SCMC Institutional Ownership
Sterling Capital Multi-Strategy Income ETF
1W: -0.4%
1M: -1.9%
3M: -2.7%
YTD: -2.2%
$24.34
+0.01 (+0.04%)
Weekly Expected Move ±0.5%
$24
$24
$24
$24
$25
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — SCMC
27
Institutional Holders
+4 vs prior quarter
0.0%
Ownership
+0.00pp
150M
Total Invested
4
New Positions
17
Increased
5
Reduced
3
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (27 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | AE Wealth Management LLC | 4,424,926 | $108M | +424,305 | +10.6% | 2Q | SEC ↗ |
| 2 | ENVESTNET ASSET MANAGEMENT INC | 278,763 | $7M | +67,246 | +31.8% | 2Q | SEC ↗ |
| 3 | TRUIST FINANCIAL CORP | 278,763 | $7M | +67,368 | +31.9% | 2Q | SEC ↗ |
| 4 | Key Capital Management, INC | 249,149 | $6M | +55,151 | +28.4% | 2Q | SEC ↗ |
| 5 | LifeWealth Investments, LLC | 131,825 | $3M | +13,574 | +11.5% | 2Q | SEC ↗ |
| 6 | Simplicity Wealth,LLC | 119,478 | $3M | +18,431 | +18.2% | 2Q | SEC ↗ |
| 7 | B.O.S.S. Retirement Advisors, LLC | 98,289 | $2M | +7,700 | +8.5% | 2Q | SEC ↗ |
| 8 | Quest 10 Wealth Builders, Inc. | 68,997 | $2M | +8,221 | +13.5% | 2Q | SEC ↗ |
| 9 | FLP Wealth Management, LLC | 50,857 | $1M | +9,258 | +22.3% | 2Q | SEC ↗ |
| 10 | Kingdom Financial Group LLC. | 48,425 | $1M | +3,424 | +7.6% | 2Q | SEC ↗ |
| 11 | Centennial Advisors, LLC | 47,428 | $1M | +2,992 | +6.7% | 2Q | SEC ↗ |
| 12 | FSA Advisors, Inc. | 40,570 | $987K | +8,906 | +28.1% | 2Q | SEC ↗ |
| 13 | Slagle Financial, LLC | 36,150 | $880K | +4,344 | +13.7% | 2Q | SEC ↗ |
| 14 | Lloyd Advisory Services, LLC. | 33,646 | $819K | -11,355 | -25.2% | 2Q | SEC ↗ |
| 15 | Raleigh Capital Management Inc. | 30,581 | $744K | +6,862 | +28.9% | 2Q | SEC ↗ |
| 16 | SMART Wealth LLC | 15,739 | $383K | -2,189 | -12.2% | 2Q | SEC ↗ |
| 17 | Rothschild Wealth LLC NEW | 7,968 | $194K | — | +0.0% | 1Q | SEC ↗ |
| 18 | Montgomery Financial Services LLC NEW | 4,594 | $112K | — | +0.0% | 1Q | SEC ↗ |
| 19 | Networth Advisors, LLC | 3,367 | $82K | +513 | +18.0% | 2Q | SEC ↗ |
| 20 | TOUNJIAN ADVISORY PARTNERS, LLC NEW | 2,979 | $73K | — | +0.0% | 1Q | SEC ↗ |
| 21 | UBS Group AG | 1,679 | $41K | +809 | +93.0% | 2Q | SEC ↗ |
| 22 | CoreCap Advisors, LLC NEW | 415 | $10K | — | +0.0% | 1Q | SEC ↗ |
| 23 | OSAIC HOLDINGS, INC. | 211 | $5K | — | +0.0% | 2Q | SEC ↗ |
| 24 | Sterling Capital Management LLC | 201 | $5K | +31 | +18.2% | 2Q | SEC ↗ |
| 25 | JANE STREET GROUP, LLC | 0 | $0K | -25,471 | -100.0% | 1Q | SEC ↗ |
| 26 | Sound Income Strategies, LLC | 0 | $0K | -89 | -100.0% | 2Q | SEC ↗ |
| 27 | GOLDMAN SACHS GROUP INC | 0 | $0K | -24,359 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (4)
| Holder | Shares | Value |
|---|---|---|
| Rothschild Wealth LLC | 7,968 | $194K |
| Montgomery Financial Services LLC | 4,594 | $112K |
| TOUNJIAN ADVISORY PARTNERS, LLC | 2,979 | $73K |
| CoreCap Advisors, LLC | 415 | $10K |
Sold Out (3)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| JANE STREET GROUP, LLC | 25,471 | $620K |
| GOLDMAN SACHS GROUP INC | 24,359 | $593K |
| Sound Income Strategies, LLC | 89 | $2K |
Biggest Increases (17)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| AE Wealth Management LLC | +424,305 | +10.6% | 4,424,926 |
| TRUIST FINANCIAL CORP | +67,368 | +31.9% | 278,763 |
| ENVESTNET ASSET MANAGEMENT INC | +67,246 | +31.8% | 278,763 |
| Key Capital Management, INC | +55,151 | +28.4% | 249,149 |
| Simplicity Wealth,LLC | +18,431 | +18.2% | 119,478 |
| LifeWealth Investments, LLC | +13,574 | +11.5% | 131,825 |
| FLP Wealth Management, LLC | +9,258 | +22.3% | 50,857 |
| FSA Advisors, Inc. | +8,906 | +28.1% | 40,570 |
| Quest 10 Wealth Builders, Inc. | +8,221 | +13.5% | 68,997 |
| B.O.S.S. Retirement Advisors, LLC | +7,700 | +8.5% | 98,289 |
| Raleigh Capital Management Inc. | +6,862 | +28.9% | 30,581 |
| Slagle Financial, LLC | +4,344 | +13.7% | 36,150 |
| Kingdom Financial Group LLC. | +3,424 | +7.6% | 48,425 |
| Centennial Advisors, LLC | +2,992 | +6.7% | 47,428 |
| UBS Group AG | +809 | +93.0% | 1,679 |
| Networth Advisors, LLC | +513 | +18.0% | 3,367 |
| Sterling Capital Management LLC | +31 | +18.2% | 201 |
Biggest Decreases (2)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Lloyd Advisory Services, LLC. | -11,355 | -25.2% | 33,646 |
| SMART Wealth LLC | -2,189 | -12.2% | 15,739 |