Institutional Ownership
Sterling Cap Fds
CUSIP 85917K454CAP HEDGED EQT PSCEPQ1 2026
Institutional Holders
26
13F filers
Shares Held
7.11M
Aggregate institutional
Institutional Value
$167.64M
Q1 2026
Net New Holders
+24
24 new · 0 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions24
Increased1
Decreased1
Sold out0
Institutional Holders
26 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Ae Wealth Management LLC | 5.54M | $130.64M | +5.54M | New |
| 2 | Key Capital Management, Inc | 269.0K | $6.34M | +269.0K | New |
| 3 | Envestnet Asset Management Inc | 170.5K | $4.02M | +170.5K | New |
| 4 | Truist Financial Corp | 169.4K | $3.99M | +169.4K | New |
| 5 | Lifewealth Investments, LLC | 163.1K | $3.84M | +163.1K | New |
| 6 | Simplicity Wealth,LLC | 135.0K | $3.18M | +135.0K | New |
| 7 | B.O.S.S. Retirement Advisors, LLC | 125.3K | $2.95M | +125.3K | New |
| 8 | Quest 10 Wealth Builders, Inc. | 83.9K | $1.98M | +83.9K | New |
| 9 | Lloyd Advisory Services, LLC. | 62.3K | $1.47M | +62.3K | New |
| 10 | Kingdom Financial Group LLC. | 62.3K | $1.47M | +62.3K | New |
16 more institutional holders on Premium
See every fund holding Sterling Cap Fds, with full quarter-over-quarter share changes.
Unlock all holders