SCSB Institutional Ownership
Sterling Capital Funds - Sterling Capital Short Duration Bond ETF
1W: -0.0%
1M: -1.0%
YTD: -1.2%
$24.52
-0.01 (-0.04%)
Weekly Expected Move ±0.3%
$24
$24
$25
$25
$25
Overview
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Institutional Ownership — SCSB
14
Institutional Holders
+5 vs prior quarter
0.0%
Ownership
+0.00pp
20M
Total Invested
5
New Positions
2
Increased
6
Reduced
3
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (14 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | TRUIST FINANCIAL CORP | 399,701 | $10M | -29,980 | -7.0% | 2Q | SEC ↗ |
| 2 | AE Wealth Management LLC | 254,171 | $6M | -4,440 | -1.7% | 2Q | SEC ↗ |
| 3 | ENVESTNET ASSET MANAGEMENT INC | 67,356 | $2M | +2,043 | +3.1% | 2Q | SEC ↗ |
| 4 | Atlanta Consulting Group Advisors, LLC NEW | 39,021 | $957K | — | +0.0% | 1Q | SEC ↗ |
| 5 | B.O.S.S. Retirement Advisors, LLC | 15,756 | $386K | -1,490 | -8.6% | 2Q | SEC ↗ |
| 6 | Kingdom Financial Group LLC. | 8,900 | $218K | +39 | +0.4% | 2Q | SEC ↗ |
| 7 | TOUNJIAN ADVISORY PARTNERS, LLC NEW | 913 | $22K | — | +0.0% | 1Q | SEC ↗ |
| 8 | EVOLUTION WEALTH MANAGEMENT INC. | 750 | $18K | — | +0.0% | 2Q | SEC ↗ |
| 9 | UBS Group AG NEW | 645 | $16K | — | +0.0% | 1Q | SEC ↗ |
| 10 | STRATEGIC INVESTMENT MANAGEMENT, LLC NEW | 256 | $6K | — | +0.0% | 1Q | SEC ↗ |
| 11 | Sterling Capital Management LLC NEW | 14 | $0K | — | +0.0% | 1Q | SEC ↗ |
| 12 | Ascentis Independent Advisors | 0 | $0K | -561 | -100.0% | 1Q | SEC ↗ |
| 13 | Lloyd Advisory Services, LLC. | 0 | $0K | -8,861 | -100.0% | 1Q | SEC ↗ |
| 14 | JANE STREET GROUP, LLC | 0 | $0K | -11,247 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (5)
| Holder | Shares | Value |
|---|---|---|
| Atlanta Consulting Group Advisors, | 39,021 | $957K |
| TOUNJIAN ADVISORY PARTNERS, LLC | 913 | $22K |
| UBS Group AG | 645 | $16K |
| STRATEGIC INVESTMENT MANAGEMENT, LL | 256 | $6K |
| Sterling Capital Management LLC | 14 | $0K |
Sold Out (3)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| JANE STREET GROUP, LLC | 11,247 | $276K |
| Lloyd Advisory Services, LLC. | 8,861 | $217K |
| Ascentis Independent Advisors | 561 | $14K |
Biggest Increases (2)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | +2,043 | +3.1% | 67,356 |
| Kingdom Financial Group LLC. | +39 | +0.4% | 8,900 |
Biggest Decreases (3)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| TRUIST FINANCIAL CORP | -29,980 | -7.0% | 399,701 |
| AE Wealth Management LLC | -4,440 | -1.7% | 254,171 |
| B.O.S.S. Retirement Advisors, LLC | -1,490 | -8.6% | 15,756 |