Institutional Ownership
Sterling Cap Fds
CUSIP 85917K454CAP HEDGED EQT PSCEPQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
26
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
Schedule 13D (activist) & 13G (passive) 5%+ ownership filings
No 13D/13G filings on record yet
Schedule 13D/13G beneficial-ownership filings from 2020–present are ingested from SEC EDGAR. Coverage expands as the backfill and daily crawler run.
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Ae Wealth Management LLC | 5.54M | $130.64M |
| 2 | Key Capital Management, Inc | 269.0K | $6.34M |
| 3 | Envestnet Asset Management Inc | 170.5K | $4.02M |
| 4 | Truist Financial Corp | 169.4K | $3.99M |
| 5 | Lifewealth Investments, LLC | 163.1K | $3.84M |
| 6 | Simplicity Wealth,LLC | 135.0K | $3.18M |
| 7 | B.O.S.S. Retirement Advisors, LLC | 125.3K | $2.95M |
| 8 | Quest 10 Wealth Builders, Inc. | 83.9K | $1.98M |
| 9 | Lloyd Advisory Services, LLC. | 62.3K | $1.47M |
| 10 | Kingdom Financial Group LLC. | 62.3K | $1.47M |