STERLING CAPITAL MULTI-STRATEGY INCOME ETF - SCMC
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LifeWealth Investments, LLC | History | New | 118,251 | 2,956 | 0.88% | — | 1 | +118,251 | New | Q1 2026 | Apr 20, 2026 |
| Centennial Advisors, LLC | History | New | 44,436 | 1,110 | 1.41% | — | 2 | +44,436 | New | Q1 2026 | Apr 21, 2026 |
| FLP Wealth Management, LLC | History | New | 1,250 | 1,039 | 2.12% | — | 3 | +1,250 | New | Q1 2026 | Apr 21, 2026 |
| SMART Wealth LLC | History | New | 17,928 | 448 | 0.13% | — | 4 | +17,928 | New | Q1 2026 | Apr 23, 2026 |
| Networth Advisors, LLC | History | New | 2,854 | 71 | 0.05% | — | 5 | +2,854 | New | Q1 2026 | Apr 22, 2026 |
| Sterling Capital Management LLC | History | New | 170 | 4 | 0.0% | — | 6 | +170 | New | Q1 2026 | Apr 22, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -47 | -100.0% | Q4 2025 | Jan 21, 2026 |