STERLING CAP NATL MB ETF SCNM
$25.12
-0.1% 52w: $24.50 – $25.21
Latest 13F among current holders filed 1 month ago (May 15, 2026)
Price — last 12 months
research preview data24.5024.8525.21
Dec 11, 2025 Jul 2, 2026
Institutional holders
27
13F value
$191.0M
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns SCNM?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| AE Wealth Management LLC | Wealth advisor | 3.6M | $88.9M | 0.5% | New |
| Lloyd Advisory Services, LLC. | Wealth advisor | 1.3M | $31.8M | 9.1% | New |
| Kingdom Financial Group LLC. | Wealth advisor | 1.3M | $31.8M | 9.1% | New |
| LifeWealth Investments, LLC | Wealth advisor | 291.0K | $7.2M | 2.2% | New |
| Arcadia Wealth Management, LLC | Wealth advisor | 220.4K | $5.5M | 2.0% | New |
| SMART Wealth LLC | Wealth advisor | 191.3K | $4.8M | 1.4% | New |
| Networth Advisors, LLC | Wealth advisor | 115.0K | $2.9M | 2.0% | New |
| TRUIST FINANCIAL CORP | Diversified mechanical | 109.6K | $2.7M | 0.0% | New |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 109.6K | $2.7M | 0.0% | New |
| HOWARD BAILEY SECURITIES, LLC | Wealth advisor | 101.3K | $2.5M | 1.0% | New |
| B.O.S.S. Retirement Advisors, LLC | Wealth advisor | 84.2K | $2.1M | 0.6% | New |
| FLP Wealth Management, LLC | Wealth advisor | 70.1K | $1.7M | 3.6% | New |
| JANE STREET GROUP, LLC | Market maker | 55.0K | $1.4M | 0.0% | New |
| Key Capital Management, INC | Wealth advisor | 42.9K | $1.1M | 0.7% | New |
| Triad Wealth Partners, LLC | Wealth advisor | 37.0K | $921K | 0.1% | New |
| Simplicity Wealth,LLC | Wealth advisor | 34.4K | $856K | 0.0% | New |
| LifePlan Investment Advisors, Inc. | Wealth advisor | 20.3K | $505K | 0.2% | New |
| Centennial Advisors, LLC | Wealth advisor | 13.8K | $343K | 0.4% | New |
| CITADEL ADVISORS LLC | Multistrat pod | 13.2K | $328K | 0.0% | New |
| CoreCap Advisors, LLC | Wealth advisor | 13.1K | $326K | 0.0% | New |
| FSA Advisors, Inc. | Wealth advisor | 10.3K | $256K | 0.2% | New |
| Integrated Wealth Management | Wealth advisor | 8.5K | $211K | 0.2% | New |
| Quest 10 Wealth Builders, Inc. | Wealth advisor | 3.8K | $94K | 0.1% | New |
| Decker Retirement Planning Inc. | Wealth advisor | 3.3K | $82K | 0.0% | New |
| HARBOUR INVESTMENTS, INC. | Wealth advisor | 1.0K | $25K | 0.0% | New |
| CREATIVE FINANCIAL DESIGNS INC /ADV | Wealth advisor | 868 | $22K | 0.0% | New |
| UBS Group AG | Bank broker | 299 | $7K | 0.0% | New |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.