STERLING CAP FDS

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SCMC·85917K462·US·ETF

SCMC (STERLING CAP FDS) is held by 5 institutional investors as of Q2 2026. Largest holders: AE Wealth Management LLC ($111.2M), TRUIST FINANCIAL CORP ($7M), ENVESTNET ASSET MANAGEMENT INC ($7M). Net institutional sentiment: Mixed.

5

Holders

(2 Elite)

$125.3M

Total Value

67% (6)

Consensus

4 buying - 2 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)39

Insider (Form 4)59

Activist (13D/13G)44

Congressional (STOCK Act)31

Holder Quality

67

★★★★★

Elite

11

★★★★

Strong

75

★★★

Solid

33

★★

Below

76

★

Weak

Held by 5 funds

2 elite

Who's Trading

Source dates: Price Aug 27, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for SCMC.

Top Holders

Top Holders (5)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
AE Wealth Management LLC	Increased	4.4M(+10.6%)	$111.2M	0.5%	+1.77%	47
TRUIST FINANCIAL CORP	Increased	278,763(+31.9%)	$7M	0.0%	+1.50%	35
ENVESTNET ASSET MANAGEMENT INC	Increased	278,763(+31.8%)	$7M	0.0%	+1.51%	35
UBS Group AG	Increased	1,679(+93.0%)	$42,192	0.0%	+1.07%	22
OSAIC HOLDINGS, INC.	Unchanged	211	$5,302	0.0%	+1.95%	0
GOLDMAN SACHS GROUP INC	Exited	0(-100.0%)	$608,975	0.0%	+1.80%	0
JANE STREET GROUP, LLC	Exited	0(-100.0%)	$636,775	0.0%	+1.80%	0

SCMCSTERLING CAP FDS

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Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer