SCNM institutional holders

STERLING CAP FDS · 13F, 2026Q2

Managers holding27
Shares held7,616,728
Reported value$191.6m
Quarter flows3 new, 12 added, 11 trimmed, 3 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
AE Wealth Management LLC3,763,696$94.7m0.4%
Kingdom Financial Group LLC.1,257,882$31.6m8.0%
Simplicity Wealth,LLC973,736$24.5m0.8%
LifeWealth Investments, LLC307,572$7.7m2.1%
Arcadia Wealth Management, LLC217,601$5.5m1.7%
SMART Wealth LLC177,111$4.5m1.0%
Montgomery Financial Services LLC135,291$3.4m3.0%
Networth Advisors, LLC119,110$3.0m1.7%
HOWARD BAILEY SECURITIES, LLC105,358$2.7m1.0%
FLP Wealth Management, LLC90,630$2.3m4.1%
B.O.S.S. Retirement Advisors, LLC85,805$2.2m0.6%
TRUIST FINANCIAL CORP74,883$1.9m0.0%
ENVESTNET ASSET MANAGEMENT INC74,883$1.9m0.0%
Key Capital Management, INC48,281$1.2m0.6%
JANE STREET GROUP, LLC47,333$1.2m0.0%
Triad Wealth Partners, LLC28,700$708,6010.0%
LifePlan Investment Advisors, Inc.20,521$516,2040.2%
FWG Investments, LLC.16,192$407,3030.2%
FSA Advisors, Inc.14,351$361,0020.2%
Lloyd Advisory Services, LLC.14,034$353,0240.1%
CoreCap Advisors, LLC13,239$333,0260.0%
Centennial Advisors, LLC10,673$268,4690.3%
Integrated Wealth Management8,451$212,5840.2%
Quest 10 Wealth Builders, Inc.4,739$119,2090.1%
Decker Retirement Planning Inc.3,243$81,5770.0%

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

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