Who owns Sterling Capital Hedged Equity Premium Income ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of SCEP from SEC Form 13F filings across 28 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, 28 institutions disclosed 7.1M shares of Sterling Capital Hedged Equity Premium Income ETF worth $176.5M — about 74.6% of shares outstanding; the largest disclosed holder is AE Wealth Management LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
28
13F holders
$176.5M
value, 2026 filers
74.6%
of shares outstanding (7.1M sh)
6
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 SCEP's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | AE Wealth Management LLC | 5.3M | $132.1M | 0.6% | 55.9% | -4.6% |
| 2 | Key Capital Management, INC | 297,921 | $7.4M | 3.8% | 3.1% | +10.7% |
| 3 | ENVESTNET ASSET MANAGEMENT INC | 269,384 | $6.7M | 0.0% | 2.8% | +58.0% |
| 4 | TRUIST FINANCIAL CORP | 267,115 | $6.7M | 0.0% | 2.8% | +57.7% |
| 5 | LifeWealth Investments, LLC | 159,232 | $4.0M | 1.1% | 1.7% | -2.4% |
| 6 | Simplicity Wealth,LLC | 134,263 | $3.4M | 0.1% | 1.4% | -0.5% |
| 7 | B.O.S.S. Retirement Advisors, LLC | 117,014 | $2.9M | 0.8% | 1.2% | -6.6% |
| 8 | Quest 10 Wealth Builders, Inc. | 82,076 | $2.1M | 1.6% | 0.9% | -2.2% |
| 9 | FLP Wealth Management, LLC | 61,074 | $1.5M | 2.7% | 0.6% | +5.6% |
| 10 | Kingdom Financial Group LLC. | 58,389 | $1.5M | 0.4% | 0.6% | -6.3% |
| 11 | Centennial Advisors, LLC | 56,875 | $1.4M | 1.7% | 0.6% | -7.1% |
| 12 | FSA Advisors, Inc. | 48,437 | $1.2M | 0.6% | 0.5% | +10.6% |
| 13 | Slagle Financial, LLC | 43,364 | $1.1M | 0.3% | 0.5% | -1.2% |
| 14 | Lloyd Advisory Services, LLC. | 40,394 | $1.0M | 0.4% | 0.4% | -35.1% |
| 15 | Raleigh Capital Management Inc. | 37,549 | $938,731 | 0.3% | 0.4% | +13.2% |
| 16 | SMART Wealth LLC | 18,739 | $468,487 | 0.1% | 0.2% | -24.6% |
| 17 | &PARTNERS | 17,744 | $443,600 | 0.0% | 0.2% | +70.4% |
| 18 | JANE STREET GROUP, LLCNEW | 14,817 | $370,425 | 0.0% | 0.2% | new |
| 19 | OLD MISSION CAPITAL LLC | 9,669 | $241,725 | 0.0% | 0.1% | -37.0% |
| 20 | Rothschild Wealth LLC | 9,496 | $237,400 | 0.0% | 0.1% | -0.4% |
| 21 | HRT FINANCIAL LPNEW | 9,189 | $229,000 | 0.0% | 0.1% | new |
| 22 | Boomfish Wealth Group, LLCNEW | 8,174 | $204,350 | 0.1% | 0.1% | new |
| 23 | Montgomery Financial Services LLCNEW | 5,561 | $139,025 | 0.1% | 0.1% | new |
| 24 | Networth Advisors, LLC | 4,015 | $100,375 | 0.1% | 0% | +2.9% |
| 25 | TOUNJIAN ADVISORY PARTNERS, LLCNEW | 3,614 | $90,349 | 0.0% | 0% | new |
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.