DOSSIER · 13F Holders · Q1 2026
EQTIX

Shelton Funds/shelton Equity In F

1 institutions still hold Shelton Funds/shelton Equity In F as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 82301Q759·1 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$430K
visible holders
Holders
1
filers reporting
Concentration
100.00%
PRIVATE TRUST CO NA #1
top holder share
AI Holders Summary · Q1 2026

1 institutions reported EQTIX in Q1 2026. PRIVATE TRUST CO NA leads at 100.0% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
PRIVATE TRUST CO NA
CIK 0001277557
$430K25K0.04%Q1 2026