Latest Period
Q1 2026
Security Snapshot
STERLING CAPITAL FUNDS - Exchange Traded Fund (SCSB) Institutional Ownership
CUSIP: 85917K447
13F Institutional Holders and Ownership History from Q1 2026 to Q2 2026
Institutions Reporting
9
Shares (Excl. Options)
801,131
Price
$25.10
Save this security page for your next review
Keep this CUSIP in your watchlists so you can revisit quarter changes from one place. If you create an account from here, we will bring you back after verification.
- Security type / class
- Equity / Exchange Traded Fund
- Symbol
- SCSB
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 801,131
- Total 13F value
- $20,104,375
- Portfolio coverage rank
- 0%
- Share change
- +801,131
- Value change
- +$20,104,375
- Number of holders
- 9
- Shares outstanding
- 1,306,212
- SEC-reported price per share
- $24.98
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
2 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- SCSB - STERLING CAPITAL FUNDS - Exchange Traded Fund is tracked under CUSIP 85917K447.
- 9 institutions reported positions in Q1 2026.
- 1 significant owner is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 9 to 5 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $20,104,375 to $10,403,576.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 9 institutions filings for Q1 2026.
Security key
85917K447
Latest holder period
Q1 2026
13F holders
9
13D/G owners
1
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 85917K447:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
1
Security
SCSB
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| TRUIST FINANCIAL CORP | 31% | $9,996,522 | 399,701 | TRUIST FINANCIAL CORP | 30 Jun 2026 |
As of 31 Mar 2026, 9 institutional investors reported holding 801,131 shares of STERLING CAPITAL FUNDS - Exchange Traded Fund (SCSB). This represents 61% of the company’s total 1,306,212 outstanding shares.
13F concentration
Top 9 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
61%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| TRUIST FINANCIAL CORP | 33% | 429,681 | 0.01% | $10,782,837 | |
| AE Wealth Management LLC | 20% | 258,611 | 0.04% | $6,489,844 | |
| ENVESTNET ASSET MANAGEMENT INC | 5% | 65,313 | 0% | $1,639,030 | |
| B.O.S.S. Retirement Advisors, LLC | 1.3% | 17,246 | 0.13% | $432,788 | |
| JANE STREET GROUP, LLC | 0.86% | 11,247 | 0% | $282,243 | |
| Lloyd Advisory Services, LLC. | 0.68% | 8,861 | 0.06% | $222,367 | |
| Kingdom Financial Group LLC. | 0.68% | 8,861 | 0.06% | $222,367 | |
| EVOLUTION WEALTH MANAGEMENT INC. | 0.06% | 750 | 0.01% | $18,821 | |
| Ascentis Independent Advisors | 0.04% | 561 | 0% | $14,078 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
2
Latest
Q1 2026
Rows shown
1-2 of 2