Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Capitol Ser Tr (SCEC)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +3
Streak
3Q ▲
Buyers last Q
62%

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.

Institutional Sentiment Summary — SCEC

In 2026 Q1, 18 hedge funds were net buyers of SCEC (6 opened a new position, 12 added to an existing one), while 11 reduced or exited (8 trimmed, 3 sold completely) — a 62% buyer ratio, indicating clear institutional accumulation. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +3 funds (more new holders than closures). Total institutional holders: 31.

Hedge Fund Ownership: SCEC

How many hedge funds hold SCEC — quarterly history vs. share price
Quarterly hedge fund ownership of SCEC vs. share price

Market Analysis: SCEC

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SCEC

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

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

Signal Freshness measures how much SCEC has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 90d ago
SCEC
+0.1%
SPY
+13.7%

SCEC outperformed SPY by -13.6% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 45d ago
SCEC
+1.6%
SPY
+0.1%

Since the filing became public, SCEC outperformed SPY by +1.5% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

0 top-rated funds 8 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: SCEC
31 + Investors

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

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

Statistics: SCEC

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Financial Highlights

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Institutional Holders (2026 Q1)

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:
Top 25 SCEC holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Key Capital Management, INC 17.38% 1,049,018 $26.3M
2 Kingdom Financial Group LLC. 16.47% 2,294,515 $57.6M
3 Lloyd Advisory Services, LLC. 16.47% 2,294,515 $57.6M
4 Howard Bailey Securities, LLC 12.13% 1,176,264 $29.5M
5 LifeWealth Investments, LLC 5.71% 762,957 $19.1M
6 FWG Investments, LLC. 3.93% 246,431 $6.2M
7 Centennial Advisors, LLC 2.70% 84,596 $2.1M
8 Quest 10 Wealth Builders, Inc. 2.58% 117,122 $2.9M
9 CWA Asset Management Group, LLC 1.43% 1,673,683 $42.0M
10 FSA Advisors, Inc. 1.07% 64,880 $1.6M
11 Global Wealth Management Investment Advisory, Inc. 0.95% 241,357 $6.1M
12 AE Wealth Management LLC 0.75% 5,492,991 $137.8M
13 Decker Retirement Planning Inc. 0.36% 31,287 $785K
14 B.O.S.S. Retirement Advisors, LLC 0.25% 32,522 $816K
15 Networth Advisors, LLC 0.16% 9,153 $230K
16 LifePlan Investment Advisors, Inc. 0.09% 8,776 $220K
17 Arcadia Wealth Management, LLC 0.07% 8,229 $206K
18 Triad Wealth Partners, LLC 0.07% 37,389 $938K
19 Procyon Advisors, LLC 0.01% 8,004 $201K
20 CreativeOne Wealth, LLC 0.01% 12,165 $305K
21 Foundations Investment Advisors, LLC 0.00% 15,381 $386K
22 Root Financial Partners, LLC 0.00% 948 $24K
23 CoreCap Advisors, LLC 0.00% 1,178 $30K
24 Harbour Investments, INC. 0.00% 1,759 $44K
25 Sound Income Strategies, LLC 0.00% 378 $9K
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 Q1 hedge fund 13F filings?

As of today, SCEC has moved +1.6% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.1% for the SPY sector ETF — an outperformance of +1.5%. Since the quarter end (March 31, 2026), SCEC has gained +0.1% vs +13.7% 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.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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