SCEC Institutional Ownership
Sterling Capital Enhanced Core Bond ETF
1W: -0.6%
1M: -2.9%
3M: -5.0%
YTD: -5.8%
1Y: -6.2%
$23.68
-0.02 (-0.08%)
Weekly Expected Move ±0.7%
$23
$24
$24
$24
$24
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — SCEC
39
Institutional Holders
+4 vs prior quarter
0.0%
Ownership
+0.00pp
437M
Total Invested
8
New Positions
16
Increased
9
Reduced
6
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (43 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | AE Wealth Management LLC | 5,954,904 | $141M | +461,913 | +8.4% | 5Q | SEC ↗ |
| 2 | CWA Asset Management Group, LLC | 2,380,804 | $56M | +707,121 | +42.2% | 5Q | SEC ↗ |
| 3 | Kingdom Financial Group LLC. | 2,375,988 | $56M | +81,473 | +3.6% | 5Q | SEC ↗ |
| 4 | Key Capital Management, INC | 1,316,958 | $31M | +267,940 | +25.5% | 3Q | SEC ↗ |
| 5 | HOWARD BAILEY SECURITIES, LLC | 1,295,101 | $31M | +118,837 | +10.1% | 5Q | SEC ↗ |
| 6 | Montgomery Financial Services LLC NEW | 1,011,169 | $24M | — | +0.0% | 1Q | SEC ↗ |
| 7 | LifeWealth Investments, LLC | 896,531 | $21M | +133,574 | +17.5% | 5Q | SEC ↗ |
| 8 | Simplicity Wealth,LLC NEW | 639,079 | $15M | — | +0.0% | 1Q | SEC ↗ |
| 9 | Global Wealth Management Investment Ad | 263,960 | $6M | +22,603 | +9.4% | 5Q | SEC ↗ |
| 10 | FWG Investments, LLC. | 261,629 | $6M | +15,198 | +6.2% | 5Q | SEC ↗ |
| 11 | JANE STREET GROUP, LLC NEW | 238,914 | $6M | — | +0.0% | 1Q | SEC ↗ |
| 12 | Quest 10 Wealth Builders, Inc. | 150,732 | $4M | +33,610 | +28.7% | 5Q | SEC ↗ |
| 13 | Spectrum Advisors, Inc. NEW | 132,422 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 14 | FLP Wealth Management, LLC | 108,569 | $3M | +17,584 | +19.3% | 5Q | SEC ↗ |
| 15 | Lloyd Advisory Services, LLC. | 96,376 | $2M | -2,198,139 | -95.8% | 5Q | SEC ↗ |
| 16 | Farther Finance Advisors, LLC NEW | 88,204 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 17 | Centennial Advisors, LLC | 87,704 | $2M | +3,108 | +3.7% | 3Q | SEC ↗ |
| 18 | FSA Advisors, Inc. | 65,204 | $2M | +324 | +0.5% | 5Q | SEC ↗ |
| 19 | Decker Retirement Planning Inc. | 32,638 | $773K | +1,351 | +4.3% | 5Q | SEC ↗ |
| 20 | B.O.S.S. Retirement Advisors, LLC | 29,957 | $709K | -2,565 | -7.9% | 5Q | SEC ↗ |
| 21 | J.W. COLE ADVISORS, INC. NEW | 26,870 | $636K | — | +0.0% | 1Q | SEC ↗ |
| 22 | CITADEL ADVISORS LLC | 26,594 | $630K | -73,931 | -73.5% | 2Q | SEC ↗ |
| 23 | HUNTER ASSOCIATES INVESTMENT MANAGEMEN | 23,167 | $549K | — | +0.0% | 2Q | SEC ↗ |
| 24 | CreativeOne Wealth, LLC | 12,165 | $288K | — | +0.0% | 4Q | SEC ↗ |
| 25 | OLD MISSION CAPITAL LLC NEW | 11,512 | $273K | — | +0.0% | 1Q | SEC ↗ |
| 26 | Cetera Investment Advisers | 10,087 | $239K | — | +0.0% | 5Q | SEC ↗ |
| 27 | Networth Advisors, LLC | 9,394 | $222K | +241 | +2.6% | 3Q | SEC ↗ |
| 28 | LifePlan Investment Advisors, Inc. | 9,369 | $222K | +593 | +6.8% | 5Q | SEC ↗ |
| 29 | Procyon Advisors, LLC | 8,004 | $190K | — | +0.0% | 3Q | SEC ↗ |
| 30 | TOUNJIAN ADVISORY PARTNERS, LLC NEW | 3,212 | $76K | — | +0.0% | 1Q | SEC ↗ |
| 31 | UBS Group AG | 2,752 | $65K | +2,111 | +329.3% | 2Q | SEC ↗ |
