# SCM TRUST SHELTON EQT PRE

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.

## Summary

- Issuer: SCM TRUST
- Class: SHELTON EQT PRE
- CUSIP: 78410K667
- 13F holders: 17
- 13F value: $106.6M
- 13F period: 2026-06-30
- N-PORT fund positions: 0

## Top institutional holders (Form 13F)

_Showing 15 of 17 managers by value._

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| [SHELTON CAPITAL MANAGEMENT](https://search.stillhousedata.com/firm/104720) | Denver, CO | $47.6M | 1,899,025 |
| [Good Steward Wealth Advisors,LLC](https://search.stillhousedata.com/firm/333092) | CLARKSVILLE, TN | $11.5M | 413,875 |
| Joseph Group Capital Management | COLUMBUS, OH | $8.1M | 289,766 |
| [LPL Financial LLC](https://search.stillhousedata.com/firm/6413) | FORT MILL, SC | $6.9M | 276,222 |
| RAYMOND JAMES FINANCIAL INC | ST. PETERSBURG, FL | $6.9M | 275,346 |
| [FOCUSED ALPHA, LLC](https://search.stillhousedata.com/firm/310591) | DENVER, CO | $6.6M | 262,364 |
| [Hilton Head Capital Partners, LLC](https://search.stillhousedata.com/firm/299375) | HILTON HEAD ISLAND, SC | $5.6M | 202,683 |
| [Steward Partners Investment Advisory, LLC](https://search.stillhousedata.com/firm/283004) | 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.](https://search.stillhousedata.com/firm/117410) | ATHENS, GA | $814K | 32,500 |
| [Private Advisor Group, LLC](https://search.stillhousedata.com/firm/155216) | MORRISTOWN, NJ | $509K | 18,281 |
| [Western Wealth Management, LLC](https://search.stillhousedata.com/firm/283545) | GOLDEN, CO | $400K | 15,957 |
| Global Retirement Partners, LLC | San Rafael, CA | $223K | 8,000 |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/78410K667.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.