SCM TRUST

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SEPI·78410K667·US·ETF

SEPI (SCM TRUST) is held by 8 institutional investors as of Q2 2026. Largest holders: SHELTON CAPITAL MANAGEMENT ($54.9M), RAYMOND JAMES FINANCIAL INC ($16.6M), LPL Financial LLC ($13.2M). Net institutional sentiment: Bullish.

8

Holders

$93.9M

Total Value

89% (9)

Consensus

8 buying - 1 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)44

Insider (Form 4)81

Activist (13D/13G)27

Congressional (STOCK Act)57

Holder Quality

30

★★★★★

Elite

16

★★★★

Strong

38

★★★

Solid

76

★★

Below

17

★

Weak

Held by 8 funds

Who's Trading

Source dates: Price Oct 15, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for SEPI.

Top Holders

Top Holders (8)History

AllNewIncreasedHeldDecreasedExitedFirst report

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
SHELTON CAPITAL MANAGEMENT	Increased	2M(+3.9%)	$54.9M	1.0%	+17.01%	48
RAYMOND JAMES FINANCIAL INC	Increased	594,985(+116.1%)	$16.6M	0.0%	+10.92%	46
LPL Financial LLC	Increased	474,947(+71.9%)	$13.2M	0.0%	+12.61%	42
Steward Partners Investment Advisory, LLC	Increased	212,045(+11.8%)	$5.9M	0.0%	+17.33%	30
ROYAL BANK OF CANADA	Increased	89,645(+58.8%)	$2.5M	0.0%	+13.31%	37
Private Advisor Group, LLC	Increased	18,281(+65.4%)	$509,126	0.0%	+12.95%	35
CITADEL ADVISORS LLC	New	7,980	$222,243	0.0%	+4.79%	35
JONES FINANCIAL COMPANIES LLLP	New	423	$11,704	0.0%	+4.79%	27
JANE STREET GROUP, LLC	Exited	0(-100.0%)	$2.7M	0.0%	+13.56%	0

SEPISCM TRUST

1M3M6M1Y3Y5Y

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer