Who Owns STERLING CAPITAL HEDGED EQUITY PREMIUM INCOME ETF (SCEP)? -- Institutional Holders (2026-06-30)
32 institutions reported holding $176.5M of STERLING CAPITAL HEDGED EQUITY PREMIUM INCOME ETF (SCEP) in SEC 13F filings for 2026-06-30. Largest institutional holders: AE Wealth Management LLC ($132.1M), Key Capital Management, INC ($7.4M), ENVESTNET ASSET MANAGEMENT INC ($6.7M), TRUIST FINANCIAL CORP ($6.7M), LifeWealth Investments, LLC ($4.0M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | AE Wealth Management LLC | $132.1M | 5.3M | Trimmed |
| 2 | Key Capital Management, INC | $7.4M | 297,921 | Added |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $6.7M | 269,384 | Added |
| 4 | TRUIST FINANCIAL CORP | $6.7M | 267,115 | Added |
| 5 | LifeWealth Investments, LLC | $4.0M | 159,232 | Trimmed |
| 6 | Simplicity Wealth,LLC | $3.4M | 134,263 | Trimmed |
| 7 | B.O.S.S. Retirement Advisors, LLC | $2.9M | 117,014 | Trimmed |
| 8 | Quest 10 Wealth Builders, Inc. | $2.1M | 82,076 | Trimmed |
| 9 | FLP Wealth Management, LLC | $1.5M | 61,074 | Added |
| 10 | Kingdom Financial Group LLC. | $1.5M | 58,389 | Trimmed |
| 11 | Centennial Advisors, LLC | $1.4M | 56,875 | Trimmed |
| 12 | FSA Advisors, Inc. | $1.2M | 48,437 | Added |
| 13 | Slagle Financial, LLC | $1.1M | 43,364 | Trimmed |
| 14 | Lloyd Advisory Services, LLC. | $1.0M | 40,394 | Trimmed |
| 15 | Raleigh Capital Management Inc. | $938,731 | 37,549 | Added |
| 16 | SMART Wealth LLC | $468,487 | 18,739 | Trimmed |
| 17 | &PARTNERS | $443,600 | 17,744 | Added |
| 18 | JANE STREET GROUP, LLC | $370,425 | 14,817 | New |
| 19 | OLD MISSION CAPITAL LLC | $241,725 | 9,669 | Trimmed |
| 20 | Rothschild Wealth LLC | $237,400 | 9,496 | Trimmed |
| 21 | HRT FINANCIAL LP | $229,000 | 9,189 | New |
| 22 | Boomfish Wealth Group, LLC | $204,350 | 8,174 | New |
| 23 | Montgomery Financial Services LLC | $139,025 | 5,561 | New |
| 24 | Networth Advisors, LLC | $100,375 | 4,015 | Added |
| 25 | TOUNJIAN ADVISORY PARTNERS, LLC | $90,349 | 3,614 | New |
Source: SEC Form 13F filings · as of 2026-06-30