STERLING CAP FDS

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SCMC·85917K462·US·ETF

SCMC (STERLING CAP FDS) is held by 7 institutional investors as of Q1 2026. Largest holders: AE Wealth Management LLC ($100M), ENVESTNET ASSET MANAGEMENT INC ($5.3M), TRUIST FINANCIAL CORP ($5.3M). Net institutional sentiment: Bullish.

13F: Mar 31, 2026Insider & Congress: Updated regularly

Positions (7)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
AE Wealth Management LLC	New	4M	$100M	0.5%	+1.22%	58
ENVESTNET ASSET MANAGEMENT INC	New	211,517	$5.3M	0.0%	+1.22%	37
TRUIST FINANCIAL CORP	New	211,395	$5.3M	0.0%	+1.22%	37
JANE STREET GROUP, LLC	New	25,471	$636,775	0.0%	+1.22%	34
GOLDMAN SACHS GROUP INC	New	24,359	$608,975	0.0%	+1.22%	34
UBS Group AG	New	870	$21,750	0.0%	+1.22%	29
OSAIC HOLDINGS, INC.	New	211	$5,275	0.0%	+1.22%	23

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Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer