SCEP Sterling Capital Hedged Equity Premium Income ETF
BATS close Oct 2, 2026SCEP Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
SCEP Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view
Bar granularity adapts to the selected period — hover the chart to see open/high/low/close for a bar.
10-Year Performance Revenue, net income, margins and EPS trends
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
Not enough fundamentals data to compute this ratio group yet.
Profitability Gross, operating and net margins; ROE, ROA, ROIC
Not enough fundamentals data to compute this ratio group yet.
Financial Health Debt, liquidity, solvency — balance sheet strength
Not enough fundamentals data to compute this ratio group yet.
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
Not enough fundamentals data to compute this ratio group yet.
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
Not enough fundamentals data to compute this ratio group yet.
value · ≈ 5Y avg · industry median · verdict relative to median
Dividends Yield, payout ratio, dividend history, 5Y CAGR
| Ex-date | Amount | Currency | Yield |
|---|---|---|---|
| Sep 1, 2026 | $0.15 | USD | ≈5.0% |
| Aug 3, 2026 | $0.14 | USD | — |
| Jul 1, 2026 | $0.14 | USD | — |
| Jun 1, 2026 | $0.15 | USD | — |
| May 1, 2026 | $0.14 | USD | — |
| Apr 1, 2026 | $0.14 | USD | — |
| Mar 2, 2026 | $0.14 | USD | — |
| Feb 2, 2026 | $0.15 | USD | — |
| Dec 30, 2025 | $0.09 | USD | — |
Institutional owners (13F) 27 filers · $176.1M total · As of June 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 5 | 4 | 8 | 12 | · |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair. Change vs prior quarter not shown: filer coverage differs too much between these two quarters for a reliable comparison.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| AE Wealth Management LLC | $132,125,343 | 5,285,013 | 75.01% | Shares |
| Key Capital Management, INC | $7,448,025 | 297,921 | 4.23% | Shares |
| ENVESTNET ASSET MANAGEMENT INC | $6,734,600 | 269,384 | 3.82% | Shares |
| TRUIST FINANCIAL CORP | $6,677,875 | 267,115 | 3.79% | Shares |
| LifeWealth Investments, LLC | $3,980,795 | 159,232 | 2.26% | Shares |
| Simplicity Wealth,LLC | $3,356,580 | 134,263 | 1.91% | Shares |
| B.O.S.S. Retirement Advisors, LLC | $2,925,350 | 117,014 | 1.66% | Shares |
| Quest 10 Wealth Builders, Inc. | $2,051,900 | 82,076 | 1.16% | Shares |
| FLP Wealth Management, LLC | $1,526,848 | 61,074 | 0.87% | Shares |
| Kingdom Financial Group LLC. | $1,459,721 | 58,389 | 0.83% | Shares |
| Centennial Advisors, LLC | $1,421,878 | 56,875 | 0.81% | Shares |
| FSA Advisors, Inc. | $1,210,914 | 48,437 | 0.69% | Shares |
| Slagle Financial, LLC | $1,084,102 | 43,364 | 0.62% | Shares |
| Lloyd Advisory Services, LLC. | $1,009,849 | 40,394 | 0.57% | Shares |
| Raleigh Capital Management Inc. | $938,731 | 37,549 | 0.53% | Shares |
| SMART Wealth LLC | $468,487 | 18,739 | 0.27% | Shares |
| &PARTNERS | $443,600 | 17,744 | 0.25% | Shares |
| JANE STREET GROUP, LLC | $370,425 | 14,817 | 0.21% | Shares |
| OLD MISSION CAPITAL LLC | $241,725 | 9,669 | 0.14% | Shares |
| Rothschild Wealth LLC | $237,400 | 9,496 | 0.13% | Shares |
| Boomfish Wealth Group, LLC | $204,350 | 8,174 | 0.12% | Shares |
| Networth Advisors, LLC | $100,375 | 4,015 | 0.06% | Shares |
| TOUNJIAN ADVISORY PARTNERS, LLC | $90,349 | 3,614 | 0.05% | Shares |
| CoreCap Advisors, LLC | $12,325 | 493 | 0.01% | Shares |
| Sterling Capital Management LLC | $7,875 | 315 | 0.00% | Shares |
| OSAIC HOLDINGS, INC. | $7,225 | 289 | 0.00% | Shares |
| HRT FINANCIAL LP | $229 | 9,189 | 0.00% | Shares |
My Metrics Your personal watchlist — selected rows from Full Fundamentals
Pick the metrics that matter to you — click the + next to any row in Full Fundamentals above.
Your selection is saved and follows you across all tickers.