Who owns Sterling Capital Enhanced Core Bond ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of SCEC from SEC Form 13F filings across 33 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 33 institutions disclosed 17.4M shares of Sterling Capital Enhanced Core Bond ETF worth $436.6M — about 73.1% of shares outstanding; the largest disclosed holder is AE Wealth Management LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
33
13F holders
$436.6M
value, 2026 filers
73.1%
of shares outstanding (17.4M sh)
8
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of SCEC's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | AE Wealth Management LLC | 6.0M | $149.1M | 0.7% | 25% | +8.4% |
| 2 | CWA Asset Management Group, LLC | 2.4M | $59.6M | 1.8% | 10% | +42.2% |
| 3 | Kingdom Financial Group LLC. | 2.4M | $59.5M | 15.2% | 10% | +3.6% |
| 4 | Key Capital Management, INC | 1.3M | $33.0M | 17.0% | 5.5% | +25.5% |
| 5 | HOWARD BAILEY SECURITIES, LLC | 1.3M | $32.4M | 12.2% | 5.4% | +10.1% |
| 6 | Montgomery Financial Services LLCNEW | 1.0M | $25.3M | 22.0% | 4.2% | new |
| 7 | LifeWealth Investments, LLC | 896,531 | $22.4M | 6.0% | 3.8% | +17.5% |
| 8 | Simplicity Wealth,LLCNEW | 639,079 | $16.0M | 0.5% | 2.7% | new |
| 9 | Global Wealth Management Investment Advisory, Inc. | 263,960 | $6.6M | 0.9% | 1.1% | +9.4% |
| 10 | FWG Investments, LLC. | 261,629 | $6.5M | 3.5% | 1.1% | +6.2% |
| 11 | JANE STREET GROUP, LLCNEW | 238,914 | $6.0M | 0.0% | 1% | new |
| 12 | Quest 10 Wealth Builders, Inc. | 150,732 | $3.8M | 2.9% | 0.6% | +28.7% |
| 13 | FLP Wealth Management, LLC | 108,569 | $2.7M | 4.8% | 0.5% | +19.3% |
| 14 | Lloyd Advisory Services, LLC. | 96,376 | $2.4M | 0.9% | 0.4% | -95.8% |
| 15 | Farther Finance Advisors, LLCNEW | 88,204 | $2.2M | 0.0% | 0.4% | new |
| 16 | Centennial Advisors, LLC | 87,704 | $2.2M | 2.6% | 0.4% | +3.7% |
| 17 | FSA Advisors, Inc. | 65,204 | $1.6M | 0.7% | 0.3% | +0.5% |
| 18 | Decker Retirement Planning Inc. | 32,638 | $817,092 | 0.3% | 0.1% | +4.3% |
| 19 | B.O.S.S. Retirement Advisors, LLC | 29,957 | $749,969 | 0.2% | 0.1% | -7.9% |
| 20 | J.W. COLE ADVISORS, INC.NEW | 26,870 | $672,681 | 0.0% | 0.1% | new |
| 21 | CITADEL ADVISORS LLC | 26,594 | $665,781 | 0.0% | 0.1% | -73.5% |
| 22 | HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 23,167 | $580,000 | 0.1% | 0.1% | 0.0% |
| 23 | CreativeOne Wealth, LLC | 12,165 | $304,551 | 0.0% | 0.1% | 0.0% |
| 24 | OLD MISSION CAPITAL LLCNEW | 11,512 | $288,202 | 0.0% | 0% | new |
| 25 | Cetera Investment Advisers | 10,087 | $252,528 | 0.0% | 0% | 0.0% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.