SCSB — Sterling Cap Fds Institutional Holders · Q2 2026
Who owns Sterling Cap Fds (SCSB)? 14 institutions reported holding $19.67M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Truist Financial Corp ($10.0M), AE Wealth Management LLC ($6.3M), Envestnet Asset Management Inc ($1.7M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | TRUIST FINANCIAL CORP | $10.0M | 399,701 | Trimmed |
| 2 | AE Wealth Management LLC | $6.3M | 254,171 | Trimmed |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $1.7M | 67,356 | Added |
| 4 | Atlanta Consulting Group Advisors, LLC | $974,745 | 39,021 | New |
| 5 | B.O.S.S. Retirement Advisors, LLC | $393,574 | 15,756 | Trimmed |
| 6 | Kingdom Financial Group LLC. | $222,332 | 8,900 | Added |
| 7 | TOUNJIAN ADVISORY PARTNERS, LLC | $22,810 | 913 | New |
| 8 | EVOLUTION WEALTH MANAGEMENT INC. | $18,735 | 750 | Hold |
| 9 | UBS Group AG | $16,112 | 645 | New |
| 10 | STRATEGIC INVESTMENT MANAGEMENT, LLC | $6,395 | 256 | New |
| 11 | Sterling Capital Management LLC | $350 | 14 | New |
| 12 | JANE STREET GROUP, LLC | $0 | 0 | Exited |
| 13 | Lloyd Advisory Services, LLC. | $0 | 0 | Exited |
| 14 | Golden State Equity Partners | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30