# STERLING CAP FDS (SCEP)

> Institutional ownership reported to the SEC as of Q2 2026, from Form 13F filings. Source: https://holderbook.com/stocks/SCEP/

- Reporting holders: 28
- Reported value: $184.5M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [AE Wealth Management LLC](https://holderbook.com/funds/1697723-ae-wealth-management-llc/) | $132.1M | 5,285,013 | 0.6% | 2 |
| [ENVESTNET ASSET MANAGEMENT INC](https://holderbook.com/funds/1407543-envestnet-asset-management-inc/) | $13.5M | 538,768 | 0.0% | 2 |
| [Key Capital Management, INC](https://holderbook.com/funds/2107249-key-capital-management-inc/) | $7.4M | 297,921 | 3.8% | 2 |
| [TRUIST FINANCIAL CORP](https://holderbook.com/funds/92230-truist-financial-corp/) | $6.7M | 267,115 | 0.0% | 2 |
| [LifeWealth Investments, LLC](https://holderbook.com/funds/2033794-lifewealth-investments-llc/) | $4.0M | 159,232 | 1.1% | 2 |
| [Simplicity Wealth,LLC](https://holderbook.com/funds/1913243-simplicity-wealth-llc/) | $3.4M | 134,263 | 0.1% | 2 |
| [B.O.S.S. Retirement Advisors, LLC](https://holderbook.com/funds/1964810-b-o-s-s-retirement-advisors-llc/) | $2.9M | 117,014 | 0.8% | 2 |
| [FSA Advisors, Inc.](https://holderbook.com/funds/1905627-fsa-advisors-inc/) | $2.4M | 96,874 | 0.6% | 2 |
| [Quest 10 Wealth Builders, Inc.](https://holderbook.com/funds/2035215-quest-10-wealth-builders-inc/) | $2.1M | 82,076 | 1.6% | 2 |
| [FLP Wealth Management, LLC](https://holderbook.com/funds/2052024-flp-wealth-management-llc/) | $1.5M | 61,074 | 2.7% | 2 |
| [Kingdom Financial Group LLC.](https://holderbook.com/funds/1962236-kingdom-financial-group-llc/) | $1.5M | 58,389 | 0.4% | 2 |
| [Centennial Advisors, LLC](https://holderbook.com/funds/1951376-centennial-advisors-llc/) | $1.4M | 56,875 | 1.7% | 2 |
| [Slagle Financial, LLC](https://holderbook.com/funds/1984918-slagle-financial-llc/) | $1.1M | 43,364 | 0.3% | 2 |
| [Lloyd Advisory Services, LLC.](https://holderbook.com/funds/1802474-lloyd-advisory-services-llc/) | $1.0M | 40,394 | 0.4% | 2 |
| [Raleigh Capital Management Inc.](https://holderbook.com/funds/1911726-raleigh-capital-management-inc/) | $938.7K | 37,549 | 0.3% | 2 |
| [SMART Wealth LLC](https://holderbook.com/funds/2044723-smart-wealth-llc/) | $468.5K | 18,739 | 0.1% | 2 |
| [&PARTNERS](https://holderbook.com/funds/107136-partners/) | $443.6K | 17,744 | 0.0% | 2 |
| [JANE STREET GROUP, LLC](https://holderbook.com/funds/1595888-jane-street-group-llc/) | $370.4K | 14,817 | 0.0% | 1 |
| [OLD MISSION CAPITAL LLC](https://holderbook.com/funds/1455915-old-mission-capital-llc/) | $241.7K | 9,669 | 0.0% | 2 |
| [Rothschild Wealth LLC](https://holderbook.com/funds/1811345-rothschild-wealth-llc/) | $237.4K | 9,496 | 0.0% | 2 |
| [HRT FINANCIAL LP](https://holderbook.com/funds/1475597-hrt-financial-lp/) | $229.0K | 9,189 | 0.0% | 1 |
| [Boomfish Wealth Group, LLC](https://holderbook.com/funds/2010786-boomfish-wealth-group-llc/) | $204.3K | 8,174 | 0.1% | 1 |
| [Montgomery Financial Services LLC](https://holderbook.com/funds/2149844-montgomery-financial-services-llc/) | $139.0K | 5,561 | 0.1% | 1 |
| [Networth Advisors, LLC](https://holderbook.com/funds/2099019-networth-advisors-llc/) | $100.4K | 4,015 | 0.1% | 2 |
| [TOUNJIAN ADVISORY PARTNERS, LLC](https://holderbook.com/funds/2039850-tounjian-advisory-partners-llc/) | $90.3K | 3,614 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 28 | $184.5M |
| Q1 2026 | 26 | $167.6M |
| Q4 2025 | 2 | $454.1K |