Skip to content

SCEC CAPITOL SER TR

Follow

STERL CAP BD ETF (fund)

26 managers (26 13F filers) reported a position in SCEC shares at 2025-09-30, 11,417,505 shares in all. 5 filers opened a position and 5 filers sold out during the quarter.

Managers
26
13F filers
26
New
5
Added
14
Reduced
7
Sold out
5
Shares held by filers
11,417,505

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 LLC5,162,037$132M0.84%-86,65813F-HRTimeline
Kingdom Financial Group LLC.1,785,535$45.5M27.82%+46,52213F-HRTimeline
CWA Asset Management Group, LLC1,415,240$36.1M1.33%+204,42813F-HRTimeline
HOWARD BAILEY SECURITIES, LLC1,089,240$27.8M7.9%+48,08113F-HR/ATimeline
LifeWealth Investments, LLC534,329$13.6M4.49%+65,64713F-HR/ATimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC310,284$7.91M<0.01%new13F-HRTimelineGroup
Global Wealth Management Investment Adv…265,173$6.76M1.13%-2,61713F-HRTimeline
FWG Investments, LLC.249,869$6.37M4.37%+12,60513F-HRTimeline
B.O.S.S. Retirement Advisors, LLC136,109$3.47M0.83%-20,55513F-HRTimeline
Quest 10 Wealth Builders, Inc.106,974$2.73M2.51%+12,14213F-HRTimeline
Lloyd Advisory Services, LLC.63,646$1.62M0.76%-5,77113F-HRTimeline
FSA Advisors, Inc.62,891$1.6M1.27%+5,25913F-HRTimeline
FLP Wealth Management, LLC56,389$1.44M4.05%+11,78913F-HR/ATimeline
Decker Retirement Planning Inc.29,413$749K0.41%+4,98613F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC20,918$533K<0.01%-2,95713F-HRTimelineGroup
AlphaStar Capital Management, LLC19,450$496K0.04%new13F-HRTimeline
Guerra Advisors Inc18,127$462K0.17%+35513F-HRTimeline
Pineridge Advisors LLC17,366$442K0.13%+1,21413F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC15,287$390K<0.01%-25413F-HRTimelineGroup
Arcadia Wealth Management, LLC14,373$366K0.15%+16613F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC12,165$310K0.01%new13F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP11,345$289K<0.01%new13F-HRTimelineGroup
Cetera Investment Advisers9,550$243K<0.01%+1,18413F-HRTimeline
LifePlan Investment Advisors, Inc.8,942$228K0.1%+29513F-HRTimeline
Root Financial Partners, LLC2,799$71.3K<0.01%new13F-HRTimeline
UBS Group AGin group UBS Group AG54$1.38K<0.01%-15113F-HRTimelineGroup