13F Insight
DOSSIER · 13F Holders · Q2 2026
SEPI

SCM TRUST

24 institutions still hold SCM TRUST as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 78410K667·24 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$138M
visible holders
Holders
24
filers reporting
Concentration
39.69%
SHELTON CAPITAL MANAGEMENT #1
top holder share
AI Holders Summary · Q2 2026

24 institutions reported SEPI in Q2 2026. SHELTON CAPITAL MANAGEMENT leads at 39.7% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
SHELTON CAPITAL MANAGEMENT
CIK 0001002784
$55M2.0M1.02%Q2 202602
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$17M595K0.00%Q2 202603
LPL Financial LLC
CIK 0001403438
$13M475K0.00%Q2 202604
Good Steward Wealth Advisors,LLC
CIK 0002060772
$12M414K6.96%Q2 202605
FOCUSED ALPHA, LLC
CIK 0002105062
$9M301K2.15%Q3 202606
Joseph Group Capital Management
CIK 0001910383
$8M290K1.70%Q2 202607
Hilton Head Capital Partners, LLC
CIK 0002109913
$6M206K3.19%Q3 202608
Steward Partners Investment Advisory, LLC
CIK 0001723397
$6M212K0.03%Q2 202609
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$3M107K0.00%Q1 202610
Investment Planning Advisors, Inc.
CIK 0002024049
$3M88K0.57%Q3 202611
ROYAL BANK OF CANADA
CIK 0001000275
$2M90K0.00%Q2 202612
Carson Advisory Inc.
CIK 0001909304
$2M58K0.74%Q2 202613
IHT Wealth Management, LLC
CIK 0001697490
$1M46K0.03%Q2 202614
IFG Advisory, LLC
CIK 0001728319
$773K28K0.03%Q2 202615
Western Wealth Management, LLC
CIK 0001767902
$558K20K0.02%Q2 202616
Private Advisor Group, LLC
CIK 0001567755
$509K18K0.00%Q2 202617
Golden State Equity Partners
CIK 0001845003
$437K17K0.03%Q1 202618
Concurrent Investment Advisors, LLC
CIK 0002001015
$267K9K0.00%Q3 202619
Global Retirement Partners, LLC
CIK 0001749744
$223K8K0.00%Q2 202620
CITADEL ADVISORS LLC
CIK 0001423053
$222K8K0.00%Q2 2026
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