STERLING CAP FDS CAPITAL MULTI is a security (CUSIP 85917K462) tracked across SEC portfolio filings. 23 institutional managers reported $150.9M on Form 13F as of 2026-06-30.
Showing 15 of 23 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| AE Wealth Management LLC | TOPEKA, KS | $111.2M | 4,424,926 |
| ENVESTNET ASSET MANAGEMENT INC | Berwyn, PA | $7.0M | 278,763 |
| TRUIST FINANCIAL CORP | CHARLOTTE, NC | $7.0M | 278,763 |
| Key Capital Management, INC | HENDERSONVILLE, TN 37075, TN | $6.3M | 249,149 |
| LifeWealth Investments, LLC | WINTER GARDEN, FL | $3.3M | 131,825 |
| Simplicity Wealth,LLC | SUMMIT, NJ | $3.0M | 119,478 |
| B.O.S.S. Retirement Advisors, LLC | Lehi, UT | $2.5M | 98,289 |
| Quest 10 Wealth Builders, Inc. | Fuquay-Varina, VA | $1.7M | 68,997 |
| FLP Wealth Management, LLC | BENTONVILLE, AR | $1.3M | 50,857 |
| Centennial Advisors, LLC | AUSTIN, TX | $1.2M | 47,428 |
| Lloyd Advisory Services, LLC. | SUWANEE, GA | $1.1M | 45,001 |
| Kingdom Financial Group LLC. | PEORIA, AZ | $1.1M | 45,001 |
| Slagle Financial, LLC | Edwardsville, IL | $908K | 36,150 |
| FSA Advisors, Inc. | TROY, MI | $792K | 31,664 |
| Raleigh Capital Management Inc. | CARY, NC | $768K | 30,581 |