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 (Q1 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, Key Capital Management, Inc, Envestnet Asset Management Inc, Truist Financial Corp, and Lifewealth Investments, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Old Mission Capital Llc | Buy | +15,356 | — | 15,356 | $361.95K | Q1 2026 | May 15, 2026 |
| &Partners | Buy | +10,412 | — | 10,412 | $245.42K | Q1 2026 | May 15, 2026 |
| Susquehanna International Group, Llp | Sell | -4,295 | -23.5% | 13,958 | $329.00K | Q1 2026 | May 15, 2026 |
| Osaic Holdings, Inc. | Buy | +289 | — | 289 | $6.81K | Q1 2026 | May 15, 2026 |
| Ae Wealth Management Llc | Buy | +5,542,593 | — | 5,542,593 | $130.64M | Q1 2026 | May 13, 2026 |
| Kingdom Financial Group Llc. | Buy | +62,288 | — | 62,288 | $1.47M | Q1 2026 | May 13, 2026 |
| Lloyd Advisory Services, Llc. | Buy | +62,288 | — | 62,288 | $1.47M | Q1 2026 | May 13, 2026 |
| Key Capital Management, Inc | Buy | +269,006 | — | 269,006 | $6.34M | Q1 2026 | May 07, 2026 |
| Quest 10 Wealth Builders, Inc. | Buy | +83,883 | — | 83,883 | $1.98M | Q1 2026 | May 06, 2026 |
| Fsa Advisors, Inc. | Buy | +43,793 | — | 43,793 | $1.03M | Q1 2026 | May 06, 2026 |
| Rothschild Wealth Llc | Buy | +9,538 | — | 9,538 | $224.82K | Q1 2026 | May 06, 2026 |
| Ubs Group Ag | Buy | +270 | — | 270 | $6.36K | Q1 2026 | May 05, 2026 |
| Envestnet Asset Management Inc | Buy | +170,460 | — | 170,460 | $4.02M | Q1 2026 | May 04, 2026 |
| Slagle Financial, Llc | Buy | +43,875 | — | 43,875 | $1.03M | Q1 2026 | May 01, 2026 |
| Simplicity Wealth,Llc | Buy | +135,001 | — | 135,001 | $3.18M | Q1 2026 | Apr 30, 2026 |
| B.O.S.S. Retirement Advisors, Llc | Buy | +125,332 | — | 125,332 | $2.95M | Q1 2026 | Apr 28, 2026 |
| Raleigh Capital Management Inc. | Buy | +33,178 | — | 33,178 | $782.05K | Q1 2026 | Apr 28, 2026 |
| Truist Financial Corp | Buy | +169,397 | — | 169,397 | $3.99M | Q1 2026 | Apr 27, 2026 |
| Arcadia Wealth Management, Llc | Buy | +9,900 | — | 9,900 | $233.35K | Q1 2026 | Apr 27, 2026 |
| Sound Income Strategies, Llc | Buy | +64 | +100.0% | 128 | $3.02K | Q1 2026 | Apr 27, 2026 |
| Smart Wealth Llc | Buy | +24,854 | — | 24,854 | $585.82K | Q1 2026 | Apr 23, 2026 |
| Networth Advisors, Llc | Buy | +3,902 | — | 3,902 | $91.97K | Q1 2026 | Apr 22, 2026 |
| Sterling Capital Management Llc | Buy | +315 | — | 315 | $7.42K | Q1 2026 | Apr 22, 2026 |
| Lifewealth Investments, Llc | Buy | +163,093 | — | 163,093 | $3.84M | Q1 2026 | Apr 21, 2026 |
| Centennial Advisors, Llc | Buy | +61,213 | — | 61,213 | $1.44M | Q1 2026 | Apr 21, 2026 |
| Flp Wealth Management, Llc | Buy | +1,179 | — | 1,179 | $1.36M | Q1 2026 | Apr 21, 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.