Who Owns STERLING CAP FDS (SMDOX)? -- Institutional Holders (2026-03-31)

40 institutions reported holding $513.3M of STERLING CAP FDS (SMDOX) in SEC 13F filings for 2026-03-31. Largest institutional holders: AE Wealth Management LLC ($326.0M), Lloyd Advisory Services, LLC. ($34.6M), Kingdom Financial Group LLC. ($34.6M), TRUIST FINANCIAL CORP ($22.8M), LifeWealth Investments, LLC ($14.0M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1AE Wealth Management LLC$326.0M13.4MNew
2Lloyd Advisory Services, LLC.$34.6M1.4MNew
3Kingdom Financial Group LLC.$34.6M1.4MNew
4TRUIST FINANCIAL CORP$22.8M920,035New
5LifeWealth Investments, LLC$14.0M572,332New
6ENVESTNET ASSET MANAGEMENT INC$13.7M556,852New
7Key Capital Management, INC$12.3M505,902New
8B.O.S.S. Retirement Advisors, LLC$7.7M317,407New
9Simplicity Wealth,LLC$6.9M282,740New
10SMART Wealth LLC$5.8M234,112New
11Arcadia Wealth Management, LLC$5.7M230,303New
12FLP Wealth Management, LLC$4.1M169,590New
13Quest 10 Wealth Builders, Inc.$3.6M148,456New
14Networth Advisors, LLC$3.0M121,772New
15Centennial Advisors, LLC$2.9M119,457New
16JANE STREET GROUP, LLC$2.9M115,827New
17HOWARD BAILEY SECURITIES, LLC$2.5M101,282New
18FSA Advisors, Inc.$2.1M85,741New
19Slagle Financial, LLC$1.8M75,681New
20Raleigh Capital Management Inc.$1.4M56,897New
21Triad Wealth Partners, LLC$920,87937,043New
22GOLDMAN SACHS GROUP INC$608,97524,359New
23COMMONWEALTH EQUITY SERVICES, LLC$583,37023,293New
24LifePlan Investment Advisors, Inc.$505,45120,332New
25OLD MISSION CAPITAL LLC$361,95415,356New

Source: SEC Form 13F filings · as of 2026-03-31