Who Owns STERLING CAP FDS (SCMC)? -- Institutional Holders (2026-06-30)

27 institutions reported holding $150.1M of STERLING CAP FDS (SCMC) in SEC 13F filings for 2026-06-30. Largest institutional holders: AE Wealth Management LLC ($111.2M), ENVESTNET ASSET MANAGEMENT INC ($7.0M), TRUIST FINANCIAL CORP ($7.0M), Key Capital Management, INC ($6.3M), LifeWealth Investments, LLC ($3.3M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1AE Wealth Management LLC$111.2M4.4MAdded
2ENVESTNET ASSET MANAGEMENT INC$7.0M278,763Added
3TRUIST FINANCIAL CORP$7.0M278,763Added
4Key Capital Management, INC$6.3M249,149Added
5LifeWealth Investments, LLC$3.3M131,825Added
6Simplicity Wealth,LLC$3.0M119,478Added
7B.O.S.S. Retirement Advisors, LLC$2.5M98,289Added
8Quest 10 Wealth Builders, Inc.$1.7M68,997Added
9FLP Wealth Management, LLC$1.3M50,857Added
10Kingdom Financial Group LLC.$1.2M48,425Added
11Centennial Advisors, LLC$1.2M47,428Added
12FSA Advisors, Inc.$1.0M40,570Added
13Slagle Financial, LLC$908,42636,150Added
14Lloyd Advisory Services, LLC.$845,49433,646Trimmed
15Raleigh Capital Management Inc.$768,48230,581Added
16SMART Wealth LLC$395,51315,739Trimmed
17Rothschild Wealth LLC$200,2317,968New
18Montgomery Financial Services LLC$115,4444,594New
19Networth Advisors, LLC$84,6113,367Added
20TOUNJIAN ADVISORY PARTNERS, LLC$74,8712,979New
21UBS Group AG$42,1921,679Added
22CoreCap Advisors, LLC$10,429415New
23OSAIC HOLDINGS, INC.$5,302211Hold
24Sterling Capital Management LLC$5,051201Added
25JANE STREET GROUP, LLC$00Exited

Source: SEC Form 13F filings · as of 2026-06-30