Signals

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☆SCEP

28 in-universe funds with a nonzero position in SCEP within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#21835
Score / z0.000 / -0.02
Consensus5.95 over 14 funds
Momentumnot computed

Price & positioning

169 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
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Fund Positions
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Quarters Held
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Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 132.1 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Key Capital Management, INC CIK 0002107249 0.369 726 7.4 3.8% 2 -0.4 pp +3.8 pp +3.8 pp +3.8 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 6.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 6.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LifeWealth Investments, LLC CIK 0002033794 0.416 136 4.0 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 3.4 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆B.O.S.S. Retirement Advisors, LLC CIK 0001964810 0.303 157 2.9 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆Quest 10 Wealth Builders, Inc. CIK 0002035215 0.144 776 2.1 1.6% 2 -0.1 pp +1.6 pp +1.6 pp +1.6 pp
☆FLP Wealth Management, LLC CIK 0002052024 0.103 65 1.5 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Kingdom Financial Group LLC. CIK 0001962236 0.603 855 1.5 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Centennial Advisors, LLC CIK 0001951376 0.026 76 1.4 1.7% 2 -0.1 pp +1.7 pp +1.7 pp +1.7 pp
☆FSA Advisors, Inc. CIK 0001905627 0.025 261 1.2 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Slagle Financial, LLC CIK 0001984918 0.043 127 1.1 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Raleigh Capital Management Inc. CIK 0001911726 0.166 610 0.9 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆SMART Wealth LLC CIK 0002044723 0.032 222 0.5 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆&PARTNERS CIK 0000107136 0.806 2509 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rothschild Wealth LLC CIK 0001811345 0.247 656 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Boomfish Wealth Group, LLC CIK 0002010786 0.172 95 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Networth Advisors, LLC CIK 0002099019 0.225 383 0.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sterling Capital Management LLC CIK 0001329883 0.433 3289 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HRT FINANCIAL LP CIK 0001475597 0.003 4113 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Arcadia Wealth Management, LLC CIK 0001964226 0.641 66 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just SCEP). Qtrs Held counts distinct quarters this fund has actually held SCEP (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its SCEP position size. Δ columns are the percentage-point change in SCEP's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status