| 32 | CoreCap Advisors, LLC | 1,178 | $28K | — | +0.0% | 2Q | SEC ↗ |
| 33 | OSAIC HOLDINGS, INC. | 219 | $5K | — | +0.0% | 3Q | SEC ↗ |
| 34 | IFG Advisory, LLC NEW | 5 | $0K | — | +0.0% | 1Q | SEC ↗ |
| 35 | HARBOUR INVESTMENTS, INC. | 0 | $0K | -1,759 | -100.0% | 2Q | SEC ↗ |
| 36 | Foundations Investment Advisors, LLC | 0 | $0K | -15,381 | -100.0% | 1Q | SEC ↗ |
| 37 | Root Financial Partners, LLC | 0 | $0K | -948 | -100.0% | 3Q | SEC ↗ |
| 38 | TRUIST FINANCIAL CORP | 0 | $0K | -20,737 | -100.0% | 2Q | SEC ↗ |
| 39 | ROYAL BANK OF CANADA | 0 | $0K | -490 | -100.0% | 1Q | SEC ↗ |
| 40 | Arcadia Wealth Management, LLC | 0 | $0K | -8,229 | -100.0% | 4Q | SEC ↗ |
| 41 | GOLDMAN SACHS GROUP INC | 0 | $0K | -15,346 | -100.0% | 2Q | SEC ↗ |
| 42 | Sound Income Strategies, LLC | 0 | $0K | -378 | -100.0% | 2Q | SEC ↗ |
| 43 | Triad Wealth Partners, LLC | 0 | $0K | -37,389 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (9)
| Holder | Shares | Value |
|---|---|---|
| Montgomery Financial Services LLC | 1,011,169 | $24M |
| Simplicity Wealth,LLC | 639,079 | $15M |
| JANE STREET GROUP, LLC | 238,914 | $6M |
| Spectrum Advisors, Inc. | 132,422 | $3M |
| Farther Finance Advisors, LLC | 88,204 | $2M |
| J.W. COLE ADVISORS, INC. | 26,870 | $636K |
| OLD MISSION CAPITAL LLC | 11,512 | $273K |
| TOUNJIAN ADVISORY PARTNERS, LLC | 3,212 | $76K |
| IFG Advisory, LLC | 5 | $0K |
Sold Out (9)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Triad Wealth Partners, LLC | 37,389 | $885K |
| TRUIST FINANCIAL CORP | 20,737 | $491K |
| Foundations Investment Advisors, LL | 15,381 | $364K |
| GOLDMAN SACHS GROUP INC | 15,346 | $363K |
| Arcadia Wealth Management, LLC | 8,229 | $195K |
| HARBOUR INVESTMENTS, INC. | 1,759 | $42K |
| Root Financial Partners, LLC | 948 | $22K |
| ROYAL BANK OF CANADA | 490 | $12K |
| Sound Income Strategies, LLC | 378 | $9K |
Biggest Increases (16)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| CWA Asset Management Group, LLC | +707,121 | +42.2% | 2,380,804 |
| AE Wealth Management LLC | +461,913 | +8.4% | 5,954,904 |
| Key Capital Management, INC | +267,940 | +25.5% | 1,316,958 |
| LifeWealth Investments, LLC | +133,574 | +17.5% | 896,531 |
| HOWARD BAILEY SECURITIES, LLC | +118,837 | +10.1% | 1,295,101 |
| Kingdom Financial Group LLC. | +81,473 | +3.6% | 2,375,988 |
| Quest 10 Wealth Builders, Inc. | +33,610 | +28.7% | 150,732 |
| Global Wealth Management Investment | +22,603 | +9.4% | 263,960 |
| FLP Wealth Management, LLC | +17,584 | +19.3% | 108,569 |
| FWG Investments, LLC. | +15,198 | +6.2% | 261,629 |
| Centennial Advisors, LLC | +3,108 | +3.7% | 87,704 |
| UBS Group AG | +2,111 | +329.3% | 2,752 |
| Decker Retirement Planning Inc. | +1,351 | +4.3% | 32,638 |
| LifePlan Investment Advisors, Inc. | +593 | +6.8% | 9,369 |
| FSA Advisors, Inc. | +324 | +0.5% | 65,204 |
| Networth Advisors, LLC | +241 | +2.6% | 9,394 |
Biggest Decreases (3)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Lloyd Advisory Services, LLC. | -2,198,139 | -95.8% | 96,376 |
| CITADEL ADVISORS LLC | -73,931 | -73.5% | 26,594 |
| B.O.S.S. Retirement Advisors, LLC | -2,565 | -7.9% | 29,957 |