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Sterling Capital Enhanced Bond ETF (SCEC) Institutional Ownership

$23.79 +0.04 (+0.17%)
Closing price 10/13/2026 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Sterling Capital Enhanced Bond ETF (BATS:SCEC)

Number of
Institutional Buyers
(last 12 months)
24
Total
Institutional Inflows
(last 12 months)
$87.51M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$13.85M
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SCEC Institutional Buying and Selling by Quarter

Sterling Capital Enhanced Bond ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/22/2026Montgomery Financial Services LLC1,011,169$25.32M22.1%N/A6.166%
8/22/2026LifePlan Investment Advisors Inc.9,369$235K0.1%+6.8%0.057%
5/13/2026Cetera Investment Advisers10,087$253K0.0%+9.4%0.062%
5/6/2026FSA Advisors Inc.64,880$1.63M1.1%-2.9%0.396%
4/28/2026FLP Wealth Management LLC90,985$2.28M3.8%+18.3%0.555%
4/28/2026B.O.S.S. Retirement Advisors LLC32,522$816K0.2%-1.5%0.198%
4/28/2026Hunter Associates Investment Management LLC23,167$581K0.1%N/A0.141%
4/22/2026FWG Investments LLC.246,431$6.18M3.9%-2.9%1.503%
4/21/2026Decker Retirement Planning Inc.31,287$785K0.4%+6.1%0.191%
4/21/2026LifeWealth Investments LLC762,957$19.14M5.7%+31.7%4.652%
4/16/2026Triad Wealth Partners LLC37,389$938K0.1%N/A0.228%
2/11/2026Howard Bailey Securities LLC1,120,196$28.40M11.2%+25.4%5.666%
2/10/2026Goldman Sachs Group Inc.15,346$389K0.0%-95.1%0.078%
2/9/2026Harbour Investments Inc.1,759$45K0.0%N/A0.009%
2/9/2026LifePlan Investment Advisors Inc.17,540$445K0.2%+96.2%0.089%
2/6/2026Lloyd Advisory Services LLC.59,201$1.50M0.6%-7.0%0.299%
2/6/2026Kingdom Financial Group LLC.2,189,997$55.53M17.2%+22.7%11.077%
2/4/2026Global Wealth Management Investment Advisory Inc.258,993$6.57M1.1%-2.3%1.310%
2/3/2026Arcadia Wealth Management LLC8,185$208K0.1%-43.1%0.041%
2/2/2026Truist Financial Corp20,737$526K0.0%+82.8%0.105%
2/2/2026B.O.S.S. Retirement Advisors LLC33,012$837K0.3%-75.7%0.167%
1/29/2026Quest 10 Wealth Builders Inc.121,336$3.08M2.8%+13.4%0.482%
1/28/2026FWG Investments LLC.253,720$6.43M4.1%+1.5%1.008%
1/26/2026LifeWealth Investments LLC579,107$14.68M4.6%+8.4%2.301%
1/26/2026AE Wealth Management LLC5,279,478$133.86M0.8%+2.3%20.975%
1/26/2026Key Capital Management INC698,179$17.70M17.5%N/A2.774%
1/22/2026Networth Advisors LLC9,441$239K0.2%N/A0.038%
1/22/2026Centennial Advisors LLC85,170$2.16M2.8%N/A0.347%
1/7/2026Procyon Advisors LLC8,004$203K0.0%N/A0.041%
1/7/2026CWA Asset Management Group LLC1,563,997$39.66M1.4%+10.5%8.104%
11/17/2025Citadel Advisors LLC20,918$533K0.0%-12.4%0.112%
11/13/2025CreativeOne Wealth LLC12,165$310K0.0%N/A0.065%
11/12/2025FSA Advisors Inc.62,891$1.60M1.3%+9.1%0.335%
11/5/2025B.O.S.S. Retirement Advisors LLC136,109$3.47M0.8%-13.1%0.726%
11/4/2025Pineridge Advisors LLC17,366$442K0.1%+7.5%0.093%
11/4/2025Howard Bailey Securities LLC893,019$22.75M8.5%+1.1%4.763%
11/3/2025AE Wealth Management LLC5,162,037$131.53M0.8%-1.7%27.531%
11/3/2025Truist Financial Corp11,345$289K0.0%N/A0.061%
10/30/2025Kingdom Financial Group LLC.1,785,535$45.50M27.8%+2.7%9.548%
10/30/2025Lloyd Advisory Services LLC.63,646$1.62M0.8%-8.3%0.340%
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10/29/2025Root Financial Partners LLC2,799$71K0.0%N/A0.015%
10/29/2025FWG Investments LLC.249,869$6.37M4.4%+5.3%1.336%
10/27/2025Global Wealth Management Investment Advisory Inc.265,173$6.76M1.1%-1.0%1.418%
10/27/2025Decker Retirement Planning Inc.29,413$749K0.4%+20.4%0.157%
10/24/2025FLP Wealth Management LLC56,389$1.44M1.7%+26.4%0.302%
10/22/2025CWA Asset Management Group LLC1,415,240$36.06M1.3%+16.9%7.568%
10/20/2025Quest 10 Wealth Builders Inc.106,974$2.73M2.5%+12.8%0.572%
10/20/2025LifeWealth Investments LLC533,328$13.59M3.8%+13.8%2.852%
8/14/2025Jane Street Group LLC15,541$393K0.0%N/A0.085%
8/14/2025Transce3nd LLC93,816$2.37M1.0%N/A0.514%
8/13/2025Flow Traders U.S. LLC23,058$583K0.0%N/A0.126%
8/11/2025Kingdom Financial Group LLC.1,739,013$43.95M38.4%N/A9.529%
8/11/2025Pineridge Advisors LLC16,152$408K0.1%N/A0.089%
8/8/2025Cetera Investment Advisers8,366$211K0.0%N/A0.046%
8/7/2025Global Wealth Management Investment Advisory Inc.267,790$6.77M1.3%N/A1.467%
8/6/2025Decker Retirement Planning Inc.24,427$617K0.4%N/A0.134%
8/6/2025AE Wealth Management LLC5,248,695$132.65M1.0%N/A28.760%
8/4/2025FWG Investments LLC.237,264$6.00M4.6%N/A1.300%
7/18/2025B.O.S.S. Retirement Advisors LLC156,664$3.96M1.0%N/A0.927%
7/18/2025Arcadia Wealth Management LLC14,207$359K0.2%N/A0.084%
7/17/2025Sound Income Strategies LLC2,923$74K0.0%N/A0.018%
7/17/2025CWA Asset Management Group LLC1,210,812$30.60M1.3%N/A7.316%
7/16/2025Lloyd Advisory Services LLC.69,417$1.75M0.8%N/A0.419%


