SCMC — Sterling Cap Fds Institutional Holders · Q2 2026

Name: Who Owns SCMC? 27 Institutions Hold $150M (Q2 2026)
Creator: ko.io

Who owns Sterling Cap Fds (SCMC)? 27 institutions reported holding $150.15M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: AE Wealth Management LLC ($111.2M), Envestnet Asset Management Inc ($7.0M), Truist Financial Corp ($7.0M).

Rank	Institution	Value	Shares	Change
1	AE Wealth Management LLC	$111.2M	4.4M	Added
2	ENVESTNET ASSET MANAGEMENT INC	$7.0M	278,763	Added
3	TRUIST FINANCIAL CORP	$7.0M	278,763	Added
4	Key Capital Management, INC	$6.3M	249,149	Added
5	LifeWealth Investments, LLC	$3.3M	131,825	Added
6	Simplicity Wealth,LLC	$3.0M	119,478	Added
7	B.O.S.S. Retirement Advisors, LLC	$2.5M	98,289	Added
8	Quest 10 Wealth Builders, Inc.	$1.7M	68,997	Added
9	FLP Wealth Management, LLC	$1.3M	50,857	Added
10	Kingdom Financial Group LLC.	$1.2M	48,425	Added
11	Centennial Advisors, LLC	$1.2M	47,428	Added
12	FSA Advisors, Inc.	$1.0M	40,570	Added
13	Slagle Financial, LLC	$908,426	36,150	Added
14	Lloyd Advisory Services, LLC.	$845,494	33,646	Trimmed
15	Raleigh Capital Management Inc.	$768,482	30,581	Added
16	SMART Wealth LLC	$395,513	15,739	Trimmed
17	Rothschild Wealth LLC	$200,231	7,968	New
18	Montgomery Financial Services LLC	$115,444	4,594	New
19	Networth Advisors, LLC	$84,611	3,367	Added
20	TOUNJIAN ADVISORY PARTNERS, LLC	$74,871	2,979	New
21	UBS Group AG	$42,192	1,679	Added
22	CoreCap Advisors, LLC	$10,429	415	New
23	OSAIC HOLDINGS, INC.	$5,302	211	Hold
24	Sterling Capital Management LLC	$5,051	201	Added
25	JANE STREET GROUP, LLC	$0	0	Exited

Source: SEC Form 13F filings · as of 2026-06-30