13F Insight
DOSSIER · 13F Holders · Q1 2026Cheap mega-capRe-rated
SCNM

STERLING CAPITAL NATIONAL MUNICIPAL BOND ETF

25 institutions still hold STERLING CAPITAL NATIONAL MUNICIPAL BOND ETF as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 85917K470·25 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 1.5%
vs prior quarter
13F value held
$190M
47.0% inst. owned
of float
Holders
25
+59 QoQ
filers reporting
Activity
+52 / −19
+785 added · −783 reduced
this quarter
Concentration
46.73%
AE Wealth Management LLC #1
top holder share
AI Holders Summary · Q1 2026

25 institutions reported SCNM in Q1 2026. AE Wealth Management LLC leads at 46.7% of the visible book. +59 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
AE Wealth Management LLC
CIK 0001697723
$89M3.6M0.48%Q1 202602
Kingdom Financial Group LLC.
CIK 0001962236
$32M1.3M9.10%Q1 202603
Lloyd Advisory Services, LLC.
CIK 0001802474
$32M1.3M9.10%Q1 202604
LifeWealth Investments, LLC
CIK 0002033794
$7M291K2.16%Q1 202605
Arcadia Wealth Management, LLC
CIK 0001964226
$5M220K1.98%Q1 202606
SMART Wealth LLC
CIK 0002044723
$5M191K1.39%Q1 202607
Networth Advisors, LLC
CIK 0002099019
$3M115K2.02%Q1 202608
TRUIST FINANCIAL CORP
CIK 0000092230
$3M110K0.00%Q1 202609
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$3M110K0.00%Q1 202610
HOWARD BAILEY SECURITIES, LLC
CIK 0002043986
$3M101K1.04%Q1 202611
B.O.S.S. Retirement Advisors, LLC
CIK 0001964810
$2M84K0.64%Q1 202612
FLP Wealth Management, LLC
CIK 0002052024
$2M70K3.59%Q1 202613
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$1M55K0.00%Q1 202614
Key Capital Management, INC
CIK 0002107249
$1M43K0.70%Q1 202615
Triad Wealth Partners, LLC
CIK 0002012717
$920,87937K0.07%Q1 202616
Simplicity Wealth,LLC
CIK 0001913243
$855,55334K0.05%Q1 202617
LifePlan Investment Advisors, Inc.
CIK 0002045484
$505,45120K0.20%Q1 202618
Centennial Advisors, LLC
CIK 0001951376
$343,26114K0.44%Q1 202619
CoreCap Advisors, LLC
CIK 0001902501
$326,33613K0.01%Q1 202620
Integrated Wealth Management
CIK 0002113155
$210,7878K0.24%Q1 2026
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