Institutional Ownership
Scm Trust
CUSIP 78410K667SHELTON EQT PRESEPIQ1 2026
Institutional Holders
16
13F filers
Shares Held
3.68M
Aggregate institutional
Institutional Value
$92.25M
Q1 2026
Net New Holders
+9
9 new · 0 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions9
Increased5
Decreased0
Sold out0
Institutional Holders
16 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Shelton Capital Management | 1.90M | $47.58M | +446.5K | Added |
| 2 | Good Steward Wealth Advisors,LLC | 410.3K | $10.28M | +2 | Added |
| 3 | Lpl Financial LLC | 276.2K | $6.92M | +276.2K | New |
| 4 | Raymond James Financial Inc | 275.3K | $6.90M | +275.3K | New |
| 5 | Focused Alpha, LLC | 262.4K | $6.57M | +124.6K | Added |
| 6 | Steward Partners Investment Advisory, LLC | 189.7K | $4.75M | +189.7K | New |
| 7 | Jane Street Group, LLC | 107.2K | $2.69M | +107.2K | New |
| 8 | Investment Planning Advisors, Inc. | 89.3K | $2.24M | +17.4K | Added |
| 9 | Royal Bank Of Canada | 56.4K | $1.41M | +56.4K | New |
| 10 | Hilton Head Capital Partners, LLC | 37.5K | $939.6K | +37.5K | New |
6 more institutional holders on Premium
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