SCEP institutional holders

Sterling Capital Hedged Equity Premium Income ETF · 28 reporting institutions · $176.3M reported value

Funds that can replace SCEP · SCEP return decomposition

Institutional holdings

Institutions reporting SCEP, largest first
InstitutionReported positionAdvisors at firmReport period
Ae Wealth Management LLC$132.1M4712026-06-30
Key Capital Management, Inc$7.4M112026-06-30
Envestnet Pmc$6.7M602026-06-30
Truist Financial Corp$6.7M02026-06-30
Lifewealth Investments, LLC$4M92026-06-30
Simplicity Wealth, LLC$3.4M02026-06-30
Boss. Retirement Advisors, LLC$2.9M462026-06-30
Quest 10 Wealth Builders, Inc.$2.1M32026-06-30
Flp Wealth Management, LLC$1.5M02026-06-30
Kingdom Financial Group Llc.$1.5M152026-06-30
Centennial Advisors, LLC$1.4M102026-06-30
Fsa Advisors, Inc.$1.2M02026-06-30
Slagle Financial, LLC$1.1M132026-06-30
Lloyd Advisory Services, Llc.$1M72026-06-30
Raleigh Capital Management Inc.$938.7K132026-06-30
Smart Wealth LLC$468.5K192026-06-30
&partners$443.6K5552026-06-30
Jane Street Group, LLC$370.4K02026-06-30
Old Mission Capital LLC$241.7K02026-06-30
Rothschild Wealth LLC$237.4K312026-06-30
Wealth With No Regrets®$204.4K42026-06-30
Montgomery Financial Services LLC$139K42026-06-30
Networth Advisors, LLC$100.4K62026-06-30
Tounjian Advisory Partners, LLC$90.3K52026-06-30
Corecap Advisors, LLC$12.3K1182026-06-30
Sterling Capital Management LLC$7.9K332026-06-30
Osaic Holdings, Inc.$7.2K02026-06-30
Hrt Financial LP$22902026-06-30

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: 2026-06-30