SCEC Institutional Ownership - Frequently Asked Questions

During the previous two years, 34 institutional investors and hedge funds held shares of Sterling Capital Enhanced Bond ETF. The most heavily invested institutionals were AE Wealth Management LLC ($133.86M), Kingdom Financial Group LLC. ($55.53M), CWA Asset Management Group LLC ($39.66M), Howard Bailey Securities LLC ($28.40M), Montgomery Financial Services LLC ($25.32M), LifeWealth Investments LLC ($19.14M), and Key Capital Management INC ($17.70M).Learn more on Sterling Capital Enhanced Bond ETF's institutional investors.

Of the 32 institutional investors that purchased Sterling Capital Enhanced Bond ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: AE Wealth Management LLC ($5.37M), Kingdom Financial Group LLC. ($2.19M), CWA Asset Management Group LLC ($1.56M), Montgomery Financial Services LLC ($1.01M), Key Capital Management INC ($698.18K), LifeWealth Investments LLC ($293.27K), and Global Wealth Management Investment Advisory Inc. ($267.79K).

Institutional investors have bought a total of 3,453,570 shares in the last 24 months. This purchase volume represents approximately $87.51M in transactions.

Of the 9 institutional investors that sold Sterling Capital Enhanced Bond ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Goldman Sachs Group Inc. ($294.94K), B.O.S.S. Retirement Advisors LLC ($124.14K), AE Wealth Management LLC ($86.66K), Lloyd Advisory Services LLC. ($10.22K), Global Wealth Management Investment Advisory Inc. ($8.80K), FWG Investments LLC. ($7.29K), and Arcadia Wealth Management LLC ($6.19K).

Institutional investors have sold a total of 543,118 shares in the last 24 months. This volume of shares sold represents approximately $13.85M in transactions.


Related Companies

Institutional ownership data for BATS:SCEC is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/22/2026. New 13F filings are added each quarter as they're published.
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