STERLING CAP FDS (SCMC)
Institutional ownership reported to the SEC as of Q2 2026, across 3 quarters.
24
Reporting holders
$151.2M
Reported value
0.0%
Held as options
+1
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| AE Wealth Management LLC | $111.2M | 4,424,926 | 0.52% | 2q | +10.6%+$10.7M |
| TRUIST FINANCIAL CORP | $7.0M | 278,763 | 0.01% | 2q | +31.9%+$1.7M |
| ENVESTNET ASSET MANAGEMENT INC | $7.0M | 278,763 | 0.00% | 2q | +31.8%+$1.7M |
| Key Capital Management, INC | $6.3M | 249,149 | 3.22% | 2q | +28.4%+$1.4M |
| LifeWealth Investments, LLC | $3.3M | 131,825 | 0.89% | 2q | +11.5%+$341.1K |
| Simplicity Wealth,LLC | $3.0M | 119,478 | 0.10% | 2q | +18.2%+$463.2K |
| B.O.S.S. Retirement Advisors, LLC | $2.5M | 98,289 | 0.67% | 2q | +8.5%+$193.5K |
| FSA Advisors, Inc. | $2.0M | 81,140 | 0.47% | 2q | +156.3%+$1.2M |
| Quest 10 Wealth Builders, Inc. | $1.7M | 68,997 | 1.35% | 2q | +13.5%+$206.6K |
| FLP Wealth Management, LLC | $1.3M | 50,857 | 2.27% | 2q | +22.3%+$232.6K |
| Kingdom Financial Group LLC. | $1.2M | 48,425 | 0.31% | 2q | +7.6%+$86.0K |
| Centennial Advisors, LLC | $1.2M | 47,428 | 1.42% | 2q | +6.7%+$75.2K |
| Slagle Financial, LLC | $908.4K | 36,150 | 0.27% | 2q | +13.7%+$109.2K |
| Lloyd Advisory Services, LLC. | $845.5K | 33,646 | 0.33% | 2q | -25.2%-$285.3K |
| Raleigh Capital Management Inc. | $768.5K | 30,581 | 0.25% | 2q | +28.9%+$172.4K |
| SMART Wealth LLC | $395.5K | 15,739 | 0.09% | 2q | -12.2%-$55.0K |
| Rothschild Wealth LLC | $200.2K | 7,968 | 0.02% | new | NEW |
| Montgomery Financial Services LLC | $115.4K | 4,594 | 0.10% | new | FIRST |
| Networth Advisors, LLC | $84.6K | 3,367 | 0.05% | 2q | +18.0%+$12.9K |
| TOUNJIAN ADVISORY PARTNERS, LLC | $74.9K | 2,979 | 0.03% | new | NEW |
| UBS Group AG | $42.2K | 1,679 | 0.00% | 2q | +93.0%+$20.3K |
| CoreCap Advisors, LLC | $10.4K | 415 | 0.00% | new | NEW |
| OSAIC HOLDINGS, INC. | $5.3K | 211 | 0.00% | 2q | HELD |
| Sterling Capital Management LLC | $5.1K | 201 | 0.00% | 2q | +18.2% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 24 | $151.2M | 6,015,570 | 3 | 17 | 2 | 0.0% |
| Q1 2026 | 23 | $133.1M | 5,323,372 | 22 | 1 | 0 | 0.0% |
| Q4 2025 | 1 | $1.2K | 47 | 1 | 0 | 0 | 0.0% |