Who owns Sterling Capital Multi-Strategy Income ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of SCMC from SEC Form 13F filings across 24 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 24 institutions disclosed 6.0M shares of Sterling Capital Multi-Strategy Income ETF worth $150.1M — about 59.9% of shares outstanding; the largest disclosed holder is AE Wealth Management LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
24
13F holders
$150.1M
value, 2026 filers
59.9%
of shares outstanding (6.0M sh)
4
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of SCMC's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | AE Wealth Management LLC | 4.4M | $111.2M | 0.5% | 44.4% | +10.6% |
| 2 | TRUIST FINANCIAL CORP | 278,763 | $7.0M | 0.0% | 2.8% | +31.9% |
| 3 | ENVESTNET ASSET MANAGEMENT INC | 278,763 | $7.0M | 0.0% | 2.8% | +31.8% |
| 4 | Key Capital Management, INC | 249,149 | $6.3M | 3.2% | 2.5% | +28.4% |
| 5 | LifeWealth Investments, LLC | 131,825 | $3.3M | 0.9% | 1.3% | +11.5% |
| 6 | Simplicity Wealth,LLC | 119,478 | $3.0M | 0.1% | 1.2% | +18.2% |
| 7 | B.O.S.S. Retirement Advisors, LLC | 98,289 | $2.5M | 0.7% | 1% | +8.5% |
| 8 | Quest 10 Wealth Builders, Inc. | 68,997 | $1.7M | 1.3% | 0.7% | +13.5% |
| 9 | FLP Wealth Management, LLC | 50,857 | $1.3M | 2.3% | 0.5% | +22.3% |
| 10 | Kingdom Financial Group LLC. | 48,425 | $1.2M | 0.3% | 0.5% | +7.6% |
| 11 | Centennial Advisors, LLC | 47,428 | $1.2M | 1.4% | 0.5% | +6.7% |
| 12 | FSA Advisors, Inc. | 40,570 | $1.0M | 0.5% | 0.4% | +28.1% |
| 13 | Slagle Financial, LLC | 36,150 | $908,426 | 0.3% | 0.4% | +13.7% |
| 14 | Lloyd Advisory Services, LLC. | 33,646 | $845,494 | 0.3% | 0.3% | -25.2% |
| 15 | Raleigh Capital Management Inc. | 30,581 | $768,482 | 0.2% | 0.3% | +28.9% |
| 16 | SMART Wealth LLC | 15,739 | $395,513 | 0.1% | 0.2% | -12.2% |
| 17 | Rothschild Wealth LLCNEW | 7,968 | $200,231 | 0.0% | 0.1% | new |
| 18 | Montgomery Financial Services LLCNEW | 4,594 | $115,444 | 0.1% | 0% | new |
| 19 | Networth Advisors, LLC | 3,367 | $84,611 | 0.0% | 0% | +18.0% |
| 20 | TOUNJIAN ADVISORY PARTNERS, LLCNEW | 2,979 | $74,871 | 0.0% | 0% | new |
| 21 | UBS Group AG | 1,679 | $42,192 | 0.0% | 0% | +93.0% |
| 22 | CoreCap Advisors, LLCNEW | 415 | $10,429 | 0.0% | 0% | new |
| 23 | OSAIC HOLDINGS, INC. | 211 | $5,302 | 0.0% | 0% | 0.0% |
| 24 | Sterling Capital Management LLC | 201 | $5,051 | 0.0% | 0% | +18.2% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.