Who Owns STERLING CAP FDS (SCNM)? -- Institutional Holders (2026-06-30)

30 institutions reported holding $191.6M of STERLING CAP FDS (SCNM) in SEC 13F filings for 2026-06-30. Largest institutional holders: AE Wealth Management LLC ($94.7M), Kingdom Financial Group LLC. ($31.6M), Simplicity Wealth,LLC ($24.5M), LifeWealth Investments, LLC ($7.7M), Arcadia Wealth Management, LLC ($5.5M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	AE Wealth Management LLC	$94.7M	3.8M	Added
2	Kingdom Financial Group LLC.	$31.6M	1.3M	Trimmed
3	Simplicity Wealth,LLC	$24.5M	973,736	Added
4	LifeWealth Investments, LLC	$7.7M	307,572	Added
5	Arcadia Wealth Management, LLC	$5.5M	217,601	Trimmed
6	SMART Wealth LLC	$4.5M	177,111	Trimmed
7	Montgomery Financial Services LLC	$3.4M	135,291	New
8	Networth Advisors, LLC	$3.0M	119,110	Added
9	HOWARD BAILEY SECURITIES, LLC	$2.7M	105,358	Added
10	FLP Wealth Management, LLC	$2.3M	90,630	Added
11	B.O.S.S. Retirement Advisors, LLC	$2.2M	85,805	Added
12	TRUIST FINANCIAL CORP	$1.9M	74,883	Trimmed
13	ENVESTNET ASSET MANAGEMENT INC	$1.9M	74,883	Trimmed
14	Key Capital Management, INC	$1.2M	48,281	Added
15	JANE STREET GROUP, LLC	$1.2M	47,333	Trimmed
16	Triad Wealth Partners, LLC	$708,601	28,700	Trimmed
17	LifePlan Investment Advisors, Inc.	$516,204	20,521	Added
18	FWG Investments, LLC.	$407,303	16,192	New
19	FSA Advisors, Inc.	$361,002	14,351	Added
20	Lloyd Advisory Services, LLC.	$353,024	14,034	Trimmed
21	CoreCap Advisors, LLC	$333,026	13,239	Added
22	Centennial Advisors, LLC	$268,469	10,673	Trimmed
23	Integrated Wealth Management	$212,584	8,451	Trimmed
24	Quest 10 Wealth Builders, Inc.	$119,209	4,739	Added
25	Decker Retirement Planning Inc.	$81,577	3,243	Trimmed

Source: SEC Form 13F filings · as of 2026-06-30