§ EQUITY
USDSCEC
STERLING CAPITAL ENH CB ETF
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| AE Wealth Management LLC | 5.5M | 0.7% | +4% |
| Lloyd Advisory Services, LLC. | 2.3M | 16.5% | +3776% |
| Kingdom Financial Group LLC. | 2.3M | 16.5% | +5% |
| CWA Asset Management Group, LLC | 1.7M | 1.4% | +7% |
| HOWARD BAILEY SECURITIES, LLC | 1.2M | 12.1% | +5% |
| Key Capital Management, INC | 1.0M | 17.4% | +50% |
◇ AC INTELLIGENCE
Top institutional owners for SCEC as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER99.0% · 27 holders
TACTICAL / MACRO0.6% · 1 holder
INCOME / DEFENSIVE0.4% · 2 holders
DEALER / BANK0.0% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for SCEC in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention SCEC yet.