13F Insight
DOSSIER · 13F Holders · Q2 2026
SCNM

STERLING CAPITAL NATIONAL MUNICIPAL BOND ETF

27 institutions still hold STERLING CAPITAL NATIONAL MUNICIPAL BOND ETF as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 85917K470·27 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$191M
visible holders
Holders
27
filers reporting
Concentration
49.66%
AE Wealth Management LLC #1
top holder share
AI Holders Summary · Q2 2026

27 institutions reported SCNM in Q2 2026. AE Wealth Management LLC leads at 49.7% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
AE Wealth Management LLC
CIK 0001697723
$95M3.8M0.44%Q2 202602
Kingdom Financial Group LLC.
CIK 0001962236
$32M1.3M8.08%Q2 202603
Simplicity Wealth,LLC
CIK 0001913243
$24M974K0.83%Q2 202604
LifeWealth Investments, LLC
CIK 0002033794
$8M308K2.07%Q2 202605
Arcadia Wealth Management, LLC
CIK 0001964226
$5M218K1.72%Q2 202606
SMART Wealth LLC
CIK 0002044723
$4M177K0.96%Q2 202607
Montgomery Financial Services LLC
CIK 0002149844
$3M135K2.96%Q2 202608
Networth Advisors, LLC
CIK 0002099019
$3M119K1.74%Q2 202609
HOWARD BAILEY SECURITIES, LLC
CIK 0002043986
$3M105K0.99%Q2 202610
FLP Wealth Management, LLC
CIK 0002052024⚠ data anomaly
$2M91K4.05%Q2 202611
B.O.S.S. Retirement Advisors, LLC
CIK 0001964810
$2M86K0.58%Q2 202612
TRUIST FINANCIAL CORP
CIK 0000092230
$2M75K0.00%Q2 202613
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$2M75K0.00%Q2 202614
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$1M55K0.00%Q1 202615
Key Capital Management, INC
CIK 0002107249
$1M48K0.63%Q2 202616
Triad Wealth Partners, LLC
CIK 0002012717
$709K29K0.04%Q2 202617
LifePlan Investment Advisors, Inc.
CIK 0002045484
$516K21K0.18%Q2 202618
FWG Investments, LLC.
CIK 0001944877
$407K16K0.22%Q2 202619
FSA Advisors, Inc.
CIK 0001905627
$361K14K0.17%Q2 202620
Lloyd Advisory Services, LLC.
CIK 0001802474
$353K14K0.14%Q2 2026
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