CAPITOL SER TR (SCEC)
Institutional ownership reported to the SEC as of Q2 2026, across 5 quarters.
32
Reporting holders
$437.6M
Reported value
0.0%
Held as options
+2
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| AE Wealth Management LLC | $149.1M | 5,954,904 | 0.69% | 5q | +8.4%+$11.6M |
| CWA Asset Management Group, LLC | $59.6M | 2,380,804 | 1.82% | 5q | +42.2%+$17.7M |
| Kingdom Financial Group LLC. | $59.5M | 2,375,988 | 15.19% | 5q | +3.6%+$2.0M |
| Key Capital Management, INC | $33.0M | 1,316,958 | 16.98% | 3q | +25.5%+$6.7M |
| HOWARD BAILEY SECURITIES, LLC | $32.4M | 1,295,101 | 12.16% | 5q | +10.1%+$3.0M |
| Montgomery Financial Services LLC | $25.3M | 1,011,169 | 22.01% | new | FIRST |
| LifeWealth Investments, LLC | $22.4M | 896,531 | 6.00% | 5q | +17.5%+$3.3M |
| Simplicity Wealth,LLC | $16.0M | 639,079 | 0.54% | new | NEW |
| Global Wealth Management Investment Advisory, Inc. | $6.6M | 263,960 | 0.94% | 5q | +9.4%+$565.9K |
| FWG Investments, LLC. | $6.5M | 261,629 | 3.47% | 5q | +6.2%+$380.5K |
| JANE STREET GROUP, LLC | $6.0M | 238,914 | 0.00% | new | NEW |
| Quest 10 Wealth Builders, Inc. | $3.8M | 150,732 | 2.93% | 5q | +28.7%+$841.4K |
| FSA Advisors, Inc. | $3.3M | 130,408 | 0.75% | 5q | +101.0%+$1.6M |
| FLP Wealth Management, LLC | $2.7M | 108,569 | 4.83% | 5q | +19.3%+$440.2K |
| Lloyd Advisory Services, LLC. | $2.4M | 96,376 | 0.94% | 5q | -95.8%-$55.0M |
| Farther Finance Advisors, LLC | $2.2M | 88,204 | 0.02% | new | NEW |
| Centennial Advisors, LLC | $2.2M | 87,704 | 2.62% | 3q | +3.7%+$77.8K |
| Decker Retirement Planning Inc. | $817.1K | 32,638 | 0.28% | 5q | +4.3%+$33.8K |
| B.O.S.S. Retirement Advisors, LLC | $750.0K | 29,957 | 0.20% | 5q | -7.9%-$64.2K |
| J.W. COLE ADVISORS, INC. | $672.7K | 26,870 | 0.01% | new | NEW |
| CITADEL ADVISORS LLC | $665.8K | 26,594 | 0.00% | 2q | -73.5%-$1.9M |
| CreativeOne Wealth, LLC | $304.6K | 12,165 | 0.01% | 4q | HELD |
| OLD MISSION CAPITAL LLC | $288.2K | 11,512 | 0.00% | new | NEW |
| Cetera Investment Advisers | $252.5K | 10,087 | 0.00% | 5q | HELD |
| Networth Advisors, LLC | $235.2K | 9,394 | 0.14% | 3q | +2.6%+$6.0K |
| LifePlan Investment Advisors, Inc. | $234.6K | 9,369 | 0.08% | 5q | +6.8%+$14.8K |
| Procyon Advisors, LLC | $200.4K | 8,004 | 0.01% | 3q | HELD |
| TOUNJIAN ADVISORY PARTNERS, LLC | $80.4K | 3,212 | 0.03% | new | NEW |
| UBS Group AG | $68.9K | 2,752 | 0.00% | 2q | +329.3%+$52.8K |
| CoreCap Advisors, LLC | $29.5K | 1,178 | 0.00% | 2q | HELD |
| OSAIC HOLDINGS, INC. | $5.5K | 219 | 0.00% | 3q | HELD |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | $580 | 23,167 | 0.07% | 2q | HELD |
| IFG Advisory, LLC | $125 | 5 | 0.00% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 32 | $437.6M | 17,480,986 | 7 | 16 | 3 | 0.0% |
| Q1 2026 | 30 | $398.0M | 15,867,955 | 5 | 12 | 8 | 0.0% |
| Q4 2025 | 28 | $317.4M | 12,519,820 | 5 | 10 | 8 | 0.0% |
| Q3 2025 | 26 | $304.5M | 11,950,833 | 5 | 14 | 7 | 0.0% |
| Q2 2025 | 25 | $286.7M | 11,344,898 | 25 | 0 | 0 | 0.0% |