13FBOX
CAPITOL SER TR · 13F Institutional Holdings
Options Calculator Rankings
C

CAPITOL SER TR

SCEC
Institutions
32
Combined AUM (Q2 2026)
$436.6M
Combined Shares (Q2 2026)
17.4M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+3.9M
23 · 7 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-2.3M
9 · 6 Exit · ≈
⚖️ Net
+1.6M
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$436.6M
Institutions
32
New Buys
7
Adds
16
Reduces
3
Exits
6
Unchanged
6
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
AE Wealth Management LLC
0.69%0.75%#14$149.1M6.0M$137.8M5.5M+461,913+8.41%Add
CWA Asset Management Group, LLC
1.82%1.43%#10$59.6M2.4M$42.0M1.7M+707,121+42.25%Add
Kingdom Financial Group LLC.
15.19%16.47%#3$59.5M2.4M$57.6M2.3M+81,473+3.55%Add
Key Capital Management, INC
16.98%17.38%#2$33.0M1.3M$26.3M1.0M+267,940+25.54%Add
HOWARD BAILEY SECURITIES, LLC
12.16%12.13%#4$32.4M1.3M$29.5M1.2M+118,837+10.10%Add
Montgomery Financial Services LLC
22.01%#1$25.3M1.0M$00+1.0MNew Buy
LifeWealth Investments, LLC
6%5.71%#5$22.4M896,531$19.1M762,957+133,574+17.51%Add
Simplicity Wealth,LLC
0.54%#15$16.0M639,079$00+639,079New Buy
Global Wealth Management Investment Advisory, Inc.
0.94%0.95%#11$6.6M263,960$6.1M241,357+22,603+9.36%Add
FWG Investments, LLC.
3.47%3.93%#7$6.5M261,629$6.2M246,431+15,198+6.17%Add
JANE STREET GROUP, LLC
<0.01%#28$6.0M238,914$00+238,914New Buy
Quest 10 Wealth Builders, Inc.
2.93%2.58%#8$3.8M150,732$2.9M117,122+33,610+28.70%Add
FLP Wealth Management, LLC
4.83%4.62%#6$2.7M108,569$1.9M76,905+31,664+41.17%Add
Lloyd Advisory Services, LLC.
0.94%16.47%#12$2.4M96,376$57.6M2.3M-2.2M-95.80%Reduce
Farther Finance Advisors, LLC
0.02%#22$2.2M88,204$00+88,204New Buy
Centennial Advisors, LLC
2.62%2.7%#9$2.2M87,704$2.1M84,596+3,108+3.67%Add
FSA Advisors, Inc.
0.75%1.07%#13$1.6M65,204$1.6M64,880+324+0.50%Add
Decker Retirement Planning Inc.
0.28%0.36%#16$817,09232,638$784,83431,287+1,351+4.32%Add
B.O.S.S. Retirement Advisors, LLC
0.2%0.25%#17$749,96929,957$815,81832,522-2,565-7.89%Reduce
J.W. COLE ADVISORS, INC.
0.01%#23$672,68126,870$00+26,870New Buy
CITADEL ADVISORS LLC
<0.01%<0.01%#30$665,78126,594$2.5M100,525-73,931-73.54%Reduce
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC
0.07%0.08%#20$579,98623,167$581,00023,16700.00%Unchanged
CreativeOne Wealth, LLC
0.01%0.01%#24$304,55112,165$305,15912,16500.00%Unchanged
OLD MISSION CAPITAL LLC
<0.01%#25$288,20211,512$00+11,512New Buy
Cetera Investment Advisers
<0.01%<0.01%#29$252,52810,087$253,03210,08700.00%Unchanged
Networth Advisors, LLC
0.14%0.16%#18$235,1799,394$229,6039,153+241+2.63%Add
LifePlan Investment Advisors, Inc.
0.08%0.09%#19$234,5539,369$220,1468,776+593+6.76%Add
Procyon Advisors, LLC
<0.01%<0.01%#26$200,3808,004$200,7808,00400.00%Unchanged
TOUNJIAN ADVISORY PARTNERS, LLC
0.03%#21$80,4253,212$00+3,212New Buy
UBS Group AG
<0.01%<0.01%#31$68,8962,752$16,079641+2,111+329.33%Add
CoreCap Advisors, LLC
<0.01%<0.01%#27$29,4911,178$29,5501,17800.00%Unchanged
OSAIC HOLDINGS, INC.
<0.01%<0.01%#32$5,483219$5,49421900.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow