SEPI SCM TRUST: institutional ownership and insider trading
23 funds reported holding $136M of SCM TRUST in their latest 13F filings; in Q2 2026 funds net bought $30.5M, with 6 new positions and 2 funds selling out.
Famous investors holding SEPI
- Ken Griffin (Citadel Advisors): $222K, 0.0% of the portfolio
Largest institutional holders of SEPI
- SHELTON CAPITAL MANAGEMENT — $54.9M
- RAYMOND JAMES FINANCIAL INC (RJF, RJF-PB) — $16.6M
- LPL Financial LLC — $13.2M
- Good Steward Wealth Advisors,LLC — $11.5M
- FOCUSED ALPHA, LLC — $8.64M
- Joseph Group Capital Management — $8.07M
- Hilton Head Capital Partners, LLC — $5.91M
- Steward Partners Investment Advisory, LLC — $5.91M
- Investment Planning Advisors, Inc. — $2.54M
- ROYAL BANK OF CANADA (RY, RBMCF, RYLBF, RYPBF) — $2.50M