§ EQUITY
USDSCMC
STERLING CAP MS INCOME ETF
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| AE Wealth Management LLC | 4.0M | 0.5% | n/a |
| ENVESTNET ASSET MANAGEMENT INC | 212K | 0.0% | n/a |
| TRUIST FINANCIAL CORP | 211K | 0.0% | n/a |
| Key Capital Management, INC | 194K | 3.2% | n/a |
| LifeWealth Investments, LLC | 118K | 0.9% | n/a |
| Simplicity Wealth,LLC | 101K | 0.1% | n/a |
◇ AC INTELLIGENCE
Top institutional owners for SCMC as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER93.9% · 19 holders
DEALER / BANK4.4% · 3 holders
INCOME / DEFENSIVE1.7% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for SCMC in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention SCMC yet.