Who owns SEPI - SCM TRUST - SHELTON EQT PRE based on 13F filings?

7 institutions reported positions in SEPI - SCM TRUST - SHELTON EQT PRE as of Q4 2025. Open the latest holders period and ownership history tables on this page for position-level details.

SCM TRUST - SHELTON EQT PRE (SEPI) Institutional Ownership

Q: What is CUSIP 78410K667?

CUSIP 78410K667 is the security identifier used in SEC filing datasets for SEPI - SCM TRUST - SHELTON EQT PRE.

CUSIP: 78410K667

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

Type / Class: Equity / SHELTON EQT PRE
Symbol: SEPI
Price per share: $26.11
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

Investment Quick Answers

What is CUSIP 78410K667?
CUSIP 78410K667 identifies SEPI - SCM TRUST - SHELTON EQT PRE in SEC 13F datasets.

Where can I see the latest institutional holders?
Review the Q4 2025 holders report and the ownership history table below.

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Recent Quarterly Holder Reports

Open recent reporting periods for CUSIP 78410K667:

Q4 2025 (7 holders) Q3 2025 (4 holders)

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	Puts Notional Value	Calls Notional Value	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