SCMC

Sterling Cap Ms Income ETF

+$133.1M

Net Activity

Institutions Holding

23

Popularity Rank

#7895

Avg Weight

0.53%

Total Value

$133.1M

Ownership Trend

23 institutions currently hold SCMC, with 23 net buyers and 0 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Significantly Increased

Based on recent trading activity

Net Selling Institutions

0

Net Buying Institutions

23

Key Holders

Key Holders

Top 5 by Value

AW
AE Wealth Management LLC
$100.0M
EA
Envestnet Asset Management INC
$5.3M
TF
Truist Financial CORP
$5.3M
KC
Key Capital Management, INC
$4.8M
LI
LifeWealth Investments, LLC
$3.0M

Top 5 by Conviction

KC
Key Capital Management, INC
3.20%
FW
FLP Wealth Management, LLC
2.14%
CA
Centennial Advisors, LLC
1.41%
Q1
Quest 10 Wealth Builders, Inc.
1.33%
LI
LifeWealth Investments, LLC
0.88%
View all 23 holding institutions

Quarterly Activity

Recent Activity

+$133.1M

Total Buy Value

$0.0

Total Sell Value

New buy22
Trim0
Add1
Sold out0

23

Net Buyers

0

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding STERLING CAP MS INCOME ETF (SCMC)?
Major stakeholders currently include AE Wealth Management LLC ($100.0M), Envestnet Asset Management INC ($5.3M), Truist Financial CORP ($5.3M). Based on the latest 13F filings, there are a total of 23 tracked investment funds and institutions maintaining positions in SCMC.
What is the overall institutional sentiment toward SCMC recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $133.1M, driven by 23 managers accumulating shares while 0 reduced their exposure.
Which institutions have been selling or reducing their SCMC positions?
In the latest period, no tracked funds trimmed or exited their positions in SCMC.
Are there any notable investors adding SCMC to their portfolios?
Yes, buying activity remains notable. 22 institutions opened new positions in {ticker}, and 1 existing holders added to their shares. The total reported buy value for the quarter amounted to $133.1M.

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