Who Owns STERLING CAP FDS (SCEP)? -- Institutional Holders (2026-06-30)

32 institutions reported holding $176.5M of STERLING CAP FDS (SCEP) in SEC 13F filings for 2026-06-30. Largest institutional holders: AE Wealth Management LLC ($132.1M), Key Capital Management, INC ($7.4M), ENVESTNET ASSET MANAGEMENT INC ($6.7M), TRUIST FINANCIAL CORP ($6.7M), LifeWealth Investments, LLC ($4.0M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	AE Wealth Management LLC	$132.1M	5.3M	Trimmed
2	Key Capital Management, INC	$7.4M	297,921	Added
3	ENVESTNET ASSET MANAGEMENT INC	$6.7M	269,384	Added
4	TRUIST FINANCIAL CORP	$6.7M	267,115	Added
5	LifeWealth Investments, LLC	$4.0M	159,232	Trimmed
6	Simplicity Wealth,LLC	$3.4M	134,263	Trimmed
7	B.O.S.S. Retirement Advisors, LLC	$2.9M	117,014	Trimmed
8	Quest 10 Wealth Builders, Inc.	$2.1M	82,076	Trimmed
9	FLP Wealth Management, LLC	$1.5M	61,074	Added
10	Kingdom Financial Group LLC.	$1.5M	58,389	Trimmed
11	Centennial Advisors, LLC	$1.4M	56,875	Trimmed
12	FSA Advisors, Inc.	$1.2M	48,437	Added
13	Slagle Financial, LLC	$1.1M	43,364	Trimmed
14	Lloyd Advisory Services, LLC.	$1.0M	40,394	Trimmed
15	Raleigh Capital Management Inc.	$938,731	37,549	Added
16	SMART Wealth LLC	$468,487	18,739	Trimmed
17	&PARTNERS	$443,600	17,744	Added
18	JANE STREET GROUP, LLC	$370,425	14,817	New
19	OLD MISSION CAPITAL LLC	$241,725	9,669	Trimmed
20	Rothschild Wealth LLC	$237,400	9,496	Trimmed
21	HRT FINANCIAL LP	$229,000	9,189	New
22	Boomfish Wealth Group, LLC	$204,350	8,174	New
23	Montgomery Financial Services LLC	$139,025	5,561	New
24	Networth Advisors, LLC	$100,375	4,015	Added
25	TOUNJIAN ADVISORY PARTNERS, LLC	$90,349	3,614	New

Source: SEC Form 13F filings · as of 2026-06-30