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SCEC CAPITOL SER TR

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STERL CAP BD ETF (fund)

32 managers (32 13F filers) reported a position in SCEC shares at 2026-03-31, 16,023,544 shares in all. 6 filers opened a position and 3 filers sold out during the quarter.

Managers
32
13F filers
32
New
6
Added
12
Reduced
8
Sold out
3
Shares held by filers
16,023,544

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 LLC5,492,991$138M0.75%+213,51313F-HRTimeline
Lloyd Advisory Services, LLC.2,294,515$57.6M16.47%+2,235,31413F-HRTimeline
Kingdom Financial Group LLC.2,294,515$57.6M16.47%+104,51813F-HRTimeline
CWA Asset Management Group, LLC1,673,683$42M1.44%+109,68613F-HRTimeline
HOWARD BAILEY SECURITIES, LLC1,176,264$29.5M12.13%+56,06813F-HRTimeline
Key Capital Management, INC1,049,018$26.3M17.38%+350,83913F-HRTimeline
LifeWealth Investments, LLC762,957$19.1M5.71%+183,85013F-HRTimeline
FWG Investments, LLC.246,431$6.18M3.93%-7,28913F-HRTimeline
Global Wealth Management Investment Adv…241,357$6.05M0.95%-17,63613F-HRTimeline
Spectrum Advisors, Inc.132,422$3.32M2.62%13F-HRTimeline
Quest 10 Wealth Builders, Inc.117,122$2.94M2.58%-4,21413F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC100,525$2.52M<0.01%new13F-HRTimelineGroup
FLP Wealth Management, LLC90,985$2.28M4.7%+14,08013F-HR/ATimeline
Centennial Advisors, LLC84,596$2.12M2.7%-57413F-HRTimeline
FSA Advisors, Inc.64,880$1.63M1.07%-1,93313F-HRTimeline
Triad Wealth Partners, LLC37,389$938K0.07%new13F-HRTimeline
B.O.S.S. Retirement Advisors, LLC32,522$816K0.25%-49013F-HRTimeline
Decker Retirement Planning Inc.31,287$785K0.36%+1,80713F-HRTimeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…23,167$581K0.08%new13F-HRTimeline
Foundations Investment Advisors, LLC15,381$386K<0.01%new13F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC12,165$305K0.01%013F-HRTimelineGroup
Cetera Investment Advisers10,087$253K<0.01%+86713F-HRTimeline
Networth Advisors, LLC9,153$230K0.16%-28813F-HRTimeline
LifePlan Investment Advisors, Inc.8,776$220K0.09%-8,76413F-HRTimeline
Arcadia Wealth Management, LLC8,229$206K0.07%+4413F-HRTimeline
Procyon Advisors, LLC8,004$201K0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.1,759$44.1K<0.01%013F-HRTimeline
CoreCap Advisors, LLC1,178$29.6K<0.01%new13F-HRTimeline
Root Financial Partners, LLC948$23.8K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG641$16.1K<0.01%new13F-HRTimelineGroup
Sound Income Strategies, LLC378$9.44K<0.01%+19613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.219$5.49K<0.01%013F-HRTimelineGroup