Who Owns STERLING CAP FDS (SCEP)? -- Institutional Holders (2026-06-30)

32 institutions reported holding $176.5M of STERLING CAP FDS (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.

RankInstitutionValueSharesChange
1AE Wealth Management LLC$132.1M5.3MTrimmed
2Key Capital Management, INC$7.4M297,921Added
3ENVESTNET ASSET MANAGEMENT INC$6.7M269,384Added
4TRUIST FINANCIAL CORP$6.7M267,115Added
5LifeWealth Investments, LLC$4.0M159,232Trimmed
6Simplicity Wealth,LLC$3.4M134,263Trimmed
7B.O.S.S. Retirement Advisors, LLC$2.9M117,014Trimmed
8Quest 10 Wealth Builders, Inc.$2.1M82,076Trimmed
9FLP Wealth Management, LLC$1.5M61,074Added
10Kingdom Financial Group LLC.$1.5M58,389Trimmed
11Centennial Advisors, LLC$1.4M56,875Trimmed
12FSA Advisors, Inc.$1.2M48,437Added
13Slagle Financial, LLC$1.1M43,364Trimmed
14Lloyd Advisory Services, LLC.$1.0M40,394Trimmed
15Raleigh Capital Management Inc.$938,73137,549Added
16SMART Wealth LLC$468,48718,739Trimmed
17&PARTNERS$443,60017,744Added
18JANE STREET GROUP, LLC$370,42514,817New
19OLD MISSION CAPITAL LLC$241,7259,669Trimmed
20Rothschild Wealth LLC$237,4009,496Trimmed
21HRT FINANCIAL LP$229,0009,189New
22Boomfish Wealth Group, LLC$204,3508,174New
23Montgomery Financial Services LLC$139,0255,561New
24Networth Advisors, LLC$100,3754,015Added
25TOUNJIAN ADVISORY PARTNERS, LLC$90,3493,614New

来源：SEC 13F 申报文件 · 截至 2026-06-30