SCEC

Sterling Capital Enh Cb ETF

+$81.2M

Net Activity

Institutions Holding

31

Popularity Rank

#7178

Avg Weight

2.82%

Total Value

$398.6M

Ownership Trend

31 institutions currently hold SCEC, with 18 net buyers and 11 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Majority Increased

Based on recent trading activity

Net Selling Institutions

11

Net Buying Institutions

18

Key Holders

Key Holders

Top 5 by Value

AW
AE Wealth Management LLC
$137.8M
LA
Lloyd Advisory Services, LLC.
$57.6M
KF
Kingdom Financial Group LLC.
$57.6M
CA
CWA Asset Management Group, LLC
$42.0M
HB
Howard Bailey Securities, LLC
$29.5M

Top 5 by Conviction

KC
Key Capital Management, INC
17.38%
LA
Lloyd Advisory Services, LLC.
16.47%
KF
Kingdom Financial Group LLC.
16.47%
HB
Howard Bailey Securities, LLC
12.13%
LI
LifeWealth Investments, LLC
5.71%
View all 31 holding institutions

Quarterly Activity

Recent Activity

+$377.9M

Total Buy Value

$22.4M

Total Sell Value

New buy6
Trim8
Add12
Sold out3

18

Net Buyers

11

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding STERLING CAPITAL ENH CB ETF (SCEC)?
Major stakeholders currently include AE Wealth Management LLC ($137.8M), Lloyd Advisory Services, LLC. ($57.6M), Kingdom Financial Group LLC. ($57.6M). Based on the latest 13F filings, there are a total of 31 tracked investment funds and institutions maintaining positions in SCEC.
What is the overall institutional sentiment toward SCEC recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $81.2M, driven by 18 managers accumulating shares while 11 reduced their exposure.
Which institutions have been selling or reducing their SCEC positions?
In the latest period, 8 funds trimmed their holdings, and 3 managers completely exited their positions. The aggregate reported sell value was $22.4M.
Are there any notable investors adding SCEC to their portfolios?
Yes, buying activity remains notable. 6 institutions opened new positions in {ticker}, and 12 existing holders added to their shares. The total reported buy value for the quarter amounted to $377.9M.

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