STERLING CAP FDS (SCNM)
Institutional ownership reported to the SEC as of Q2 2026, across 2 quarters.
27
Reporting holders
$191.9M
Reported value
0.0%
Held as options
+0
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 | $94.7M | 3,763,696 | 0.44% | 2q | +5.3%+$4.8M |
| Kingdom Financial Group LLC. | $31.6M | 1,257,882 | 8.08% | 2q | -1.6%-$514.0K |
| Simplicity Wealth,LLC | $24.5M | 973,736 | 0.83% | 2q | +2729.4%+$23.6M |
| LifeWealth Investments, LLC | $7.7M | 307,572 | 2.07% | 2q | +5.7%+$417.2K |
| Arcadia Wealth Management, LLC | $5.5M | 217,601 | 1.72% | 2q | -1.3%-$70.5K |
| SMART Wealth LLC | $4.5M | 177,111 | 0.96% | 2q | -7.4%-$357.7K |
| Montgomery Financial Services LLC | $3.4M | 135,291 | 2.96% | new | FIRST |
| Networth Advisors, LLC | $3.0M | 119,110 | 1.74% | 2q | +3.6%+$103.0K |
| HOWARD BAILEY SECURITIES, LLC | $2.7M | 105,358 | 0.99% | 2q | +4.0%+$102.5K |
| FLP Wealth Management, LLC | $2.3M | 90,630 | 4.05% | 2q | +29.2%+$515.3K |
| B.O.S.S. Retirement Advisors, LLC | $2.2M | 85,805 | 0.58% | 2q | +1.9%+$39.4K |
| TRUIST FINANCIAL CORP | $1.9M | 74,883 | 0.00% | 2q | -31.7%-$872.4K |
| ENVESTNET ASSET MANAGEMENT INC | $1.9M | 74,883 | 0.00% | 2q | -31.7%-$872.3K |
| Key Capital Management, INC | $1.2M | 48,281 | 0.63% | 2q | +12.5%+$135.4K |
| JANE STREET GROUP, LLC | $1.2M | 47,333 | 0.00% | 2q | -14.0%-$193.6K |
| FSA Advisors, Inc. | $722.0K | 28,702 | 0.17% | 2q | +179.1%+$463.3K |
| Triad Wealth Partners, LLC | $708.6K | 28,700 | 0.04% | 2q | -22.5%-$206.0K |
| LifePlan Investment Advisors, Inc. | $516.2K | 20,521 | 0.18% | 2q | +0.9%+$4.8K |
| FWG Investments, LLC. | $407.3K | 16,192 | 0.22% | new | NEW |
| Lloyd Advisory Services, LLC. | $353.0K | 14,034 | 0.14% | 2q | -98.9%-$31.8M |
| CoreCap Advisors, LLC | $333.0K | 13,239 | 0.01% | 2q | +0.9%+$2.8K |
| Centennial Advisors, LLC | $268.5K | 10,673 | 0.32% | 2q | -22.7%-$78.9K |
| Integrated Wealth Management | $212.6K | 8,451 | 0.22% | 2q | HELD |
| Quest 10 Wealth Builders, Inc. | $119.2K | 4,739 | 0.09% | 2q | +24.8%+$23.7K |
| Decker Retirement Planning Inc. | $81.6K | 3,243 | 0.03% | 2q | -1.3%-$1.1K |
| Farther Finance Advisors, LLC | $60.3K | 2,398 | 0.00% | new | NEW |
| HARBOUR INVESTMENTS, INC. | $25.5K | 1,015 | 0.00% | 2q | HELD |
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 | 27 | $191.9M | 7,631,079 | 2 | 12 | 10 | 0.0% |
| Q1 2026 | 27 | $191.0M | 7,681,598 | 27 | 0 | 0 | 0.0% |