STERLING CAP FDS (SCEP)
Institutional ownership reported to the SEC as of Q2 2026, across 3 quarters.
27
Reporting holders
$177.5M
Reported value
0.0%
Held as options
+1
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| AE Wealth Management LLC | $132.1M | 5,285,013 | 0.62% | 2q | -4.6%-$6.4M |
| Key Capital Management, INC | $7.4M | 297,921 | 3.83% | 2q | +10.7%+$722.9K |
| ENVESTNET ASSET MANAGEMENT INC | $6.7M | 269,384 | 0.00% | 2q | +58.0%+$2.5M |
| TRUIST FINANCIAL CORP | $6.7M | 267,115 | 0.01% | 2q | +57.7%+$2.4M |
| LifeWealth Investments, LLC | $4.0M | 159,232 | 1.06% | 2q | -2.4%-$96.5K |
| Simplicity Wealth,LLC | $3.4M | 134,263 | 0.11% | 2q | -0.5%-$18.5K |
| B.O.S.S. Retirement Advisors, LLC | $2.9M | 117,014 | 0.79% | 2q | -6.6%-$207.9K |
| FSA Advisors, Inc. | $2.4M | 96,874 | 0.56% | 2q | +121.2%+$1.3M |
| Quest 10 Wealth Builders, Inc. | $2.1M | 82,076 | 1.59% | 2q | -2.2%-$45.2K |
| FLP Wealth Management, LLC | $1.5M | 61,074 | 2.72% | 2q | +5.6%+$80.7K |
| Kingdom Financial Group LLC. | $1.5M | 58,389 | 0.37% | 2q | -6.3%-$97.5K |
| Centennial Advisors, LLC | $1.4M | 56,875 | 1.70% | 2q | -7.1%-$108.5K |
| Slagle Financial, LLC | $1.1M | 43,364 | 0.32% | 2q | -1.2%-$12.8K |
| Lloyd Advisory Services, LLC. | $1.0M | 40,394 | 0.39% | 2q | -35.1%-$547.3K |
| Raleigh Capital Management Inc. | $938.7K | 37,549 | 0.30% | 2q | +13.2%+$109.3K |
| SMART Wealth LLC | $468.5K | 18,739 | 0.10% | 2q | -24.6%-$152.9K |
| &PARTNERS | $443.6K | 17,744 | 0.00% | 2q | +70.4%+$183.3K |
| JANE STREET GROUP, LLC | $370.4K | 14,817 | 0.00% | new | NEW |
| OLD MISSION CAPITAL LLC | $241.7K | 9,669 | 0.00% | 2q | -37.0%-$142.2K |
| Rothschild Wealth LLC | $237.4K | 9,496 | 0.02% | 2q | HELD |
| Boomfish Wealth Group, LLC | $204.3K | 8,174 | 0.09% | new | NEW |
| Montgomery Financial Services LLC | $139.0K | 5,561 | 0.12% | new | FIRST |
| Networth Advisors, LLC | $100.4K | 4,015 | 0.06% | 2q | +2.9%+$2.8K |
| TOUNJIAN ADVISORY PARTNERS, LLC | $90.3K | 3,614 | 0.04% | new | NEW |
| CoreCap Advisors, LLC | $12.3K | 493 | 0.00% | new | NEW |
| Sterling Capital Management LLC | $7.9K | 315 | 0.00% | 2q | HELD |
| OSAIC HOLDINGS, INC. | $7.2K | 289 | 0.00% | 2q | HELD |
| HRT FINANCIAL LP | $229 | 9,189 | 0.00% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 27 | $177.5M | 7,099,463 | 4 | 8 | 11 | 0.0% |
| Q1 2026 | 26 | $167.6M | 7,112,167 | 24 | 1 | 1 | 0.0% |
| Q4 2025 | 2 | $454.1K | 18,317 | 2 | 0 | 0 | 0.0% |