13F Insight
DOSSIER · 13F Holders · Q1 2026Cheap mega-capRe-rated
SEPI

SCM TRUST

16 institutions still hold SCM TRUST as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 78410K667·16 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 6.3%
vs prior quarter
13F value held
$92M
74.0% inst. owned
of float
Holders
16
+110 QoQ
filers reporting
Activity
+35 / −20
+790 added · −780 reduced
this quarter
Concentration
51.57%
SHELTON CAPITAL MANAGEMENT #1
top holder share
AI Holders Summary · Q1 2026

16 institutions reported SEPI in Q1 2026. SHELTON CAPITAL MANAGEMENT leads at 51.6% of the visible book. +110 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
SHELTON CAPITAL MANAGEMENT
CIK 0001002784
$48M1.9M1.04%Q1 202602
Good Steward Wealth Advisors,LLC
CIK 0002060772
$10M410K6.61%Q1 202603
LPL Financial LLC
CIK 0001403438
$7M276K0.00%Q1 202604
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$7M275K0.00%Q1 202605
FOCUSED ALPHA, LLC
CIK 0002105062
$7M262K2.03%Q1 202606
Steward Partners Investment Advisory, LLC
CIK 0001723397
$5M190K0.02%Q1 202607
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$3M107K0.00%Q1 202608
Investment Planning Advisors, Inc.
CIK 0002024049
$2M89K0.62%Q1 202609
ROYAL BANK OF CANADA
CIK 0001000275
$1M56K0.00%Q1 202610
Hilton Head Capital Partners, LLC
CIK 0002109913
$939,61338K0.53%Q1 202611
Carson Advisory Inc.
CIK 0001909304
$814,28833K0.42%Q1 202612
Golden State Equity Partners
CIK 0001845003
$437,37617K0.03%Q1 202613
Western Wealth Management, LLC
CIK 0001767902
$399,81616K0.01%Q1 202614
Private Advisor Group, LLC
CIK 0001567755
$276,95811K0.00%Q1 202615
PITTENGER & ANDERSON INC
CIK 0001034886
$39,4622K0.00%Q1 202616
DHJJ Financial Advisors, Ltd.
CIK 0001844716
$401160.00%Q1 2026