Who Owns STERLING CAP FDS (SCMC)? -- Institutional Holders (2026-06-30)
27 institutions reported holding $150.1M of STERLING CAP FDS (SCMC) in SEC 13F filings for 2026-06-30. Largest institutional holders: AE Wealth Management LLC ($111.2M), ENVESTNET ASSET MANAGEMENT INC ($7.0M), TRUIST FINANCIAL CORP ($7.0M), Key Capital Management, INC ($6.3M), LifeWealth Investments, LLC ($3.3M). Source: SEC Form 13F.
| 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 | GOLDMAN SACHS GROUP INC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30