Sterling Capital Multi-Strategy Income ETF (SCMC)

ETF ยท Cboe BZX

Sterling Capital Multi-Strategy Income ETF (SCMC) is an exchange-traded fund listed on Cboe BZX, where it has traded since December 10, 2025.

Type
Exchange-traded fund
Listed On
Cboe BZX
Listed Since
December 10, 2025

Institutional ownership

In 13F filings for the quarter ended June 30, 2026, 24 institutions reported holding SCMC, with 6.0 million shares worth $150.1 million in aggregate. The largest reported holder was AE Wealth Management, with 4.4 million shares worth $111.2 million. Of the 5 largest holders listed below, all 5 added shares during the quarter.

InstitutionSharesValueQuarter change
AE Wealth Management4,424,926$111MAdded 10.61%
Envestnet Asset Management278,763$7MAdded 31.79%
Truist Financial278,763$7MAdded 31.87%
Key Capital Management249,149$6MAdded 28.43%
Lifewealth Investments131,825$3MAdded 11.48%

Form 13F is a quarterly report that institutional investment managers with at least $100 million in qualifying securities file with the SEC. It lists long positions as of the last day of the quarter and is due within 45 days of quarter end, so these holdings describe that date rather than today.

Frequently asked questions

What is SCMC?

Sterling Capital Multi-Strategy Income ETF (SCMC) is an exchange-traded fund listed on Cboe BZX, where it has traded since December 10, 2025.

Who are the largest institutional holders of SCMC?

In 13F filings for the quarter ended June 30, 2026, the largest reported holders of SCMC were AE Wealth Management, Envestnet Asset Management and Truist Financial.

How many institutions own SCMC?

24 institutions reported a position in SCMC for the quarter ended June 30, 2026, worth $150.1 million in total.

Did institutions buy or sell SCMC last quarter?

Of the 5 largest reported holders, all 5 added shares during the quarter. Every reported holder and its change is on the SentiSense ownership page for SCMC.

Every reported institutional holder, plus insider and congressional trades in SCMC, on SentiSense.