STERLING CAP FDS

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SCEP·85917K454·US·ETF

SCEP (STERLING CAP FDS) is held by 7 institutional investors as of Q2 2026. Largest holders: AE Wealth Management LLC ($132.1M), ENVESTNET ASSET MANAGEMENT INC ($6.7M), TRUIST FINANCIAL CORP ($6.7M). Net institutional sentiment: Mixed.

7

Holders

(2 Elite)

$146.6M

Total Value

63% (8)

Consensus

5 buying - 3 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)31

Insider (Form 4)71

Activist (13D/13G)42

Congressional (STOCK Act)81

Holder Quality

14

★★★★★

Elite

64

★★★★

Strong

22

★★★

Solid

60

★★

Below

65

★

Weak

Held by 7 funds

2 elite

Who's Trading

Source dates: Price Oct 9, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for SCEP.

Top Holders

Top Holders (7)History

AllNewIncreasedHeldDecreasedExitedFirst report

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
AE Wealth Management LLC	Decreased	5.3M(-4.7%)	$132.1M	0.6%	+10.53%	0
ENVESTNET ASSET MANAGEMENT INC	Increased	269,384(+58.0%)	$6.7M	0.0%	+7.40%	39
TRUIST FINANCIAL CORP	Increased	267,115(+57.7%)	$6.7M	0.0%	+7.41%	39
&PARTNERS	Increased	17,744(+70.4%)	$443,600	0.0%	+7.02%	36
JANE STREET GROUP, LLC	New	14,817	$370,425	0.0%	+2.41%	36
HRT FINANCIAL LP	New	9,189	$229,000	0.0%	+2.41%	32
OSAIC HOLDINGS, INC.	Unchanged	289	$7,225	0.0%	+10.53%	0
UBS Group AG	Exited	0(-100.0%)	$6,364	0.0%	+7.93%	0
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Exited	0(-100.0%)	$329,003	0.0%	+3.82%	0

SCEPSTERLING CAP FDS

1M3M6M1Y3Y5Y

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer