STERLING CAP NATL MB ETF (SCNM) Institutional Ownership Changes & 13F Activity
STERLING CAP NATL MB ETF (SCNM). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Ae Wealth Management Llc, Kingdom Financial Group Llc., Lloyd Advisory Services, Llc., Lifewealth Investments, Llc, and Arcadia Wealth Management, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Citadel Advisors Llc | Buy | +13,201 | — | 13,201 | $328.18K | Q1 2026 | May 15, 2026 |
| Harbour Investments, Inc. | Buy | +1,015 | — | 1,015 | $25.23K | Q1 2026 | May 15, 2026 |
| Lifeplan Investment Advisors, Inc. | Buy | +20,332 | — | 20,332 | $505.45K | Q1 2026 | May 14, 2026 |
| Ae Wealth Management Llc | Buy | +3,574,557 | — | 3,574,557 | $88.86M | Q1 2026 | May 13, 2026 |
| Kingdom Financial Group Llc. | Buy | +1,278,316 | — | 1,278,316 | $31.78M | Q1 2026 | May 13, 2026 |
| Lloyd Advisory Services, Llc. | Buy | +1,278,316 | — | 1,278,316 | $31.78M | Q1 2026 | May 13, 2026 |
| Jane Street Group, Llc | Buy | +55,029 | — | 55,029 | $1.37M | Q1 2026 | May 12, 2026 |
| Key Capital Management, Inc | Buy | +42,898 | — | 42,898 | $1.07M | Q1 2026 | May 07, 2026 |
| Fsa Advisors, Inc. | Buy | +10,284 | — | 10,284 | $255.65K | Q1 2026 | May 06, 2026 |
| Quest 10 Wealth Builders, Inc. | Buy | +3,797 | — | 3,797 | $94.39K | Q1 2026 | May 06, 2026 |
| Ubs Group Ag | Buy | +299 | — | 299 | $7.43K | Q1 2026 | May 05, 2026 |
| Envestnet Asset Management Inc | Buy | +109,562 | — | 109,562 | $2.72M | Q1 2026 | May 04, 2026 |
| Simplicity Wealth,Llc | Buy | +34,415 | — | 34,415 | $855.55K | Q1 2026 | Apr 30, 2026 |
| B.O.S.S. Retirement Advisors, Llc | Buy | +84,240 | — | 84,240 | $2.09M | Q1 2026 | Apr 28, 2026 |
| Arcadia Wealth Management, Llc | Buy | +220,403 | — | 220,403 | $5.48M | Q1 2026 | Apr 27, 2026 |
| Truist Financial Corp | Buy | +109,562 | — | 109,562 | $2.72M | Q1 2026 | Apr 27, 2026 |
| Smart Wealth Llc | Buy | +191,330 | — | 191,330 | $4.76M | Q1 2026 | Apr 23, 2026 |
| Howard Bailey Securities, Llc | Buy | +101,282 | — | 101,282 | $2.52M | Q1 2026 | Apr 23, 2026 |
| Integrated Wealth Management | Buy | +8,479 | — | 8,479 | $210.79K | Q1 2026 | Apr 23, 2026 |
| Networth Advisors, Llc | Buy | +115,016 | — | 115,016 | $2.86M | Q1 2026 | Apr 22, 2026 |
| Lifewealth Investments, Llc | Buy | +290,988 | — | 290,988 | $7.23M | Q1 2026 | Apr 21, 2026 |
| Centennial Advisors, Llc | Buy | +13,808 | — | 13,808 | $343.26K | Q1 2026 | Apr 21, 2026 |
| Decker Retirement Planning Inc. | Buy | +3,285 | — | 3,285 | $81.67K | Q1 2026 | Apr 21, 2026 |
| Flp Wealth Management, Llc | Buy | +870 | — | 870 | $1.74M | Q1 2026 | Apr 21, 2026 |
| Triad Wealth Partners, Llc | Buy | +37,043 | — | 37,043 | $920.88K | Q1 2026 | Apr 16, 2026 |
| Creative Financial Designs Inc | Buy | +868 | — | 868 | $21.58K | Q1 2026 | Apr 13, 2026 |
| Corecap Advisors, Llc | Buy | +13,127 | — | 13,127 | $326.34K | Q1 2026 | Apr 07, 2026 |
Frequently asked questions about SCNM activity
Which institutional owners are buying SCNM?
Institutional owners buying SCNM include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in SCNM activity?
"Buy" means an investor increased their reported position in SCNM compared to the prior reporting period. This reflects growing exposure to STERLING CAP NATL MB ETF (SCNM) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in SCNM increasing?
Institutional interest in SCNM can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.