Shelton Eqty Premium Inc. ETFSEPIETF
13F holders, Q3 2025 (September 30)4holders
$25.66avg. 13F price*
At the end of Q3 2025, 4 institutions reported holding Shelton Eqty Premium Inc. ETF (SEPI) in their 13F filings. The largest holders were Good Steward Wealth Advisors,LLC ($10.2M), Shelton Capital Management ($9.0M) and Pittenger & Anderson Inc. ($40K).
- Company
- Shelton Eqty Premium Inc. ETF
- Filed as
- SCM TRUST (Q3 2025)
- CUSIP
- 78410K667
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $19.3M |
| Exits | 0 | $0 |
Ownership 4 holders
| Good Steward Wealth Advisors,LLC | 7.05% | New | 397,501 | $10.2M |
| Shelton Capital Management | 0.19% | New | 351,145 | $9.0M |
| Pittenger & Anderson Inc. | 0.00% | New | 1,575 | $40K |
| Bank of America Corp. | 0.00% | New | 316 | $8K |
"% of holder's portfolio" is SEPI's weight in each manager's 13F, not the share of Shelton Eqty Premium Inc. ETF the manager owns.