Sterling Capital Hedged Equity Premium Income ETF (SCEP)

ETF ยท Cboe BZX

Sterling Capital Hedged Equity Premium Income ETF (SCEP) is an exchange-traded fund listed on Cboe BZX, where it has traded since December 10, 2025.

Type
Exchange-traded fund
Listed On
Cboe BZX
Listed Since
December 10, 2025

Institutional ownership

In 13F filings for the quarter ended June 30, 2026, 28 institutions reported holding SCEP, with 7.1 million shares worth $176.5 million in aggregate. The largest reported holder was AE Wealth Management, with 5.3 million shares worth $132.1 million. Of the 5 largest holders listed below, 3 added shares and 2 reduced their positions during the quarter.

InstitutionSharesValueQuarter change
AE Wealth Management5,285,013$132MReduced 4.65%
Key Capital Management297,921$7MAdded 10.75%
Envestnet Asset Management269,384$7MAdded 58.03%
Truist Financial267,115$7MAdded 57.69%
Lifewealth Investments159,232$4MReduced 2.37%

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 SCEP?

Sterling Capital Hedged Equity Premium Income ETF (SCEP) is an exchange-traded fund listed on Cboe BZX, where it has traded since December 10, 2025.

Who are the largest institutional holders of SCEP?

In 13F filings for the quarter ended June 30, 2026, the largest reported holders of SCEP were AE Wealth Management, Key Capital Management and Envestnet Asset Management.

How many institutions own SCEP?

28 institutions reported a position in SCEP for the quarter ended June 30, 2026, worth $176.5 million in total.

Did institutions buy or sell SCEP last quarter?

Of the 5 largest reported holders, 3 added shares and 2 reduced their positions during the quarter. Every reported holder and its change is on the SentiSense ownership page for SCEP.

Every reported institutional holder, plus insider and congressional trades in SCEP, on SentiSense.