SCEP — Sterling Cap Fds 机构持仓 · 2026年Q2

Name: 谁持有 SCEP？32 家机构、1.8 亿美元（2026年Q2）
Creator: ko.io

谁持有 Sterling Cap Fds（SCEP）？2026年Q2（报告期截至 2026-06-30）共有 32 家机构在 SEC 13F 申报中报告持有，合计 1.77 亿美元。前几大持有机构：AE Wealth Management LLC（1.32 亿美元）、Key Capital Management, INC（740.00 万美元）、Envestnet Asset Management Inc（670.00 万美元）。

排名	机构	市值	股数	变动
1	AE Wealth Management LLC	$132.1M	5.3M	减持
2	Key Capital Management, INC	$7.4M	297,921	增持
3	ENVESTNET ASSET MANAGEMENT INC	$6.7M	269,384	增持
4	TRUIST FINANCIAL CORP	$6.7M	267,115	增持
5	LifeWealth Investments, LLC	$4.0M	159,232	减持
6	Simplicity Wealth,LLC	$3.4M	134,263	减持
7	B.O.S.S. Retirement Advisors, LLC	$2.9M	117,014	减持
8	Quest 10 Wealth Builders, Inc.	$2.1M	82,076	减持
9	FLP Wealth Management, LLC	$1.5M	61,074	增持
10	Kingdom Financial Group LLC.	$1.5M	58,389	减持
11	Centennial Advisors, LLC	$1.4M	56,875	减持
12	FSA Advisors, Inc.	$1.2M	48,437	增持
13	Slagle Financial, LLC	$1.1M	43,364	减持
14	Lloyd Advisory Services, LLC.	$1.0M	40,394	减持
15	Raleigh Capital Management Inc.	$938,731	37,549	增持
16	SMART Wealth LLC	$468,487	18,739	减持
17	&PARTNERS	$443,600	17,744	增持
18	JANE STREET GROUP, LLC	$370,425	14,817	新建仓
19	OLD MISSION CAPITAL LLC	$241,725	9,669	减持
20	Rothschild Wealth LLC	$237,400	9,496	减持
21	HRT FINANCIAL LP	$229,000	9,189	新建仓
22	Boomfish Wealth Group, LLC	$204,350	8,174	新建仓
23	Montgomery Financial Services LLC	$139,025	5,561	新建仓
24	Networth Advisors, LLC	$100,375	4,015	增持
25	TOUNJIAN ADVISORY PARTNERS, LLC	$90,349	3,614	新建仓

来源：SEC 13F 申报文件 · 截至 2026-06-30