Sterling Cap Fds (SCEP) Hedge Fund Ownership (Q2 2026)

Sterling Cap Fds (SCEP)

28 + Investors. Track Smart Money conviction in SCEP. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — SCEP

Based on 28 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 2Q

For 2 consecutive quarters, more hedge funds added SCEP than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

28 hedge funds hold SCEP right now — the highest count in 0.8 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

🟠

More sellers than buyers — 47% buying

14 buying16 selling

Last quarter: 16 funds reduced or exited vs 14 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

⚠️

Fewer new buyers each quarter (-18 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 24 → 6. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.

🔄

Mostly new holders — 100% entered in last year

■ 0% conviction (2yr+) ■ 0% medium ■ 100% new

Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

🌱

Early stage — 100% of holders entered in last year

■ 0% veterans ■ 0% 1-2yr ■ 100% new

Of 28 current holders: 28 (100%) entered in the past year, only 0 (0%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.

📋

Smaller funds dominant — 4% AUM from top-100

4% from top-100 AUM funds

1 of 28 holders rank in the top 100 by AUM, but together hold only 4% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

5.7

out of 10

Moderate Exit Risk

Exit risk score 5.7/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	28	26	7.69%
13F Shares	7M	7M	0.07%
Total Value	$177M	$168M	5.29%
New Positions	6	24	-18
Increased Positions	8	1	+7
Closed Positions	4	0	+4
Reduced Positions	12	1	+11
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

7.69%

13F Shares

0.07%

Total Value

$177M

$168M

5.29%

New Positions

-18

Increased Positions

Closed Positions

Reduced Positions

+11

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

28 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in SCEP. Verified SEC 13F-HR filings.

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 SCEP holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Key Capital Management, INC	3.83%	297,921	$7.4M
2	FLP Wealth Management, LLC	2.72%	61,074	$1.5M
3	Centennial Advisors, LLC	1.70%	56,875	$1.4M
4	Quest 10 Wealth Builders, Inc.	1.59%	82,076	$2.1M
5	LifeWealth Investments, LLC	1.06%	159,232	$4.0M
6	B.O.S.S. Retirement Advisors, LLC	0.79%	117,014	$2.9M
7	AE Wealth Management LLC	0.62%	5,285,013	$132.1M
8	FSA Advisors, Inc.	0.56%	48,437	$1.2M
9	Lloyd Advisory Services, LLC.	0.39%	40,394	$1.0M
10	Kingdom Financial Group LLC.	0.37%	58,389	$1.5M
11	Slagle Financial, LLC	0.32%	43,364	$1.1M
12	Raleigh Capital Management Inc.	0.30%	37,549	$939K
13	Montgomery Financial Services LLC	0.12%	5,561	$139K
14	Simplicity Wealth,LLC	0.11%	134,263	$3.4M
15	SMART Wealth LLC	0.10%	18,739	$468K
16	Boomfish Wealth Group, LLC	0.09%	8,174	$204K
17	Networth Advisors, LLC	0.06%	4,015	$100K
18	Tounjian Advisory Partners, LLC	0.04%	3,614	$90K
19	Rothschild Wealth LLC	0.02%	9,496	$237K
20	Truist Financial Corp	0.01%	267,115	$6.7M
21	Old Mission Capital LLC	0.00%	9,669	$242K
22	&Partners	0.00%	17,744	$444K
23	Envestnet Asset Management Inc	0.00%	269,384	$6.7M
24	Hrt Financial LP	0.00%	9,189	$229K
25	CoreCap Advisors, LLC	0.00%	493	$12K

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Sterling Cap Fds (SCEP)

What does the Smart Money Trend signal show for SCEP?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added SCEP than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for SCEP?

More sellers than buyers — 47% buying: Last quarter: 16 funds reduced or exited vs 14 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for SCEP holders?

Smaller funds dominant — 4% AUM from top-100: 1 of 28 holders rank in the top 100 by AUM, but together hold only 4% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held SCEP?

Mostly new holders — 100% entered in last year: Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Sterling Cap Fds (SCEP)

Smart Money Signals — SCEP

Buying streak — 2 quarters in a row

At the ownership peak (100% of max)

More sellers than buyers — 47% buying

Fewer new buyers each quarter (-18 vs last Q)

Mostly new holders — 100% entered in last year

Early stage — 100% of holders entered in last year

Smaller funds dominant — 4% AUM from top-100

Institutional Sentiment Summary — SCEP

Hedge Fund Ownership: SCEP

Market Analysis: SCEP

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: SCEP

Hedge Fund Positioning: SCEP

Statistics: SCEP

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Sterling Cap Fds (SCEP)

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