SCM TRUST - SHELTON EQT PRE (SEPI) Institutional Ownership

13F Institutional Holders and Ownership History from Q3 2025 to Q4 2025

Type / Class
Equity / SHELTON EQT PRE
Symbol
SEPI
Price per share
$26.75
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
2,084,621
Total reported value
$54,846,379
% of total 13F portfolios
0%
Share change
+1,196,349
Value change
+$31,476,149
Number of holders
7
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

As of 31 Dec 2025, 7 institutional investors reported holding 2,084,621 shares of SCM TRUST - SHELTON EQT PRE (SEPI).

Institutional Holders of SCM TRUST - SHELTON EQT PRE (SEPI) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 2,084,621 $54,846,379 +$31,476,149 $26.31 7
2025 Q3 750,537 $19,255,478 +$19,255,478 $25.66 4