SCEC (CAPITOL SER TR) is held by 5 institutional investors as of Q1 2026. Largest holders: AE Wealth Management LLC ($137.8M), CITADEL ADVISORS LLC ($2.5M), Cetera Investment Advisers ($253,032). Net institutional sentiment: Mixed.
5
Holders
Avg rating(1 Elite)
$140.6M
Total Value
57% (8)
Fund Consensus
4 buying - 3 selling
Smart Money Verdict54Mixed MomentumSingle Source
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See how SCEC's score breaks down across 4 SEC sources
Held by 5 funds
1 elite
No recent insider, activist, or congressional trades found for this stock
13F: Insider & Congress:
Fund | Action | Shares | Value | Weight | Est. P&L | Conviction |
|---|---|---|---|---|---|---|
Increased | 5.5M(+4.0%) | $137.8M | 0.7% | +1.43% | 44 | |
New | 100,525 | $2.5M | 0.0% | -2.48% | 36 | |
Increased | 10,087(+9.4%) | $253,032 | 0.0% | +1.04% | 25 | |
New | 641 | $16,079 | 0.0% | -2.48% | 28 | |
Unchanged | 219 | $5,494 | 0.0% | -1.90% | 0 | |
Exited | 0(-100.0%) | $389,098 | 0.0% | +1.88% | 0 | |
Exited | 0(-100.0%) | $12,000 | 0.0% | +0.59% | 0 | |
Exited | 0(-100.0%) | $525,787 | 0.0% | +1.29% | 0 |
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Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer