Institutional Ownership
Scm Trust
CUSIP 78410K667SHELTON EQT PRESEPIQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
16
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
Schedule 13D (activist) & 13G (passive) 5%+ ownership filings
No 13D/13G filings on record yet
Schedule 13D/13G beneficial-ownership filings from 2020–present are ingested from SEC EDGAR. Coverage expands as the backfill and daily crawler run.
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Shelton Capital Management | 1.90M | $47.58M |
| 2 | Good Steward Wealth Advisors,LLC | 410.3K | $10.28M |
| 3 | Lpl Financial LLC | 276.2K | $6.92M |
| 4 | Raymond James Financial Inc | 275.3K | $6.90M |
| 5 | Focused Alpha, LLC | 262.4K | $6.57M |
| 6 | Steward Partners Investment Advisory, LLC | 189.7K | $4.75M |
| 7 | Jane Street Group, LLC | 107.2K | $2.69M |
| 8 | Investment Planning Advisors, Inc. | 89.3K | $2.24M |
| 9 | Royal Bank Of Canada | 56.4K | $1.41M |
| 10 | Hilton Head Capital Partners, LLC | 37.5K | $939.6K |