STERLING CAP FDS

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SCNM·85917K470·US·ETF

SCNM (STERLING CAP FDS) is held by 5 institutional investors as of Q2 2026. Largest holders: AE Wealth Management LLC ($94.7M), TRUIST FINANCIAL CORP ($1.9M), ENVESTNET ASSET MANAGEMENT INC ($1.9M). Net institutional sentiment: Bearish.

5

Holders

(2 Elite)

$99.7M

Total Value

29% (7)

Consensus

2 buying - 5 selling

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

Smart Money Verdict

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Institutional (13F)28

Insider (Form 4)85

Activist (13D/13G)73

Congressional (STOCK Act)60

Holder Quality

42

★★★★★

Elite

36

★★★★

Strong

50

★★★

Solid

88

★★

Below

37

★

Weak

Held by 5 funds

2 elite

Who's Trading

Source dates: Price Oct 12, 2026 · Insiders none · Activists none · Congress none

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

Top Holders

Top Holders (5)History

AllNewIncreasedHeldDecreasedExitedFirst report

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
AE Wealth Management LLC	Increased	3.8M(+5.3%)	$94.7M	0.4%	-3.71%	38
TRUIST FINANCIAL CORP	Decreased	74,883(-31.6%)	$1.9M	0.0%	-3.61%	0
ENVESTNET ASSET MANAGEMENT INC	Decreased	74,883(-31.6%)	$1.9M	0.0%	-3.61%	0
JANE STREET GROUP, LLC	Decreased	47,333(-14.0%)	$1.2M	0.0%	-3.61%	0
Farther Finance Advisors, LLC	New	2,398	$60,314	0.0%	-5.66%	29
UBS Group AG	Exited	0(-100.0%)	$7,433	0.0%	+2.06%	0
CITADEL ADVISORS LLC	Exited	0(-100.0%)	$328,176	0.0%	+2.06%	0

SCNMSTERLING 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