Strling Cptl HDG EP Incm ETF (SCEP)

CUSIP: 85917K454 | NYSE | 35 institutional holders

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

Institutional Holders — Q3 2026

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Key Capital Management, Inc297,102

2.7% of portfolio$7.4M

Truist Financial Corp245,777

0.0% of portfolio$6.1M

LifeWealth Investments, LLC187,824

1.3% of portfolio$4.7M

Simplicity Wealth,LLC131,714

0.1% of portfolio$3.3M

B.O.S.S. Retirement Advisors, LLC100,042

0.7% of portfolio$2.5M

Quest 10 Wealth Builders, Inc.72,122

1.3% of portfolio$1.8M

Kingdom Financial Group Llc.57,071

0.4% of portfolio$1.4M

Centennial Advisors, LLC54,566

1.6% of portfolio$1.4M

Lloyd Advisory Services, Llc.45,004

0.4% of portfolio$1.1M

Raleigh Capital Management Inc.38,605

0.3% of portfolio$956.6K

Smart Wealth LLC19,248

0.1% of portfolio$477.0K

Boomfish Wealth Group, LLC15,073

0.2% of portfolio$373.5K

RFG Advisory, LLC10,829

0.0% of portfolio$268.3K

Montgomery Financial Services LLC10,652

0.2% of portfolio$264.0K

Networth Advisors, LLC4,071

0.1% of portfolio$100.9K

Tounjian Advisory Partners, LLC3,677

0.0% of portfolio$91.1K

Evolution Wealth Management Inc.1,662

0.0% of portfolio$41.2K

Elevated Capital Advisors, LLC1,216

0.0% of portfolio$30.1K

Sterling Capital Management LLC640

0.0% of portfolio$15.9K

				Style	Turnover	Location	Filed
Key Capital Management, Inc	297,102	$7.4M	2.7%	ETF	Medium	Hendersonville, Tn 37075, TN	2026-11-03
Truist Financial Corp	245,777	$6.1M	0.0%	Core	Low	Charlotte, NC	2026-10-30
LifeWealth Investments, LLC	187,824	$4.7M	1.3%	ETF	Medium	Winter Garden, FL	2026-10-21
Simplicity Wealth,LLC	131,714	$3.3M	0.1%	ETF	Low	Summit, NJ	2026-10-23
B.O.S.S. Retirement Advisors, LLC	100,042	$2.5M	0.7%	ETF	Medium	Lehi, UT	2026-10-26
Quest 10 Wealth Builders, Inc.	72,122	$1.8M	1.3%	ETF	Low	Fuquay-Varina, VA	2026-11-02
Kingdom Financial Group Llc.	57,071	$1.4M	0.4%	ETF	Medium	Peoria, AZ	2026-11-04
Centennial Advisors, LLC	54,566	$1.4M	1.6%	ETF	High	Austin, TX	2026-10-21
Lloyd Advisory Services, Llc.	45,004	$1.1M	0.4%	ETF	Very High	Suwanee, GA	2026-11-02
Raleigh Capital Management Inc.	38,605	$956.6K	0.3%	Core	Medium	Cary, NC	2026-10-28
Smart Wealth LLC	19,248	$477.0K	0.1%	ETF	High	Omaha, NE	2026-11-04
Boomfish Wealth Group, LLC	15,073	$373.5K	0.2%	Growth	Medium	Alpharetta, GA	2026-10-22
RFG Advisory, LLC	10,829	$268.3K	0.0%	ETF	Medium	Birmingham, AL	2026-11-03
Montgomery Financial Services LLC	10,652	$264.0K	0.2%	ETF	N/A	Ocean City, MD	2026-11-03
Networth Advisors, LLC	4,071	$100.9K	0.1%	ETF	Medium	Canonsburg, PA	2026-11-03
Tounjian Advisory Partners, LLC	3,677	$91.1K	0.0%	Growth	High	Fort Myers, FL	2026-11-04
Evolution Wealth Management Inc.	1,662	$41.2K	0.0%	ETF	Medium	Fort Myers, FL	2026-10-28
Elevated Capital Advisors, LLC	1,216	$30.1K	0.0%	ETF	Medium	Sandy, UT	2026-11-04
Sterling Capital Management LLC	640	$15.9K	0.0%	GARP	Medium	Charlotte, NC	2026-10-22