STERLING CAP FDS SCMC
CAPITAL MULTI · ETP · CUSIP 85917K462
24
institutional holders
+1 vs Q1 2026
6.0m
shares reported held*
$150.0mreported value*
3 new
17 added
2 reduced
3 sold out
net bought ≈ $16.3m (+647.0k shares)
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($98.6k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $25.13.
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q4 2025 | 1 |
| Q1 2026 | 23 |
| Q2 2026 | 24 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Bought or addedCut or sold out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q1 2026 | 23 | 0 |
| Q2 2026 | 20 | 5 |
Biggest buyers
| AE Wealth Management LLC | Added | +424.3k |
| TRUIST FINANCIAL CORP | Added | +67.4k |
| ENVESTNET ASSET MANAGEMENT INC | Added | +67.2k |
| Key Capital Management, INC | Added | +55.2k |
| Simplicity Wealth,LLC | Added | +18.4k |
| LifeWealth Investments, LLC | Added | +13.6k |
| FLP Wealth Management, LLC | Added | +9.3k |
| FSA Advisors, Inc. | Added | +8.9k |
| Quest 10 Wealth Builders, Inc. | Added | +8.2k |
| Rothschild Wealth LLC | New | +8.0k |
Biggest sellers
| JANE STREET GROUP, LLC | Sold out | -25.5k |
| GOLDMAN SACHS GROUP INC | Sold out | -24.4k |
| Lloyd Advisory Services, LLC. | Reduced | -11.4k |
| SMART Wealth LLC | Reduced | -2.2k |
| Sound Income Strategies, LLC | Sold out | -89 |
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| AE Wealth Management LLC 0.52% of their portfolio | 4.4m $111.2m | Added +424.3k |
| TRUIST FINANCIAL CORP 0.01% of their portfolio | 278.8k $7.0m | Added +67.4k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 278.8k $7.0m | Added +67.2k |
| Key Capital Management, INC 3.22% of their portfolio | 249.1k $6.3m | Added +55.2k |
| LifeWealth Investments, LLC 0.89% of their portfolio | 131.8k $3.3m | Added +13.6k |
| Simplicity Wealth,LLC 0.10% of their portfolio | 119.5k $3.0m | Added +18.4k |
| B.O.S.S. Retirement Advisors, LLC 0.67% of their portfolio | 98.3k $2.5m | Added +7.7k |
| Quest 10 Wealth Builders, Inc. 1.35% of their portfolio | 69.0k $1.7m | Added +8.2k |
| FLP Wealth Management, LLC 2.27% of their portfolio | 50.9k $1.3m | Added +9.3k |
| Kingdom Financial Group LLC. 0.31% of their portfolio | 48.4k $1.2m | Added +3.4k |
| Centennial Advisors, LLC 1.42% of their portfolio | 47.4k $1.2m | Added +3.0k |
| FSA Advisors, Inc. 0.47% of their portfolio | 40.6k $1.0m | Added +8.9k |
| Slagle Financial, LLC 0.27% of their portfolio | 36.1k $908.4k | Added +4.3k |
| Lloyd Advisory Services, LLC. 0.33% of their portfolio | 33.6k $845.5k | Reduced -11.4k |
| Raleigh Capital Management Inc. 0.25% of their portfolio | 30.6k $768.5k | Added +6.9k |
| SMART Wealth LLC 0.09% of their portfolio | 15.7k $395.5k | Reduced -2.2k |
| Rothschild Wealth LLC 0.02% of their portfolio | 8.0k $200.2k | New |
| Montgomery Financial Services LLC 0.10% of their portfolio | 4.6k $115.4k | First filing |
| Networth Advisors, LLC 0.05% of their portfolio | 3.4k $84.6k | Added +513 |
| TOUNJIAN ADVISORY PARTNERS, LLC 0.03% of their portfolio | 3.0k $74.9k | New |
| UBS Group AG 0.00% of their portfolio | 1.7k $42.2k | Added +809 |
| CoreCap Advisors, LLC 0.00% of their portfolio | 415 $10.4k | New |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 211 $5.3k | Unchanged |
| Sterling Capital Management LLC 0.00% of their portfolio | 201 $5.1k | Added +31 |