Sterling Cap MS Income ETF (SCMC)

CUSIP: 85917K462 | NYSE | 31 institutional holders

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

Institutional Holders — Q3 2026

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Truist Financial Corp309,232

0.0% of portfolio$7.6M

Key Capital Management, Inc284,112

2.5% of portfolio$6.9M

LifeWealth Investments, LLC178,369

1.2% of portfolio$4.4M

Simplicity Wealth,LLC137,027

0.1% of portfolio$3.3M

B.O.S.S. Retirement Advisors, LLC96,675

0.7% of portfolio$2.4M

Quest 10 Wealth Builders, Inc.68,580

1.2% of portfolio$1.7M

Kingdom Financial Group Llc.53,084

0.3% of portfolio$1.3M

Centennial Advisors, LLC52,185

1.5% of portfolio$1.3M

Lloyd Advisory Services, Llc.39,695

0.4% of portfolio$969.3K

Raleigh Capital Management Inc.34,731

0.3% of portfolio$848.1K

Smart Wealth LLC18,397

0.1% of portfolio$449.3K

Boomfish Wealth Group, LLC14,828

0.2% of portfolio$362.1K

Montgomery Financial Services LLC10,090

0.2% of portfolio$246.4K

RFG Advisory, LLC10,034

0.0% of portfolio$245.0K

Networth Advisors, LLC3,803

0.1% of portfolio$92.9K

Tounjian Advisory Partners, LLC3,322

0.0% of portfolio$81.1K

Evolution Wealth Management Inc.1,671

0.0% of portfolio$40.8K

Elevated Capital Advisors, LLC1,215

0.0% of portfolio$29.7K

Sterling Capital Management LLC464

0.0% of portfolio$11.3K

				Style	Turnover	Location	Filed
Truist Financial Corp	309,232	$7.6M	0.0%	Core	Low	Charlotte, NC	2026-10-30
Key Capital Management, Inc	284,112	$6.9M	2.5%	ETF	Medium	Hendersonville, Tn 37075, TN	2026-11-03
LifeWealth Investments, LLC	178,369	$4.4M	1.2%	ETF	Medium	Winter Garden, FL	2026-10-21
Simplicity Wealth,LLC	137,027	$3.3M	0.1%	ETF	Low	Summit, NJ	2026-10-23
B.O.S.S. Retirement Advisors, LLC	96,675	$2.4M	0.7%	ETF	Medium	Lehi, UT	2026-10-26
Quest 10 Wealth Builders, Inc.	68,580	$1.7M	1.2%	ETF	Low	Fuquay-Varina, VA	2026-11-02
Kingdom Financial Group Llc.	53,084	$1.3M	0.3%	ETF	Medium	Peoria, AZ	2026-11-04
Centennial Advisors, LLC	52,185	$1.3M	1.5%	ETF	High	Austin, TX	2026-10-21
Lloyd Advisory Services, Llc.	39,695	$969.3K	0.4%	ETF	Very High	Suwanee, GA	2026-11-02
Raleigh Capital Management Inc.	34,731	$848.1K	0.3%	Core	Medium	Cary, NC	2026-10-28
Smart Wealth LLC	18,397	$449.3K	0.1%	ETF	High	Omaha, NE	2026-11-04
Boomfish Wealth Group, LLC	14,828	$362.1K	0.2%	Growth	Medium	Alpharetta, GA	2026-10-22
Montgomery Financial Services LLC	10,090	$246.4K	0.2%	ETF	N/A	Ocean City, MD	2026-11-03
RFG Advisory, LLC	10,034	$245.0K	0.0%	ETF	Medium	Birmingham, AL	2026-11-03
Networth Advisors, LLC	3,803	$92.9K	0.1%	ETF	Medium	Canonsburg, PA	2026-11-03
Tounjian Advisory Partners, LLC	3,322	$81.1K	0.0%	Growth	High	Fort Myers, FL	2026-11-04
Evolution Wealth Management Inc.	1,671	$40.8K	0.0%	ETF	Medium	Fort Myers, FL	2026-10-28
Elevated Capital Advisors, LLC	1,215	$29.7K	0.0%	ETF	Medium	Sandy, UT	2026-11-04
Sterling Capital Management LLC	464	$11.3K	0.0%	GARP	Medium	Charlotte, NC	2026-10-22