Institutional Ownership
Sterling Cap Fds
CUSIP 85917K447SHORT DURATION BQ1 2026
Institutional Holders
9
13F filers
Shares Held
801.1K
Aggregate institutional
Institutional Value
$20.10M
Q1 2026
Net New Holders
+9
9 new · 0 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions9
Increased0
Decreased0
Sold out0
Institutional Holders
9 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Truist Financial Corp | 429.7K | $10.78M | +429.7K | New |
| 2 | Ae Wealth Management LLC | 258.6K | $6.49M | +258.6K | New |
| 3 | Envestnet Asset Management Inc | 65.3K | $1.64M | +65.3K | New |
| 4 | B.O.S.S. Retirement Advisors, LLC | 17.2K | $432.8K | +17.2K | New |
| 5 | Jane Street Group, LLC | 11.2K | $282.2K | +11.2K | New |
| 6 | Lloyd Advisory Services, LLC. | 8.9K | $222.4K | +8.9K | New |
| 7 | Kingdom Financial Group LLC. | 8.9K | $222.4K | +8.9K | New |
| 8 | Evolution Wealth Management Inc. | 750 | $18.8K | +750 | New |
| 9 | Ascentis Independent Advisors | 561 | $14.1K | +561 | New |