13F Insight
DOSSIER · 13F Holders · Q1 2026Mega-capCrowded
SCMC

STERLING CAPITAL MULTI-STRATEGY INCOME ETF

22 institutions still hold STERLING CAPITAL MULTI-STRATEGY INCOME ETF as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 85917K462·22 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 9.0%
vs prior quarter
13F value held
$132M
51.0% inst. owned
of float
Holders
22
-135 QoQ
filers reporting
Activity
+66 / −82
+953 added · −823 reduced
this quarter
Concentration
75.61%
AE Wealth Management LLC #1
top holder share
AI Holders Summary · Q1 2026

22 institutions reported SCMC in Q1 2026. AE Wealth Management LLC leads at 75.6% of the visible book. -135 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
AE Wealth Management LLC
CIK 0001697723
$100M4.0M0.54%Q1 202602
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$5M212K0.00%Q1 202603
TRUIST FINANCIAL CORP
CIK 0000092230
$5M211K0.01%Q1 202604
Key Capital Management, INC
CIK 0002107249
$5M194K3.20%Q1 202605
LifeWealth Investments, LLC
CIK 0002033794
$3M118K0.88%Q1 202606
Simplicity Wealth,LLC
CIK 0001913243
$3M101K0.14%Q1 202607
B.O.S.S. Retirement Advisors, LLC
CIK 0001964810
$2M91K0.69%Q1 202608
Quest 10 Wealth Builders, Inc.
CIK 0002035215
$2M61K1.33%Q1 202609
Lloyd Advisory Services, LLC.
CIK 0001802474
$1M45K0.32%Q1 202610
Kingdom Financial Group LLC.
CIK 0001962236
$1M45K0.32%Q1 202611
Centennial Advisors, LLC
CIK 0001951376
$1M44K1.41%Q1 202612
FLP Wealth Management, LLC
CIK 0002052024
$1M42K2.14%Q1 202613
Slagle Financial, LLC
CIK 0001984918
$795,15232K0.26%Q1 202614
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$636,77525K0.00%Q1 202615
GOLDMAN SACHS GROUP INC
CIK 0000886982
$608,97524K0.00%Q1 202616
Raleigh Capital Management Inc.
CIK 0001911726
$592,97724K0.20%Q1 202617
SMART Wealth LLC
CIK 0002044723
$448,19618K0.13%Q1 202618
Networth Advisors, LLC
CIK 0002099019
$71,3503K0.05%Q1 202619
UBS Group AG
CIK 0001610520
$21,7508700.00%Q1 202620
OSAIC HOLDINGS, INC.
CIK 0001677044
$5,2752110.00%Q1 2026
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