Sterling Cap Natl MB ETF (SCNM)

CUSIP: 85917K470 | NYSE | 31 institutional holders

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

Institutional Holders — Q3 2026

Sort by

Kingdom Financial Group Llc.1,238,383

7.3% of portfolio$29.1M

Simplicity Wealth,LLC1,006,150

0.7% of portfolio$23.7M

LifeWealth Investments, LLC331,624

2.2% of portfolio$7.8M

Arcadia Wealth Management, LLC199,529

1.4% of portfolio$4.7M

Smart Wealth LLC182,220

0.9% of portfolio$4.3M

Montgomery Financial Services LLC165,034

3.2% of portfolio$3.9M

Networth Advisors, LLC117,975

1.6% of portfolio$2.8M

Howard Bailey Securities, LLC105,728

1.0% of portfolio$2.5M

B.O.S.S. Retirement Advisors, LLC92,687

0.6% of portfolio$2.2M

Truist Financial Corp79,711

0.0% of portfolio$1.9M

Key Capital Management, Inc47,857

0.4% of portfolio$1.1M

Triad Wealth Partners, LLC28,716

0.0% of portfolio$675.5K

Lloyd Advisory Services, Llc.16,977

0.2% of portfolio$399.4K

FWG Investments, Llc.16,400

0.2% of portfolio$385.8K

Spectrum Advisors, Inc.14,170

0.2% of portfolio$333.3K

CoreCap Advisors, LLC13,274

0.0% of portfolio$312.3K

Centennial Advisors, LLC11,638

0.3% of portfolio$273.8K

Integrated Wealth Management8,661

0.2% of portfolio$203.7K

Quest 10 Wealth Builders, Inc.4,991

0.1% of portfolio$117.4K

Decker Retirement Planning Inc.3,102

0.0% of portfolio$73.0K

				Style	Turnover	Location	Filed
Kingdom Financial Group Llc.	1,238,383	$29.1M	7.3%	ETF	Medium	Peoria, AZ	2026-11-04
Simplicity Wealth,LLC	1,006,150	$23.7M	0.7%	ETF	Low	Summit, NJ	2026-10-23
LifeWealth Investments, LLC	331,624	$7.8M	2.2%	ETF	Medium	Winter Garden, FL	2026-10-21
Arcadia Wealth Management, LLC	199,529	$4.7M	1.4%	ETF	Low	Manchester, NH	2026-10-22
Smart Wealth LLC	182,220	$4.3M	0.9%	ETF	High	Omaha, NE	2026-11-04
Montgomery Financial Services LLC	165,034	$3.9M	3.2%	ETF	N/A	Ocean City, MD	2026-11-03
Networth Advisors, LLC	117,975	$2.8M	1.6%	ETF	Medium	Canonsburg, PA	2026-11-03
Howard Bailey Securities, LLC	105,728	$2.5M	1.0%	ETF	Medium	Fort Wayne, IN	2026-10-27
B.O.S.S. Retirement Advisors, LLC	92,687	$2.2M	0.6%	ETF	Medium	Lehi, UT	2026-10-26
Truist Financial Corp	79,711	$1.9M	0.0%	Core	Low	Charlotte, NC	2026-10-30
Key Capital Management, Inc	47,857	$1.1M	0.4%	ETF	Medium	Hendersonville, Tn 37075, TN	2026-11-03
Triad Wealth Partners, LLC	28,716	$675.5K	0.0%	ETF	Medium	Lawrence, KS	2026-10-26
Lloyd Advisory Services, Llc.	16,977	$399.4K	0.2%	ETF	Very High	Suwanee, GA	2026-11-02
FWG Investments, Llc.	16,400	$385.8K	0.2%	ETF	Medium	Lexington, KY	2026-11-03
Spectrum Advisors, Inc.	14,170	$333.3K	0.2%	N/A	N/A	Plano, TX	2026-11-03
CoreCap Advisors, LLC	13,274	$312.3K	0.0%	ETF	Medium	Southfield, MI	2026-10-08
Centennial Advisors, LLC	11,638	$273.8K	0.3%	ETF	High	Austin, TX	2026-10-21
Integrated Wealth Management	8,661	$203.7K	0.2%	ETF	High	Uniontown, OH	2026-10-19
Quest 10 Wealth Builders, Inc.	4,991	$117.4K	0.1%	ETF	Low	Fuquay-Varina, VA	2026-11-02
Decker Retirement Planning Inc.	3,102	$73.0K	0.0%	Agg Growth	Very High	Levi, UT	2026-10-19