16 institutions reported holding $121.6M of STERLING CAP FDS (SCNM) in SEC 13F filings for 2026-06-30. Largest institutional holders: AE Wealth Management LLC ($94.7M), LifeWealth Investments, LLC ($7.7M), Arcadia Wealth Management, LLC ($5.5M), Networth Advisors, LLC ($3.0M), FLP Wealth Management, LLC ($2.3M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | AE Wealth Management LLC | $94.7M | 3.8M | Added |
| 2 | LifeWealth Investments, LLC | $7.7M | 307,572 | Added |
| 3 | Arcadia Wealth Management, LLC | $5.5M | 217,601 | Trimmed |
| 4 | Networth Advisors, LLC | $3.0M | 119,110 | Added |
| 5 | FLP Wealth Management, LLC | $2.3M | 90,630 | Added |
| 6 | B.O.S.S. Retirement Advisors, LLC | $2.2M | 85,805 | Added |
| 7 | TRUIST FINANCIAL CORP | $1.9M | 74,883 | Trimmed |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $1.9M | 74,883 | Trimmed |
| 9 | Key Capital Management, INC | $1.2M | 48,281 | Added |
| 10 | FWG Investments, LLC. | $407,303 | 16,192 | New |
| 11 | CoreCap Advisors, LLC | $333,026 | 13,239 | Added |
| 12 | Centennial Advisors, LLC | $268,469 | 10,673 | Trimmed |
| 13 | Quest 10 Wealth Builders, Inc. | $119,209 | 4,739 | Added |
| 14 | Decker Retirement Planning Inc. | $81,577 | 3,243 | Trimmed |
| 15 | Farther Finance Advisors, LLC | $60,314 | 2,398 | New |
| 16 | CREATIVE FINANCIAL DESIGNS INC /ADV | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30