Q3 2025 13F Holders as of 9/30/2025
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Type / Class
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Equity / SHELTON EQT PRE
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Number of holders
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4
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Total 13F shares, excl. options
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751K
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Shares change
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+751K
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Total reported value, excl. options
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$19.3M
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Value change
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+$19.3M
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Number of buys
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4
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Price
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$25.66
Significant Holders of SCM TRUST - SHELTON EQT PRE (SEPI) as of Q3 2025
4 filings reported holding SEPI - SCM TRUST - SHELTON EQT PRE as of Q3 2025.
SCM TRUST - SHELTON EQT PRE (SEPI) has 4 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 751K shares
.
Largest 4 shareholders include Good Steward Wealth Advisors,LLC (398K shares), SHELTON CAPITAL MANAGEMENT (351K shares), PITTENGER & ANDERSON INC (1.58K shares), and BANK OF AMERICA CORP /DE/ (316 shares).
This table shows the top 4 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.