Who owns CAPITOL SER TR?
- Ticker: SCEC
- CUSIP Number: 14064d444
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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 | 5.3M | $134M | 2% | Dec 2025 |
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| Kingdom Financial Group | 2.2M | $56M | 23% | Dec 2025 |
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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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| LifeWealth Investments | 763k | $19M | 32% | Mar 2026 |
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| Key Capital Management | 698k | $18M | 100% | Dec 2025 |
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| Global Wealth Management Investment Advisory | 259k | $6.6M | -2% | Dec 2025 |
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| Family Wealth Group | 246k | $6.2M | -3% | Mar 2026 |
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| Quest 10 Wealth Builders | 121k | $3.1M | 13% | Dec 2025 |
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| Centennial Advisors | 85k | $2.1M | -1% | Mar 2026 |
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| FSA Advisors | 67k | $1.7M | 6% | Dec 2025 |
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| Lloyd Advisory Services | 59k | $1.5M | -7% | Dec 2025 |
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| Triad Wealth Partners | 37k | $938k | 100% | Mar 2026 |
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| B.O.S.S. Retirement Advisors | 33k | $837k | -76% | Dec 2025 |
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| Decker Retirement Planning | 31k | $785k | 6% | Mar 2026 |
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| Branch Banking & Trust Company | 21k | $526k | 83% | Dec 2025 |
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| Goldman Sachs Group | 15k | $389k | -95% | Dec 2025 |
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| Change Path | 12k | $308k | 0% | Dec 2025 |
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| Cetera Investment Advisers | 9.2k | $234k | -3% | Dec 2025 |
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| Networth Advisors | 9.2k | $230k | -3% | Mar 2026 |
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| Arcadia Wealth Management | 8.2k | $208k | -43% | Dec 2025 |
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| Procyon Private Wealth Partners | 8.0k | $203k | 100% | Dec 2025 |
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| Harbour Investments | 1.8k | $45k | 100% | Dec 2025 |
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| FLP Wealth Management | 1.7k | $2.3M | 4% | Mar 2026 |
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| CoreCap Advisors | 1.2k | $30k | 100% | Mar 2026 |
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| Root Financial Partners | 948.00 | $24k | -66% | Dec 2025 |
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| Advisor Group Holdings | 219.00 | $5.6k | 100% | Dec 2025 |
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| Sound Income Strategies | 182.00 | $4.6k | 100% | Dec 2025 |
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Who sold out of Capitol Ser Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Citadel Advisors | Sep 2025 | 21k | $533k |
| Jane Street | Sep 2025 | 15k | $390k |