DaveManuel.com · Institutional Ownership · Who Owns It
STERLING CAPITAL SHORT DUR BD ETF (SCSB)
Institutional ownership reported to the SEC as of Q2 2026, across 3 quarters.
11
Reporting holders
$19.7M
Reported value
0.0%
Calls
0.0%
Puts
+2
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| TRUIST FINANCIAL CORP | $10.0M | 399,701 | 0.01% | 2q | -7.0%-$748.9K |
| AE Wealth Management LLC | $6.3M | 254,171 | 0.03% | 2q | -1.7%-$110.9K |
| ENVESTNET ASSET MANAGEMENT INC | $1.7M | 67,356 | 0.00% | 2q | +3.1%+$51.0K |
| Atlanta Consulting Group Advisors, LLC | $974.7K | 39,021 | 0.15% | new | NEW |
| B.O.S.S. Retirement Advisors, LLC | $393.6K | 15,756 | 0.11% | 2q | -8.6%-$37.2K |
| Kingdom Financial Group LLC. | $222.3K | 8,900 | 0.06% | 2q | HELD |
| TOUNJIAN ADVISORY PARTNERS, LLC | $22.8K | 913 | 0.01% | new | NEW |
| EVOLUTION WEALTH MANAGEMENT INC. | $18.7K | 750 | 0.01% | 2q | HELD |
| UBS Group AG | $16.1K | 645 | 0.00% | new | NEW |
| STRATEGIC INVESTMENT MANAGEMENT, LLC | $6.4K | 256 | 0.00% | new | NEW |
| Sterling Capital Management LLC | $350 | 14 | 0.00% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 3 | $390.3K | 15,872 | 0 | 1 | 1 | 0.0% |
| Q2 2026 | 11 | $19.7M | 787,483 | 5 | 1 | 3 | 0.0% |
| Q1 2026 | 9 | $20.1M | 801,131 | 9 | 0 | 0 | 0.0% |