STERLING CAP FDS NATIONAL MUNI BD is a security (CUSIP 85917K470) tracked across SEC portfolio filings. 28 institutional managers reported $220.2M on Form 13F as of 2026-06-30.
Showing 15 of 28 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| AE Wealth Management LLC | TOPEKA, KS | $94.7M | 3,763,696 |
| Kingdom Financial Group LLC. | PEORIA, AZ | $31.8M | 1,278,316 |
| Lloyd Advisory Services, LLC. | SUWANEE, GA | $31.8M | 1,278,316 |
| Simplicity Wealth,LLC | SUMMIT, NJ | $24.5M | 973,736 |
| LifeWealth Investments, LLC | WINTER GARDEN, FL | $7.7M | 307,572 |
| Arcadia Wealth Management, LLC | Manchester, NH | $5.5M | 217,601 |
| SMART Wealth LLC | Omaha, NE | $4.5M | 177,111 |
| Networth Advisors, LLC | CANONSBURG, PA | $3.0M | 119,110 |
| HOWARD BAILEY SECURITIES, LLC | FORT WAYNE, IN | $2.5M | 101,282 |
| FLP Wealth Management, LLC | BENTONVILLE, AR | $2.3M | 90,630 |
| B.O.S.S. Retirement Advisors, LLC | Lehi, UT | $2.2M | 85,805 |
| TRUIST FINANCIAL CORP | CHARLOTTE, NC | $1.9M | 74,883 |
| ENVESTNET ASSET MANAGEMENT INC | Berwyn, PA | $1.9M | 74,883 |
| JANE STREET GROUP, LLC | NEW YORK, NY | $1.4M | 55,029 |
| Key Capital Management, INC | HENDERSONVILLE, TN 37075, TN | $1.2M | 48,281 |