SCEP Institutional Ownership & Shareholders
STRLING CPTL HDG EP INCM ETF (SCEP) is currently held by 26 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $43.93M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Key Capital Management, Inc is currently the largest disclosed institutional shareholder of SCEP tracked by InsiderSet, reporting ownership valued at approximately $7.36M in its September 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $7.38M, representing an estimated gain of +0.24% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 84% of the total disclosed SCEP value among the investors covered in this analysis. Major shareholders include Key Capital Management, Inc, Envestnet Asset Management Inc, Truist Financial Corp, and several other long-term asset managers with concentrated positions in STRLING CPTL HDG EP INCM ETF (SCEP).
This page ranks the largest institutional SCEP shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
26
Total Reported Value
$43.93M
Largest Holder
Key Capital Management, Inc
Largest Position
$7.36M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
33
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Key Capital Management, Inc | 2.70% | 297,102 | $7,362,188 | $7,380,014 | +$17,826 | +0.24% | |
| Envestnet Asset Management Inc | 0.00% | 269,384 | $6,734,600 | $6,691,499 | -$43,101 | -0.64% | |
| Truist Financial Corp | 0.01% | 245,777 | $6,090,354 | $6,105,101 | +$14,747 | +0.24% | |
| Lifewealth Investments, Llc | 1.29% | 187,824 | $4,654,290 | $4,665,548 | +$11,258 | +0.24% | |
| Simplicity Wealth,Llc | 0.10% | 131,714 | $3,263,879 | $3,271,776 | +$7,897 | +0.24% | |
| B.O.S.S. Retirement Advisors, Llc | 0.71% | 100,042 | $2,479,041 | $2,485,043 | +$6,002 | +0.24% | |
| Quest 10 Wealth Builders, Inc. | 1.33% | 72,122 | $1,787,183 | $1,791,510 | +$4,327 | +0.24% | |
| Flp Wealth Management, Llc | 2.72% | 61,074 | $1,526,848 | $1,517,078 | -$9,770 | -0.64% | |
| Kingdom Financial Group Llc. | 0.37% | 58,389 | $1,459,721 | $1,450,383 | -$9,338 | -0.64% | |
| Centennial Advisors, Llc | 1.62% | 54,566 | $1,352,144 | $1,355,419 | +$3,275 | +0.24% | |
| Fsa Advisors, Inc. | 0.56% | 48,437 | $1,210,914 | $1,203,175 | -$7,739 | -0.64% | |
| Lloyd Advisory Services, Llc. | 0.42% | 45,004 | $1,115,195 | $1,117,899 | +$2,704 | +0.24% | |
| Slagle Financial, Llc | 0.32% | 43,364 | $1,084,102 | $1,077,162 | -$6,940 | -0.64% | |
| Raleigh Capital Management Inc. | 0.30% | 38,605 | $956,624 | $958,948 | +$2,324 | +0.24% | |
| Smart Wealth Llc | 0.10% | 18,739 | $468,487 | $465,477 | -$3,010 | -0.64% | |
| &Partners | 0.00% | 17,744 | $443,600 | $440,761 | -$2,839 | -0.64% | |
| Boomfish Wealth Group, Llc | 0.16% | 15,073 | $373,509 | $374,413 | +$904 | +0.24% | |
| Jane Street Group, Llc | 0.00% | 14,817 | $370,425 | $368,054 | -$2,371 | -0.64% | |
| Rfg Advisory, Llc | 0.00% | 10,829 | $268,343 | $268,992 | +$649 | +0.24% | |
| Old Mission Capital Llc | 0.01% | 9,669 | $241,725 | $240,178 | -$1,547 | -0.64% | |
| Rothschild Wealth Llc | 0.02% | 9,496 | $237,400 | $235,881 | -$1,519 | -0.64% | |
| Hrt Financial Lp | 0.00% | 9,189 | $229,000 | $228,255 | -$745 | -0.33% | |
| Networth Advisors, Llc | 0.06% | 4,071 | $100,869 | $101,124 | +$255 | +0.25% | |
| Tounjian Advisory Partners, Llc | 0.04% | 3,614 | $90,349 | $89,772 | -$577 | -0.64% | |
| Evolution Wealth Management Inc. | 0.02% | 1,662 | $41,184 | $41,284 | +$100 | +0.24% | |
| Sterling Capital Management Llc | 0.00% | 320 | $7,930 | $7,949 | +$19 | +0.24% | |
| Osaic Holdings, Inc. | 0.00% | 289 | $7,225 | $7,179 | -$46 | -0.64% |
Frequently asked questions about SCEP
Who are the largest institutional holders of SCEP?
The largest institutional holders of SCEP reported in the latest SEC Form 13F filings include Key Capital Management, Inc, Envestnet Asset Management Inc, Truist Financial Corp, Lifewealth Investments, Llc, and Simplicity Wealth,Llc. InsiderSet ranks institutional holders by their latest reported SCEP position.
What is SCEP institutional ownership?
This page tracks SCEP positions reported by institutional investment managers through SEC Form 13F. STRLING CPTL HDG EP INCM ETF (SCEP) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own SCEP?
InsiderSet currently tracks 26 institutional managers reporting SCEP holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of SCEP shareholders.
How much SCEP stock do institutions own?
Institutional investment managers disclosed approximately $43.93M in SCEP holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was SCEP institutional ownership last updated?
The latest SCEP institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional SCEP holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its SCEP position after the reporting date.
Are institutions buying or selling SCEP?
Institutional buying and selling can be analyzed by comparing SCEP positions across consecutive 13F reporting periods. InsiderSet's SCEP Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SCEP ownership changes.
How has SCEP institutional ownership changed over time?
InsiderSet tracks SCEP institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.