SCNM

Sterling Cap Natl Mb ETF

+$191.0M

Net Activity

Institutions Holding

27

Popularity Rank

#7553

Avg Weight

1.24%

Total Value

$191.0M

Ownership Trend

27 institutions currently hold SCNM, with 27 net buyers and 0 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Significantly Increased

Based on recent trading activity

Net Selling Institutions

0

Net Buying Institutions

27

Key Holders

Key Holders

Top 5 by Value

AW
AE Wealth Management LLC
$88.9M
KF
Kingdom Financial Group LLC.
$31.8M
LA
Lloyd Advisory Services, LLC.
$31.8M
LI
LifeWealth Investments, LLC
$7.2M
AW
Arcadia Wealth Management, LLC
$5.5M

Top 5 by Conviction

KF
Kingdom Financial Group LLC.
9.10%
LA
Lloyd Advisory Services, LLC.
9.10%
FW
FLP Wealth Management, LLC
3.59%
LI
LifeWealth Investments, LLC
2.16%
NA
Networth Advisors, LLC
2.02%
View all 27 holding institutions

Quarterly Activity

Recent Activity

+$191.0M

Total Buy Value

$0.0

Total Sell Value

New buy27
Trim0
Add0
Sold out0

27

Net Buyers

0

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding STERLING CAP NATL MB ETF (SCNM)?
Major stakeholders currently include AE Wealth Management LLC ($88.9M), Kingdom Financial Group LLC. ($31.8M), Lloyd Advisory Services, LLC. ($31.8M). Based on the latest 13F filings, there are a total of 27 tracked investment funds and institutions maintaining positions in SCNM.
What is the overall institutional sentiment toward SCNM recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $191.0M, driven by 27 managers accumulating shares while 0 reduced their exposure.
Which institutions have been selling or reducing their SCNM positions?
In the latest period, no tracked funds trimmed or exited their positions in SCNM.
Are there any notable investors adding SCNM to their portfolios?
Yes, buying activity remains notable. 27 institutions opened new positions in {ticker}, and 0 existing holders added to their shares. The total reported buy value for the quarter amounted to $191.0M.

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