Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Sterling Cap Fds (SCNM)

27 + Investors. Track Smart Money conviction in SCNM. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
→ 0
Streak
1Q —
Buyers last Q
52%

Smart Money Signals — SCNM

Based on 27 hedge funds · latest filing: 2026 Q2 · updated quarterly

➡️

No change last quarter

last 1Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
27 hedge funds hold SCNM right now — the highest count in 0.5 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🟡

Slight buying edge — 52% buying

15 buying14 selling
Last quarter: 15 funds bought or added vs 14 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
🔄

Mostly new holders — 100% entered in last year

■ 0% conviction (2yr+) ■ 0% medium ■ 100% new
Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
🌱

Early stage — 100% of holders entered in last year

■ 0% veterans ■ 0% 1-2yr ■ 100% new
Of 27 current holders: 27 (100%) entered in the past year, only 0 (0%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
📋

Smaller funds dominant — 2% AUM from top-100

2% from top-100 AUM funds
2 of 27 holders rank in the top 100 by AUM, but together hold only 2% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
5.5
out of 10
Moderate Exit Risk
Exit risk score 5.5/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — SCNM

In 2026 Q2, 15 hedge funds were net buyers of SCNM (3 opened a new position, 12 added to an existing one), while 14 reduced or exited (11 trimmed, 3 sold completely) — a 52% buyer ratio, indicating a slight buying edge. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 27.

Hedge Fund Ownership: SCNM

How many hedge funds hold SCNM — quarterly history vs. share price
Quarterly hedge fund ownership of SCNM vs. share price

Market Analysis: SCNM

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SCNM

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

0 top-rated funds 2 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
2.5
/ 10
conviction
Hedge Fund Positioning: SCNM
2026 Q3 Stats Unlock in 48 days 27 + Investors

Track Smart Money conviction in SCNM. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 27 27 -
13F Shares 8M 8M 0.06%
Total Value $192M $191M 0.33%
New Positions 3 27 -24
Increased Positions 12 0 +12
Closed Positions 3 0 +3
Reduced Positions 11 0 +11
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SCNM

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q2)

27 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in SCNM. Verified SEC 13F-HR filings.

QUARTER:
Top 25 SCNM holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Kingdom Financial Group LLC. 8.08% 1,257,882 $31.6M
2 FLP Wealth Management, LLC 4.05% 90,630 $2.3M
3 Montgomery Financial Services LLC 2.96% 135,291 $3.4M
4 LifeWealth Investments, LLC 2.07% 307,572 $7.7M
5 Networth Advisors, LLC 1.74% 119,110 $3.0M
6 Arcadia Wealth Management, LLC 1.72% 217,601 $5.5M
7 Howard Bailey Securities, LLC 0.99% 105,358 $2.7M
8 SMART Wealth LLC 0.96% 177,111 $4.5M
9 Simplicity Wealth,LLC 0.83% 973,736 $24.5M
10 Key Capital Management, INC 0.63% 48,281 $1.2M
11 B.O.S.S. Retirement Advisors, LLC 0.58% 85,805 $2.2M
12 AE Wealth Management LLC 0.44% 3,763,696 $94.7M
13 Centennial Advisors, LLC 0.32% 10,673 $268K
14 Integrated Wealth Management 0.22% 8,451 $213K
15 FWG Investments, LLC. 0.22% 16,192 $407K
16 LifePlan Investment Advisors, Inc. 0.18% 20,521 $516K
17 FSA Advisors, Inc. 0.17% 14,351 $361K
18 Lloyd Advisory Services, LLC. 0.14% 14,034 $353K
19 Quest 10 Wealth Builders, Inc. 0.09% 4,739 $119K
20 Triad Wealth Partners, LLC 0.04% 28,700 $709K
21 Decker Retirement Planning Inc. 0.03% 3,243 $82K
22 CoreCap Advisors, LLC 0.01% 13,239 $333K
23 Truist Financial Corp 0.00% 74,883 $1.9M
24 Farther Finance Advisors, LLC 0.00% 2,398 $60K
25 Envestnet Asset Management Inc 0.00% 74,883 $1.9M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Sterling Cap Fds (SCNM)

What does the Smart Money Trend signal show for SCNM?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for SCNM?

Slight buying edge — 52% buying: Last quarter: 15 funds bought or added vs 14 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for SCNM holders?

Smaller funds dominant — 2% AUM from top-100: 2 of 27 holders rank in the top 100 by AUM, but together hold only 2% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held SCNM?

Mostly new holders — 100% entered in last year: Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

Full history →