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SCNM

Sterling Capital National Municipal Bond ETF
SCNM

27 hedge funds and large institutions have $191M invested in Sterling Capital National Municipal Bond ETF in 2026 Q1 according to their latest regulatory filings, with 27 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

103.81% more ownership

Funds ownership: 0% → 103.81% (+104%)

Holders
27
Holders Change
+27
Holders Change %
–
% of All Funds
0.33%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.04%
New
27
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AWM
AE Wealth Management
Kansas
+$90M
2
KFG
Kingdom Financial Group
Arizona
+$32.2M
3
LAS
Lloyd Advisory Services
Georgia
+$32.2M
4
LI
LifeWealth Investments
Florida
+$7.32M
5
AWMNH
Arcadia Wealth Management (New Hampshire)
New Hampshire
+$5.55M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1
AE Wealth Management
Kansas
$88.9M +$90M +3,574,557 New
KFG
2
Kingdom Financial Group
Arizona
$31.8M +$32.2M +1,278,316 New
LAS
3
Lloyd Advisory Services
Georgia
$31.8M +$32.2M +1,278,316 New
LI
4
LifeWealth Investments
Florida
$7.23M +$7.32M +290,988 New
AWMNH
5
Arcadia Wealth Management (New Hampshire)
New Hampshire
$5.48M +$5.55M +220,403 New
SW
6
SMART Wealth
Nebraska
$4.76M +$4.82M +191,330 New
NA
7
Networth Advisors
Pennsylvania
$2.86M +$2.89M +115,016 New
Truist Financial
8
Truist Financial
North Carolina
$2.72M +$2.76M +109,562 New
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$2.72M +$2.76M +109,562 New
HBS
10
Howard Bailey Securities
Indiana
$2.52M +$2.55M +101,282 New
BOSSRA
11
B.O.S.S. Retirement Advisors
Utah
$2.09M +$2.12M +84,240 New
FWM
12
FLP Wealth Management
Arkansas
$1.74M +$1.77M +70,146 New
Jane Street
13
Jane Street
New York
$1.37M +$1.39M +55,029 New
KCM
14
Key Capital Management
Tennessee
$1.07M +$1.08M +42,898 New
TWP
15
Triad Wealth Partners
Kansas
$921K +$932K +37,043 New
SW
16
Simplicity Wealth
New Jersey
$856K +$866K +34,415 New
LIA
17
LifePlan Investment Advisors
North Carolina
$505K +$512K +20,332 New
CA
18
Centennial Advisors
Texas
$343K +$348K +13,808 New
Citadel Advisors
19
Citadel Advisors
Florida
$328K +$332K +13,201 New
CA
20
CoreCap Advisors
Michigan
$326K +$330K +13,127 New
FA
21
FSA Advisors
Michigan
$256K +$259K +10,284 New
IWMO
22
Integrated Wealth Management (Ohio)
Ohio
$211K +$213K +8,479 New
Q1WB
23
Quest 10 Wealth Builders
Virginia
$94.4K +$95.6K +3,797 New
DRP
24
Decker Retirement Planning
Utah
$81.7K +$82.7K +3,285 New
HI
25
Harbour Investments
Wisconsin
$25.2K +$25.5K +1,015 New
1
2

SCNM Hedge Fund Activity: Q1 2026 in Review

27 of the 8,131 institutional investors tracked by Wall St. Rank reported a position in Sterling Capital National Municipal Bond ETF (SCNM) for Q1 2026, worth a combined $191M.

Buyers outnumbered sellers: 27 funds opened new SCNM positions and 0 closed out — a net gain of 27 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was AE Wealth Management, opening a new position worth an estimated $90M.

  • 27 institutional investors held Sterling Capital National Municipal Bond ETF (SCNM) as of Q1 2026, up from 0 in Q4 2025.
  • Funds reported $191M of Sterling Capital National Municipal Bond ETF stock for Q1 2026.
  • 27 funds opened new Sterling Capital National Municipal Bond ETF positions in Q1 2026 and 0 closed out, a net change of +27 holders.
  • The largest Sterling Capital National Municipal Bond ETF buyer in Q1 2026 was AE Wealth Management, an estimated $90M added.

Based on aggregated 13F filings for Q1 2026.