SCSB STERLING CAP FDS
FollowSHOR DURA BD ETF (fund)
11 managers (11 13F filers) reported a position in SCSB shares at 2026-06-30, 787,483 shares in all. 5 filers opened a position and 3 filers sold out during the quarter.
- Managers
- 11
- 13F filers
- 11
- New
- 5
- Added
- 2
- Reduced
- 3
- Sold out
- 3
- Shares held by filers
- 787,483
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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP | 399,701 | $9.98M | 0.01% | -29,980 | 13F-HRTimelineGroup |
| AE Wealth Management LLC | 254,171 | $6.35M | 0.03% | -4,440 | 13F-HRTimeline |
| ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC | 67,356 | $1.68M | <0.01% | +2,043 | 13F-HRTimelineGroup |
| Atlanta Consulting Group Advisors, LLC | 39,021 | $975K | 0.15% | new | 13F-HRTimeline |
| B.O.S.S. Retirement Advisors, LLC | 15,756 | $394K | 0.11% | -1,490 | 13F-HRTimeline |
| Kingdom Financial Group LLC. | 8,900 | $222K | 0.06% | +39 | 13F-HRTimeline |
| TOUNJIAN ADVISORY PARTNERS, LLC | 913 | $22.8K | 0.01% | new | 13F-HRTimeline |
| EVOLUTION WEALTH MANAGEMENT INC. | 750 | $18.7K | 0.01% | 0 | 13F-HRTimeline |
| UBS Group AGin group UBS Group AG | 645 | $16.1K | <0.01% | new | 13F-HRTimelineGroup |
| STRATEGIC INVESTMENT MANAGEMENT, LLC | 256 | $6.39K | <0.01% | new | 13F-HRTimeline |
| Sterling Capital Management LLC | 14 | $350 | <0.01% | new | 13F-HRTimeline |