13F Insight
DOSSIER · 13F Holders · Q2 2026
SCEP

STERLING CAPITAL HEDGED EQUITY PREMIUM INCOME ETF

26 institutions still hold STERLING CAPITAL HEDGED EQUITY PREMIUM INCOME ETF as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 85917K454·26 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$176M
visible holders
Holders
26
filers reporting
Concentration
75.26%
AE Wealth Management LLC #1
top holder share
AI Holders Summary · Q2 2026

SCEP, a Sterling Capital hedged-equity income ETF, has a 25-holder, ~$166.6M 13F book overwhelmingly anchored by AE Wealth Management at $130.6M — about 78% of the disclosed value. Key Capital ($6.3M) and Envestnet ($4.0M) are distant followers. The concentration reflects a single advisory platform's model-portfolio allocation.

The remaining holders are minor by comparison: Key Capital Management ($6.3M) and Envestnet Asset Management ($4.0M). AE Wealth's dominant position reflects wholesale adoption of the hedged-equity strategy across its advisory client base, channeled through the ETF.

For readers, SCEP's 13F profile is a single-platform-adoption story: one wealth manager accounts for nearly four-fifths of the fund's reported institutional ownership. The signal is concentrated model-portfolio allocation rather than diversified conviction.

Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
AE Wealth Management LLC
CIK 0001697723
$132M5.3M0.62%Q2 202602
Key Capital Management, INC
CIK 0002107249
$7M298K3.83%Q2 202603
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$7M269K0.00%Q2 202604
TRUIST FINANCIAL CORP
CIK 0000092230
$7M267K0.01%Q2 202605
LifeWealth Investments, LLC
CIK 0002033794
$4M159K1.06%Q2 202606
Simplicity Wealth,LLC
CIK 0001913243
$3M134K0.11%Q2 202607
B.O.S.S. Retirement Advisors, LLC
CIK 0001964810
$3M117K0.79%Q2 202608
Quest 10 Wealth Builders, Inc.
CIK 0002035215
$2M82K1.59%Q2 202609
FLP Wealth Management, LLC
CIK 0002052024⚠ data anomaly
$2M61K2.72%Q2 202610
Kingdom Financial Group LLC.
CIK 0001962236
$1M58K0.37%Q2 202611
Centennial Advisors, LLC
CIK 0001951376
$1M57K1.70%Q2 202612
FSA Advisors, Inc.
CIK 0001905627
$1M48K0.56%Q2 202613
Slagle Financial, LLC
CIK 0001984918
$1M43K0.32%Q2 202614
Lloyd Advisory Services, LLC.
CIK 0001802474
$1M40K0.39%Q2 202615
Raleigh Capital Management Inc.
CIK 0001911726
$939K38K0.30%Q2 202616
SMART Wealth LLC
CIK 0002044723
$468K19K0.10%Q2 202617
&PARTNERS
CIK 0000107136
$444K18K0.00%Q2 202618
OLD MISSION CAPITAL LLC
CIK 0001455915
$242K10K0.00%Q2 202619
Rothschild Wealth LLC
CIK 0001811345
$237K9K0.02%Q2 202620
Boomfish Wealth Group, LLC
CIK 0002010786
$204K8K0.09%Q2 2026
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