Capitol Ser Tr (SCEC) Hedge Fund Ownership (Q1 2026)

Q: Is it too late to buy Capitol Ser Tr (SCEC) following the 2026 Q2 hedge fund 13F filings?

As of today, SCEC has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), SCEC gained -1.6% vs +4.0% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Capitol Ser Tr (SCEC)

31 + Investors. Track Smart Money conviction in SCEC. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — SCEC

Based on 31 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 3Q

For 3 consecutive quarters, more hedge funds added SCEC than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

31 hedge funds hold SCEC right now — the highest count in 1.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

🟢

More buyers than sellers — 62% buying

18 buying11 selling

Last quarter: 18 funds were net buyers (6 opened a brand new position + 12 added to an existing one). Only 11 were sellers (8 trimmed + 3 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~6 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 7 → 8 → 6. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔄

Mostly new holders — 55% entered in last year

■ 0% conviction (2yr+) ■ 45% medium ■ 55% new

Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

➡️

Steady discovery — ~6 new funds/quarter

7 → 8 → 6 new funds/Q

New funds entering each quarter: 7 → 8 → 6. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🌱

Early stage — 100% of holders entered in last year

■ 0% veterans ■ 0% 1-2yr ■ 100% new

Of 31 current holders: 31 (100%) entered in the past year, only 0 (0%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.

📋

Smaller funds dominant — 1% AUM from top-100

1% from top-100 AUM funds

2 of 31 holders rank in the top 100 by AUM, but together hold only 1% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

4.9

out of 10

Moderate Exit Risk

Exit risk score 4.9/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	31	28	10.71%
13F Shares	16M	12M	26.98%
Total Value	$398M	$317M	25.39%
New Positions	6	8	-2
Increased Positions	12	11	+1
Closed Positions	3	5	-2
Reduced Positions	8	8	-
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

10.71%

13F Shares

16M

12M

26.98%

Total Value

$398M

$317M

25.39%

New Positions

-2

Increased Positions

Closed Positions

-2

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

31 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in SCEC. Verified SEC 13F-HR filings.

QUARTER:

2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 SCEC holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Montgomery Financial Services LLC	22.01%	1,011,169	$25.3M
2	Key Capital Management, INC	16.98%	1,316,958	$33.0M
3	Kingdom Financial Group LLC.	15.19%	2,375,988	$59.5M
4	Howard Bailey Securities, LLC	12.16%	1,295,101	$32.4M
5	LifeWealth Investments, LLC	6.00%	896,531	$22.4M
6	FLP Wealth Management, LLC	4.83%	108,569	$2.7M
7	FWG Investments, LLC.	3.47%	261,629	$6.5M
8	Quest 10 Wealth Builders, Inc.	2.93%	150,732	$3.8M
9	Centennial Advisors, LLC	2.62%	87,704	$2.2M
10	CWA Asset Management Group, LLC	1.82%	2,380,804	$59.6M
11	Global Wealth Management Investment Advisory, Inc.	0.94%	263,960	$6.6M
12	Lloyd Advisory Services, LLC.	0.94%	96,376	$2.4M
13	FSA Advisors, Inc.	0.75%	65,204	$1.6M
14	AE Wealth Management LLC	0.69%	5,954,904	$149.1M
15	Simplicity Wealth,LLC	0.54%	639,079	$16.0M
16	Decker Retirement Planning Inc.	0.28%	32,638	$817K
17	B.O.S.S. Retirement Advisors, LLC	0.20%	29,957	$750K
18	Networth Advisors, LLC	0.14%	9,394	$235K
19	LifePlan Investment Advisors, Inc.	0.08%	9,369	$235K
20	Tounjian Advisory Partners, LLC	0.03%	3,212	$80K
21	Farther Finance Advisors, LLC	0.02%	88,204	$2.2M
22	J.W. Cole Advisors, INC.	0.01%	26,870	$673K
23	Procyon Advisors, LLC	0.01%	8,004	$200K
24	CreativeOne Wealth, LLC	0.01%	12,165	$305K
25	Old Mission Capital LLC	0.00%	11,512	$288K

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Capitol Ser Tr (SCEC)

What does the Smart Money Trend signal show for SCEC?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added SCEC than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for SCEC?

More buyers than sellers — 62% buying: Last quarter: 18 funds were net buyers (6 opened a brand new position + 12 added to an existing one). Only 11 were sellers (8 trimmed + 3 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for SCEC holders?

Smaller funds dominant — 1% AUM from top-100: 2 of 31 holders rank in the top 100 by AUM, but together hold only 1% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held SCEC?

Mostly new holders — 55% entered in last year: Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Is it too late to buy Capitol Ser Tr (SCEC) following the 2026 Q2 hedge fund 13F filings?

As of today, SCEC has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), SCEC has gained -1.6% vs +4.0% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Capitol Ser Tr (SCEC)

Smart Money Signals — SCEC

Buying streak — 3 quarters in a row

At the ownership peak (100% of max)

More buyers than sellers — 62% buying

Steady new buyers — ~6 new funds per quarter

Mostly new holders — 55% entered in last year

Steady discovery — ~6 new funds/quarter

Early stage — 100% of holders entered in last year

Smaller funds dominant — 1% AUM from top-100

Institutional Sentiment Summary — SCEC

Hedge Fund Ownership: SCEC

Market Analysis: SCEC

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: SCEC

Is It Too Late to Buy Capitol Ser Tr (SCEC) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: SCEC

Statistics: SCEC

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Capitol Ser Tr (SCEC)

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