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SCEC CAPITOL SER TR

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STERL CAP BD ETF (fund)

27 managers (27 13F filers) reported a position in SCEC shares at 2025-06-30, 10,899,274 shares in all. 26 filers opened a position and 0 filers sold out during the quarter.

Managers
27
13F filers
27
New
26
Added
0
Reduced
0
Sold out
0
Shares held by filers
10,899,274

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 LLC5,248,695$133M0.97%new13F-HRTimeline
Kingdom Financial Group LLC.1,739,013$44M38.4%new13F-HRTimeline
CWA Asset Management Group, LLC1,210,812$30.6M1.29%new13F-HRTimeline
HOWARD BAILEY SECURITIES, LLC1,041,159$26.3M8.11%new13F-HR/ATimeline
LifeWealth Investments, LLC468,682$11.8M4.31%new13F-HR/ATimeline
Global Wealth Management Investment Adv…267,790$6.77M1.27%new13F-HRTimeline
FWG Investments, LLC.237,264$6M4.56%new13F-HRTimeline
B.O.S.S. Retirement Advisors, LLC156,664$3.96M0.99%new13F-HRTimeline
Quest 10 Wealth Builders, Inc.94,832$2.4M2.33%new13F-HRTimeline
Transce3nd, LLC93,816$2.37M1%new13F-HRTimeline
Lloyd Advisory Services, LLC.69,417$1.75M0.85%new13F-HRTimeline
FSA Advisors, Inc.57,632$1.46M1.18%new13F-HRTimeline
FLP Wealth Management, LLC44,600$1.13M3.16%new13F-HRTimeline
Decker Retirement Planning Inc.24,427$617K0.36%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC23,875$603K<0.01%new13F-HRTimelineGroup
FLOW TRADERS U.S. LLC23,058$583K0.02%new13F-HRTimeline
Guerra Advisors Inc17,772$449K0.21%new13F-HRTimeline
Pineridge Advisors LLC16,152$408K0.15%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC15,541$393K<0.01%new13F-HRTimelineGroup
Arcadia Wealth Management, LLC14,207$359K0.16%new13F-HRTimeline
OLD MISSION CAPITAL LLC13,478$341K0.01%new13F-HRTimeline
LifePlan Investment Advisors, Inc.8,647$219K0.11%new13F-HRTimeline
Cetera Investment Advisers8,366$211K<0.01%new13F-HRTimeline
Sound Income Strategies, LLC2,923$73.9K<0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\247$6.24K<0.01%new13F-HRTimelineGroup
UBS Group AGin group UBS Group AG205$5.18K<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.