STRLING CPTL HDG EP INCM ETF SCEP
$24.73
-0.2% 52w: $22.72 – $25.11
Latest 13F among current holders filed 1 month ago (May 15, 2026)
Price — last 12 months
research preview data22.7223.9225.11
Dec 11, 2025 Jul 2, 2026
Institutional holders
26
+24 QoQ
13F value
$167.6M
+36814.3% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns SCEP?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| AE Wealth Management LLC | Wealth advisor | 5.5M | $130.6M | 0.7% | New |
| Key Capital Management, INC | Wealth advisor | 269.0K | $6.3M | 4.2% | New |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 170.5K | $4.0M | 0.0% | New |
| TRUIST FINANCIAL CORP | Diversified mechanical | 169.4K | $4.0M | 0.0% | New |
| LifeWealth Investments, LLC | Wealth advisor | 163.1K | $3.8M | 1.1% | New |
| Simplicity Wealth,LLC | Wealth advisor | 135.0K | $3.2M | 0.2% | New |
| B.O.S.S. Retirement Advisors, LLC | Wealth advisor | 125.3K | $3.0M | 0.9% | New |
| Quest 10 Wealth Builders, Inc. | Wealth advisor | 83.9K | $2.0M | 1.7% | New |
| Kingdom Financial Group LLC. | Wealth advisor | 62.3K | $1.5M | 0.4% | New |
| Lloyd Advisory Services, LLC. | Wealth advisor | 62.3K | $1.5M | 0.4% | New |
| Centennial Advisors, LLC | Wealth advisor | 61.2K | $1.4M | 1.8% | New |
| FLP Wealth Management, LLC | Wealth advisor | 57.8K | $1.4M | 2.8% | New |
| Slagle Financial, LLC | Other | 43.9K | $1.0M | 0.3% | New |
| FSA Advisors, Inc. | Wealth advisor | 43.8K | $1.0M | 0.7% | New |
| Raleigh Capital Management Inc. | Other | 33.2K | $782K | 0.3% | New |
| SMART Wealth LLC | Wealth advisor | 24.9K | $586K | 0.2% | New |
| OLD MISSION CAPITAL LLC | Wealth advisor | 15.4K | $362K | 0.0% | New |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 14.0K | $329K | 0.0% | -23.5% |
| &PARTNERS | Diversified mechanical | 10.4K | $245K | 0.0% | New |
| Arcadia Wealth Management, LLC | Wealth advisor | 9.9K | $233K | 0.1% | New |
| Rothschild Wealth LLC | Wealth advisor | 9.5K | $225K | 0.0% | New |
| Networth Advisors, LLC | Wealth advisor | 3.9K | $92K | 0.1% | New |
| Sterling Capital Management LLC | Diversified mechanical | 315 | $7K | 0.0% | New |
| OSAIC HOLDINGS, INC. | Wealth advisor | 289 | $7K | 0.0% | New |
| UBS Group AG | Bank broker | 270 | $6K | 0.0% | New |
| Sound Income Strategies, LLC | Diversified mechanical | 128 | $3K | 0.0% | +100.0% |
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.