Sterling Cap MS Income ETF (SCMC)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

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

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Truist Financial Corp

INCREASED

Shares309,232 from 278,763

Change+30,469 (+11%)

Value$7.6M (+$546.3K)

Filed 2026-10-30

Key Capital Management, Inc

INCREASED

Shares284,112 from 249,149

Change+34,963 (+14%)

Value$6.9M (+$677.0K)

Filed 2026-11-03

LifeWealth Investments, LLC

INCREASED

Shares178,369 from 131,825

Change+46,544 (+35%)

Value$4.4M (+$1.0M)

Filed 2026-10-21

Simplicity Wealth,LLC

INCREASED

Shares137,027 from 119,478

Change+17,549 (+15%)

Value$3.3M (+$343.8K)

Filed 2026-10-23

B.O.S.S. Retirement Advisors, LLC

DECREASED

Shares96,675 from 98,289

Change-1,614 (-2%)

Value$2.4M (-$109.1K)

Filed 2026-10-26

Quest 10 Wealth Builders, Inc.

DECREASED

Shares68,580 from 68,997

Change-417 (-1%)

Value$1.7M (-$59.1K)

Filed 2026-11-02

Kingdom Financial Group Llc.

INCREASED

Shares53,084 from 48,425

Change+4,659 (+10%)

Value$1.3M (+$79.4K)

Filed 2026-11-04

Centennial Advisors, LLC

INCREASED

Shares52,185 from 47,428

Change+4,757 (+10%)

Value$1.3M (+$82.5K)

Filed 2026-10-21

Lloyd Advisory Services, Llc.

INCREASED

Shares39,695 from 33,646

Change+6,049 (+18%)

Value$969.3K (+$123.8K)

Filed 2026-11-02

Raleigh Capital Management Inc.

INCREASED

Shares34,731 from 30,581

Change+4,150 (+14%)

Value$848.1K (+$79.6K)

Filed 2026-10-28

Smart Wealth LLC

INCREASED

Shares18,397 from 15,739

Change+2,658 (+17%)

Value$449.3K (+$53.7K)

Filed 2026-11-04

Boomfish Wealth Group, LLC

NEW

Shares14,828

Change+14,828

Value$362.1K

Filed 2026-10-22

Montgomery Financial Services LLC

INCREASED

Shares10,090 from 4,594

Change+5,496 (+120%)

Value$246.4K (+$131.0K)

Filed 2026-11-03

RFG Advisory, LLC

NEW

Shares10,034

Change+10,034

Value$245.0K

Filed 2026-11-03

Networth Advisors, LLC

INCREASED

Shares3,803 from 3,367

Change+436 (+13%)

Value$92.9K (+$8.2K)

Filed 2026-11-03

Tounjian Advisory Partners, LLC

INCREASED

Shares3,322 from 2,979

Change+343 (+12%)

Value$81.1K (+$6.3K)

Filed 2026-11-04

Evolution Wealth Management Inc.

NEW

Shares1,671

Change+1,671

Value$40.8K

Filed 2026-10-28

Elevated Capital Advisors, LLC

NEW

Shares1,215

Change+1,215

Value$29.7K

Filed 2026-11-04

Sterling Capital Management LLC

INCREASED

Shares464 from 201

Change+263 (+131%)

Value$11.3K (+$6.3K)

Filed 2026-10-22

CoreCap Advisors, LLC

CLOSED

Shares0 from 415

Change-415 (-100%)

Value$0 (-$10.4K)

Filed 2026-10-08

AE Wealth Management LLC

N/A

Shares— from 4,424,926

Change-4,424,926 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 278,763

Change-278,763 (-100%)

Value—

FLP Wealth Management, LLC

N/A

Shares— from 50,857

Change-50,857 (-100%)

Value—

FSA Advisors, Inc.

