STERLING CAP MS INCOME ETF SCMC
$24.97
+0.0% 52w: $24.44 – $25.13
Latest 13F among current holders filed 1 month ago (May 15, 2026)
Price — last 12 months
research preview data24.4424.7825.13
Dec 11, 2025 Jul 2, 2026
Institutional holders
23
+22 QoQ
13F value
$133.1M
+11278229.5% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns SCMC?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| AE Wealth Management LLC | Wealth advisor | 4.0M | $100.0M | 0.5% | New |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 211.5K | $5.3M | 0.0% | New |
| TRUIST FINANCIAL CORP | Diversified mechanical | 211.4K | $5.3M | 0.0% | New |
| Key Capital Management, INC | Wealth advisor | 194.0K | $4.8M | 3.2% | New |
| LifeWealth Investments, LLC | Wealth advisor | 118.3K | $3.0M | 0.9% | New |
| Simplicity Wealth,LLC | Wealth advisor | 101.0K | $2.5M | 0.1% | New |
| B.O.S.S. Retirement Advisors, LLC | Wealth advisor | 90.6K | $2.3M | 0.7% | New |
| Quest 10 Wealth Builders, Inc. | Wealth advisor | 60.8K | $1.5M | 1.3% | New |
| Kingdom Financial Group LLC. | Wealth advisor | 45.0K | $1.1M | 0.3% | New |
| Lloyd Advisory Services, LLC. | Wealth advisor | 45.0K | $1.1M | 0.3% | New |
| Centennial Advisors, LLC | Wealth advisor | 44.4K | $1.1M | 1.4% | New |
| FLP Wealth Management, LLC | Wealth advisor | 41.6K | $1.0M | 2.1% | New |
| Slagle Financial, LLC | Other | 31.8K | $795K | 0.3% | New |
| FSA Advisors, Inc. | Wealth advisor | 31.7K | $792K | 0.5% | New |
| JANE STREET GROUP, LLC | Market maker | 25.5K | $637K | 0.0% | New |
| GOLDMAN SACHS GROUP INC | Bank broker | 24.4K | $609K | 0.0% | New |
| Raleigh Capital Management Inc. | Other | 23.7K | $593K | 0.2% | New |
| SMART Wealth LLC | Wealth advisor | 17.9K | $448K | 0.1% | New |
| Networth Advisors, LLC | Wealth advisor | 2.9K | $71K | 0.1% | New |
| UBS Group AG | Bank broker | 870 | $22K | 0.0% | New |
| OSAIC HOLDINGS, INC. | Wealth advisor | 211 | $5K | 0.0% | New |
| Sterling Capital Management LLC | Diversified mechanical | 170 | $4K | 0.0% | New |
| Sound Income Strategies, LLC | Diversified mechanical | 89 | $2K | 0.0% | +89.4% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.