SEPI institutional holders
SCM TR · 13F, 2026Q2
| Managers holding | 21 |
|---|---|
| Shares held | 4,785,024 |
| Reported value | $133.3m |
| Quarter flows | 7 new, 11 added, 1 trimmed, 2 exited |
Top 21 holders
| Manager | Shares | Value | % of manager's 13F |
|---|---|---|---|
| SHELTON CAPITAL MANAGEMENT | 1,972,250 | $54.9m | 1.0% |
| RAYMOND JAMES FINANCIAL INC | 594,985 | $16.6m | 0.0% |
| LPL Financial LLC | 474,947 | $13.2m | 0.0% |
| Good Steward Wealth Advisors,LLC | 413,875 | $11.5m | 7.0% |
| Joseph Group Capital Management | 289,766 | $8.1m | 1.7% |
| FOCUSED ALPHA, LLC | 254,510 | $7.1m | 1.8% |
| Steward Partners Investment Advisory, LLC | 212,045 | $5.9m | 0.0% |
| Hilton Head Capital Partners, LLC | 202,683 | $5.6m | 2.8% |
| Investment Planning Advisors, Inc. | 92,064 | $2.6m | 0.6% |
| ROYAL BANK OF CANADA | 89,645 | $2.5m | 0.0% |
| Carson Advisory Inc. | 57,836 | $1.6m | 0.7% |
| IHT Wealth Management, LLC | 46,254 | $1.3m | 0.0% |
| IFG Advisory, LLC | 27,773 | $773,468 | 0.0% |
| Western Wealth Management, LLC | 20,035 | $557,975 | 0.0% |
| Private Advisor Group, LLC | 18,281 | $509,126 | 0.0% |
| Global Retirement Partners, LLC | 8,000 | $222,800 | 0.0% |
| CITADEL ADVISORS LLC | 7,980 | $222,243 | 0.0% |
| PITTENGER & ANDERSON INC | 1,575 | $43,864 | 0.0% |
| JONES FINANCIAL COMPANIES LLLP | 423 | $11,704 | 0.0% |
| HARBOUR INVESTMENTS, INC. | 81 | $2,265 | 0.0% |
| DHJJ Financial Advisors, Ltd. | 16 | $446 | 0.0% |
Every holder, line by line, and the full history since 2013: yf.Client().holders("SEPI"). SEPI price history · All 13F data