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SCEC CAPITOL SER TR

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STERL CAP BD ETF (fund)

28 managers (28 13F filers) reported a position in SCEC shares at 2025-12-31, 12,519,820 shares in all. 5 filers opened a position and 4 filers sold out during the quarter.

Managers
28
13F filers
28
New
5
Added
12
Reduced
7
Sold out
4
Shares held by filers
12,519,820

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 LLC5,279,478$134M0.77%+117,44113F-HRTimeline
Kingdom Financial Group LLC.2,189,997$55.5M17.16%+404,46213F-HRTimeline
CWA Asset Management Group, LLC1,563,997$39.7M1.43%+148,75713F-HRTimeline
HOWARD BAILEY SECURITIES, LLC1,120,196$28.4M11.19%+30,95613F-HRTimeline
Key Capital Management, INC698,179$17.7M17.54%13F-HRTimeline
LifeWealth Investments, LLC579,107$14.7M4.65%+44,77813F-HRTimeline
Global Wealth Management Investment Adv…258,993$6.57M1.05%-6,18013F-HRTimeline
FWG Investments, LLC.253,720$6.43M4.1%+3,85113F-HRTimeline
Quest 10 Wealth Builders, Inc.121,336$3.08M2.75%+14,36213F-HRTimeline
Centennial Advisors, LLC85,170$2.16M2.81%13F-HRTimeline
FLP Wealth Management, LLC76,905$1.95M4.62%+20,51613F-HR/ATimeline
FSA Advisors, Inc.66,813$1.69M1.18%+3,92213F-HRTimeline
Lloyd Advisory Services, LLC.59,201$1.5M0.58%-4,44513F-HRTimeline
B.O.S.S. Retirement Advisors, LLC33,012$837K0.26%-103,09713F-HRTimeline
Decker Retirement Planning Inc.29,480$747K0.37%+6713F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP20,737$526K<0.01%+9,39213F-HRTimelineGroup
LifePlan Investment Advisors, Inc.17,540$445K0.18%+8,59813F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC15,346$389K<0.01%-294,93813F-HR/ATimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC12,165$308K0.01%013F-HRTimelineGroup
Networth Advisors, LLC9,441$239K0.18%13F-HRTimeline
Cetera Investment Advisers9,220$234K<0.01%-33013F-HRTimeline
Arcadia Wealth Management, LLC8,185$208K0.08%-6,18813F-HRTimeline
Procyon Advisors, LLC8,004$203K0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.1,759$44.6K<0.01%new13F-HRTimeline
Root Financial Partners, LLC948$24K<0.01%-1,85113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA490$12K<0.01%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.219$5.55K<0.01%new13F-HRTimelineGroup
Sound Income Strategies, LLC182$4.62K<0.01%new13F-HRTimeline