Capitol Series Trust - SCEC

Sector: Funds · Industry: ETF / Fund

Website: No information yet · Social: No information yet

Company profile

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Q4 2025 · Q3 2025

Value (USD)

Total reported value ($000)

$317.4M

QoQ value delta ($000)

+$27.45M (+9.47%)

Implied price effect (QoQ)

+0.11%

Total shares

12,444,538

QoQ shares delta

+1,063,527 (+9.34%)

Total shares held by funds (by quarter)

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Top 25 only Full list

Early Q1 2026 data: only 1 institutional holders reported so far. More will appear as funds file with the SEC.

Manager	Value ($000)	Shares	% of 13F
AE Wealth Management LLC	133,861	5,279,478	0.77%
Kingdom Financial Group LLC.	55,527	2,189,997	17.16%
CWA Asset Management Group, LLC	39,655	1,563,997	1.43%
HOWARD BAILEY SECURITIES, LLC	28,402	1,120,196	11.19%
Key Capital Management, INC	17,702	698,179	17.54%
LifeWealth Investments, LLC	14,683	579,107	4.65%
Global Wealth Management Investment Advisory, Inc.	6,566	258,993	1.05%
FWG Investments, LLC.	6,433	253,720	4.1%
Quest 10 Wealth Builders, Inc.	3,076	121,336	2.75%
Centennial Advisors, LLC	2,159	85,170	2.81%
FLP Wealth Management, LLC	1,949	1,623	4.6%
FSA Advisors, Inc.	1,694	66,813	1.18%
Lloyd Advisory Services, LLC.	1,501	59,201	0.58%
B.O.S.S. Retirement Advisors, LLC	837	33,012	0.26%
Decker Retirement Planning Inc.	747	29,480	0.37%
TRUIST FINANCIAL CORP	525	20,737	0.0%
LifePlan Investment Advisors, Inc.	444	17,540	0.18%
GOLDMAN SACHS GROUP INC	389	15,346	0.0%
CreativeOne Wealth, LLC	308	12,165	0.01%
Networth Advisors, LLC	239	9,441	0.18%
Cetera Investment Advisers	233	9,220	0.0%
Arcadia Wealth Management, LLC	207	8,185	0.08%
Procyon Advisors, LLC	202	8,004	0.01%
HARBOUR INVESTMENTS, INC.	44	1,759	0.0%
Root Financial Partners, LLC	24	948	0.0%