Who owns SCEC
Which tracked institutional funds hold SCEC, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SCEC company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-14). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on SCEC is one-sided between 2026-Q1 and 2026-Q2: 15 added or opened and 4 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
SCEC’s largest tracked holder by dollar value, AE Wealth Management LLC, sizes it at 0.7% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.6pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in SCEC divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 32 tracked filers holding SCEC, 24 increased or opened the position and 10 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in SCEC between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 5
- Montgomery Financial Services LLC$25M
- Simplicity Wealth,LLC$16M
- JANE STREET GROUP, LLC$6M
- Farther Finance Advisors, LLC$2M
- J.W. COLE ADVISORS, INC.$673K
Full exits 2
- Triad Wealth Partners, LLC$938K
- HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC$581K
Largest adds
- CWA Asset Management Group, LLC$18M
- AE Wealth Management LLC$11M
- Key Capital Management, INC$7M
- LifeWealth Investments, LLC$3M
- HOWARD BAILEY SECURITIES, LLC$3M
- Kingdom Financial Group LLC.$2M
Largest trims
- Lloyd Advisory Services, LLC.$55M
- CITADEL ADVISORS LLC$2M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| AE Wealth Management LLC added | 5,954,904 | $149M | 33.6% | 2026-Q2 |
| CWA Asset Management Group, LLC added | 2,380,804 | $60M | 13.4% | 2026-Q2 |
| Kingdom Financial Group LLC. added | 2,375,988 | $59M | 13.4% | 2026-Q2 |
| Key Capital Management, INC added | 1,316,958 | $33M | 7.4% | 2026-Q2 |
| HOWARD BAILEY SECURITIES, LLC added | 1,295,101 | $32M | 7.3% | 2026-Q2 |
| Montgomery Financial Services LLC new | 1,011,169 | $25M | 5.7% | 2026-Q2 |
| LifeWealth Investments, LLC added | 896,531 | $22M | 5.1% | 2026-Q2 |
| Simplicity Wealth,LLC new | 639,079 | $16M | 3.6% | 2026-Q2 |
| Global Wealth Management Investment Advisory, Inc. added | 263,960 | $7M | 1.5% | 2026-Q2 |
| FWG Investments, LLC. added | 261,629 | $7M | 1.5% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 238,914 | $6M | 1.3% | 2026-Q2 |
| Quest 10 Wealth Builders, Inc. added | 150,732 | $4M | 0.9% | 2026-Q2 |
| FLP Wealth Management, LLC added | 108,569 | $3M | 0.6% | 2026-Q2 |
| Lloyd Advisory Services, LLC. trimmed | 96,376 | $2M | 0.5% | 2026-Q2 |
| Farther Finance Advisors, LLC new | 88,204 | $2M | 0.5% | 2026-Q2 |
| Centennial Advisors, LLC added | 87,704 | $2M | 0.5% | 2026-Q2 |
| FSA Advisors, Inc. added | 65,204 | $2M | 0.4% | 2026-Q2 |
| Decker Retirement Planning Inc. added | 32,638 | $817K | 0.2% | 2026-Q2 |
| B.O.S.S. Retirement Advisors, LLC trimmed | 29,957 | $750K | 0.2% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. new | 26,870 | $673K | 0.2% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 26,594 | $666K | 0.2% | 2026-Q2 |
| CreativeOne Wealth, LLC | 12,165 | $305K | 0.1% | 2026-Q2 |
| OLD MISSION CAPITAL LLC trimmed | 11,512 | $288K | 0.1% | 2026-Q2 |
| Cetera Investment Advisers | 10,087 | $253K | 0.1% | 2026-Q2 |
| Networth Advisors, LLC added | 9,394 | $235K | 0.1% | 2026-Q2 |
| LifePlan Investment Advisors, Inc. added | 9,369 | $235K | 0.1% | 2026-Q2 |
| Procyon Advisors, LLC | 8,004 | $200K | 0.0% | 2026-Q2 |
| TOUNJIAN ADVISORY PARTNERS, LLC new | 3,212 | $80K | 0.0% | 2026-Q2 |
| UBS Group AG added | 2,752 | $69K | 0.0% | 2026-Q2 |
| CoreCap Advisors, LLC | 1,178 | $29K | 0.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. | 219 | $5K | 0.0% | 2026-Q2 |
| IFG Advisory, LLC new | 5 | $125 | 0.0% | 2026-Q2 |
| Triad Wealth Partners, LLC new | 37,389 | $938K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC new | 23,167 | $581K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Foundations Investment Advisors, LLC new | 15,381 | $386K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Arcadia Wealth Management, LLC added | 8,229 | $206K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| HARBOUR INVESTMENTS, INC. | 1,759 | $44K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Root Financial Partners, LLC | 948 | $24K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Sound Income Strategies, LLC added | 378 | $9K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| TRUIST FINANCIAL CORP added | 20,737 | $526K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| GOLDMAN SACHS GROUP INC trimmed | 15,346 | $389K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| ROYAL BANK OF CANADA new | 490 | $12K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| AlphaStar Capital Management, LLC new | 19,450 | $496K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| Guerra Advisors Inc added | 18,127 | $462K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| Pineridge Advisors LLC added | 17,366 | $442K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| Transce3nd, LLC new | 93,816 | $2M | 0.5% | 2025-Q2 stale (4 quarters behind) |
| FLOW TRADERS U.S. LLC new | 23,058 | $583K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| US BANCORP \DE\ new | 247 | $6K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.