STERLING CAP SHRT DUR BD-INS (BBSGX) Institutional Shareholders
STERLING CAP SHRT DUR BD-INS (BBSGX) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $13.32M in BBSGX holdings during the latest filing period.
Truist Financial Corp is currently the largest disclosed institutional shareholder of BBSGX tracked by InsiderSet, reporting ownership valued at approximately $9.98M in its June 30, 2026 SEC Form 13F filing.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed BBSGX value among the investors covered in this analysis. Major shareholders include Truist Financial Corp, Envestnet Asset Management Inc, Atlanta Consulting Group Advisors, Llc, and several other long-term asset managers with concentrated positions in STERLING CAP SHRT DUR BD-INS (BBSGX).
This page ranks the largest institutional BBSGX shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
10
Total Reported Value
$13.32M
Largest Holder
Truist Financial Corp
Largest Position
$9.98M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
14
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Truist Financial Corp | 0.01% | 399,701 | $9,984,522 | — | — | — | |
| Envestnet Asset Management Inc | 0.00% | 67,356 | $1,682,544 | — | — | — | |
| Atlanta Consulting Group Advisors, Llc | 0.15% | 39,021 | $974,745 | — | — | — | |
| B.O.S.S. Retirement Advisors, Llc | 0.11% | 15,756 | $393,574 | — | — | — | |
| Kingdom Financial Group Llc. | 0.06% | 8,900 | $222,332 | — | — | — | |
| Tounjian Advisory Partners, Llc | 0.01% | 913 | $22,810 | — | — | — | |
| Evolution Wealth Management Inc. | 0.01% | 750 | $18,735 | — | — | — | |
| Ubs Group Ag | 0.00% | 645 | $16,112 | — | — | — | |
| Strategic Investment Management, Llc | 0.00% | 256 | $6,395 | — | — | — | |
| Sterling Capital Management Llc | 0.00% | 14 | $350 | — | — | — |
Frequently asked questions about BBSGX
Who are the largest institutional holders of BBSGX?
The largest institutional holders of BBSGX reported in the latest SEC Form 13F filings include Truist Financial Corp, Envestnet Asset Management Inc, Atlanta Consulting Group Advisors, Llc, B.O.S.S. Retirement Advisors, Llc, and Kingdom Financial Group Llc.. InsiderSet ranks institutional holders by their latest reported BBSGX position.
What is BBSGX institutional ownership?
This page tracks BBSGX positions reported by institutional investment managers through SEC Form 13F. STERLING CAP SHRT DUR BD-INS (BBSGX) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own BBSGX?
InsiderSet currently tracks 10 institutional managers reporting BBSGX holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of BBSGX shareholders.
How much BBSGX stock do institutions own?
Institutional investment managers disclosed approximately $13.32M in BBSGX holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was BBSGX institutional ownership last updated?
The latest BBSGX institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional BBSGX holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its BBSGX position after the reporting date.
Are institutions buying or selling BBSGX?
Institutional buying and selling can be analyzed by comparing BBSGX positions across consecutive 13F reporting periods. InsiderSet's BBSGX Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View BBSGX ownership changes.
How has BBSGX institutional ownership changed over time?
InsiderSet tracks BBSGX institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.