HolderBook

STERLING CAP FDS (SCUB)

Institutional ownership reported to the SEC as of Q2 2026, across 2 quarters.

3
Reporting holders
$1.3M
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

FilerValueShares Their book Held Change
COMMONWEALTH EQUITY SERVICES, LLC$586.3K23,3690.00%2qHELD
JANE STREET GROUP, LLC$525.5K20,9430.00%2q-13.0%-$78.7K
Simplicity Wealth,LLC$235.7K9,3930.01%2q-23.5%-$72.4K

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.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q2 20263$1.3M53,7050020.0%
Q1 20263$1.5M59,6503000.0%