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 | 6.0M | $149M | 8% | Jun 2026 |
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| Kingdom Financial Group | 2.4M | $60M | 4% | Jun 2026 |
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| CWA Asset Management | 1.7M | $42M | 7% | Mar 2026 |
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| Key Capital Management | 1.3M | $33M | 26% | Jun 2026 |
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| Howard Bailey Securities | 1.3M | $32M | 10% | Jun 2026 |
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| Montgomery Financial Services | 1.0M | $25M | 100% | Jun 2026 |
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| LifeWealth Investments | 897k | $22M | 18% | Jun 2026 |
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| Simplicity Wealth | 639k | $16M | 100% | Jun 2026 |
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| Global Wealth Management Investment Advisory | 264k | $6.6M | 9% | Jun 2026 |
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| Family Wealth Group | 262k | $6.5M | 6% | Jun 2026 |
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| Jane Street | 239k | $6.0M | 100% | Jun 2026 |
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| Quest 10 Wealth Builders | 151k | $3.8M | 29% | Jun 2026 |
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| FLP Wealth Management | 109k | $2.7M | 19% | Jun 2026 |
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| Lloyd Advisory Services | 96k | $2.4M | -96% | Jun 2026 |
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| Farther Finance Advisors | 88k | $2.2M | 100% | Jun 2026 |
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| Centennial Advisors | 88k | $2.2M | 4% | Jun 2026 |
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| FSA Advisors | 65k | $1.6M | 0% | Jun 2026 |
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| Decker Retirement Planning | 33k | $817k | 4% | Jun 2026 |
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| B.O.S.S. Retirement Advisors | 30k | $750k | -8% | Jun 2026 |
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| J.w. Cole Advisors | 27k | $673k | 100% | Jun 2026 |
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| Citadel Advisors | 27k | $666k | -74% | Jun 2026 |
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| Hunter Associates | 23k | $580k | 0% | Jun 2026 |
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| Change Path | 12k | $305k | 0% | Jun 2026 |
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| Old Mission Capital | 12k | $288k | 100% | Jun 2026 |
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| Cetera Investment Advisers | 10k | $253k | 0% | Jun 2026 |
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| Networth Advisors | 9.4k | $235k | 3% | Jun 2026 |
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| LifePlan Investment Advisors | 9.4k | $235k | 100% | Jun 2026 |
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| Procyon Private Wealth Partners | 8.0k | $200k | 0% | Jun 2026 |
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| Tounjian Advisory Partners | 3.2k | $80k | 100% | Jun 2026 |
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| UBS Group | 2.8k | $69k | 329% | Jun 2026 |
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| CoreCap Advisors | 1.2k | $30k | 0% | Jun 2026 |
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| Advisor Group Holdings | 219.00 | $5.5k | 0% | Jun 2026 |
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| IFG Advisory | 5.00 | $125.000000 | 100% | Jun 2026 |
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Who sold out of Capitol Ser Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Triad Wealth Partners | Mar 2026 | 37k | $938k |
| Foundations Investment Advisors | Mar 2026 | 15k | $386k |
| Arcadia Wealth Management | Mar 2026 | 8.2k | $206k |
| Harbour Investments | Mar 2026 | 1.8k | $44k |
| Root Financial Partners | Mar 2026 | 948.00 | $24k |
| Sound Income Strategies | Mar 2026 | 378.00 | $9.4k |