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Sterling Capital Enhanced Bond ETF (SCEC) Institutional Ownership

$24.99 +0.07 (+0.28%)
As of 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)
31
Total
Institutional Inflows
(last 12 months)
$292.10M
Number of
Institutional Sellers
(last 12 months)
8
Total
Institutional Outflows
(last 12 months)
$13.80M
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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
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%
2/10/2026Goldman 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%
2/4/2026 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%
1/29/2026Quest 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%
1/26/2026AE 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%
1/22/2026 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%
11/17/2025Citadel 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%
11/5/2025 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%
11/3/2025AE Wealth Management LLC5,162,037$131.53M0.8%-1.7%27.531%
11/3/2025 Truist Financial Corp11,345$289K0.0%N/A0.061%
10/30/2025Kingdom 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%
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%
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%
10/20/2025Quest 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%
8/14/2025Jane 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%
8/7/2025 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%
8/6/2025AE 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%
7/16/2025Lloyd Advisory Services LLC.69,417$1.75M0.8%N/A0.419%


SCEC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SCEC shares?

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.

Which institutional investors have been buying Sterling Capital Enhanced Bond ETF's stock?

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).

How much institutional buying is happening at Sterling Capital Enhanced Bond ETF?

Institutional investors have bought a total of 11,569,086 shares in the last 24 months. This purchase volume represents approximately $292.10M in transactions.

Which of Sterling Capital Enhanced Bond ETF's major shareholders have been selling company stock?

The following institutional investors have sold Sterling Capital Enhanced Bond ETF stock in the last 24 months: 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).

How much institutional selling is happening at Sterling Capital Enhanced Bond ETF?

Institutional investors have sold a total of 541,185 shares in the last 24 months. This volume of shares sold represents approximately $13.80M in transactions.


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