20 institutions reported holding $291.4M of CAPITOL SER TR STERLING CAP ENHANCED CORE BD ETF (SCEC) in SEC 13F filings for 2026-06-30. Largest institutional holders: AE Wealth Management LLC ($149.1M), CWA Asset Management Group, LLC ($59.6M), Key Capital Management, INC ($33.0M), LifeWealth Investments, LLC ($22.4M), Global Wealth Management Investment Advisory, Inc. ($6.6M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | AE Wealth Management LLC | $149.1M | 6.0M | Added |
| 2 | CWA Asset Management Group, LLC | $59.6M | 2.4M | Added |
| 3 | Key Capital Management, INC | $33.0M | 1.3M | Added |
| 4 | LifeWealth Investments, LLC | $22.4M | 896,531 | Added |
| 5 | Global Wealth Management Investment Advisory, Inc. | $6.6M | 263,960 | Added |
| 6 | FWG Investments, LLC. | $6.5M | 261,629 | Added |
| 7 | Quest 10 Wealth Builders, Inc. | $3.8M | 150,732 | Added |
| 8 | FLP Wealth Management, LLC | $2.7M | 108,569 | Added |
| 9 | Farther Finance Advisors, LLC | $2.2M | 88,204 | New |
| 10 | Centennial Advisors, LLC | $2.2M | 87,704 | Added |
| 11 | Decker Retirement Planning Inc. | $817,092 | 32,638 | Added |
| 12 | B.O.S.S. Retirement Advisors, LLC | $749,969 | 29,957 | Trimmed |
| 13 | J.W. COLE ADVISORS, INC. | $672,681 | 26,870 | New |
| 14 | HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | $580,000 | 23,167 | Hold |
| 15 | Networth Advisors, LLC | $235,179 | 9,394 | Added |
| 16 | Procyon Advisors, LLC | $200,380 | 8,004 | Hold |
| 17 | CoreCap Advisors, LLC | $29,491 | 1,178 | Hold |
| 18 | Sound Income Strategies, LLC | $0 | 0 | Exited |
| 19 | Arcadia Wealth Management, LLC | $0 | 0 | Exited |
| 20 | Root Financial Partners, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30