Institutional Ownership
Sterling Cap Fds
CUSIP 85917K470NATIONAL MUNI BDQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
27
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 | 3.57M | $88.86M |
| 2 | Lloyd Advisory Services, LLC. | 1.28M | $31.78M |
| 3 | Kingdom Financial Group LLC. | 1.28M | $31.78M |
| 4 | Lifewealth Investments, LLC | 291.0K | $7.23M |
| 5 | Arcadia Wealth Management, LLC | 220.4K | $5.48M |
| 6 | Smart Wealth LLC | 191.3K | $4.76M |
| 7 | Networth Advisors, LLC | 115.0K | $2.86M |
| 8 | Truist Financial Corp | 109.6K | $2.72M |
| 9 | Envestnet Asset Management Inc | 109.6K | $2.72M |
| 10 | Howard Bailey Securities, LLC | 101.3K | $2.52M |