# STERLING CAP FDS (SCMC)

> Institutional ownership reported to the SEC as of Q2 2026, from Form 13F filings. Source: https://holderbook.com/stocks/SCMC/

- Reporting holders: 24
- Reported value: $158.2M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [AE Wealth Management LLC](https://holderbook.com/funds/1697723-ae-wealth-management-llc/) | $111.2M | 4,424,926 | 0.5% | 2 |
| [ENVESTNET ASSET MANAGEMENT INC](https://holderbook.com/funds/1407543-envestnet-asset-management-inc/) | $14.0M | 557,526 | 0.0% | 2 |
| [TRUIST FINANCIAL CORP](https://holderbook.com/funds/92230-truist-financial-corp/) | $7.0M | 278,763 | 0.0% | 2 |
| [Key Capital Management, INC](https://holderbook.com/funds/2107249-key-capital-management-inc/) | $6.3M | 249,149 | 3.2% | 2 |
| [LifeWealth Investments, LLC](https://holderbook.com/funds/2033794-lifewealth-investments-llc/) | $3.3M | 131,825 | 0.9% | 2 |
| [Simplicity Wealth,LLC](https://holderbook.com/funds/1913243-simplicity-wealth-llc/) | $3.0M | 119,478 | 0.1% | 2 |
| [B.O.S.S. Retirement Advisors, LLC](https://holderbook.com/funds/1964810-b-o-s-s-retirement-advisors-llc/) | $2.5M | 98,289 | 0.7% | 2 |
| [FSA Advisors, Inc.](https://holderbook.com/funds/1905627-fsa-advisors-inc/) | $2.0M | 81,140 | 0.5% | 2 |
| [Quest 10 Wealth Builders, Inc.](https://holderbook.com/funds/2035215-quest-10-wealth-builders-inc/) | $1.7M | 68,997 | 1.3% | 2 |
| [FLP Wealth Management, LLC](https://holderbook.com/funds/2052024-flp-wealth-management-llc/) | $1.3M | 50,857 | 2.3% | 2 |
| [Kingdom Financial Group LLC.](https://holderbook.com/funds/1962236-kingdom-financial-group-llc/) | $1.2M | 48,425 | 0.3% | 2 |
| [Centennial Advisors, LLC](https://holderbook.com/funds/1951376-centennial-advisors-llc/) | $1.2M | 47,428 | 1.4% | 2 |
| [Slagle Financial, LLC](https://holderbook.com/funds/1984918-slagle-financial-llc/) | $908.4K | 36,150 | 0.3% | 2 |
| [Lloyd Advisory Services, LLC.](https://holderbook.com/funds/1802474-lloyd-advisory-services-llc/) | $845.5K | 33,646 | 0.3% | 2 |
| [Raleigh Capital Management Inc.](https://holderbook.com/funds/1911726-raleigh-capital-management-inc/) | $768.5K | 30,581 | 0.2% | 2 |
| [SMART Wealth LLC](https://holderbook.com/funds/2044723-smart-wealth-llc/) | $395.5K | 15,739 | 0.1% | 2 |
| [Rothschild Wealth LLC](https://holderbook.com/funds/1811345-rothschild-wealth-llc/) | $200.2K | 7,968 | 0.0% | 1 |
| [Montgomery Financial Services LLC](https://holderbook.com/funds/2149844-montgomery-financial-services-llc/) | $115.4K | 4,594 | 0.1% | 1 |
| [Networth Advisors, LLC](https://holderbook.com/funds/2099019-networth-advisors-llc/) | $84.6K | 3,367 | 0.0% | 2 |
| [TOUNJIAN ADVISORY PARTNERS, LLC](https://holderbook.com/funds/2039850-tounjian-advisory-partners-llc/) | $74.9K | 2,979 | 0.0% | 1 |
| [UBS Group AG](https://holderbook.com/funds/1610520-ubs-group-ag/) | $42.2K | 1,679 | 0.0% | 2 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $10.4K | 415 | 0.0% | 1 |
| [OSAIC HOLDINGS, INC.](https://holderbook.com/funds/1677044-osaic-holdings-inc/) | $5.3K | 211 | 0.0% | 2 |
| [Sterling Capital Management LLC](https://holderbook.com/funds/1329883-sterling-capital-management-llc/) | $5.1K | 201 | 0.0% | 2 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 24 | $158.2M |
| Q1 2026 | 23 | $133.1M |
| Q4 2025 | 1 | $1.2K |