SCMC STERLING CAP FDS: institutional ownership and insider trading
24 funds reported holding $152M of STERLING CAP FDS in their latest 13F filings; in Q2 2026 funds net bought $16.3M, with 3 new positions and 3 funds selling out.
Largest institutional holders of SCMC
- AE Wealth Management LLC — $111M
- ENVESTNET ASSET MANAGEMENT INC — $7.01M
- TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) — $7.01M
- Key Capital Management, INC — $6.26M
- LifeWealth Investments, LLC — $4.36M
- Simplicity Wealth,LLC — $3.35M
- B.O.S.S. Retirement Advisors, LLC — $2.47M
- Quest 10 Wealth Builders, Inc. — $1.73M
- FLP Wealth Management, LLC — $1.28M
- Centennial Advisors, LLC — $1.27M