Sterling Capital National Municipal Bond ETF (SCNM)

ETF ยท Cboe BZX

Sterling Capital National Municipal Bond ETF (SCNM) is an exchange-traded fund listed on Cboe BZX, where it has traded since December 10, 2025.

Type
Exchange-traded fund
Listed On
Cboe BZX
Listed Since
December 10, 2025

Institutional ownership

In 13F filings for the quarter ended June 30, 2026, 27 institutions reported holding SCNM, with 7.6 million shares worth $191.6 million in aggregate. The largest reported holder was AE Wealth Management, with 3.8 million shares worth $94.7 million. Of the 5 largest holders listed below, 3 added shares and 2 reduced their positions during the quarter.

InstitutionSharesValueQuarter change
AE Wealth Management3,763,696$95MAdded 5.29%
Kingdom Financial Group LLC1,257,882$32MReduced 1.6%
Simplicity Wealth,LLC973,736$24MAdded 2729.39%
Lifewealth Investments307,572$8MAdded 5.7%
Arcadia Wealth Management217,601$5MReduced 1.27%

Form 13F is a quarterly report that institutional investment managers with at least $100 million in qualifying securities file with the SEC. It lists long positions as of the last day of the quarter and is due within 45 days of quarter end, so these holdings describe that date rather than today.

Frequently asked questions

What is SCNM?

Sterling Capital National Municipal Bond ETF (SCNM) is an exchange-traded fund listed on Cboe BZX, where it has traded since December 10, 2025.

Who are the largest institutional holders of SCNM?

In 13F filings for the quarter ended June 30, 2026, the largest reported holders of SCNM were AE Wealth Management, Kingdom Financial Group LLC and Simplicity Wealth,LLC.

How many institutions own SCNM?

27 institutions reported a position in SCNM for the quarter ended June 30, 2026, worth $191.6 million in total.

Did institutions buy or sell SCNM last quarter?

Of the 5 largest reported holders, 3 added shares and 2 reduced their positions during the quarter. Every reported holder and its change is on the SentiSense ownership page for SCNM.

Every reported institutional holder, plus insider and congressional trades in SCNM, on SentiSense.