STERLING CAPITAL ENH CB ETF SCEC
$24.91
+0.2% 52w: $23.85 – $25.27
Latest 13F among current holders filed 1 month ago (May 15, 2026)
Price — last 12 months
research preview data23.8524.5625.27
Jun 20, 2025 Jul 2, 2026
Institutional holders
31
+3 QoQ
13F value
$398.6M
+25.6% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns SCEC?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| AE Wealth Management LLC | Wealth advisor | 5.5M | $137.8M | 0.7% | +4.0% |
| Lloyd Advisory Services, LLC. | Wealth advisor | 2.3M | $57.6M | 16.5% | +3775.8% |
| Kingdom Financial Group LLC. | Wealth advisor | 2.3M | $57.6M | 16.5% | +4.8% |
| CWA Asset Management Group, LLC | Other | 1.7M | $42.0M | 1.4% | +7.0% |
| HOWARD BAILEY SECURITIES, LLC | Wealth advisor | 1.2M | $29.5M | 12.1% | +5.0% |
| Key Capital Management, INC | Wealth advisor | 1.0M | $26.3M | 17.4% | +50.3% |
| LifeWealth Investments, LLC | Wealth advisor | 763.0K | $19.1M | 5.7% | +31.7% |
| FWG Investments, LLC. | Wealth advisor | 246.4K | $6.2M | 3.9% | -2.9% |
| Global Wealth Management Investment Advisory, Inc. | Other | 241.4K | $6.1M | 0.9% | -6.8% |
| Quest 10 Wealth Builders, Inc. | Wealth advisor | 117.1K | $2.9M | 2.6% | -3.5% |
| CITADEL ADVISORS LLC | Multistrat pod | 100.5K | $2.5M | 0.0% | New |
| FLP Wealth Management, LLC | Wealth advisor | 91.0K | $2.3M | 4.7% | +18.3% |
| Centennial Advisors, LLC | Wealth advisor | 84.6K | $2.1M | 2.7% | -0.7% |
| FSA Advisors, Inc. | Wealth advisor | 64.9K | $1.6M | 1.1% | -2.9% |
| Triad Wealth Partners, LLC | Wealth advisor | 37.4K | $938K | 0.1% | New |
| B.O.S.S. Retirement Advisors, LLC | Wealth advisor | 32.5K | $816K | 0.2% | -1.5% |
| Decker Retirement Planning Inc. | Wealth advisor | 31.3K | $785K | 0.4% | +6.1% |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | Other | 23.2K | $581K | 0.1% | New |
| Foundations Investment Advisors, LLC | Wealth advisor | 15.4K | $386K | 0.0% | New |
| CreativeOne Wealth, LLC | Wealth advisor | 12.2K | $305K | 0.0% | Held |
| Cetera Investment Advisers | Wealth advisor | 10.1K | $253K | 0.0% | +9.4% |
| Networth Advisors, LLC | Wealth advisor | 9.2K | $230K | 0.2% | -3.1% |
| LifePlan Investment Advisors, Inc. | Wealth advisor | 8.8K | $220K | 0.1% | -50.0% |
| Arcadia Wealth Management, LLC | Wealth advisor | 8.2K | $206K | 0.1% | +0.5% |
| Procyon Advisors, LLC | Wealth advisor | 8.0K | $201K | 0.0% | Held |
| HARBOUR INVESTMENTS, INC. | Wealth advisor | 1.8K | $44K | 0.0% | Held |
| CoreCap Advisors, LLC | Wealth advisor | 1.2K | $30K | 0.0% | New |
| Root Financial Partners, LLC | Wealth advisor | 948 | $24K | 0.0% | Held |
| UBS Group AG | Bank broker | 641 | $16K | 0.0% | New |
| Sound Income Strategies, LLC | Diversified mechanical | 378 | $9K | 0.0% | +107.7% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 219 | $5K | 0.0% | Held |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
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