N/A

Shares— from 40,570

Change-40,570 (-100%)

Value—

Slagle Financial, LLC

N/A

Shares— from 36,150

Change-36,150 (-100%)

Value—

Rothschild Wealth LLC

N/A

Shares— from 7,968

Change-7,968 (-100%)

Value—

UBS Group AG

N/A

Shares— from 1,679

Change-1,679 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 211

Change-211 (-100%)

Value—

	Status
Truist Financial Corp	INCREASED	309,232	278,763	+30,469	+11%	$7.0M	$7.6M	+$546.3K	2026-10-30
Key Capital Management, Inc	INCREASED	284,112	249,149	+34,963	+14%	$6.3M	$6.9M	+$677.0K	2026-11-03
LifeWealth Investments, LLC	INCREASED	178,369	131,825	+46,544	+35%	$3.3M	$4.4M	+$1.0M	2026-10-21
Simplicity Wealth,LLC	INCREASED	137,027	119,478	+17,549	+15%	$3.0M	$3.3M	+$343.8K	2026-10-23
B.O.S.S. Retirement Advisors, LLC	DECREASED	96,675	98,289	-1,614	-2%	$2.5M	$2.4M	-$109.1K	2026-10-26
Quest 10 Wealth Builders, Inc.	DECREASED	68,580	68,997	-417	-1%	$1.7M	$1.7M	-$59.1K	2026-11-02
Kingdom Financial Group Llc.	INCREASED	53,084	48,425	+4,659	+10%	$1.2M	$1.3M	+$79.4K	2026-11-04
Centennial Advisors, LLC	INCREASED	52,185	47,428	+4,757	+10%	$1.2M	$1.3M	+$82.5K	2026-10-21
Lloyd Advisory Services, Llc.	INCREASED	39,695	33,646	+6,049	+18%	$845.5K	$969.3K	+$123.8K	2026-11-02
Raleigh Capital Management Inc.	INCREASED	34,731	30,581	+4,150	+14%	$768.5K	$848.1K	+$79.6K	2026-10-28
Smart Wealth LLC	INCREASED	18,397	15,739	+2,658	+17%	$395.5K	$449.3K	+$53.7K	2026-11-04
Boomfish Wealth Group, LLC	NEW	14,828	—	+14,828	—	—	$362.1K	—	2026-10-22
Montgomery Financial Services LLC	INCREASED	10,090	4,594	+5,496	+120%	$115.4K	$246.4K	+$131.0K	2026-11-03
RFG Advisory, LLC	NEW	10,034	—	+10,034	—	—	$245.0K	—	2026-11-03
Networth Advisors, LLC	INCREASED	3,803	3,367	+436	+13%	$84.6K	$92.9K	+$8.2K	2026-11-03
Tounjian Advisory Partners, LLC	INCREASED	3,322	2,979	+343	+12%	$74.9K	$81.1K	+$6.3K	2026-11-04
Evolution Wealth Management Inc.	NEW	1,671	—	+1,671	—	—	$40.8K	—	2026-10-28
Elevated Capital Advisors, LLC	NEW	1,215	—	+1,215	—	—	$29.7K	—	2026-11-04
Sterling Capital Management LLC	INCREASED	464	201	+263	+131%	$5.1K	$11.3K	+$6.3K	2026-10-22
CoreCap Advisors, LLC	CLOSED	0	415	-415	-100%	$10.4K	$0	-$10.4K	2026-10-08
AE Wealth Management LLC	N/A	—	4,424,926	-4,424,926	-100%	$111.2M	—	—	—
Envestnet Asset Management Inc	N/A	—	278,763	-278,763	-100%	$7.0M	—	—	—
FLP Wealth Management, LLC	N/A	—	50,857	-50,857	-100%	$1.3M	—	—	—
FSA Advisors, Inc.	N/A	—	40,570	-40,570	-100%	$1.0M	—	—	—
Slagle Financial, LLC	N/A	—	36,150	-36,150	-100%	$908.4K	—	—	—
Rothschild Wealth LLC	N/A	—	7,968	-7,968	-100%	$200.2K	—	—	—
UBS Group AG	N/A	—	1,679	-1,679	-100%	$42.2K	—	—	—
Osaic Holdings, Inc.	N/A	—	211	-211	-100%	$5.3K	—	—	—

Showing 28 of 28 institutions