Institutional Ownership
Sterling Cap Fds
CUSIP 85917K462CAPITAL MULTISCMCQ1 2026
Institutional Holders
23
13F filers
Shares Held
5.32M
Aggregate institutional
Institutional Value
$133.08M
Q1 2026
Net New Holders
+22
22 new · 0 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions22
Increased1
Decreased0
Sold out0
Institutional Holders
23 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Ae Wealth Management LLC | 4.00M | $100.02M | +4.00M | New |
| 2 | Envestnet Asset Management Inc | 211.5K | $5.29M | +211.5K | New |
| 3 | Truist Financial Corp | 211.4K | $5.28M | +211.4K | New |
| 4 | Key Capital Management, Inc | 194.0K | $4.85M | +194.0K | New |
| 5 | Lifewealth Investments, LLC | 118.3K | $2.96M | +118.3K | New |
| 6 | Simplicity Wealth,LLC | 101.0K | $2.53M | +101.0K | New |
| 7 | B.O.S.S. Retirement Advisors, LLC | 90.6K | $2.26M | +90.6K | New |
| 8 | Quest 10 Wealth Builders, Inc. | 60.8K | $1.52M | +60.8K | New |
| 9 | Lloyd Advisory Services, LLC. | 45.0K | $1.13M | +45.0K | New |
| 10 | Kingdom Financial Group LLC. | 45.0K | $1.13M | +45.0K | New |
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