Who owns SCEP?
Sterling Capital Hedged Equity Premium Income ETF · Sterling
28 institutions reported holding SCEP, worth $176.5M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of SCEP
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| AE Wealth Management LLC | Topeka, KS | $132.1M | 5,285,013 | −257,580 shares |
| Key Capital Management, INC | Hendersonville, Tn 37075, TN | $7.4M | 297,921 | +28,915 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $6.7M | 269,384 | +98,924 shares |
| Truist Financial Corp. | Charlotte, NC | $6.7M | 267,115 | +97,718 shares |
| LifeWealth Investments, LLC | Winter Garden, FL | $4.0M | 159,232 | −3,861 shares |
| Simplicity Wealth,LLC | Summit, NJ | $3.4M | 134,263 | −738 shares |
| B.O.S.S. Retirement Advisors, LLC | Lehi, UT | $2.9M | 117,014 | −8,318 shares |
| Quest 10 Wealth Builders, Inc. | Fuquay-Varina, VA | $2.1M | 82,076 | −1,807 shares |
| FLP Wealth Management, LLC | Bentonville, AR | $1.5M | 61,074 | +3,229 shares |
| Kingdom Financial Group LLC. | Peoria, AZ | $1.5M | 58,389 | −3,899 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns SCEP?
28 institutional managers reported holding SCEP in Form 13F filings for June 30, 2026, worth $176.5M in total. The largest reported position was held by AE Wealth Management LLC, at $132.1M.
Did institutions buy or sell SCEP last quarter?
Reported 13F value rose 5.3% from March 31, 2026, which includes price moves as well as buying and selling. 6 firms reported a new position and 4 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is SCEP ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.