STERLING CAP FDS

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SCNM·85917K470·US·ETF

SCNM (STERLING CAP FDS) is held by 7 institutional investors as of Q1 2026. Largest holders: AE Wealth Management LLC ($95.4M), TRUIST FINANCIAL CORP ($13.5M), ENVESTNET ASSET MANAGEMENT INC ($4.4M). 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	3.8M	$95.4M	0.5%	+1.50%	58
TRUIST FINANCIAL CORP	New	539,243	$13.5M	0.0%	+1.50%	39
ENVESTNET ASSET MANAGEMENT INC	New	174,875	$4.4M	0.0%	+1.50%	37
JANE STREET GROUP, LLC	New	90,356	$2.3M	0.0%	+1.50%	36
COMMONWEALTH EQUITY SERVICES, LLC	New	23,293	$583,370	0.0%	+1.50%	34
CITADEL ADVISORS LLC	New	13,201	$328,176	0.0%	+1.50%	33
UBS Group AG	New	299	$7,433	0.0%	+1.50%	25

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