§ EQUITY
USDSCNM
STERLING CAP NATL MB ETF
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| AE Wealth Management LLC | 3.5M | 0.5% | n/a |
| Kingdom Financial Group LLC. | 1.3M | 9.1% | n/a |
| Lloyd Advisory Services, LLC. | 1.3M | 9.1% | n/a |
| LifeWealth Investments, LLC | 291K | 2.2% | n/a |
| Arcadia Wealth Management, LLC | 220K | 2.0% | n/a |
| SMART Wealth LLC | 191K | 1.4% | n/a |
◇ AC INTELLIGENCE
Top institutional owners for SCNM as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER97.3% · 22 holders
DEALER / BANK1.4% · 2 holders
INCOME / DEFENSIVE1.1% · 2 holders
TACTICAL / MACRO0.2% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for SCNM in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention SCNM yet.