Sterling Capital Focus Equity

LCG • ARCA

Sterling Capital Focus Equity is an exchange-traded fund on ARCA. As of Q3 2025, 14 institutional investors hold shares in this ETF, with total holdings valued at $18.5M. SRS Capital Advisors, Inc. is the largest holder with a position valued at $4.1M.

Overview

Overview of institutional ownership in LCG as of Q3 2025

All Institutions

Institutions: 14
Value Held: $18.5M
Shares Held: 560.9K
Avg Position: $1.3M
Median Position: $517.6K

Hedge Funds

Hedge Funds: 0
Value Held: -
Shares Held: -
Avg Position: -
Median Position: -

Biggest Investors

Institutions with the largest positions in LCG as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
SRS Capital Advisors, Inc. RIA/Wealth	Gerald Haig Ariyan Chairman	$4.1M 0.06% of portfolio	122.9K shares	Q2 2021 Held for 4y 5m	$6.9B
B B.O.S.S. Retirement Advisors, LLC RIA/Wealth	Tyson Paul Thacker Founder	$3.9M 0.97% of portfolio	120.1K shares	Q4 2022 Held for 2y 11m	$405.0M
AE Wealth Management LLC RIA/Wealth	David James Callanan CEO	$2.5M 0.02% of portfolio	76.2K shares	Q3 2020 Held for 5y 2m	$15.2B
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	Christopher Russell Todd CEO	$2.1M 0.00% of portfolio	63.8K shares	Q1 2021 Held for 4y 8m	$341.99B
D DAVIDSON D A & CO Institution	-	$2.1M 0.01% of portfolio	62.7K shares	Q1 2023 Held for 2y 8m	$15.6B
BB&T CORP Institution	William H. Rogers, Jr. CEO	$1.6M 0.00% of portfolio	49.4K shares	Q3 2020 Held for 5y 2m	$73.6B
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	-	$701.4K 0.00% of portfolio	21.3K shares	Q4 2023 Held for 1y 11m	$67.9B
Sterling Capital Management LLC Long Only Manager	Scott Alan Haenni CEO	$333.9K 0.00% of portfolio	10.2K shares	Q3 2024 Held for 1y 2m	$6.7B
United Advisor Group, LLC RIA/Wealth	Raymond Steven Gettins CCO	$267.8K 0.04% of portfolio	8.2K shares	Q3 2025 Held for 2 months	$735.4M
DAVENPORT & Co LLC RIA/Wealth	Irving Lee Iv Chapman CEO	$235.3K 0.00% of portfolio	7.2K shares	Q4 2021 Held for 3y 11m	$18.6B

Net Capital Flow

Institutional buying and selling activity for LCG in Q3 2025

Traded: +$148.3K
Buyers: 6
Sellers: 8
Total Bought: +$2.0M
Total Sold: −$1.9M
Avg Position: $1.2M

Biggest Buyers

Institution	Net Bought	Current Position
SRS Capital Advisors, Inc. RIA/Wealth	+$871.3K +26.0K shares	$4.1M 122.9K shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	+$701.4K +21.3K shares	$701.4K 21.3K shares
United Advisor Group, LLC RIA/Wealth	+$267.8K +8.2K shares	$267.8K 8.2K shares
Rockefeller Capital Management L.P. Long Only Manager	+$159.9K +4.9K shares	$159.9K 4.9K shares
D DAVIDSON D A & CO Institution	+$20.5K +625.0 shares	$2.1M 62.7K shares
UBS Group AG Institution	+$4.8K +145.0 shares	$32.6K 992.0 shares

Biggest Sellers

Institution	Net Sold	Current Position
TOUNJIAN ADVISORY PARTNERS, LLC Family Office	−$547.3K −19.7K shares	Sold Off 0 shares
AE Wealth Management LLC RIA/Wealth	−$357.8K −10.9K shares	$2.5M 76.2K shares
B B.O.S.S. Retirement Advisors, LLC RIA/Wealth	−$321.6K −9.8K shares	$3.9M 120.1K shares
BB&T CORP Institution	−$294.2K −9.0K shares	$1.6M 49.4K shares
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	−$244.1K −7.4K shares	$2.1M 63.8K shares
RAYMOND JAMES FINANCIAL INC RIA/Wealth	−$90.8K −2.9K shares	Sold Off 0 shares
BluePath Capital Management, LLC RIA/Wealth	−$21.5K −655.0 shares	$218.9K 6.7K shares
DAVENPORT & Co LLC RIA/Wealth	−$197.1 −6.0 shares	$235.3K 7.2K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited LCG in Q3 2025

New Positions: 0
New Value: -
Exited Positions: 2
Exited Value: $638.2K

New Positions

Institution	Position Value
No new positions found

Exited Positions

Institution	Previous Position
TOUNJIAN ADVISORY PARTNERS, LLC Family Office	$547.3K 19.7K shares
RAYMOND JAMES FINANCIAL INC RIA/Wealth	$90.8K 2.9K shares

Options Activity

Institutions with the largest Call and Put options positions in LCG as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with LCG as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
B B.O.S.S. Retirement Advisors, LLC RIA/Wealth	Tyson Paul Thacker Founder	0.97% $3.9M	120.1K shares	Q4 2022 Held for 2y 11m	$405.0M
BluePath Capital Management, LLC RIA/Wealth	Martin James Briesach Managing Partner	0.09% $218.9K	6.7K shares	Q3 2023 Held for 2y 2m	$237.7M
SRS Capital Advisors, Inc. RIA/Wealth	Gerald Haig Ariyan Chairman	0.06% $4.1M	122.9K shares	Q2 2021 Held for 4y 5m	$6.9B
United Advisor Group, LLC RIA/Wealth	Raymond Steven Gettins CCO	0.04% $267.8K	8.2K shares	Q3 2025 Held for 2 months	$735.4M
AE Wealth Management LLC RIA/Wealth	David James Callanan CEO	0.02% $2.5M	76.2K shares	Q3 2020 Held for 5y 2m	$15.2B
D DAVIDSON D A & CO Institution	-	0.01% $2.1M	62.7K shares	Q1 2023 Held for 2y 8m	$15.6B
Sterling Capital Management LLC Long Only Manager	Scott Alan Haenni CEO	0.00% $333.9K	10.2K shares	Q3 2024 Held for 1y 2m	$6.7B
BB&T CORP Institution	William H. Rogers, Jr. CEO	0.00% $1.6M	49.4K shares	Q3 2020 Held for 5y 2m	$73.6B
DAVENPORT & Co LLC RIA/Wealth	Irving Lee Iv Chapman CEO	0.00% $235.3K	7.2K shares	Q4 2021 Held for 3y 11m	$18.6B
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	-	0.00% $701.4K	21.3K shares	Q4 2023 Held for 1y 11m	$67.9B