SCEP institutional holders

STERLING CAP FDS · 13F, 2026Q2

Managers holding28
Shares held7,060,215
Reported value$176.5m
Quarter flows6 new, 8 added, 12 trimmed, 4 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
AE Wealth Management LLC5,285,013$132.1m0.6%
Key Capital Management, INC297,921$7.4m3.8%
ENVESTNET ASSET MANAGEMENT INC269,384$6.7m0.0%
TRUIST FINANCIAL CORP267,115$6.7m0.0%
LifeWealth Investments, LLC159,232$4.0m1.1%
Simplicity Wealth,LLC134,263$3.4m0.1%
B.O.S.S. Retirement Advisors, LLC117,014$2.9m0.8%
Quest 10 Wealth Builders, Inc.82,076$2.1m1.6%
FLP Wealth Management, LLC61,074$1.5m2.7%
Kingdom Financial Group LLC.58,389$1.5m0.4%
Centennial Advisors, LLC56,875$1.4m1.7%
FSA Advisors, Inc.48,437$1.2m0.6%
Slagle Financial, LLC43,364$1.1m0.3%
Lloyd Advisory Services, LLC.40,394$1.0m0.4%
Raleigh Capital Management Inc.37,549$938,7310.3%
SMART Wealth LLC18,739$468,4870.1%
&PARTNERS17,744$443,6000.0%
JANE STREET GROUP, LLC14,817$370,4250.0%
OLD MISSION CAPITAL LLC9,669$241,7250.0%
Rothschild Wealth LLC9,496$237,4000.0%
HRT FINANCIAL LP9,189$229,0000.0%
Boomfish Wealth Group, LLC8,174$204,3500.1%
Montgomery Financial Services LLC5,561$139,0250.1%
Networth Advisors, LLC4,015$100,3750.1%
TOUNJIAN ADVISORY PARTNERS, LLC3,614$90,3490.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("SCEP"). SCEP price history · All 13F data

Get a free API keySee history bundlesDownload free samples