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SCEC CAPITOL SER TR

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STERL CAP BD ETF (fund)

33 managers (33 13F filers) reported a position in SCEC shares at 2026-06-30, 17,438,949 shares in all. 7 filers opened a position and 6 filers sold out during the quarter.

Managers
33
13F filers
33
New
7
Added
16
Reduced
3
Sold out
6
Shares held by filers
17,438,949

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
AE Wealth Management LLC5,954,904$149M0.69%+461,91313F-HRTimeline
CWA Asset Management Group, LLC2,380,804$59.6M1.83%+707,12113F-HRTimeline
Kingdom Financial Group LLC.2,375,988$59.5M15.19%+81,47313F-HRTimeline
Key Capital Management, INC1,316,958$33M16.98%+267,94013F-HRTimeline
HOWARD BAILEY SECURITIES, LLC1,295,101$32.4M12.16%+118,83713F-HRTimeline
Montgomery Financial Services LLC1,011,169$25.3M22.01%13F-HRTimeline
LifeWealth Investments, LLC896,531$22.4M6%+133,57413F-HRTimeline
Simplicity Wealth,LLC639,079$16M0.54%new13F-HRTimeline
Global Wealth Management Investment Adv…263,960$6.61M0.94%+22,60313F-HRTimeline
FWG Investments, LLC.261,629$6.55M3.47%+15,19813F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC238,914$5.98M<0.01%new13F-HRTimelineGroup
Quest 10 Wealth Builders, Inc.150,732$3.77M2.93%+33,61013F-HRTimeline
FLP Wealth Management, LLC108,569$2.72M4.83%+17,58413F-HRTimeline
Lloyd Advisory Services, LLC.96,376$2.41M0.94%-2,198,13913F-HRTimeline
Farther Finance Advisors, LLC88,204$2.21M0.02%new13F-HRTimeline
Centennial Advisors, LLC87,704$2.2M2.62%+3,10813F-HRTimeline
FSA Advisors, Inc.65,204$1.63M0.75%+32413F-HR/ATimeline
Decker Retirement Planning Inc.32,638$817K0.28%+1,35113F-HRTimeline
B.O.S.S. Retirement Advisors, LLC29,957$750K0.2%-2,56513F-HRTimeline
J.W. COLE ADVISORS, INC.26,870$673K0.01%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC26,594$666K<0.01%-73,93113F-HRTimelineGroup
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…23,167$580K0.07%013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC12,165$305K0.01%013F-HRTimelineGroup
OLD MISSION CAPITAL LLC11,512$288K0.01%new13F-HRTimeline
Cetera Investment Advisers10,087$253K<0.01%013F-HRTimeline
Networth Advisors, LLC9,394$235K0.14%+24113F-HRTimeline
LifePlan Investment Advisors, Inc.9,369$235K0.08%+59313F-HRTimeline
Procyon Advisors, LLC8,004$200K0.01%013F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC3,212$80.4K0.03%new13F-HRTimeline
UBS Group AGin group UBS Group AG2,752$68.9K<0.01%+2,11113F-HRTimelineGroup
CoreCap Advisors, LLC1,178$29.5K<0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.219$5.48K<0.01%013F-HRTimelineGroup
IFG Advisory, LLC5$125<0.01%new13F-HRTimeline