STRLING CPTL HDG EP INCM ETF (SCEP) Institutional Ownership Changes & 13F Activity
STRLING CPTL HDG EP INCM ETF (SCEP). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Ae Wealth Management Llc, Simplicity Wealth,Llc, Envestnet Asset Management Inc, Truist Financial Corp, and Flp Wealth Management, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Fsa Advisors, Inc. | Buy | +4,644 | +10.6% | 48,437 | $1.21M | Q2 2026 | Aug 17, 2026 |
| Jane Street Group, Llc | Buy | +14,817 | — | 14,817 | $370.43K | Q2 2026 | Aug 14, 2026 |
| Hrt Financial Lp | Buy | +9,189 | — | 9,189 | $229.00K | Q2 2026 | Aug 14, 2026 |
| &Partners | Buy | +7,332 | +70.4% | 17,744 | $443.60K | Q2 2026 | Aug 14, 2026 |
| Old Mission Capital Llc | Sell | -5,687 | -37.0% | 9,669 | $241.72K | Q2 2026 | Aug 14, 2026 |
| Rothschild Wealth Llc | Sell | -42 | -0.4% | 9,496 | $237.40K | Q2 2026 | Aug 11, 2026 |
| Lloyd Advisory Services, Llc. | Sell | -21,894 | -35.1% | 40,394 | $1.01M | Q2 2026 | Aug 07, 2026 |
| Kingdom Financial Group Llc. | Sell | -3,899 | -6.3% | 58,389 | $1.46M | Q2 2026 | Aug 07, 2026 |
| Tounjian Advisory Partners, Llc | Buy | +3,614 | — | 3,614 | $90.35K | Q2 2026 | Aug 07, 2026 |
| Smart Wealth Llc | Sell | -6,115 | -24.6% | 18,739 | $468.49K | Q2 2026 | Aug 06, 2026 |
| Boomfish Wealth Group, Llc | Buy | +8,174 | — | 8,174 | $204.35K | Q2 2026 | Aug 04, 2026 |
| Envestnet Asset Management Inc | Buy | +98,924 | +58.0% | 269,384 | $6.73M | Q2 2026 | Aug 03, 2026 |
| Slagle Financial, Llc | Sell | -511 | -1.2% | 43,364 | $1.08M | Q2 2026 | Jul 29, 2026 |
| Truist Financial Corp | Buy | +97,718 | +57.7% | 267,115 | $6.68M | Q2 2026 | Jul 28, 2026 |
| Flp Wealth Management, Llc | Buy | +59,895 | +5080.2% | 61,074 | $1.53M | Q2 2026 | Jul 28, 2026 |
| Key Capital Management, Inc | Buy | +28,915 | +10.7% | 297,921 | $7.45M | Q2 2026 | Jul 28, 2026 |
| Centennial Advisors, Llc | Sell | -4,338 | -7.1% | 56,875 | $1.42M | Q2 2026 | Jul 27, 2026 |
| Quest 10 Wealth Builders, Inc. | Sell | -1,807 | -2.2% | 82,076 | $2.05M | Q2 2026 | Jul 24, 2026 |
| Networth Advisors, Llc | Buy | +113 | +2.9% | 4,015 | $100.38K | Q2 2026 | Jul 22, 2026 |
| Raleigh Capital Management Inc. | Buy | +4,371 | +13.2% | 37,549 | $938.73K | Q2 2026 | Jul 21, 2026 |
| B.O.S.S. Retirement Advisors, Llc | Sell | -8,318 | -6.6% | 117,014 | $2.93M | Q2 2026 | Jul 20, 2026 |
| Lifewealth Investments, Llc | Sell | -3,861 | -2.4% | 159,232 | $3.98M | Q2 2026 | Jul 16, 2026 |
| Corecap Advisors, Llc | Buy | +493 | — | 493 | $12.32K | Q2 2026 | Jul 06, 2026 |
| Susquehanna International Group, Llp | Sell | -13,958 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
| Ae Wealth Management Llc | Sell | -5,542,593 | -100.0% | 0 | $0.00 | Q2 2026 | May 13, 2026 |
| Ubs Group Ag | Sell | -270 | -100.0% | 0 | $0.00 | Q2 2026 | May 05, 2026 |
| Simplicity Wealth,Llc | Sell | -135,001 | -100.0% | 0 | $0.00 | Q2 2026 | Apr 30, 2026 |
| Arcadia Wealth Management, Llc | Sell | -9,900 | -100.0% | 0 | $0.00 | Q2 2026 | Apr 27, 2026 |
| Sound Income Strategies, Llc | Sell | -128 | -100.0% | 0 | $0.00 | Q2 2026 | Apr 27, 2026 |
Frequently asked questions about SCEP activity
Which institutional owners are buying SCEP?
Institutional owners buying SCEP include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in SCEP activity?
"Buy" means an investor increased their reported position in SCEP compared to the prior reporting period. This reflects growing exposure to STRLING CPTL HDG EP INCM ETF (SCEP) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in SCEP increasing?
Institutional interest in SCEP can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.