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SCMC STERLING CAP FDS

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CAPITAL MULTI (fund)

23 managers (23 13F filers) reported a position in SCMC shares at 2026-03-31, 5,323,372 shares in all. 22 filers opened a position and 0 filers sold out during the quarter.

Managers
23
13F filers
23
New
22
Added
1
Reduced
0
Sold out
0
Shares held by filers
5,323,372

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 LLC4,000,621$100M0.54%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC211,517$5.29M<0.01%new13F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP211,395$5.28M0.01%new13F-HRTimelineGroup
Key Capital Management, INC193,998$4.85M3.2%new13F-HRTimeline
LifeWealth Investments, LLC118,251$2.96M0.88%new13F-HRTimeline
Simplicity Wealth,LLC101,047$2.53M0.14%new13F-HRTimeline
B.O.S.S. Retirement Advisors, LLC90,589$2.26M0.69%new13F-HRTimeline
Quest 10 Wealth Builders, Inc.60,776$1.52M1.33%new13F-HRTimeline
Lloyd Advisory Services, LLC.45,001$1.13M0.32%new13F-HRTimeline
Kingdom Financial Group LLC.45,001$1.13M0.32%new13F-HRTimeline
Centennial Advisors, LLC44,436$1.11M1.41%new13F-HRTimeline
FLP Wealth Management, LLC41,599$1.04M2.14%new13F-HR/ATimeline
Slagle Financial, LLC31,806$795K0.26%new13F-HRTimeline
FSA Advisors, Inc.31,664$792K0.52%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC25,471$637K<0.01%new13F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC24,359$609K<0.01%new13F-HRTimelineGroup
Raleigh Capital Management Inc.23,719$593K0.2%new13F-HRTimeline
SMART Wealth LLC17,928$448K0.13%new13F-HRTimeline
Networth Advisors, LLC2,854$71.3K0.05%new13F-HRTimeline
UBS Group AGin group UBS Group AG870$21.8K<0.01%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.211$5.28K<0.01%new13F-HRTimelineGroup
Sterling Capital Management LLC170$4.25K<0.01%new13F-HRTimeline
Sound Income Strategies, LLC89$2.21K<0.01%+4213F-HRTimeline