | 88,204 | 0.0% | 1 |
| [Centennial Advisors, LLC](https://holderbook.com/funds/1951376-centennial-advisors-llc/) | $2.2M | 87,704 | 2.6% | 3 |
| [CITADEL ADVISORS LLC](https://holderbook.com/funds/1423053-citadel-advisors-llc/) | $1.3M | 53,188 | 0.0% | 2 |
| [Decker Retirement Planning Inc.](https://holderbook.com/funds/1975700-decker-retirement-planning-inc/) | $817.1K | 32,638 | 0.3% | 5 |
| [B.O.S.S. Retirement Advisors, LLC](https://holderbook.com/funds/1964810-b-o-s-s-retirement-advisors-llc/) | $750.0K | 29,957 | 0.2% | 5 |
| [J.W. COLE ADVISORS, INC.](https://holderbook.com/funds/1404763-j-w-cole-advisors-inc/) | $672.7K | 26,870 | 0.0% | 1 |
| [HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC](https://holderbook.com/funds/1380137-hunter-associates-investment-management-llc/) | $580.0K | 23,167 | 0.1% | 2 |
| [CreativeOne Wealth, LLC](https://holderbook.com/funds/1739728-creativeone-wealth-llc/) | $304.6K | 12,165 | 0.0% | 4 |
| [OLD MISSION CAPITAL LLC](https://holderbook.com/funds/1455915-old-mission-capital-llc/) | $288.2K | 11,512 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 34 | $442.2M |
| Q1 2026 | 32 | $402.0M |
| Q4 2025 | 28 | $317.4M |
| Q3 2025 | 26 | $304.5M |
| Q2 2025 | 26 | $287.3M |