Sterling Cap Natl MB ETF (SCNM)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

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

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Kingdom Financial Group Llc.

DECREASED

Shares1,238,383 from 1,257,882

Change-19,499 (-2%)

Value$29.1M (-$2.5M)

Filed 2026-11-04

Simplicity Wealth,LLC

INCREASED

Shares1,006,150 from 973,736

Change+32,414 (+3%)

Value$23.7M (-$825.9K)

Filed 2026-10-23

LifeWealth Investments, LLC

INCREASED

Shares331,624 from 307,572

Change+24,052 (+8%)

Value$7.8M (+$64.1K)

Filed 2026-10-21

Arcadia Wealth Management, LLC

DECREASED

Shares199,529 from 217,601

Change-18,072 (-8%)

Value$4.7M (-$780.1K)

Filed 2026-10-22

Smart Wealth LLC

INCREASED

Shares182,220 from 177,111

Change+5,109 (+3%)

Value$4.3M (-$168.7K)

Filed 2026-11-04

Montgomery Financial Services LLC

INCREASED

Shares165,034 from 135,291

Change+29,743 (+22%)

Value$3.9M (+$479.0K)

Filed 2026-11-03

Networth Advisors, LLC

DECREASED

Shares117,975 from 119,110

Change-1,135 (-1%)

Value$2.8M (-$221.0K)

Filed 2026-11-03

Howard Bailey Securities, LLC

INCREASED

Shares105,728 from 105,358

Change+370 (+0%)

Value$2.5M (-$163.1K)

Filed 2026-10-27

B.O.S.S. Retirement Advisors, LLC

INCREASED

Shares92,687 from 85,805

Change+6,882 (+8%)

Value$2.2M (+$21.9K)

Filed 2026-10-26

Truist Financial Corp

INCREASED

Shares79,711 from 74,883

Change+4,828 (+6%)

Value$1.9M (-$8.6K)

Filed 2026-10-30

Key Capital Management, Inc

DECREASED

Shares47,857 from 48,281

Change-424 (-1%)

Value$1.1M (-$88.7K)

Filed 2026-11-03

Triad Wealth Partners, LLC

INCREASED

Shares28,716 from 28,700

Change+16 (+0%)

Value$675.5K (-$33.1K)

Filed 2026-10-26

Lloyd Advisory Services, Llc.

INCREASED

Shares16,977 from 14,034

Change+2,943 (+21%)

Value$399.4K (+$46.3K)

Filed 2026-11-02

FWG Investments, Llc.

INCREASED

Shares16,400 from 16,192

Change+208 (+1%)

Value$385.8K (-$21.5K)

Filed 2026-11-03

Spectrum Advisors, Inc.

INCREASED

Shares14,170 from 13,845

Change+325 (+2%)

Value$333.3K (-$14.9K)

Filed 2026-11-03

CoreCap Advisors, LLC

INCREASED

Shares13,274 from 13,239

Change+35 (+0%)

Value$312.3K (-$20.8K)

Filed 2026-10-08

Centennial Advisors, LLC

INCREASED

Shares11,638 from 10,673

Change+965 (+9%)

Value$273.8K (+$5.3K)

Filed 2026-10-21

Integrated Wealth Management

INCREASED

Shares8,661 from 8,451

Change+210 (+2%)

Value$203.7K (-$8.8K)

Filed 2026-10-19

Quest 10 Wealth Builders, Inc.

INCREASED

Shares4,991 from 4,739

Change+252 (+5%)

Value$117.4K (-$1.8K)

Filed 2026-11-02

Decker Retirement Planning Inc.

DECREASED

Shares3,102 from 3,243

Change-141 (-4%)

Value$73.0K (-$8.6K)

Filed 2026-10-19

Harbour Investments, Inc.

UNCHANGED

Shares1,015 from 1,015

Change0 (0%)

Value$23.9K (-$1.7K)

Filed 2026-11-09

Farther Finance Advisors, LLC

CLOSED

Shares0 from 2,398

Change-2,398 (-100%)

Value$0 (-$60.3K)

Filed 2026-10-08

AE Wealth Management LLC

N/A

Shares— from 3,763,696

Change-3,763,696 (-100%)

Value—

FLP Wealth Management, LLC

N/A

Shares— from 90,630

Change-90,630 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 74,883

Change-74,883 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 47,333

Change-47,333 (-100%)

Value—

LifePlan Investment Advisors, Inc.

