Institutional Holders (2026 Q1)
2 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in SCEP. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Key Capital Management, INC | 4.19% | 269,006 | $6.3M |
| 2 | FLP Wealth Management, LLC | 2.79% | 1,179 | $1.4M |
| 3 | Centennial Advisors, LLC | 1.84% | 61,213 | $1.4M |
| 4 | Quest 10 Wealth Builders, Inc. | 1.73% | 83,883 | $2.0M |
| 5 | LifeWealth Investments, LLC | 1.15% | 163,093 | $3.8M |
| 6 | B.O.S.S. Retirement Advisors, LLC | 0.90% | 125,332 | $3.0M |
| 7 | FSA Advisors, Inc. | 0.68% | 43,793 | $1.0M |
| 8 | Slagle Financial, LLC | 0.34% | 43,875 | $1.0M |
| 9 | Raleigh Capital Management Inc. | 0.27% | 33,178 | $782K |
| 10 | Simplicity Wealth,LLC | 0.18% | 135,001 | $3.2M |
| 11 | SMART Wealth LLC | 0.17% | 24,854 | $586K |
| 12 | Arcadia Wealth Management, LLC | 0.08% | 9,900 | $233K |
| 13 | Networth Advisors, LLC | 0.07% | 3,902 | $92K |
| 14 | Rothschild Wealth LLC | 0.02% | 9,538 | $225K |
| 15 | TRUIST FINANCIAL CORP | 0.01% | 169,397 | $4.0M |
| 16 | ENVESTNET ASSET MANAGEMENT INC | 0.00% | 170,460 | $4.0M |
| 17 | Sound Income Strategies, LLC | 0.00% | 128 | $3K |
| 18 | Sterling Capital Management LLC | 0.00% | 315 | $7K |
| 19 | UBS Group AG | 0.00% | 270 | $6K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|