Who owns Sterling Capital National Municipal Bond ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of SCNM from SEC Form 13F filings across 27 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 27 institutions disclosed 7.6M shares of Sterling Capital National Municipal Bond ETF worth $191.6M — about 81.1% of shares outstanding; the largest disclosed holder is AE Wealth Management LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
27
13F holders
$191.6M
value, 2026 filers
81.1%
of shares outstanding (7.6M sh)
3
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of SCNM's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | AE Wealth Management LLC | 3.8M | $94.7M | 0.4% | 40.1% | +5.3% |
| 2 | Kingdom Financial Group LLC. | 1.3M | $31.6M | 8.1% | 13.4% | -1.6% |
| 3 | Simplicity Wealth,LLC | 973,736 | $24.5M | 0.8% | 10.4% | +2729.4% |
| 4 | LifeWealth Investments, LLC | 307,572 | $7.7M | 2.1% | 3.3% | +5.7% |
| 5 | Arcadia Wealth Management, LLC | 217,601 | $5.5M | 1.7% | 2.3% | -1.3% |
| 6 | SMART Wealth LLC | 177,111 | $4.5M | 1.0% | 1.9% | -7.4% |
| 7 | Montgomery Financial Services LLCNEW | 135,291 | $3.4M | 3.0% | 1.4% | new |
| 8 | Networth Advisors, LLC | 119,110 | $3.0M | 1.7% | 1.3% | +3.6% |
| 9 | HOWARD BAILEY SECURITIES, LLC | 105,358 | $2.7M | 1.0% | 1.1% | +4.0% |
| 10 | FLP Wealth Management, LLC | 90,630 | $2.3M | 4.1% | 1% | +29.2% |
| 11 | B.O.S.S. Retirement Advisors, LLC | 85,805 | $2.2M | 0.6% | 0.9% | +1.9% |
| 12 | TRUIST FINANCIAL CORP | 74,883 | $1.9M | 0.0% | 0.8% | -31.7% |
| 13 | ENVESTNET ASSET MANAGEMENT INC | 74,883 | $1.9M | 0.0% | 0.8% | -31.7% |
| 14 | Key Capital Management, INC | 48,281 | $1.2M | 0.6% | 0.5% | +12.5% |
| 15 | JANE STREET GROUP, LLC | 47,333 | $1.2M | 0.0% | 0.5% | -14.0% |
| 16 | Triad Wealth Partners, LLC | 28,700 | $708,601 | 0.0% | 0.3% | -22.5% |
| 17 | LifePlan Investment Advisors, Inc. | 20,521 | $516,204 | 0.2% | 0.2% | +0.9% |
| 18 | FWG Investments, LLC.NEW | 16,192 | $407,303 | 0.2% | 0.2% | new |
| 19 | FSA Advisors, Inc. | 14,351 | $361,002 | 0.2% | 0.2% | +39.5% |
| 20 | Lloyd Advisory Services, LLC. | 14,034 | $353,024 | 0.1% | 0.1% | -98.9% |
| 21 | CoreCap Advisors, LLC | 13,239 | $333,026 | 0.0% | 0.1% | +0.9% |
| 22 | Centennial Advisors, LLC | 10,673 | $268,469 | 0.3% | 0.1% | -22.7% |
| 23 | Integrated Wealth Management | 8,451 | $212,584 | 0.2% | 0.1% | -0.3% |
| 24 | Quest 10 Wealth Builders, Inc. | 4,739 | $119,209 | 0.1% | 0.1% | +24.8% |
| 25 | Decker Retirement Planning Inc. | 3,243 | $81,577 | 0.0% | 0% | -1.3% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.