SEPI

SCM TRUST

Institutional Ownership · Q4 2025

Filing: Q4 2025

SCM TRUST (SEPI) is held by 8 institutional investors with combined holdings of $71M. Major holders include SHELTON CAPITAL MANAGEMEN, Financially Speaking Inc, Good Steward Wealth Advis.

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Institutional Holders

Total Value

$71.0M

Ownership %

—

🏦 Top Institutional Holders

SHELTON CAPITAL MANAGEMENT

1.5M shares

$38.2M

Financially Speaking Inc

1.9M shares

$16.2M

Good Steward Wealth Advisors,LLC

Investment Planning Advisors, Inc.

71.9K shares

$1.9M

📊 Financials

Income statement, balance sheet, and cash flow from SEC filings.

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