Institutional Ownership
Shelton Funds/Shelton Equity In F
CUSIP 82301Q759ComQ1 2026
Institutional Holders
1
13F filers
Shares Held
24.8K
Aggregate institutional
Institutional Value
$430.2K
Q1 2026
Net New Holders
+1
1 new · 0 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions1
Increased0
Decreased0
Sold out0
Institutional Holders
1 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Private Trust Co Na | 24.8K | $430.2K | +24.8K | New |