SCM TRUST - SHELTON EQT PRE (SEPI) Institutional Ownership

13F Institutional Holders and Ownership History for Q3 2025

Type / Class
Equity / SHELTON EQT PRE
Symbol
SEPI
Price per share
$26.70
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
750,537
Total reported value
$19,255,478
% of total 13F portfolios
0%
Share change
+750,537
Value change
+$19,255,478
Number of holders
4
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

As of 30 Sep 2025, 4 institutional investors reported holding 750,537 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 Q3 750,537 $19,255,478 +$19,255,478 $25.66 4