16 institutions reported holding $92.3M of SCM TRUST (LOANX) in SEC 13F filings for 2026-03-31. Largest institutional holders: SHELTON CAPITAL MANAGEMENT ($47.6M), Good Steward Wealth Advisors,LLC ($10.3M), LPL Financial LLC ($6.9M), RAYMOND JAMES FINANCIAL INC ($6.9M), FOCUSED ALPHA, LLC ($6.6M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | SHELTON CAPITAL MANAGEMENT | $47.6M | 1.9M | Added |
| 2 | Good Steward Wealth Advisors,LLC | $10.3M | 410,339 | Added |
| 3 | LPL Financial LLC | $6.9M | 276,222 | New |
| 4 | RAYMOND JAMES FINANCIAL INC | $6.9M | 275,346 | New |
| 5 | FOCUSED ALPHA, LLC | $6.6M | 262,364 | Added |
| 6 | Steward Partners Investment Advisory, LLC | $4.8M | 189,723 | New |
| 7 | JANE STREET GROUP, LLC | $2.7M | 107,211 | New |
| 8 | Investment Planning Advisors, Inc. | $2.2M | 89,348 | Added |
| 9 | Royal Bank of Canada | $1.4M | 56,440 | New |
| 10 | Hilton Head Capital Partners, LLC | $939,613 | 37,502 | New |
| 11 | Carson Advisory Inc. | $814,288 | 32,500 | New |
| 12 | Golden State Equity Partners | $437,376 | 17,457 | Added |
| 13 | Western Wealth Management, LLC | $399,816 | 15,957 | New |
| 14 | Private Advisor Group, LLC | $276,958 | 11,054 | New |
| 15 | PITTENGER & ANDERSON INC | $39,462 | 1,575 | Hold |
| 16 | DHJJ Financial Advisors, Ltd. | $401 | 16 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31