Who owns SCMC?
Sterling Capital Multi-Strategy Income ETF · Sterling
24 institutions reported holding SCMC, worth $150.1M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of SCMC
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| AE Wealth Management LLC | Topeka, KS | $111.2M | 4,424,926 | +424,305 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $7.0M | 278,763 | +67,246 shares |
| Truist Financial Corp. | Charlotte, NC | $7.0M | 278,763 | +67,368 shares |
| Key Capital Management, INC | Hendersonville, Tn 37075, TN | $6.3M | 249,149 | +55,151 shares |
| LifeWealth Investments, LLC | Winter Garden, FL | $3.3M | 131,825 | +13,574 shares |
| Simplicity Wealth,LLC | Summit, NJ | $3.0M | 119,478 | +18,431 shares |
| B.O.S.S. Retirement Advisors, LLC | Lehi, UT | $2.5M | 98,289 | +7,700 shares |
| Quest 10 Wealth Builders, Inc. | Fuquay-Varina, VA | $1.7M | 68,997 | +8,221 shares |
| FLP Wealth Management, LLC | Bentonville, AR | $1.3M | 50,857 | +9,258 shares |
| Kingdom Financial Group LLC. | Peoria, AZ | $1.2M | 48,425 | +3,424 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns SCMC?
24 institutional managers reported holding SCMC in Form 13F filings for June 30, 2026, worth $150.1M in total. The largest reported position was held by AE Wealth Management LLC, at $111.2M.
Did institutions buy or sell SCMC last quarter?
Reported 13F value rose 12.8% from March 31, 2026, which includes price moves as well as buying and selling. 4 firms reported a new position and 3 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is SCMC ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.