N/A

Shares— from 20,521

Change-20,521 (-100%)

Value—

FSA Advisors, Inc.

N/A

Shares— from 14,351

Change-14,351 (-100%)

Value—

	Status
Kingdom Financial Group Llc.	DECREASED	1,238,383	1,257,882	-19,499	-2%	$31.6M	$29.1M	-$2.5M	2026-11-04
Simplicity Wealth,LLC	INCREASED	1,006,150	973,736	+32,414	+3%	$24.5M	$23.7M	-$825.9K	2026-10-23
LifeWealth Investments, LLC	INCREASED	331,624	307,572	+24,052	+8%	$7.7M	$7.8M	+$64.1K	2026-10-21
Arcadia Wealth Management, LLC	DECREASED	199,529	217,601	-18,072	-8%	$5.5M	$4.7M	-$780.1K	2026-10-22
Smart Wealth LLC	INCREASED	182,220	177,111	+5,109	+3%	$4.5M	$4.3M	-$168.7K	2026-11-04
Montgomery Financial Services LLC	INCREASED	165,034	135,291	+29,743	+22%	$3.4M	$3.9M	+$479.0K	2026-11-03
Networth Advisors, LLC	DECREASED	117,975	119,110	-1,135	-1%	$3.0M	$2.8M	-$221.0K	2026-11-03
Howard Bailey Securities, LLC	INCREASED	105,728	105,358	+370	+0%	$2.7M	$2.5M	-$163.1K	2026-10-27
B.O.S.S. Retirement Advisors, LLC	INCREASED	92,687	85,805	+6,882	+8%	$2.2M	$2.2M	+$21.9K	2026-10-26
Truist Financial Corp	INCREASED	79,711	74,883	+4,828	+6%	$1.9M	$1.9M	-$8.6K	2026-10-30
Key Capital Management, Inc	DECREASED	47,857	48,281	-424	-1%	$1.2M	$1.1M	-$88.7K	2026-11-03
Triad Wealth Partners, LLC	INCREASED	28,716	28,700	+16	+0%	$708.6K	$675.5K	-$33.1K	2026-10-26
Lloyd Advisory Services, Llc.	INCREASED	16,977	14,034	+2,943	+21%	$353.0K	$399.4K	+$46.3K	2026-11-02
FWG Investments, Llc.	INCREASED	16,400	16,192	+208	+1%	$407.3K	$385.8K	-$21.5K	2026-11-03
Spectrum Advisors, Inc.	INCREASED	14,170	13,845	+325	+2%	$348.3K	$333.3K	-$14.9K	2026-11-03
CoreCap Advisors, LLC	INCREASED	13,274	13,239	+35	+0%	$333.0K	$312.3K	-$20.8K	2026-10-08
Centennial Advisors, LLC	INCREASED	11,638	10,673	+965	+9%	$268.5K	$273.8K	+$5.3K	2026-10-21
Integrated Wealth Management	INCREASED	8,661	8,451	+210	+2%	$212.6K	$203.7K	-$8.8K	2026-10-19
Quest 10 Wealth Builders, Inc.	INCREASED	4,991	4,739	+252	+5%	$119.2K	$117.4K	-$1.8K	2026-11-02
Decker Retirement Planning Inc.	DECREASED	3,102	3,243	-141	-4%	$81.6K	$73.0K	-$8.6K	2026-10-19
Harbour Investments, Inc.	UNCHANGED	1,015	1,015	0	0%	$25.5K	$23.9K	-$1.7K	2026-11-09
Farther Finance Advisors, LLC	CLOSED	0	2,398	-2,398	-100%	$60.3K	$0	-$60.3K	2026-10-08
AE Wealth Management LLC	N/A	—	3,763,696	-3,763,696	-100%	$94.7M	—	—	—
FLP Wealth Management, LLC	N/A	—	90,630	-90,630	-100%	$2.3M	—	—	—
Envestnet Asset Management Inc	N/A	—	74,883	-74,883	-100%	$1.9M	—	—	—
Jane Street Group, LLC	N/A	—	47,333	-47,333	-100%	$1.2M	—	—	—
LifePlan Investment Advisors, Inc.	N/A	—	20,521	-20,521	-100%	$516.2K	—	—	—
FSA Advisors, Inc.	N/A	—	14,351	-14,351	-100%	$361.0K	—	—	—

Showing 28 of 28 institutions