STERLING CAPITAL FUNDS - SCEP

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Company profile

Quarter snapshot

Latest / Compare

Q3 2026 · Q2 2026

Value (USD)

Total reported value ($000)

$176.7M

QoQ value delta ($000)

+$231K (+0.13%)

Implied price effect (QoQ)

-0.06%

Total shares

7,073,708

QoQ shares delta

+13,493 (+0.19%)

Total shares held by funds (by quarter)

Shares (left)

Fund holders include prior positions carried forward until a new 13F confirms a change. Reported holders have reported a position in this security for that quarter; this is not the total number of 13F filers.

Market chart (SCEP)

Interactive chart by TradingView.

Top holders (Q3 2026)

Top 25 only Full list

Partial Q3 2026 data: 6 holders have filed so far. Prior holders are carried forward until their next 13F confirms a change.

Manager	Value ($000)	Shares	% of 13F
AE Wealth Management LLC	132,125	5,285,013	0.62%
Key Capital Management, INC	7,448	297,921	3.83%
ENVESTNET ASSET MANAGEMENT INC	6,734	269,384	0.0%
TRUIST FINANCIAL CORP	6,677	267,115	0.01%
LifeWealth Investments, LLC	4,654	187,824	1.29%
Simplicity Wealth,LLC	3,263	131,714	0.1%
B.O.S.S. Retirement Advisors, LLC	2,479	100,042	0.71%
Quest 10 Wealth Builders, Inc.	2,051	82,076	1.59%
FLP Wealth Management, LLC	1,526	61,074	2.71%
Kingdom Financial Group LLC.	1,459	58,389	0.37%
Centennial Advisors, LLC	1,352	54,566	1.62%
FSA Advisors, Inc.	1,210	48,437	0.55%
Slagle Financial, LLC	1,084	43,364	0.32%
Lloyd Advisory Services, LLC.	1,009	40,394	0.39%
Raleigh Capital Management Inc.	938	37,549	0.3%
SMART Wealth LLC	468	18,739	0.1%
&PARTNERS	443	17,744	0.0%
Boomfish Wealth Group, LLC	373	15,073	0.16%
JANE STREET GROUP, LLC	370	14,817	0.0%
OLD MISSION CAPITAL LLC	241	9,669	0.0%
Rothschild Wealth LLC	237	9,496	0.02%
HRT FINANCIAL LP	229	9,189	0.0%
Montgomery Financial Services LLC	139	5,561	0.12%
Networth Advisors, LLC	100	4,015	0.06%
TOUNJIAN ADVISORY PARTNERS, LLC	90	3,614	0.04%