SCMC Institutional Ownership & Shareholders
STERLING CAP MS INCOME ETF (SCMC) is currently held by 23 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $41.22M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Truist Financial Corp is currently the largest disclosed institutional shareholder of SCMC tracked by InsiderSet, reporting ownership valued at approximately $7.55M in its September 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $7.59M, representing an estimated gain of +0.45% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 88% of the total disclosed SCMC value among the investors covered in this analysis. Major shareholders include Truist Financial Corp, Envestnet Asset Management Inc, Key Capital Management, Inc, and several other long-term asset managers with concentrated positions in STERLING CAP MS INCOME ETF (SCMC).
This page ranks the largest institutional SCMC 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
23
Total Reported Value
$41.22M
Largest Holder
Truist Financial Corp
Largest Position
$7.55M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
29
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% | 309,232 | $7,551,445 | $7,585,461 | +$34,016 | +0.45% | |
| Envestnet Asset Management Inc | 0.00% | 278,763 | $7,005,147 | $6,838,056 | -$167,091 | -2.39% | |
| Key Capital Management, Inc | 3.22% | 249,149 | $6,260,965 | $6,111,625 | -$149,340 | -2.39% | |
| Lifewealth Investments, Llc | 1.21% | 178,369 | $4,355,772 | $4,375,392 | +$19,620 | +0.45% | |
| Simplicity Wealth,Llc | 0.10% | 137,027 | $3,346,200 | $3,361,272 | +$15,072 | +0.45% | |
| B.O.S.S. Retirement Advisors, Llc | 0.68% | 96,675 | $2,360,804 | $2,371,438 | +$10,634 | +0.45% | |
| Quest 10 Wealth Builders, Inc. | 1.35% | 68,997 | $1,733,853 | $1,692,496 | -$41,357 | -2.39% | |
| Flp Wealth Management, Llc | 2.27% | 50,857 | $1,278,011 | $1,247,522 | -$30,489 | -2.39% | |
| Centennial Advisors, Llc | 1.52% | 52,185 | $1,274,347 | $1,280,098 | +$5,751 | +0.45% | |
| Kingdom Financial Group Llc. | 0.31% | 48,425 | $1,216,900 | $1,187,865 | -$29,035 | -2.39% | |
| Fsa Advisors, Inc. | 0.47% | 40,570 | $1,019,502 | $995,182 | -$24,320 | -2.39% | |
| Slagle Financial, Llc | 0.27% | 36,150 | $908,426 | $886,760 | -$21,667 | -2.39% | |
| Raleigh Capital Management Inc. | 0.26% | 34,731 | $848,127 | $851,951 | +$3,824 | +0.45% | |
| Lloyd Advisory Services, Llc. | 0.33% | 33,646 | $845,494 | $825,336 | -$20,158 | -2.38% | |
| Smart Wealth Llc | 0.09% | 15,739 | $395,513 | $386,078 | -$9,435 | -2.39% | |
| Boomfish Wealth Group, Llc | 0.16% | 14,828 | $362,100 | $363,731 | +$1,631 | +0.45% | |
| Rothschild Wealth Llc | 0.02% | 7,968 | $200,231 | $195,455 | -$4,776 | -2.39% | |
| Networth Advisors, Llc | 0.05% | 3,367 | $84,611 | $82,593 | -$2,018 | -2.39% | |
| Tounjian Advisory Partners, Llc | 0.03% | 2,979 | $74,871 | $73,075 | -$1,796 | -2.40% | |
| Ubs Group Ag | 0.00% | 1,679 | $42,192 | $41,186 | -$1,006 | -2.38% | |
| Evolution Wealth Management Inc. | 0.02% | 1,671 | $40,806 | $40,990 | +$184 | +0.45% | |
| Sterling Capital Management Llc | 0.00% | 232 | $5,665 | $5,691 | +$26 | +0.46% | |
| Osaic Holdings, Inc. | 0.00% | 211 | $5,302 | $5,176 | -$126 | -2.38% |
Frequently asked questions about SCMC
Who are the largest institutional holders of SCMC?
The largest institutional holders of SCMC reported in the latest SEC Form 13F filings include Truist Financial Corp, Envestnet Asset Management Inc, Key Capital Management, Inc, Lifewealth Investments, Llc, and Simplicity Wealth,Llc. InsiderSet ranks institutional holders by their latest reported SCMC position.
What is SCMC institutional ownership?
This page tracks SCMC positions reported by institutional investment managers through SEC Form 13F. STERLING CAP MS INCOME ETF (SCMC) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own SCMC?
InsiderSet currently tracks 23 institutional managers reporting SCMC 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 SCMC shareholders.
How much SCMC stock do institutions own?
Institutional investment managers disclosed approximately $41.22M in SCMC holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was SCMC institutional ownership last updated?
The latest SCMC 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 SCMC 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 SCMC position after the reporting date.
Are institutions buying or selling SCMC?
Institutional buying and selling can be analyzed by comparing SCMC positions across consecutive 13F reporting periods. InsiderSet's SCMC Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SCMC ownership changes.
How has SCMC institutional ownership changed over time?
InsiderSet tracks SCMC institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.