Who owns SCNM?
Sterling Capital National Municipal Bond ETF · Sterling
27 institutions reported holding SCNM, worth $191.6M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of SCNM
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| AE Wealth Management LLC | Topeka, KS | $94.7M | 3,763,696 | +189,139 shares |
| Kingdom Financial Group LLC. | Peoria, AZ | $31.6M | 1,257,882 | −20,434 shares |
| Simplicity Wealth,LLC | Summit, NJ | $24.5M | 973,736 | +939,321 shares |
| LifeWealth Investments, LLC | Winter Garden, FL | $7.7M | 307,572 | +16,584 shares |
| Arcadia Wealth Management, LLC | Manchester, NH | $5.5M | 217,601 | −2,802 shares |
| SMART Wealth LLC | Omaha, NE | $4.5M | 177,111 | −14,219 shares |
| Montgomery Financial Services LLC | Ocean City, MD | $3.4M | 135,291 | New position |
| Networth Advisors, LLC | Canonsburg, PA | $3.0M | 119,110 | +4,094 shares |
| Howard Bailey Securities, LLC | Fort Wayne, IN | $2.7M | 105,358 | +4,076 shares |
| FLP Wealth Management, LLC | Bentonville, AR | $2.3M | 90,630 | +20,484 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns SCNM?
27 institutional managers reported holding SCNM in Form 13F filings for June 30, 2026, worth $191.6M in total. The largest reported position was held by AE Wealth Management LLC, at $94.7M.
Did institutions buy or sell SCNM last quarter?
Reported 13F value rose 0.3% from March 31, 2026, which includes price moves as well as buying and selling. 3 firms reported a new position and 3 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is SCNM ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.