Question 1

Who owns SCEC?

Accepted Answer

CAPITOL SER TR (SCEC) is held by 5 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is AE Wealth Management LLC as of Q1 2026.

Question 2

Are institutions buying or selling SCEC?

Accepted Answer

In Q1 2026, 4 institutions opened or increased positions in CAPITOL SER TR while 3 reduced or exited — a net buying quarter.

Question 3

What is the Smart Money Verdict on SCEC?

Accepted Answer

The Smart Money Verdict combines four independent sources (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for CAPITOL SER TR.

Question 4

How many hedge funds hold SCEC?

Accepted Answer

5 institutional investors report holding CAPITOL SER TR (SCEC) as of Q1 2026, based on SEC 13F filings.

Question 5

Is institutional money flowing into SCEC?

Accepted Answer

As of Q1 2026, tracked institutions in CAPITOL SER TR show 4 buyers versus 3 sellers — net inflows.

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
AE Wealth Management LLC	Increased	5.5M(+4.0%)	$137.8M	0.7%	+1.39%	44
CITADEL ADVISORS LLC	New	100,525	$2.5M	0.0%	-2.52%	36
Cetera Investment Advisers	Increased	10,087(+9.4%)	$253,032	0.0%	+1.00%	25
UBS Group AG	New	641	$16,079	0.0%	-2.52%	28
OSAIC HOLDINGS, INC.	Unchanged	219	$5,494	0.0%	-1.94%	0
GOLDMAN SACHS GROUP INC	Exited	0(-100.0%)	$389,098	0.0%	+1.88%	0
ROYAL BANK OF CANADA	Exited	0(-100.0%)	$12,000	0.0%	+0.59%	0
TRUIST FINANCIAL CORP	Exited	0(-100.0%)	$525,787	0.0%	+1.29%	0

CAPITOL SER TR

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