Who owns SCM TRUST?
- Ticker: SEPI
- CUSIP Number: 78410k667
Tip: Access positions for across all investors
Analyze quarterly positions in Scm Trust with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Scm Trust stock
Who bought or sold SCM TRUST this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| CCM Partners | 2.0M | $55M | 4% | Jun 2026 |
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| Raymond James Financial | 595k | $17M | 116% | Jun 2026 |
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| LPL Financial | 475k | $13M | 72% | Jun 2026 |
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| Good Steward Wealth Advisors | 414k | $12M | 1% | Jun 2026 |
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| Joseph Group Capital Management | 290k | $8.1M | 100% | Jun 2026 |
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| Focused Alpha | 255k | $7.1M | -3% | Jun 2026 |
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| Steward Partners Investment Advisory | 212k | $5.9M | 12% | Jun 2026 |
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| Hilton Head Capital Partners | 203k | $5.6M | 440% | Jun 2026 |
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| Investment Planning Advisors | 92k | $2.6M | 3% | Jun 2026 |
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| Royal Bank of Canada | 90k | $2.5M | 59% | Jun 2026 |
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| Carson Advisory | 58k | $1.6M | 78% | Jun 2026 |
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| IHT Wealth Management | 46k | $1.3M | 100% | Jun 2026 |
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| IFG Advisory | 28k | $774k | 100% | Jun 2026 |
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| Western Wealth Management | 20k | $558k | 26% | Jun 2026 |
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| Private Advisor | 18k | $509k | 65% | Jun 2026 |
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| Global Retirement Partners | 8.0k | $223k | 100% | Jun 2026 |
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| Citadel Advisors | 8.0k | $222k | 100% | Jun 2026 |
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| Pittenger & Anderson | 1.6k | $44k | 0% | Jun 2026 |
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| Jones Financial Companies, L.L | 423.00 | $12k | 100% | Jun 2026 |
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| Harbour Investments | 81.00 | $2.3k | 100% | Jun 2026 |
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| DHJJ Financial Advisors | 16.00 | $446.000000 | 0% | Jun 2026 |
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Who sold out of Scm Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Jane Street | Mar 2026 | 107k | $2.7M |
| Golden State Equity Partners | Mar 2026 | 18k | $437k |