Who Owns CAPITOL SER TR (SCEC)? -- Institutional Holders (2026-06-30)

39 institutions reported holding $436.6M of CAPITOL SER TR (SCEC) in SEC 13F filings for 2026-06-30. Largest institutional holders: AE Wealth Management LLC ($149.1M), CWA Asset Management Group, LLC ($59.6M), Kingdom Financial Group LLC. ($59.5M), Key Capital Management, INC ($33.0M), HOWARD BAILEY SECURITIES, LLC ($32.4M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	AE Wealth Management LLC	$149.1M	6.0M	Added
2	CWA Asset Management Group, LLC	$59.6M	2.4M	Added
3	Kingdom Financial Group LLC.	$59.5M	2.4M	Added
4	Key Capital Management, INC	$33.0M	1.3M	Added
5	HOWARD BAILEY SECURITIES, LLC	$32.4M	1.3M	Added
6	Montgomery Financial Services LLC	$25.3M	1.0M	New
7	LifeWealth Investments, LLC	$22.4M	896,531	Added
8	Simplicity Wealth,LLC	$16.0M	639,079	New
9	Global Wealth Management Investment Advisory, Inc.	$6.6M	263,960	Added
10	FWG Investments, LLC.	$6.5M	261,629	Added
11	JANE STREET GROUP, LLC	$6.0M	238,914	New
12	Quest 10 Wealth Builders, Inc.	$3.8M	150,732	Added
13	FLP Wealth Management, LLC	$2.7M	108,569	Added
14	Lloyd Advisory Services, LLC.	$2.4M	96,376	Trimmed
15	Farther Finance Advisors, LLC	$2.2M	88,204	New
16	Centennial Advisors, LLC	$2.2M	87,704	Added
17	FSA Advisors, Inc.	$1.6M	65,204	Added
18	Decker Retirement Planning Inc.	$817,092	32,638	Added
19	B.O.S.S. Retirement Advisors, LLC	$749,969	29,957	Trimmed
20	J.W. COLE ADVISORS, INC.	$672,681	26,870	New
21	CITADEL ADVISORS LLC	$665,781	26,594	Trimmed
22	HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC	$580,000	23,167	Hold
23	CreativeOne Wealth, LLC	$304,551	12,165	Hold
24	OLD MISSION CAPITAL LLC	$288,202	11,512	New
25	Cetera Investment Advisers	$252,528	10,087	Hold

Source: SEC Form 13F filings · as of 2026-06-30