SCMC institutional holders

STERLING CAP FDS · 13F, 2026Q2

Managers holding24
Shares held5,975,000
Reported value$150.1m
Quarter flows4 new, 17 added, 2 trimmed, 3 exited

Top 24 holders

ManagerSharesValue% of manager's 13F
AE Wealth Management LLC4,424,926$111.2m0.5%
ENVESTNET ASSET MANAGEMENT INC278,763$7.0m0.0%
TRUIST FINANCIAL CORP278,763$7.0m0.0%
Key Capital Management, INC249,149$6.3m3.2%
LifeWealth Investments, LLC131,825$3.3m0.9%
Simplicity Wealth,LLC119,478$3.0m0.1%
B.O.S.S. Retirement Advisors, LLC98,289$2.5m0.7%
Quest 10 Wealth Builders, Inc.68,997$1.7m1.3%
FLP Wealth Management, LLC50,857$1.3m2.3%
Kingdom Financial Group LLC.48,425$1.2m0.3%
Centennial Advisors, LLC47,428$1.2m1.4%
FSA Advisors, Inc.40,570$1.0m0.5%
Slagle Financial, LLC36,150$908,4260.3%
Lloyd Advisory Services, LLC.33,646$845,4940.3%
Raleigh Capital Management Inc.30,581$768,4820.2%
SMART Wealth LLC15,739$395,5130.1%
Rothschild Wealth LLC7,968$200,2310.0%
Montgomery Financial Services LLC4,594$115,4440.1%
Networth Advisors, LLC3,367$84,6110.0%
TOUNJIAN ADVISORY PARTNERS, LLC2,979$74,8710.0%
UBS Group AG1,679$42,1920.0%
CoreCap Advisors, LLC415$10,4290.0%
OSAIC HOLDINGS, INC.211$5,3020.0%
Sterling Capital Management LLC201$5,0510.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("SCMC"). SCMC price history · All 13F data

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