SCNM Sterling Capital National Municipal Bond ETF
BATS close Oct 2, 2026SCNM Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
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10-Year Performance Revenue, net income, margins and EPS trends
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
Not enough fundamentals data to compute this ratio group yet.
Profitability Gross, operating and net margins; ROE, ROA, ROIC
Not enough fundamentals data to compute this ratio group yet.
Financial Health Debt, liquidity, solvency — balance sheet strength
Not enough fundamentals data to compute this ratio group yet.
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
Not enough fundamentals data to compute this ratio group yet.
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
Not enough fundamentals data to compute this ratio group yet.
value · ≈ 5Y avg · industry median · verdict relative to median
Dividends Yield, payout ratio, dividend history, 5Y CAGR
| Ex-date | Amount | Currency | Yield |
|---|---|---|---|
| Sep 1, 2026 | $0.07 | USD | ≈2.4% |
| Aug 3, 2026 | $0.08 | USD | — |
| Jul 1, 2026 | $0.07 | USD | — |
| Jun 1, 2026 | $0.07 | USD | — |
| May 1, 2026 | $0.07 | USD | — |
| Apr 1, 2026 | $0.07 | USD | — |
| Mar 2, 2026 | $0.07 | USD | — |
| Feb 2, 2026 | $0.04 | USD | — |
| Dec 30, 2025 | $0.06 | USD | — |
Institutional owners (13F) 26 filers · $188.2M total · As of June 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 2 | 3 | 12 | 11 | · |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair. Change vs prior quarter not shown: filer coverage differs too much between these two quarters for a reliable comparison.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| AE Wealth Management LLC | $94,675,397 | 3,763,696 | 50.31% | Shares |
| Kingdom Financial Group LLC. | $31,641,900 | 1,257,882 | 16.81% | Shares |
| Simplicity Wealth,LLC | $24,494,232 | 973,736 | 13.02% | Shares |
| LifeWealth Investments, LLC | $7,736,943 | 307,572 | 4.11% | Shares |
| Arcadia Wealth Management, LLC | $5,473,741 | 217,601 | 2.91% | Shares |
| SMART Wealth LLC | $4,455,199 | 177,111 | 2.37% | Shares |
| Networth Advisors, LLC | $2,996,199 | 119,110 | 1.59% | Shares |
| HOWARD BAILEY SECURITIES, LLC | $2,650,266 | 105,358 | 1.41% | Shares |
| FLP Wealth Management, LLC | $2,279,788 | 90,630 | 1.21% | Shares |
| B.O.S.S. Retirement Advisors, LLC | $2,158,416 | 85,805 | 1.15% | Shares |
| TRUIST FINANCIAL CORP | $1,883,682 | 74,883 | 1.00% | Shares |
| ENVESTNET ASSET MANAGEMENT INC | $1,883,674 | 74,883 | 1.00% | Shares |
| Key Capital Management, INC | $1,214,504 | 48,281 | 0.65% | Shares |
| JANE STREET GROUP, LLC | $1,190,657 | 47,333 | 0.63% | Shares |
| Triad Wealth Partners, LLC | $708,601 | 28,700 | 0.38% | Shares |
| LifePlan Investment Advisors, Inc. | $516,204 | 20,521 | 0.27% | Shares |
| FWG Investments, LLC. | $407,303 | 16,192 | 0.22% | Shares |
| FSA Advisors, Inc. | $361,002 | 14,351 | 0.19% | Shares |
| Lloyd Advisory Services, LLC. | $353,024 | 14,034 | 0.19% | Shares |
| CoreCap Advisors, LLC | $333,026 | 13,239 | 0.18% | Shares |
| Centennial Advisors, LLC | $268,469 | 10,673 | 0.14% | Shares |
| Integrated Wealth Management | $212,584 | 8,451 | 0.11% | Shares |
| Quest 10 Wealth Builders, Inc. | $119,209 | 4,739 | 0.06% | Shares |
| Decker Retirement Planning Inc. | $81,577 | 3,243 | 0.04% | Shares |
| Farther Finance Advisors, LLC | $60,314 | 2,398 | 0.03% | Shares |
| HARBOUR INVESTMENTS, INC. | $25,532 | 1,015 | 0.01% | Shares |
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