20 tracked 13F filers disclose a position in SCEP as of the latest SEC 13F filings, a combined $160.9M 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 | $130.6M | 5.5M | ▲New +5.5M sh | Q1 2026 | |
| 2 | Key Capital Management, INC | $7.4M | 298K | ▲+11% Added · +29K sh | Q2 2026 | |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $4.0M | 170K | ▲New +170K sh | Q1 2026 | |
| 4 | TRUIST FINANCIAL CORP | $4.0M | 169K | ▲New +169K sh | Q1 2026 | |
| 5 | LifeWealth Investments, LLC | $4.0M | 159K | ▼−2.4% Reduced · −4K sh | Q2 2026 | |
| 6 | B.O.S.S. Retirement Advisors, LLC | $2.9M | 117K | ▼−6.6% Reduced · −8K sh | Q2 2026 | |
| 7 | Quest 10 Wealth Builders, Inc. | $2.1M | 82K | ▼−2.1% Reduced · −2K sh | Q2 2026 | |
| 8 | Kingdom Financial Group LLC. | $1.5M | 58K | ▼−6.3% Reduced · −4K sh | Q2 2026 | |
| 9 | Slagle Financial, LLC | $1.1M | 43K | ▼−1.2% Reduced · −511 sh | Q2 2026 | |
| 10 | Lloyd Advisory Services, LLC. | $1.0M | 40K | ▼−35% Reduced · −22K sh | Q2 2026 | |
| 11 | Raleigh Capital Management Inc. | $939K | 38K | ▲+13% Added · +4K sh | Q2 2026 | |
| 12 | OLD MISSION CAPITAL LLC | $362K | 15K | ▲New +15K sh | Q1 2026 | |
| 13 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $329K | 14K | ▼−24% Reduced · −4K sh | Q1 2026 | |
| 14 | &PARTNERS | $245K | 10K | ▲New +10K sh | Q1 2026 | |
| 15 | Boomfish Wealth Group, LLC | $204K | 8K | ▲New +8K sh | Q2 2026 | |
| 16 | Networth Advisors, LLC | $100K | 4K | ▲+2.9% Added · +113 sh | Q2 2026 | |
| 17 | TOUNJIAN ADVISORY PARTNERS, LLC | $90K | 4K | ▲New +4K sh | Q2 2026 | |
| 18 | Sterling Capital Management LLC | $8K | 315 | —Held | Q2 2026 | |
| 19 | OSAIC HOLDINGS, INC. | $7K | 289 | ▲New +289 sh | Q1 2026 | |
| 20 | UBS Group AG | $6K | 270 | ▲New +270 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, 2 funds opened a new position in SCEP and 3 added to an existing one, while 5 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 |
|---|---|---|
| ISHARES CORE MSCI EMERGINGIEMG | 8 funds | $681.2M |
| NVIDIA CORPNVDA | 8 funds | $251.6M |
| TESLA INCTSLA | 8 funds | $88.1M |
| INVESCO QQQ TRUST SERIES 1QQQ | 8 funds | $78.8M |
| ISHARES CORE S&P 500 ETFIVV | 8 funds | $23.5M |
| VANGUARD S&P 500 ETFVOO | 7 funds | $370.2M |
| SS SPDR S&P 500 ETF TRUST-USSPY | 7 funds | $362.5M |
| MICROSOFT CORPMSFT | 7 funds | $142.0M |
| APPLE INCAAPL | 7 funds | $134.7M |
| ALPHABET INC-CL AGOOGL | 7 funds | $104.5M |
| BROADCOM INCAVGO | 7 funds | $76.0M |
| AMAZON.COM INCAMZN | 7 funds | $74.7M |
Ranked by how many of SCEP's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| SCEPthis pageETF | 20 funds | $160.9M |
| SCNMNATIONAL MUNI BD | 18 funds | $148.5M |
| SCMCETF | 18 funds | $129.5M |
| 85917K447SHORT DURATION B | 10 funds | $19.9M |
| 85917K439ULTRA SHORT BOND | 2 funds | $1.2M |
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 SCEP
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/SCEP/capital-change-brief"
Use Arkolith's capital_change_brief for SCEP. 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 SCEP. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.