SCM TRUST SHELTON EQT PRE is a security (CUSIP 78410K667) tracked across SEC portfolio filings. 17 institutional managers reported $106.6M on Form 13F as of 2026-06-30.
Showing 15 of 17 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| SHELTON CAPITAL MANAGEMENT | Denver, CO | $47.6M | 1,899,025 |
| Good Steward Wealth Advisors,LLC | CLARKSVILLE, TN | $11.5M | 413,875 |
| Joseph Group Capital Management | COLUMBUS, OH | $8.1M | 289,766 |
| LPL Financial LLC | FORT MILL, SC | $6.9M | 276,222 |
| RAYMOND JAMES FINANCIAL INC | ST. PETERSBURG, FL | $6.9M | 275,346 |
| FOCUSED ALPHA, LLC | DENVER, CO | $6.6M | 262,364 |
| Hilton Head Capital Partners, LLC | HILTON HEAD ISLAND, SC | $5.6M | 202,683 |
| Steward Partners Investment Advisory, LLC | NEW YORK, NY | $4.8M | 189,723 |
| JANE STREET GROUP, LLC | NEW YORK, NY | $2.7M | 107,211 |
| Investment Planning Advisors, Inc. | CUMMING, GA | $2.6M | 92,064 |
| Royal Bank of Canada | TORONTO, A6 | $1.4M | 56,440 |
| Carson Advisory Inc. | ATHENS, GA | $814K | 32,500 |
| Private Advisor Group, LLC | MORRISTOWN, NJ | $509K | 18,281 |
| Western Wealth Management, LLC | GOLDEN, CO | $400K | 15,957 |
| Global Retirement Partners, LLC | San Rafael, CA | $223K | 8,000 |