SCNM Institutional Ownership
Sterling Capital National Municipal Bond ETF
1W: -0.3%
1M: -3.9%
3M: -6.5%
YTD: -5.9%
$23.51
-0.09 (-0.38%)
Weekly Expected Move ±1.0%
$23
$23
$24
$24
$24
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — SCNM
30
Institutional Holders
+3 vs prior quarter
0.0%
Ownership
+0.00pp
192M
Total Invested
3
New Positions
12
Increased
14
Reduced
3
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (30 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | AE Wealth Management LLC | 3,763,696 | $88M | +189,139 | +5.3% | 2Q | SEC ↗ |
| 2 | Kingdom Financial Group LLC. | 1,257,882 | $30M | -20,434 | -1.6% | 2Q | SEC ↗ |
| 3 | Simplicity Wealth,LLC | 973,736 | $23M | +939,321 | +2729.4% | 2Q | SEC ↗ |
| 4 | LifeWealth Investments, LLC | 307,572 | $7M | +16,584 | +5.7% | 2Q | SEC ↗ |
| 5 | Arcadia Wealth Management, LLC | 217,601 | $5M | -2,802 | -1.3% | 2Q | SEC ↗ |
| 6 | SMART Wealth LLC | 177,111 | $4M | -14,219 | -7.4% | 2Q | SEC ↗ |
| 7 | Montgomery Financial Services LLC NEW | 135,291 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 8 | Networth Advisors, LLC | 119,110 | $3M | +4,094 | +3.6% | 2Q | SEC ↗ |
| 9 | HOWARD BAILEY SECURITIES, LLC | 105,358 | $2M | +4,076 | +4.0% | 2Q | SEC ↗ |
| 10 | FLP Wealth Management, LLC | 90,630 | $2M | +20,484 | +29.2% | 2Q | SEC ↗ |
| 11 | B.O.S.S. Retirement Advisors, LLC | 85,805 | $2M | +1,565 | +1.9% | 2Q | SEC ↗ |
| 12 | ENVESTNET ASSET MANAGEMENT INC | 74,883 | $2M | -34,679 | -31.7% | 2Q | SEC ↗ |
| 13 | TRUIST FINANCIAL CORP | 74,883 | $2M | -34,679 | -31.7% | 2Q | SEC ↗ |
| 14 | Key Capital Management, INC | 48,281 | $1M | +5,383 | +12.5% | 2Q | SEC ↗ |
| 15 | JANE STREET GROUP, LLC | 47,333 | $1M | -7,696 | -14.0% | 2Q | SEC ↗ |
| 16 | Triad Wealth Partners, LLC | 28,700 | $675K | -8,343 | -22.5% | 2Q | SEC ↗ |
| 17 | LifePlan Investment Advisors, Inc. | 20,521 | $482K | +189 | +0.9% | 2Q | SEC ↗ |
| 18 | FWG Investments, LLC. NEW | 16,192 | $381K | — | +0.0% | 1Q | SEC ↗ |
| 19 | FSA Advisors, Inc. | 14,351 | $337K | +4,067 | +39.5% | 2Q | SEC ↗ |
| 20 | Lloyd Advisory Services, LLC. | 14,034 | $330K | -1,264,282 | -98.9% | 2Q | SEC ↗ |
| 21 | CoreCap Advisors, LLC | 13,239 | $311K | +112 | +0.9% | 2Q | SEC ↗ |
| 22 | Centennial Advisors, LLC | 10,673 | $251K | -3,135 | -22.7% | 2Q | SEC ↗ |
| 23 | Integrated Wealth Management | 8,451 | $199K | -28 | -0.3% | 2Q | SEC ↗ |
| 24 | Quest 10 Wealth Builders, Inc. | 4,739 | $111K | +942 | +24.8% | 2Q | SEC ↗ |
| 25 | Decker Retirement Planning Inc. | 3,243 | $76K | -42 | -1.3% | 2Q | SEC ↗ |
| 26 | Farther Finance Advisors, LLC NEW | 2,398 | $56K | — | +0.0% | 1Q | SEC ↗ |
| 27 | HARBOUR INVESTMENTS, INC. | 1,015 | $24K | — | +0.0% | 2Q | SEC ↗ |
| 28 | CREATIVE FINANCIAL DESIGNS INC /ADV | 0 | $0K | -868 | -100.0% | 1Q | SEC ↗ |
| 29 | CITADEL ADVISORS LLC | 0 | $0K | -13,201 | -100.0% | 1Q | SEC ↗ |
| 30 | UBS Group AG | 0 | $0K | -299 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (3)
| Holder | Shares | Value |
|---|---|---|
| Montgomery Financial Services LLC | 135,291 | $3M |
| FWG Investments, LLC. | 16,192 | $381K |
| Farther Finance Advisors, LLC | 2,398 | $56K |
Sold Out (3)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| CITADEL ADVISORS LLC | 13,201 | $310K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 868 | $20K |
| UBS Group AG | 299 | $7K |
Biggest Increases (12)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Simplicity Wealth,LLC | +939,321 | +2729.4% | 973,736 |
| AE Wealth Management LLC | +189,139 | +5.3% | 3,763,696 |
| FLP Wealth Management, LLC | +20,484 | +29.2% | 90,630 |
| LifeWealth Investments, LLC | +16,584 | +5.7% | 307,572 |
| Key Capital Management, INC | +5,383 | +12.5% | 48,281 |
| Networth Advisors, LLC | +4,094 | +3.6% | 119,110 |
| HOWARD BAILEY SECURITIES, LLC | +4,076 | +4.0% | 105,358 |
| FSA Advisors, Inc. | +4,067 | +39.5% | 14,351 |
| B.O.S.S. Retirement Advisors, LLC | +1,565 | +1.9% | 85,805 |
| Quest 10 Wealth Builders, Inc. | +942 | +24.8% | 4,739 |
| LifePlan Investment Advisors, Inc. | +189 | +0.9% | 20,521 |
| CoreCap Advisors, LLC | +112 | +0.9% | 13,239 |
Biggest Decreases (11)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Lloyd Advisory Services, LLC. | -1,264,282 | -98.9% | 14,034 |
| ENVESTNET ASSET MANAGEMENT INC | -34,679 | -31.7% | 74,883 |
| TRUIST FINANCIAL CORP | -34,679 | -31.7% | 74,883 |
| Kingdom Financial Group LLC. | -20,434 | -1.6% | 1,257,882 |
| SMART Wealth LLC | -14,219 | -7.4% | 177,111 |
| Triad Wealth Partners, LLC | -8,343 | -22.5% | 28,700 |
| JANE STREET GROUP, LLC | -7,696 | -14.0% | 47,333 |
| Centennial Advisors, LLC | -3,135 | -22.7% | 10,673 |
| Arcadia Wealth Management, LLC | -2,802 | -1.3% | 217,601 |
| Decker Retirement Planning Inc. | -42 | -1.3% | 3,243 |
| Integrated Wealth Management | -28 | -0.3% | 8,451 |