Sterling Capital Funds (SCEC)
Sterling Capital Funds (SCEC) is listed on Cboe BZX, where it has traded since March 13, 2025.
- Listed On
- Cboe BZX
- Listed Since
- March 13, 2025
Institutional ownership
In 13F filings for the quarter ended June 30, 2026, 33 institutions reported holding SCEC, with 17.4 million shares worth $436.6 million in aggregate. The largest reported holder was AE Wealth Management, with 6.0 million shares worth $149.1 million. Of the 5 largest holders listed below, all 5 added shares during the quarter.
| Institution | Shares | Value | Quarter change |
|---|---|---|---|
| AE Wealth Management | 5,954,904 | $149M | Added 8.41% |
| Cwa Asset Management Group | 2,380,804 | $60M | Added 42.25% |
| Kingdom Financial Group LLC | 2,375,988 | $59M | Added 3.55% |
| Key Capital Management | 1,316,958 | $33M | Added 25.54% |
| Howard Bailey Securities | 1,295,101 | $32M | Added 10.1% |
Form 13F is a quarterly report that institutional investment managers with at least $100 million in qualifying securities file with the SEC. It lists long positions as of the last day of the quarter and is due within 45 days of quarter end, so these holdings describe that date rather than today.
Frequently asked questions
What is SCEC?
Sterling Capital Funds (SCEC) is listed on Cboe BZX, where it has traded since March 13, 2025.
Who are the largest institutional holders of SCEC?
In 13F filings for the quarter ended June 30, 2026, the largest reported holders of SCEC were AE Wealth Management, Cwa Asset Management Group and Kingdom Financial Group LLC.
How many institutions own SCEC?
33 institutions reported a position in SCEC for the quarter ended June 30, 2026, worth $436.6 million in total.
Did institutions buy or sell SCEC last quarter?
Of the 5 largest reported holders, all 5 added shares during the quarter. Every reported holder and its change is on the SentiSense ownership page for SCEC.
Every reported institutional holder, plus insider and congressional trades in SCEC, on SentiSense.