Who Owns SCM TRUST (SEPI)? -- Institutional Holders (2026-06-30)

23 institutions reported holding $133.3M of SCM TRUST (SEPI) in SEC 13F filings for 2026-06-30. Largest institutional holders: SHELTON CAPITAL MANAGEMENT ($54.9M), RAYMOND JAMES FINANCIAL INC ($16.6M), LPL Financial LLC ($13.2M), Good Steward Wealth Advisors,LLC ($11.5M), Joseph Group Capital Management ($8.1M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1SHELTON CAPITAL MANAGEMENT$54.9M2.0MAdded
2RAYMOND JAMES FINANCIAL INC$16.6M594,985Added
3LPL Financial LLC$13.2M474,947Added
4Good Steward Wealth Advisors,LLC$11.5M413,875Added
5Joseph Group Capital Management$8.1M289,766New
6FOCUSED ALPHA, LLC$7.1M254,510Trimmed
7Steward Partners Investment Advisory, LLC$5.9M212,045Added
8Hilton Head Capital Partners, LLC$5.6M202,683Added
9Investment Planning Advisors, Inc.$2.6M92,064Added
10Royal Bank of Canada$2.5M89,645Added
11Carson Advisory Inc.$1.6M57,836Added
12IHT Wealth Management, LLC$1.3M46,254New
13IFG Advisory, LLC$773,46827,773New
14Western Wealth Management, LLC$557,97520,035Added
15Private Advisor Group, LLC$509,12618,281Added
16Global Retirement Partners, LLC$222,8008,000New
17CITADEL ADVISORS LLC$222,2437,980New
18PITTENGER & ANDERSON INC$43,8641,575Hold
19JONES FINANCIAL COMPANIES LLLP$11,704423New
20HARBOUR INVESTMENTS, INC.$2,26581New
21DHJJ Financial Advisors, Ltd.$44616Hold
22JANE STREET GROUP, LLC$00Exited
23Golden State Equity Partners$00Exited

Source: SEC Form 13F filings · as of 2026-06-30