SCEC(SCEC)
SCEC
Institutional Ownership
Top 36 Institutional Holders
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| CWA Asset Management Group, LLC | 2.38M | Jun 30, 26 | +707.12K | 9.99% |
| LifeWealth Investments, LLC | 896.53K | Jun 30, 26 | +133.57K | 3.76% |
| Family Wealth Group, LLC | 261.63K | Jun 30, 26 | +15.20K | 1.10% |
| Quest 10 Wealth Builders, Inc. | 150.73K | Jun 30, 26 | +33.61K | 0.63% |
| FLP Wealth Management, LLC | 108.57K | Jun 30, 26 | +17.58K | 0.46% |
| Farther Finance Advisors, LLC | 88.20K | Jun 30, 26 | +88.20K | 0.37% |
| Decker Retirement Planning Inc. | 32.64K | Jun 30, 26 | +1.35K | 0.14% |
| B.O.S.S. Retirement Advisors, LLC | 29.96K | Jun 30, 26 | -2.56K | 0.13% |
| J.W. COLE ADVISORS, INC. | 26.87K | Jun 30, 26 | +26.87K | 0.11% |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 23.17K | Jun 30, 26 | -- | 0.10% |
| Procyon Advisors, LLC | 8.00K | Jun 30, 26 | -- | 0.03% |
| CoreCap Advisors, LLC | 1.18K | Jun 30, 26 | -- | 0.00% |
| Sound Income Strategies, LLC | -- | Jun 30, 26 | -378 | -- |
| Arcadia Wealth Management, LLC | -- | Jun 30, 26 | -8.23K | -- |
| AE Wealth Management LLC | 5.49M | Mar 31, 26 | +213.51K | 23.05% |
| Lloyd Advisory Services, LLC. | 2.29M | Mar 31, 26 | +2.24M | 9.63% |
| Kingdom Financial Group LLC. | 2.29M | Mar 31, 26 | +104.52K | 9.63% |
| HOWARD BAILEY SECURITIES, LLC | 1.18M | Mar 31, 26 | +56.07K | 4.94% |
| Family Wealth Group, LLC | 246.43K | Mar 31, 26 | -7.29K | 1.03% |
| Global Wealth Management Investment Advisory, Inc. | 241.36K | Mar 31, 26 | -17.64K | 1.01% |
| CITADEL ADVISORS LLC | 100.53K | Mar 31, 26 | +100.53K | 0.42% |
| FSA Advisors, Inc. | 64.88K | Mar 31, 26 | -1.93K | 0.27% |
| Triad Wealth Partners, LLC | 37.39K | Mar 31, 26 | +37.39K | 0.16% |
| Foundations Investment Advisors, LLC | 15.38K | Mar 31, 26 | +15.38K | 0.06% |
| CreativeOne Wealth, LLC | 12.16K | Mar 31, 26 | -- | 0.05% |
| Cetera Investment Advisers | 10.09K | Mar 31, 26 | +867 | 0.04% |
| LifePlan Investment Advisors, Inc. | 8.78K | Mar 31, 26 | -8.76K | 0.04% |
| HARBOUR INVESTMENTS, INC. | 1.76K | Mar 31, 26 | -- | 0.01% |
| Root Financial Partners, LLC | 948 | Mar 31, 26 | -- | 0.00% |
| UBS Group AG | 641 | Mar 31, 26 | +641 | 0.00% |
| ADVISOR GROUP HOLDINGS, INC. | 219 | Mar 31, 26 | -- | 0.00% |
| ROYAL BANK OF CANADA | -- | Mar 31, 26 | -490 | -- |
| GOLDMAN SACHS GROUP INC | -- | Mar 31, 26 | -15.35K | -- |
| TRUIST FINANCIAL CORP | -- | Mar 31, 26 | -20.74K | -- |
| Guerra Advisors Inc | 18.13K | Sep 30, 25 | +355 | 0.08% |
| Pineridge Advisors LLC | 17.37K | Sep 30, 25 | +1.21K | 0.07% |