7 institutions reported holding $20.3M of SCM TRUST (SEPI) in SEC 13F filings for 2026-06-30. Largest institutional holders: Good Steward Wealth Advisors,LLC ($11.5M), Hilton Head Capital Partners, LLC ($5.6M), Investment Planning Advisors, Inc. ($2.6M), Private Advisor Group, LLC ($509,126), PITTENGER & ANDERSON INC ($43,864). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Good Steward Wealth Advisors,LLC | $11.5M | 413,875 | Added |
| 2 | Hilton Head Capital Partners, LLC | $5.6M | 202,683 | Added |
| 3 | Investment Planning Advisors, Inc. | $2.6M | 92,064 | Added |
| 4 | Private Advisor Group, LLC | $509,126 | 18,281 | Added |
| 5 | PITTENGER & ANDERSON INC | $43,864 | 1,575 | Hold |
| 6 | DHJJ Financial Advisors, Ltd. | $446 | 16 | Hold |
| 7 | Golden State Equity Partners | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30