SCNM STERLING CAP FDS: institutional ownership and insider trading
27 funds reported holding $190M of STERLING CAP FDS in their latest 13F filings; in Q2 2026 funds net sold $4.69M, with 3 new positions and 3 funds selling out.
Largest institutional holders of SCNM
- AE Wealth Management LLC — $94.7M
- Kingdom Financial Group LLC. — $31.6M
- Simplicity Wealth,LLC — $23.7M
- LifeWealth Investments, LLC — $7.80M
- Arcadia Wealth Management, LLC — $4.69M
- SMART Wealth LLC — $4.46M
- Montgomery Financial Services LLC — $3.40M
- Networth Advisors, LLC — $3.00M
- HOWARD BAILEY SECURITIES, LLC — $2.65M
- FLP Wealth Management, LLC — $2.28M