STERLING CAP FDS

BUSIX

Institutions

Combined AUM (Q2 2026)

$1.3M

Combined Shares (Q2 2026)

53,705

Overall Trend

Decrease

All institutions combined

Basis: holder count and combined value / shares merge all share classes of the same company (e.g. Class A / C); each institution is counted once, and value & shares are the sum across classes.

📥 Inflow (Q1 2026→Q2 2026)

+76

1 institutions added · 0 new buys

Est. buy amount ≈ —

📤 Outflow (Q1 2026→Q2 2026)

-6,021

2 institutions reduced · 0 exits

Est. sell amount ≈ —

⚖️ Net Share Change

-5,945

—

Net Sell

💰 Est. Net Value

≈ —

—

est. price —

⏳

Latest AUM (Q2 2026)

$1.3M

Institutions

New Buys

Adds

Reduces

Exits

Unchanged

	Portfolio %	Prev Q %	Rank	Q2 2026 Value	Q2 2026 Shares	Prev Q Value	Prev Q Shares	Shares Change	Action
COMMONWEALTH EQUITY SERVICES, LLC	<0.01%	<0.01%	#2	$586,340	23,369	$583,370	23,293	+76+0.33%	Add
JANE STREET GROUP, LLC	<0.01%	<0.01%	#3	$525,460	20,943	$603,084	24,080	-3,137-13.03%	Reduce
Simplicity Wealth,LLC	0.01%	0.02%	#1	$235,672	9,393	$307,483	12,277	-2,884-23.49%	Reduce

🧭 Institutional Sector Flow Heatmap

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Net Outflow Net Inflow