CUSIP 66538H385STERLING CAPITALQ3 2025
8 filings · latest Jan 20, 2026
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Arax Advisory Partners | 122.9K | $4.11M |
| 2 | B.O.S.S. Retirement Advisors, LLC | 120.1K | $3.95M |
| 3 | Ae Wealth Management LLC | 76.2K | $2.50M |
| 4 | Envestnet Asset Management Inc | 63.8K | $2.10M |
| 5 | D.A. Davidson & Co. | 62.7K | $2.06M |
| 6 | Truist Financial Corp | 49.4K | $1.62M |
| 7 | Susquehanna International Group, LLP | 21.3K | $701.4K |
| 8 | Sterling Capital Management LLC | 10.2K | $333.9K |
| 9 |
| 4 | Jun 9, 2023 | Truist Financial Corp | 13G/A | 2.6% | 63.4K | SEC |
| 5 | Feb 15, 2023 | Truist Financial Corp | 13G/A | 5.7% | 144.1K | SEC |
| 6 | Mar 17, 2022 | Truist Financial Corp | 13G | 14.5% | 307.9K | SEC |
| 7 | Feb 17, 2021 | Truist Financial Corp | 13G/A | 18.6% | 144.2K | SEC |
| 8 | Oct 13, 2020 | Truist Financial Corp | 13G | 23.4% | 75.9K | SEC |
| United Advisor Group, LLC |
| 8.2K |
| $267.8K |
| 10 | Davenport & Co LLC | 7.2K | $235.3K |