IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Strling Cptl HDG EP Incm ETF (SCEP)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Key Capital Management, Inc
DECREASED
Shares297,102 from 297,921
Change-819 (0%)
Value$7.4M (-$85.8K)
Filed 2026-11-03
Truist Financial Corp
DECREASED
Shares245,777 from 267,115
Change-21,338 (-8%)
Value$6.1M (-$587.5K)
Filed 2026-10-30
LifeWealth Investments, LLC
INCREASED
Shares187,824 from 159,232
Change+28,592 (+18%)
Value$4.7M (+$673.5K)
Filed 2026-10-21
Simplicity Wealth,LLC
DECREASED
Shares131,714 from 134,263
Change-2,549 (-2%)
Value$3.3M (-$92.7K)
Filed 2026-10-23
B.O.S.S. Retirement Advisors, LLC
DECREASED
Shares100,042 from 117,014
Change-16,972 (-14%)
Value$2.5M (-$446.3K)
Filed 2026-10-26
Quest 10 Wealth Builders, Inc.
DECREASED
Shares72,122 from 82,076
Change-9,954 (-12%)
Value$1.8M (-$264.7K)
Filed 2026-11-02
Kingdom Financial Group Llc.
DECREASED
Shares57,071 from 58,389
Change-1,318 (-2%)
Value$1.4M (-$45.5K)
Filed 2026-11-04
Centennial Advisors, LLC
DECREASED
Shares54,566 from 56,875
Change-2,309 (-4%)
Value$1.4M (-$69.7K)
Filed 2026-10-21
Lloyd Advisory Services, Llc.
INCREASED
Shares45,004 from 40,394
Change+4,610 (+11%)
Value$1.1M (+$105.3K)
Filed 2026-11-02
Raleigh Capital Management Inc.
INCREASED
Shares38,605 from 37,549
Change+1,056 (+3%)
Value$956.6K (+$17.9K)
Filed 2026-10-28
Smart Wealth LLC
INCREASED
Shares19,248 from 18,739
Change+509 (+3%)
Value$477.0K (+$8.5K)
Filed 2026-11-04
Boomfish Wealth Group, LLC
INCREASED
Shares15,073 from 8,174
Change+6,899 (+84%)
Value$373.5K (+$169.2K)
Filed 2026-10-22
RFG Advisory, LLC
NEW
Shares10,829
Change+10,829
Value$268.3K
Filed 2026-11-03
Montgomery Financial Services LLC
INCREASED
Shares10,652 from 5,561
Change+5,091 (+92%)
Value$264.0K (+$124.9K)
Filed 2026-11-03
Networth Advisors, LLC
INCREASED
Shares4,071 from 4,015
Change+56 (+1%)
Value$100.9K (+$494)
Filed 2026-11-03
Tounjian Advisory Partners, LLC
INCREASED
Shares3,677 from 3,614
Change+63 (+2%)
Value$91.1K (+$773)
Filed 2026-11-04
Evolution Wealth Management Inc.
NEW
Shares1,662
Change+1,662
Value$41.2K
Filed 2026-10-28
Elevated Capital Advisors, LLC
NEW
Shares1,216
Change+1,216
Value$30.1K
Filed 2026-11-04
Sterling Capital Management LLC
INCREASED
Shares640 from 315
Change+325 (+103%)
Value$15.9K (+$8.0K)
Filed 2026-10-22
CoreCap Advisors, LLC
CLOSED
Shares0 from 493
Change-493 (-100%)
Value$0 (-$12.3K)
Filed 2026-10-08
AE Wealth Management LLC
N/A
Shares— from 5,285,013
Change-5,285,013 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 269,384
Change-269,384 (-100%)
Value—
FLP Wealth Management, LLC
N/A
Shares— from 61,074
Change-61,074 (-100%)
Value—
FSA Advisors, Inc.
