STERLING CAPITAL FUNDS - SCEP
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| AE Wealth Management LLC | History | New | 5,542,593 | 130,643 | 0.71% | — | 1 | +5,542,593 | New | Q1 2026 | May 13, 2026 |
| Key Capital Management, INC | History | New | 269,006 | 6,340 | 4.19% | — | 2 | +269,006 | New | Q1 2026 | May 07, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | New | 170,460 | 4,017 | 0.0% | — | 3 | +170,460 | New | Q1 2026 | May 04, 2026 |
| TRUIST FINANCIAL CORP | History | New | 169,397 | 3,992 | 0.01% | — | 4 | +169,397 | New | Q1 2026 | Apr 27, 2026 |
| LifeWealth Investments, LLC | History | New | 163,093 | 3,844 | 1.15% | — | 5 | +163,093 | New | Q1 2026 | Apr 20, 2026 |
| Simplicity Wealth,LLC | History | New | 135,001 | 3,182 | 0.18% | — | 6 | +135,001 | New | Q1 2026 | Apr 30, 2026 |
| B.O.S.S. Retirement Advisors, LLC | History | New | 125,332 | 2,954 | 0.9% | — | 7 | +125,332 | New | Q1 2026 | Apr 28, 2026 |
| Quest 10 Wealth Builders, Inc. | History | New | 83,883 | 1,977 | 1.73% | — | 8 | +83,883 | New | Q1 2026 | May 06, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 62,288 | 1,468 | 0.42% | — | 9 | +62,288 | New | Q1 2026 | May 13, 2026 |
| Kingdom Financial Group LLC. | History | New | 62,288 | 1,468 | 0.42% | — | 10 | +62,288 | New | Q1 2026 | May 13, 2026 |
| Centennial Advisors, LLC | History | New | 61,213 | 1,442 | 1.83% | — | 11 | +61,213 | New | Q1 2026 | Apr 21, 2026 |
| FLP Wealth Management, LLC | History | New | 57,845 | 1,363 | 2.81% | — | 12 | +57,845 | New | Q1 2026 | Apr 28, 2026 |
| Slagle Financial, LLC | History | New | 43,875 | 1,034 | 0.34% | — | 13 | +43,875 | New | Q1 2026 | May 01, 2026 |
| FSA Advisors, Inc. | History | New | 43,793 | 1,032 | 0.68% | — | 14 | +43,793 | New | Q1 2026 | May 06, 2026 |
| Raleigh Capital Management Inc. | History | New | 33,178 | 782 | 0.27% | — | 15 | +33,178 | New | Q1 2026 | Apr 28, 2026 |
| SMART Wealth LLC | History | New | 24,854 | 585 | 0.17% | — | 16 | +24,854 | New | Q1 2026 | Apr 23, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 15,356 | 361 | 0.01% | — | 17 | +15,356 | New | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 13,958 | 329 | 0.0% | 0.0% | 18 | -4,295 | -23.53% | Q1 2026 | May 15, 2026 |
| &PARTNERS | History | New | 10,412 | 245 | 0.0% | — | 19 | +10,412 | New | Q1 2026 | May 15, 2026 |
| Arcadia Wealth Management, LLC | History | New | 9,900 | 233 | 0.08% | — | 20 | +9,900 | New | Q1 2026 | Apr 27, 2026 |
| Rothschild Wealth LLC | History | New | 9,538 | 224 | 0.02% | — | 21 | +9,538 | New | Q1 2026 | May 06, 2026 |
| Networth Advisors, LLC | History | New | 3,902 | 91 | 0.06% | — | 22 | +3,902 | New | Q1 2026 | Apr 22, 2026 |
| Sterling Capital Management LLC | History | New | 315 | 7 | 0.0% | — | 23 | +315 | New | Q1 2026 | Apr 22, 2026 |
| OSAIC HOLDINGS, INC. | History | New | 289 | 6 | 0.0% | — | 25 | +289 | New | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | New | 270 | 6 | 0.0% | — | 24 | +270 | New | Q1 2026 | May 05, 2026 |
| Sound Income Strategies, LLC | History | Added to | 128 | 3 | 0.0% | 0.0% | 26 | +64 | 100.0% | Q1 2026 | Apr 27, 2026 |