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SCEP STERLING CAP FDS

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CAP HEDGED EQT P (fund)

26 managers (26 13F filers) reported a position in SCEP shares at 2026-03-31, 7,112,167 shares in all. 24 filers opened a position and 0 filers sold out during the quarter.

Managers
26
13F filers
26
New
24
Added
1
Reduced
1
Sold out
0
Shares held by filers
7,112,167

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 LLC5,542,593$131M0.71%new13F-HRTimeline
Key Capital Management, INC269,006$6.34M4.19%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC170,460$4.02M<0.01%new13F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP169,397$3.99M0.01%new13F-HRTimelineGroup
LifeWealth Investments, LLC163,093$3.84M1.15%new13F-HRTimeline
Simplicity Wealth,LLC135,001$3.18M0.18%new13F-HRTimeline
B.O.S.S. Retirement Advisors, LLC125,332$2.95M0.9%new13F-HRTimeline
Quest 10 Wealth Builders, Inc.83,883$1.98M1.73%new13F-HRTimeline
Lloyd Advisory Services, LLC.62,288$1.47M0.42%new13F-HRTimeline
Kingdom Financial Group LLC.62,288$1.47M0.42%new13F-HRTimeline
Centennial Advisors, LLC61,213$1.44M1.84%new13F-HRTimeline
FLP Wealth Management, LLC57,845$1.36M2.81%new13F-HR/ATimeline
Slagle Financial, LLC43,875$1.03M0.34%new13F-HRTimeline
FSA Advisors, Inc.43,793$1.03M0.68%new13F-HRTimeline
Raleigh Capital Management Inc.33,178$782K0.27%new13F-HRTimeline
SMART Wealth LLC24,854$586K0.17%new13F-HRTimeline
OLD MISSION CAPITAL LLC15,356$362K0.01%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…13,958$329K<0.01%-4,29513F-HRTimelineGroup
&PARTNERS10,412$245K<0.01%new13F-HRTimeline
Arcadia Wealth Management, LLC9,900$233K0.08%new13F-HRTimeline
Rothschild Wealth LLC9,538$225K0.02%new13F-HRTimeline
Networth Advisors, LLC3,902$92K0.07%new13F-HRTimeline
Sterling Capital Management LLC315$7.42K<0.01%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.289$6.81K<0.01%new13F-HRTimelineGroup
UBS Group AGin group UBS Group AG270$6.36K<0.01%new13F-HRTimelineGroup
Sound Income Strategies, LLC128$3.02K<0.01%+6413F-HRTimeline