Sterling Cap Ms Income ETFSCMCETF

13F holders, Q1 2026 (March 31)
23holders +22
22new positions
0sold out
$25.00avg. 13F price*

At the end of Q1 2026, 23 institutions reported holding Sterling Cap Ms Income ETF (SCMC) in their 13F filings, up 22 from Q4 2025. 22 opened new positions and 0 sold out. The largest holders were AE Wealth Management LLC ($100.0M), Envestnet Asset Management Inc. ($5.3M) and Truist Financial Corp. ($5.3M).

Company
Sterling Cap Ms Income ETF
CUSIP
85917K462
Latest filing quarter
Q2 2026

History

Number of 13F holders

0510152025 Q4 2025: 1Q4 2025Q1 2026: 23Q1 2026Q2 2026: 24Q2 2026

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions22$133.1M
Exits0$0

All 13F filers, Q4 2025 → Q1 2026: 5,323,325 shares bought, net +5,323,325 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 23 holders
AE Wealth Management LLC 0.54% New 4,000,621 $100.0M
Envestnet Asset Management Inc. 0.00% New 211,517 $5.3M
Truist Financial Corp. 0.01% New 211,395 $5.3M
Key Capital Management, INC 3.20% New 193,998 $4.8M
LifeWealth Investments, LLC 0.88% New 118,251 $3.0M
Simplicity Wealth,LLC 0.14% New 101,047 $2.5M
B.O.S.S. Retirement Advisors, LLC 0.69% New 90,589 $2.3M
Quest 10 Wealth Builders, Inc. 1.33% New 60,776 $1.5M
Lloyd Advisory Services, LLC. 0.32% New 45,001 $1.1M
Kingdom Financial Group LLC. 0.32% New 45,001 $1.1M
Centennial Advisors, LLC 1.41% New 44,436 $1.1M
FLP Wealth Management, LLC 2.14% New 41,599 $1.0M
Slagle Financial, LLC 0.26% New 31,806 $795K
FSA Advisors, Inc. 0.52% New 31,664 $792K
Jane Street Group, LLC 0.00% New 25,471 $637K
Goldman Sachs Group Inc. 0.00% New 24,359 $609K
Raleigh Capital Management Inc. 0.20% New 23,719 $593K
SMART Wealth LLC 0.13% New 17,928 $448K
Networth Advisors, LLC 0.05% New 2,854 $71K
UBS Group AG 0.00% New 870 $22K
Osaic Holdings, Inc. 0.00% New 211 $5K
Sterling Capital Management LLC 0.00% New 170 $4K
Sound Income Strategies, LLC 0.00% Add +89.4% 89 $2K

"% of holder's portfolio" is SCMC's weight in each manager's 13F, not the share of Sterling Cap Ms Income ETF the manager owns.