N/A
Shares— from 48,437
Change-48,437 (-100%)
Value—
Slagle Financial, LLC
N/A
Shares— from 43,364
Change-43,364 (-100%)
Value—
&partners
N/A
Shares— from 17,744
Change-17,744 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 14,817
Change-14,817 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 9,669
Change-9,669 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 9,496
Change-9,496 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 9,189
Change-9,189 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 289
Change-289 (-100%)
Value—
Status
Key Capital Management, Inc
DECREASED297,102297,921-8190%$7.4M$7.4M-$85.8K2026-11-03
Truist Financial Corp
DECREASED245,777267,115-21,338-8%$6.7M$6.1M-$587.5K2026-10-30
LifeWealth Investments, LLC
INCREASED187,824159,232+28,592+18%$4.0M$4.7M+$673.5K2026-10-21
Simplicity Wealth,LLC
DECREASED131,714134,263-2,549-2%$3.4M$3.3M-$92.7K2026-10-23
B.O.S.S. Retirement Advisors, LLC
DECREASED100,042117,014-16,972-14%$2.9M$2.5M-$446.3K2026-10-26
Quest 10 Wealth Builders, Inc.
DECREASED72,12282,076-9,954-12%$2.1M$1.8M-$264.7K2026-11-02
Kingdom Financial Group Llc.
DECREASED57,07158,389-1,318-2%$1.5M$1.4M-$45.5K2026-11-04
Centennial Advisors, LLC
DECREASED54,56656,875-2,309-4%$1.4M$1.4M-$69.7K2026-10-21
Lloyd Advisory Services, Llc.
INCREASED45,00440,394+4,610+11%$1.0M$1.1M+$105.3K2026-11-02
Raleigh Capital Management Inc.
INCREASED38,60537,549+1,056+3%$938.7K$956.6K+$17.9K2026-10-28
Smart Wealth LLC
INCREASED19,24818,739+509+3%$468.5K$477.0K+$8.5K2026-11-04
Boomfish Wealth Group, LLC
INCREASED15,0738,174+6,899+84%$204.4K$373.5K+$169.2K2026-10-22
RFG Advisory, LLC
NEW10,829—+10,829——$268.3K—2026-11-03
Montgomery Financial Services LLC
INCREASED10,6525,561+5,091+92%$139.0K$264.0K+$124.9K2026-11-03
Networth Advisors, LLC
INCREASED4,0714,015+56+1%$100.4K$100.9K+$4942026-11-03
Tounjian Advisory Partners, LLC
INCREASED3,6773,614+63+2%$90.3K$91.1K+$7732026-11-04
Evolution Wealth Management Inc.
NEW1,662—+1,662——$41.2K—2026-10-28
Elevated Capital Advisors, LLC
NEW1,216—+1,216——$30.1K—2026-11-04
Sterling Capital Management LLC
INCREASED640315+325+103%$7.9K$15.9K+$8.0K2026-10-22
CoreCap Advisors, LLC
CLOSED0493-493-100%$12.3K$0-$12.3K2026-10-08
AE Wealth Management LLC
N/A—5,285,013-5,285,013-100%$132.1M———
Envestnet Asset Management Inc
N/A—269,384-269,384-100%$6.7M———
FLP Wealth Management, LLC
N/A—61,074-61,074-100%$1.5M———
FSA Advisors, Inc.
N/A—48,437-48,437-100%$1.2M———
Slagle Financial, LLC
N/A—43,364-43,364-100%$1.1M———
&partners
N/A—17,744-17,744-100%$443.6K———
Jane Street Group, LLC
N/A—14,817-14,817-100%$370.4K———
Old Mission Capital LLC
N/A—9,669-9,669-100%$241.7K———
Rothschild Wealth LLC
N/A—9,496-9,496-100%$237.4K———
HRT Financial LP
N/A—9,189-9,189-100%$229———
Osaic Holdings, Inc.
N/A—289-289-100%$7.2K———
Showing 31 of 31 institutions