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SCMC STERLING CAP FDS

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CAPITAL MULTI (fund)

24 managers (24 13F filers) reported a position in SCMC shares at 2026-06-30, 5,975,000 shares in all. 3 filers opened a position and 3 filers sold out during the quarter.

Managers
24
13F filers
24
New
3
Added
17
Reduced
2
Sold out
3
Shares held by filers
5,975,000

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
AE Wealth Management LLC4,424,926$111M0.52%+424,30513F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP278,763$7.01M0.01%+67,36813F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC278,763$7.01M<0.01%+67,24613F-HRTimelineGroup
Key Capital Management, INC249,149$6.26M3.22%+55,15113F-HRTimeline
LifeWealth Investments, LLC131,825$3.31M0.89%+13,57413F-HRTimeline
Simplicity Wealth,LLC119,478$3M0.1%+18,43113F-HRTimeline
B.O.S.S. Retirement Advisors, LLC98,289$2.47M0.67%+7,70013F-HRTimeline
Quest 10 Wealth Builders, Inc.68,997$1.73M1.35%+8,22113F-HRTimeline
FLP Wealth Management, LLC50,857$1.28M2.27%+9,25813F-HRTimeline
Kingdom Financial Group LLC.48,425$1.22M0.31%+3,42413F-HRTimeline
Centennial Advisors, LLC47,428$1.19M1.42%+2,99213F-HRTimeline
FSA Advisors, Inc.40,570$1.02M0.47%+8,90613F-HR/ATimeline
Slagle Financial, LLC36,150$908K0.27%+4,34413F-HRTimeline
Lloyd Advisory Services, LLC.33,646$845K0.33%-11,35513F-HRTimeline
Raleigh Capital Management Inc.30,581$768K0.25%+6,86213F-HRTimeline
SMART Wealth LLC15,739$396K0.09%-2,18913F-HRTimeline
Rothschild Wealth LLC7,968$200K0.02%new13F-HRTimeline
Montgomery Financial Services LLC4,594$115K0.1%13F-HRTimeline
Networth Advisors, LLC3,367$84.6K0.05%+51313F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC2,979$74.9K0.03%new13F-HRTimeline
UBS Group AGin group UBS Group AG1,679$42.2K<0.01%+80913F-HRTimelineGroup
CoreCap Advisors, LLC415$10.4K<0.01%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.211$5.3K<0.01%013F-HRTimelineGroup
Sterling Capital Management LLC201$5.05K<0.01%+3113F-HRTimeline