STERLING CAPITAL FUNDS - SCEP

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Company profile

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Quarter snapshot

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Q1 2026 · Q4 2025
Value (USD)
Total reported value ($000)
$167.6M
QoQ value delta ($000)
+$167.2M (+36903.97%)
Implied price effect (QoQ)
-4.7%
Shares
Total shares
7,112,167
QoQ shares delta
+7,093,850 (+38728.23%)
Total shares held by funds (by quarter)

Market chart (SCEP)

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Top holders (Q1 2026)

Top 25 only Full list
Manager Value ($000) Shares % of 13F
AE Wealth Management LLC 130,643 5,542,593 0.71%
Key Capital Management, INC 6,340 269,006 4.19%
ENVESTNET ASSET MANAGEMENT INC 4,017 170,460 0.0%
TRUIST FINANCIAL CORP 3,992 169,397 0.01%
LifeWealth Investments, LLC 3,844 163,093 1.15%
Simplicity Wealth,LLC 3,182 135,001 0.18%
B.O.S.S. Retirement Advisors, LLC 2,954 125,332 0.9%
Quest 10 Wealth Builders, Inc. 1,977 83,883 1.73%
Lloyd Advisory Services, LLC. 1,468 62,288 0.42%
Kingdom Financial Group LLC. 1,468 62,288 0.42%
Centennial Advisors, LLC 1,442 61,213 1.83%
FLP Wealth Management, LLC 1,363 57,845 2.81%
Slagle Financial, LLC 1,034 43,875 0.34%
FSA Advisors, Inc. 1,032 43,793 0.68%
Raleigh Capital Management Inc. 782 33,178 0.27%
SMART Wealth LLC 585 24,854 0.17%
OLD MISSION CAPITAL LLC 361 15,356 0.01%
SUSQUEHANNA INTERNATIONAL GROUP, LLP 329 13,958 0.0%
&PARTNERS 245 10,412 0.0%
Arcadia Wealth Management, LLC 233 9,900 0.08%
Rothschild Wealth LLC 224 9,538 0.02%
Networth Advisors, LLC 91 3,902 0.06%
Sterling Capital Management LLC 7 315 0.0%
UBS Group AG 6 270 0.0%
OSAIC HOLDINGS, INC. 6 289 0.0%