17 institutions reported holding $167.2M of STERLING CAPITAL FUNDS CAP HED (SCEP) in SEC 13F filings for 2026-06-30. Largest institutional holders: AE Wealth Management LLC ($132.1M), Key Capital Management, INC ($7.4M), ENVESTNET ASSET MANAGEMENT INC ($6.7M), TRUIST FINANCIAL CORP ($6.7M), LifeWealth Investments, LLC ($4.0M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | AE Wealth Management LLC | $132.1M | 5.3M | Trimmed |
| 2 | Key Capital Management, INC | $7.4M | 297,921 | Added |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $6.7M | 269,384 | Added |
| 4 | TRUIST FINANCIAL CORP | $6.7M | 267,115 | Added |
| 5 | LifeWealth Investments, LLC | $4.0M | 159,232 | Trimmed |
| 6 | B.O.S.S. Retirement Advisors, LLC | $2.9M | 117,014 | Trimmed |
| 7 | Quest 10 Wealth Builders, Inc. | $2.1M | 82,076 | Trimmed |
| 8 | FLP Wealth Management, LLC | $1.5M | 61,074 | Added |
| 9 | Centennial Advisors, LLC | $1.4M | 56,875 | Trimmed |
| 10 | Slagle Financial, LLC | $1.1M | 43,364 | Trimmed |
| 11 | Raleigh Capital Management Inc. | $938,731 | 37,549 | Added |
| 12 | Boomfish Wealth Group, LLC | $204,350 | 8,174 | New |
| 13 | Networth Advisors, LLC | $100,375 | 4,015 | Added |
| 14 | CoreCap Advisors, LLC | $12,325 | 493 | New |
| 15 | Sterling Capital Management LLC | $7,875 | 315 | Hold |
| 16 | Sound Income Strategies, LLC | $0 | 0 | Exited |
| 17 | Arcadia Wealth Management, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30