Sterling Cap Natl MB ETFSCNM ETF 13F holders, Q1 2026 (March 31) 27 holders
1 famous investor
$24.86 avg. 13F price*
At the end of Q1 2026 , 27 institutions reported holding Sterling Cap Natl MB ETF (SCNM) in their 13F filings. The largest holders were AE Wealth Management LLC ($88.9M), Lloyd Advisory Services, LLC. ($31.8M) and Kingdom Financial Group LLC. ($31.8M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
Company Sterling Cap Natl MB ETF
CUSIP 85917K470
Latest filing quarter Q2 2026 History Number of 13F holders
Total Exit/New Position Q1 2026 Institutions Total Value New Positions 27 $191.0M Exits 0 $0
Ownership 27 holders Portfolio Manager % of Holder's Portfolio Change Shares Value ▼ AE Wealth Management LLC 0.48% New 3,574,557 $88.9M Lloyd Advisory Services, LLC. 9.10% New 1,278,316 $31.8M Kingdom Financial Group LLC. 9.10% New 1,278,316 $31.8M LifeWealth Investments, LLC 2.16% New 290,988 $7.2M Arcadia Wealth Management, LLC 1.98% New 220,403 $5.5M SMART Wealth LLC 1.39% New 191,330 $4.8M Networth Advisors, LLC 2.02% New 115,016 $2.9M Truist Financial Corp. 0.00% New 109,562 $2.7M Envestnet Asset Management Inc. 0.00% New 109,562 $2.7M Howard Bailey Securities, LLC 1.04% New 101,282 $2.5M B.O.S.S. Retirement Advisors, LLC 0.64% New 84,240 $2.1M FLP Wealth Management, LLC 3.59% New 70,146 $1.7M Jane Street Group, LLC 0.00% New 55,029 $1.4M Key Capital Management, INC 0.70% New 42,898 $1.1M Triad Wealth Partners, LLC 0.07% New 37,043 $921K Simplicity Wealth,LLC 0.05% New 34,415 $856K LifePlan Investment Advisors, Inc. 0.20% New 20,332 $505K Centennial Advisors, LLC 0.44% New 13,808 $343K Citadel Advisors 0.00% New 13,201 $328K CoreCap Advisors, LLC 0.01% New 13,127 $326K FSA Advisors, Inc. 0.17% New 10,284 $256K Integrated Wealth Management 0.24% New 8,479 $211K Quest 10 Wealth Builders, Inc. 0.08% New 3,797 $94K Decker Retirement Planning Inc. 0.04% New 3,285 $82K Harbour Investments, Inc. 0.00% New 1,015 $25K Creative Financial Designs Inc. 0.00% New 868 $22K UBS Group AG 0.00% New 299 $7K
"% of holder's portfolio" is SCNM's weight in each manager's 13F, not the share of Sterling Cap Natl MB ETF the manager owns.