STRLING CPTL HDG EP INCM ETF (SCEP) Institutional Shareholders
STRLING CPTL HDG EP INCM ETF (SCEP) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $44.07M in SCEP holdings during the latest filing period.
Key Capital Management, Inc is currently the largest disclosed institutional shareholder of SCEP tracked by InsiderSet, reporting ownership valued at approximately $7.45M in its June 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 $7.33M, representing an estimated loss of -1.56% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 85% 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
$44.07M
Largest Holder
Key Capital Management, Inc
Largest Position
$7.45M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
31
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 | 3.83% | 297,921 | $7,448,025 | $7,331,836 | -$116,189 | -1.56% | |
| Envestnet Asset Management Inc | 0.00% | 269,384 | $6,734,600 | $6,629,540 | -$105,060 | -1.56% | |
| Truist Financial Corp | 0.01% | 267,115 | $6,677,875 | $6,573,700 | -$104,175 | -1.56% | |
| Lifewealth Investments, Llc | 1.06% | 159,232 | $3,980,795 | $3,918,700 | -$62,095 | -1.56% | |
| Simplicity Wealth,Llc | 0.18% | 135,001 | $3,182,106 | $3,322,375 | +$140,269 | +4.41% | |
| B.O.S.S. Retirement Advisors, Llc | 0.79% | 117,014 | $2,925,350 | $2,879,715 | -$45,635 | -1.56% | |
| Quest 10 Wealth Builders, Inc. | 1.59% | 82,076 | $2,051,900 | $2,019,890 | -$32,010 | -1.56% | |
| Flp Wealth Management, Llc | 2.72% | 61,074 | $1,526,848 | $1,503,031 | -$23,817 | -1.56% | |
| Kingdom Financial Group Llc. | 0.37% | 58,389 | $1,459,721 | $1,436,953 | -$22,768 | -1.56% | |
| Centennial Advisors, Llc | 1.70% | 56,875 | $1,421,878 | $1,399,694 | -$22,184 | -1.56% | |
| Fsa Advisors, Inc. | 0.56% | 48,437 | $1,210,914 | $1,192,035 | -$18,879 | -1.56% | |
| Slagle Financial, Llc | 0.32% | 43,364 | $1,084,102 | $1,067,188 | -$16,914 | -1.56% | |
| Lloyd Advisory Services, Llc. | 0.39% | 40,394 | $1,009,849 | $994,096 | -$15,753 | -1.56% | |
| Raleigh Capital Management Inc. | 0.30% | 37,549 | $938,731 | $924,081 | -$14,650 | -1.56% | |
| Smart Wealth Llc | 0.10% | 18,739 | $468,487 | $461,167 | -$7,320 | -1.56% | |
| &Partners | 0.00% | 17,744 | $443,600 | $436,680 | -$6,920 | -1.56% | |
| Jane Street Group, Llc | 0.00% | 14,817 | $370,425 | $364,646 | -$5,779 | -1.56% | |
| Old Mission Capital Llc | 0.01% | 9,669 | $241,725 | $237,954 | -$3,771 | -1.56% | |
| Rothschild Wealth Llc | 0.02% | 9,496 | $237,400 | $233,697 | -$3,703 | -1.56% | |
| Hrt Financial Lp | 0.00% | 9,189 | $229,000 | $226,141 | -$2,859 | -1.25% | |
| Boomfish Wealth Group, Llc | 0.09% | 8,174 | $204,350 | $201,162 | -$3,188 | -1.56% | |
| Networth Advisors, Llc | 0.06% | 4,015 | $100,375 | $98,809 | -$1,566 | -1.56% | |
| Tounjian Advisory Partners, Llc | 0.04% | 3,614 | $90,349 | $88,941 | -$1,408 | -1.56% | |
| Corecap Advisors, Llc | 0.00% | 493 | $12,325 | $12,133 | -$192 | -1.56% | |
| Sterling Capital Management Llc | 0.00% | 315 | $7,875 | $7,752 | -$123 | -1.56% | |
| Osaic Holdings, Inc. | 0.00% | 289 | $7,225 | $7,112 | -$113 | -1.56% |
Frequently asked questions about SCEP
Who owns the most SCEP stock?
The largest holders of SCEP are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for STRLING CPTL HDG EP INCM ETF (SCEP).
Is SCEP widely held by superinvestors?
Many widely followed stocks like SCEP appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly SCEP is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.