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

23 institutions reported holding $133.3M of SCM TR (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.

Rank	Institution	Value	Shares	Change
1	SHELTON CAPITAL MANAGEMENT	$54.9M	2.0M	Added
2	RAYMOND JAMES FINANCIAL INC	$16.6M	594,985	Added
3	LPL Financial LLC	$13.2M	474,947	Added
4	Good Steward Wealth Advisors,LLC	$11.5M	413,875	Added
5	Joseph Group Capital Management	$8.1M	289,766	New
6	FOCUSED ALPHA, LLC	$7.1M	254,510	Trimmed
7	Steward Partners Investment Advisory, LLC	$5.9M	212,045	Added
8	Hilton Head Capital Partners, LLC	$5.6M	202,683	Added
9	Investment Planning Advisors, Inc.	$2.6M	92,064	Added
10	Royal Bank of Canada	$2.5M	89,645	Added
11	Carson Advisory Inc.	$1.6M	57,836	Added
12	IHT Wealth Management, LLC	$1.3M	46,254	New
13	IFG Advisory, LLC	$773,468	27,773	New
14	Western Wealth Management, LLC	$557,975	20,035	Added
15	Private Advisor Group, LLC	$509,126	18,281	Added
16	Global Retirement Partners, LLC	$222,800	8,000	New
17	CITADEL ADVISORS LLC	$222,243	7,980	New
18	PITTENGER & ANDERSON INC	$43,864	1,575	Hold
19	JONES FINANCIAL COMPANIES LLLP	$11,704	423	New
20	HARBOUR INVESTMENTS, INC.	$2,265	81	New
21	DHJJ Financial Advisors, Ltd.	$446	16	Hold
22	JANE STREET GROUP, LLC	$0	0	Exited
23	Golden State Equity Partners	$0	0	Exited

来源：SEC 13F 申报文件 · 截至 2026-06-30