Sterling Capital ENH CB ETF (SCEC)

CUSIP: 85918D566 | NYSE | 20 institutional holders

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

Institutional Holders — Q3 2026

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Kingdom Financial Group Llc.2,488,330

14.8% of portfolio$59.1M

Key Capital Management, Inc1,451,297

12.6% of portfolio$34.5M

Howard Bailey Securities, LLC1,372,307

12.6% of portfolio$32.6M

Montgomery Financial Services LLC1,068,956

20.9% of portfolio$25.4M

LifeWealth Investments, LLC985,939

6.5% of portfolio$23.4M

Simplicity Wealth,LLC677,115

0.5% of portfolio$16.1M

Global Wealth Management Investment Advisory, Inc.272,878

0.9% of portfolio$6.5M

FWG Investments, Llc.261,728

3.0% of portfolio$6.2M

Quest 10 Wealth Builders, Inc.161,032

2.8% of portfolio$3.8M

Spectrum Advisors, Inc.134,890

2.2% of portfolio$3.2M

Lloyd Advisory Services, Llc.106,633

1.0% of portfolio$2.5M

Centennial Advisors, LLC92,520

2.6% of portfolio$2.2M

Farther Finance Advisors, LLC90,088

0.0% of portfolio$2.1M

Decker Retirement Planning Inc.33,049

0.3% of portfolio$784.9K

B.O.S.S. Retirement Advisors, LLC27,799

0.2% of portfolio$660.2K

J.W. Cole Advisors, Inc.26,859

0.0% of portfolio$637.9K

Hunter Associates Investment Management LLC23,167

0.0% of portfolio$550

Networth Advisors, LLC9,644

0.1% of portfolio$229.1K

Tounjian Advisory Partners, LLC3,382

0.0% of portfolio$80.3K

Root Financial Partners, LLC948

0.0% of portfolio$22.5K

				Style	Turnover	Location	Filed
Kingdom Financial Group Llc.	2,488,330	$59.1M	14.8%	ETF	Medium	Peoria, AZ	2026-11-04
Key Capital Management, Inc	1,451,297	$34.5M	12.6%	ETF	Medium	Hendersonville, Tn 37075, TN	2026-11-03
Howard Bailey Securities, LLC	1,372,307	$32.6M	12.6%	ETF	Medium	Fort Wayne, IN	2026-10-27
Montgomery Financial Services LLC	1,068,956	$25.4M	20.9%	ETF	N/A	Ocean City, MD	2026-11-03
LifeWealth Investments, LLC	985,939	$23.4M	6.5%	ETF	Medium	Winter Garden, FL	2026-10-21
Simplicity Wealth,LLC	677,115	$16.1M	0.5%	ETF	Low	Summit, NJ	2026-10-23
Global Wealth Management Investment Advisory, Inc.	272,878	$6.5M	0.9%	Core	Low	Fort Lauderdale, FL	2026-11-04
FWG Investments, Llc.	261,728	$6.2M	3.0%	ETF	Medium	Lexington, KY	2026-11-03
Quest 10 Wealth Builders, Inc.	161,032	$3.8M	2.8%	ETF	Low	Fuquay-Varina, VA	2026-11-02
Spectrum Advisors, Inc.	134,890	$3.2M	2.2%	N/A	N/A	Plano, TX	2026-11-03
Lloyd Advisory Services, Llc.	106,633	$2.5M	1.0%	ETF	Very High	Suwanee, GA	2026-11-02
Centennial Advisors, LLC	92,520	$2.2M	2.6%	ETF	High	Austin, TX	2026-10-21
Farther Finance Advisors, LLC	90,088	$2.1M	0.0%	Index	Low	San Francisco, CA	2026-10-08
Decker Retirement Planning Inc.	33,049	$784.9K	0.3%	Agg Growth	Very High	Levi, UT	2026-10-19
B.O.S.S. Retirement Advisors, LLC	27,799	$660.2K	0.2%	ETF	Medium	Lehi, UT	2026-10-26
J.W. Cole Advisors, Inc.	26,859	$637.9K	0.0%	Index	Low	Tampa, FL	2026-11-05
Hunter Associates Investment Management LLC	23,167	$550	0.0%	Core	Low	Pittsburgh, PA	2026-10-26
Networth Advisors, LLC	9,644	$229.1K	0.1%	ETF	Medium	Canonsburg, PA	2026-11-03
Tounjian Advisory Partners, LLC	3,382	$80.3K	0.0%	Growth	High	Fort Myers, FL	2026-11-04
Root Financial Partners, LLC	948	$22.5K	0.0%	ETF	Medium	Encinitas, CA	2026-10-21