SCEC institutional holders

Sterling Capital Enhanced Core Bond ETF · 35 reporting institutions · $436.9M reported value

Funds that can replace SCEC · SCEC return decomposition

Institutional holdings

Institutions reporting SCEC, largest first
InstitutionReported positionAdvisors at firmReport period
Ae Wealth Management LLC$149.1M4712026-06-30
Cwa Asset Management Group, LLC$59.6M492026-06-30
Kingdom Financial Group Llc.$59.5M152026-06-30
Key Capital Management, Inc$33M112026-06-30
Howard Bailey Securities, LLC$32.4M112026-06-30
Montgomery Financial Services LLC$25.3M42026-06-30
Lifewealth Investments, LLC$22.4M92026-06-30
Simplicity Wealth, LLC$16M02026-06-30
Global Wealth Management Investment Advisory, Inc.$6.6M162026-06-30
Fwg Investments, Llc.$6.5M92026-06-30
Jane Street Group, LLC$6M02026-06-30
Quest 10 Wealth Builders, Inc.$3.8M32026-06-30
Flp Wealth Management, LLC$2.7M02026-06-30
Lloyd Advisory Services, Llc.$2.4M72026-06-30
Farther Finance Advisors, LLC$2.2M3342026-06-30
Centennial Advisors, LLC$2.2M102026-06-30
Fsa Advisors, Inc.$1.6M02026-06-30
Decker Retirement Planning Inc.$817.1K102026-06-30
Boss. Retirement Advisors, LLC$750K462026-06-30
J.W. Cole Advisors, Inc.$672.7K4992026-06-30
Citadel Advisors LLC$665.8K02026-06-30
Guerra Advisors Inc$461.9K172025-09-30
Fyra Capital Management$442.5K72025-09-30
Creativeone Wealth, LLC$304.6K2212026-06-30
Old Mission Capital LLC$288.2K02026-06-30
Cetera Investment Advisers$252.5K10,3702026-06-30
Networth Advisors, LLC$235.2K62026-06-30
Lifeplan Investment Advisors, Inc.$234.6K42026-06-30
Procyon$200.4K532026-06-30
Tounjian Advisory Partners, LLC$80.4K52026-06-30
UBS Group AG$68.9K02026-06-30
Corecap Advisors, LLC$29.5K1182026-06-30
Osaic Holdings, Inc.$5.5K02026-06-30
Hunter Associates LLC$580172026-06-30
Ifg Advisory, LLC$1251102026-06-30

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30