Who owns CAPITOL SER TR?
- Ticker: SCEC
- CUSIP Number: 14064d444
Tip: Access positions for across all investors
Analyze quarterly positions in Capitol Ser Tr with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Capitol Ser Tr stock
Who bought or sold CAPITOL SER TR this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| AE Wealth Management | 5.5M | $138M | 4% | Mar 2026 |
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| Lloyd Advisory Services | 2.3M | $58M | 3776% | Mar 2026 |
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| Kingdom Financial Group | 2.3M | $58M | 5% | Mar 2026 |
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| CWA Asset Management | 1.7M | $42M | 7% | Mar 2026 |
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| Howard Bailey Securities | 1.2M | $30M | 8% | Mar 2026 |
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| Key Capital Management | 1.0M | $26M | 50% | Mar 2026 |
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| LifeWealth Investments | 763k | $19M | 32% | Mar 2026 |
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| Family Wealth Group | 246k | $6.2M | -3% | Mar 2026 |
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| Global Wealth Management Investment Advisory | 241k | $6.1M | -7% | Mar 2026 |
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| Quest 10 Wealth Builders | 117k | $2.9M | -3% | Mar 2026 |
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| Citadel Advisors | 101k | $2.5M | 100% | Mar 2026 |
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| FLP Wealth Management | 91k | $2.3M | 18% | Mar 2026 |
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| Centennial Advisors | 85k | $2.1M | -1% | Mar 2026 |
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| FSA Advisors | 65k | $1.6M | -3% | Mar 2026 |
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| Triad Wealth Partners | 37k | $938k | 100% | Mar 2026 |
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| B.O.S.S. Retirement Advisors | 33k | $816k | -1% | Mar 2026 |
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| Decker Retirement Planning | 31k | $785k | 6% | Mar 2026 |
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| Hunter Associates | 23k | $581k | 100% | Mar 2026 |
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| Foundations Investment Advisors | 15k | $386k | 100% | Mar 2026 |
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| Change Path | 12k | $305k | 0% | Mar 2026 |
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| Cetera Investment Advisers | 10k | $253k | 9% | Mar 2026 |
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| Networth Advisors | 9.2k | $230k | -3% | Mar 2026 |
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| Arcadia Wealth Management | 8.2k | $206k | 1% | Mar 2026 |
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| Procyon Private Wealth Partners | 8.0k | $201k | 0% | Mar 2026 |
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| Harbour Investments | 1.8k | $44k | 0% | Mar 2026 |
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| CoreCap Advisors | 1.2k | $30k | 100% | Mar 2026 |
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| Root Financial Partners | 948.00 | $24k | 0% | Mar 2026 |
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| UBS Group | 641.00 | $16k | 100% | Mar 2026 |
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| Sound Income Strategies | 378.00 | $9.4k | 108% | Mar 2026 |
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| Advisor Group Holdings | 219.00 | $5.6k | 100% | Dec 2025 |
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Who sold out of Capitol Ser Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Branch Banking & Trust Company | Dec 2025 | 21k | $526k |
| Goldman Sachs Group | Dec 2025 | 15k | $389k |