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Sterling Capital Enhanced Bond ETF (SCEC) Institutional Ownership

$24.92 0.00 (0.00%)
As of 05/22/2026 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for Sterling Capital Enhanced Bond ETF (BATS:SCEC)

Number of
Institutional Buyers
(last 12 months)
31
Total
Institutional Inflows
(last 12 months)
$292.12M
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

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


SCEC Institutional Ownership - Frequently Asked Questions

During the previous two years, 33 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), LifeWealth Investments LLC ($19.14M), Key Capital Management INC ($17.70M), and Global Wealth Management Investment Advisory Inc. ($6.57M).Learn more on Sterling Capital Enhanced Bond ETF's institutional investors.

Of the 31 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), Key Capital Management INC ($698.18K), LifeWealth Investments LLC ($293.27K), Global Wealth Management Investment Advisory Inc. ($267.79K), and FWG Investments LLC. ($253.72K).

Institutional investors have bought a total of 11,569,953 shares in the last 24 months. This purchase volume represents approximately $292.12M 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.



This page (BATS:SCEC) was last updated on 5/25/2026 by MarketBeat.com Staff.
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