SCEC · Insider trading · 13F holders · Congress trades
Sterling Cap Fds (SCEC)
Who is buying and selling SCEC: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 17
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
SCEC at a glance
- No open-market insider purchases or sales of SCEC were filed in the last 90 days.
- 17 13F filers hold SCEC among their 50 largest positions, worth $428.1M combined. The biggest bets by portfolio weight are Montgomery Financial Services LLC (22.0%), Key Capital Management, INC (17.0%) and Kingdom Financial Group LLC. (15.2%). In their latest 13Fs, 0 managers opened a new position and 6 added to one.
- No member of Congress has disclosed a trade in SCEC.
SCEC insider trading
No open-market insider purchases or sales of SCEC were filed in the last 90 days.
Who owns SCEC? Hedge funds and superinvestors
17 13F filers hold SCEC among their 50 largest positions, worth $428.1M combined. The biggest bets by portfolio weight are Montgomery Financial Services LLC (22.0%), Key Capital Management, INC (17.0%) and Kingdom Financial Group LLC. (15.2%). In their latest 13Fs, 0 managers opened a new position and 6 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| AE Wealth Management LLCWealth manager | 0.7% | $149.1M | 5,954,904 | +8.4% shares | Q2 2026 |
| Kingdom Financial Group LLC.Wealth manager | 15.2% | $59.5M | 2,375,988 | +3.6% shares | Q2 2026 |
| CWA Asset Management Group, LLCWealth manager | 1.8% | $59.2M | 2,491,696 | +4.7% shares | Q3 2026 |
| Key Capital Management, INCWealth manager | 17.0% | $33.0M | 1,316,958 | +25.5% shares | Q2 2026 |
| Howard Bailey Securities, LLCWealth manager | 12.6% | $32.6M | 1,372,307 | — | Q3 2026 |
| Montgomery Financial Services LLCWealth manager | 22.0% | $25.3M | 1,011,169 | — | Q2 2026 |
| LifeWealth Investments, LLCWealth manager | 6.5% | $23.4M | 985,939 | — | Q3 2026 |
| Simplicity Wealth,LLCInstitutional asset manager | 0.5% | $16.1M | 677,115 | — | Q3 2026 |
| Global Wealth Management Investment Advisory, Inc.Wealth manager | 0.9% | $6.6M | 263,960 | +9.4% shares | Q2 2026 |
| FWG Investments, LLC.Wealth manager | 3.5% | $6.5M | 261,629 | +6.2% shares | Q2 2026 |
| Quest 10 Wealth Builders, Inc.Wealth manager | 2.9% | $3.8M | 150,732 | +28.7% shares | Q2 2026 |
| Spectrum Advisors, Inc.Wealth manager | 2.3% | $3.3M | 132,104 | -0.2% shares | Q2 2026 |
| FLP Wealth Management, LLCWealth manager | 4.8% | $2.7M | 108,569 | +19.3% shares | Q2 2026 |
| Lloyd Advisory Services, LLC.Wealth manager | 0.9% | $2.4M | 96,376 | -95.8% shares | Q2 2026 |
| Centennial Advisors, LLCWealth manager | 2.6% | $2.2M | 92,520 | — | Q3 2026 |
| FSA Advisors, Inc.Wealth manager | 0.7% | $1.6M | 65,204 | +0.5% shares | Q2 2026 |
| Decker Retirement Planning Inc.Wealth manager | 0.3% | $785K | 33,049 | — | Q3 2026 |
Each manager counts with its latest 13F (Q3 2026: 6, Q2 2026: 11). Screen SCEC in the grand portfolio →
SCEC stock trades by members of Congress
No member of Congress has disclosed a trade in SCEC.
SCEC questions and answers
Are insiders buying SCEC stock?
No open-market insider purchases or sales of SCEC were filed in the last 90 days.
Which hedge funds own SCEC?
17 13F filers hold SCEC among their 50 largest positions, worth $428.1M combined. The biggest bets by portfolio weight are Montgomery Financial Services LLC (22.0%), Key Capital Management, INC (17.0%) and Kingdom Financial Group LLC. (15.2%). In their latest 13Fs, 0 managers opened a new position and 6 added to one.
Has Congress traded SCEC?
No member of Congress has disclosed a trade in SCEC.
Who is the largest holder of SCEC?
Among 13F filers, AE Wealth Management LLC reports the largest SCEC position, $149.1M (5,954,904 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Montgomery Financial Services LLC's: 22.0% of its portfolio.
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