27 tracked 13F filers disclose a position in SCEC as of the latest SEC 13F filings, a combined $397.6M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | AE Wealth Management LLC | $137.8M | 5.5M | ▲+4.0% Added · +214K sh | Q1 2026 | |
| 2 | CWA Asset Management Group, LLC | $59.6M | 2.4M | ▲+42% Added · +707K sh | Q2 2026 | |
| 3 | Kingdom Financial Group LLC. | $59.5M | 2.4M | ▲+3.5% Added · +81K sh | Q2 2026 | |
| 4 | Key Capital Management, INC | $33.0M | 1.3M | ▲+26% Added · +268K sh | Q2 2026 | |
| 5 | HOWARD BAILEY SECURITIES, LLC | $32.4M | 1.3M | ▲+10% Added · +119K sh | Q2 2026 | |
| 6 | Montgomery Financial Services LLC | $25.3M | 1.0M | ▲New +1.0M sh | Q2 2026 | |
| 7 | LifeWealth Investments, LLC | $22.4M | 897K | ▲+18% Added · +134K sh | Q2 2026 | |
| 8 | Global Wealth Management Investment Advisory, Inc. | $6.6M | 264K | ▲+9.4% Added · +23K sh | Q2 2026 | |
| 9 | FWG Investments, LLC. | $6.5M | 262K | ▲+6.2% Added · +15K sh | Q2 2026 | |
| 10 | Quest 10 Wealth Builders, Inc. | $3.8M | 151K | ▲+29% Added · +34K sh | Q2 2026 | |
| 11 | CITADEL ADVISORS LLC | $2.5M | 101K | ▲New +101K sh | Q1 2026 | |
| 12 | Lloyd Advisory Services, LLC. | $2.4M | 96K | ▼−96% Reduced · −2.2M sh | Q2 2026 | |
| 13 | FSA Advisors, Inc. | $1.6M | 65K | ▲+0.5% Added · +324 sh | Q2 2026 | |
| 14 | Decker Retirement Planning Inc. | $817K | 33K | ▲+4.3% Added · +1K sh | Q2 2026 | |
| 15 | B.O.S.S. Retirement Advisors, LLC | $750K | 30K | ▼−7.9% Reduced · −3K sh | Q2 2026 | |
| 16 | J.W. COLE ADVISORS, INC. | $673K | 27K | ▲New +27K sh | Q2 2026 | |
| 17 | FOUNDATIONS INVESTMENT ADVISORS, LLC | $386K | 15K | ▲New +15K sh | Q1 2026 | |
| 18 | CreativeOne Wealth, LLC | $305K | 12K | —Held | Q2 2026 | |
| 19 | Cetera Investment Advisers | $253K | 10K | ▲+9.4% Added · +867 sh | Q1 2026 | |
| 20 | Networth Advisors, LLC | $235K | 9K | ▲+2.6% Added · +241 sh | Q2 2026 | |
| 21 | LifePlan Investment Advisors, Inc. | $235K | 9K | ▲+6.8% Added · +593 sh | Q2 2026 | |
| 22 | Procyon Advisors, LLC | $200K | 8K | —Held | Q2 2026 | |
| 23 | TOUNJIAN ADVISORY PARTNERS, LLC | $80K | 3K | ▲New +3K sh | Q2 2026 | |
| 24 | HARBOUR INVESTMENTS, INC. | $44K | 2K | —Held | Q1 2026 | |
| 25 | CoreCap Advisors, LLC | $30K | 1K | ▲New +1K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 6 funds opened a new position in SCEC and 10 added to an existing one, while 2 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 20 funds | $3.9B |
| ISHARES CORE S&P 500 ETFIVV | 20 funds | $3.1B |
| APPLE INCAAPL | 20 funds | $2.2B |
| AMAZON.COM INCAMZN | 20 funds | $2.0B |
| MICROSOFT CORPMSFT | 20 funds | $1.3B |
| BROADCOM INCAVGO | 20 funds | $1.1B |
| ALPHABET INC-CL AGOOGL | 20 funds | $1.1B |
| TESLA INCTSLA | 20 funds | $891.3M |
| ISHARES CORE MSCI EMERGINGIEMG | 20 funds | $276.6M |
| META PLATFORMS INC-CLASS AMETA | 19 funds | $1.2B |
| JPMORGAN CHASE & COJPM | 19 funds | $900.4M |
| ALPHABET INC-CL CGOOG | 19 funds | $862.1M |
Ranked by how many of SCEC's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| TACKmc | 34 funds | $201.8M |
| HTUSMF Closed and MF Open | 28 funds | $47.6M |
| SCECthis pageSTERLING CAP ENH | 27 funds | $397.6M |
| NITEcs | 3 funds | $353K |
| 14064D741FULLERTHALER R6 | 1 funds | $2.8M |
| 14064D865OPEN END TAXABLE NO LOAD FUND | 1 funds | $66K |
| 14064D568ETF | 1 funds | $53K |
| 14064D659SHS | 1 funds | $12K |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for SCEC
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/SCEC/capital-change-brief"
Use Arkolith's capital_change_brief for SCEC. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for SCEC. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.