Sterling Cap Natl MB ETF (SCNM): which funds own it

ETFData as of Jun 30, 2026 (Q2 2026) · updated on Nov 5, 2026

A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.

Follow SCNM for free

Sections with a free account

No concentrated manager holds it.

Concentrated managers

—

All 13F: 28

Consensus

—

No score: it needs 5 or more concentrated managers

Price at Jun 30, 2026 (per 13F)

$25.15

+1.2% in the quarter · reported value ÷ shares, not the quote · See current quote ↗

Quarter flow (concentrated managers)

sold out 0 · trimmed 0added 0 · new 0

Concentrated managers holding it

None in the latest quarter.

Largest holders of SCNM (all 13F filers)

AE Wealth Management3.8 MWealth adviser+189 K
Kingdom Financial Group1.3 MType not verified−20 K
Simplicity Wealth974 KWealth adviser+939 K
LifeWealth Investments308 KType not verified+17 K
Arcadia Wealth Management218 KWealth adviser−2,802
SMART Wealth177 KWealth adviser−14 K
Montgomery Financial Services135 KType not verifiedno data
Networth Advisors119 KType not verified+4,094
Howard Bailey Securities105 KType not verified+4,076
FLP Wealth Management91 KWealth adviser+20 K

Filer	Type
AE Wealth Management	Wealth adviser	3.8 M	+189 K	$94.7M
Kingdom Financial Group	Type not verified	1.3 M	−20 K	$31.6M
Simplicity Wealth	Wealth adviser	974 K	+939 K	$24.5M
LifeWealth Investments	Type not verified	308 K	+17 K	$7.7M
Arcadia Wealth Management	Wealth adviser	218 K	−2,802	$5.5M
SMART Wealth	Wealth adviser	177 K	−14 K	$4.5M
Montgomery Financial Services	Type not verified	135 K	no data	$3.4M
Networth Advisors	Type not verified	119 K	+4,094	$3.0M
Howard Bailey Securities	Type not verified	105 K	+4,076	$2.7M
FLP Wealth Management	Wealth adviser	91 K	+20 K	$2.3M

AE Wealth Management
Shares
3.8 M
Change
+189 K
See more
Type
Wealth adviser
Value
$94.7M
Kingdom Financial Group
Shares
1.3 M
Change
−20 K
See more
Type
Type not verified
Value
$31.6M
Simplicity Wealth
Shares
974 K
Change
+939 K
See more
Type
Wealth adviser
Value
$24.5M
LifeWealth Investments
Shares
308 K
Change
+17 K
See more
Type
Type not verified
Value
$7.7M
Arcadia Wealth Management
Shares
218 K
Change
−2,802
See more
Type
Wealth adviser
Value
$5.5M
SMART Wealth
Shares
177 K
Change
−14 K
See more
Type
Wealth adviser
Value
$4.5M
Montgomery Financial Services
Shares
135 K
Change
no data
See more
Type
Type not verified
Value
$3.4M
Networth Advisors
Shares
119 K
Change
+4,094
See more
Type
Type not verified
Value
$3.0M
Howard Bailey Securities
Shares
105 K
Change
+4,076
See more
Type
Type not verified
Value
$2.7M
FLP Wealth Management
Shares
91 K
Change
+20 K
See more
Type
Wealth adviser
Value
$2.3M

The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.

This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