13F

Stock

Scm Trust

Ticker not mapped · held by 16 managers

Reported value

$92.3M

Holders

16

+9 new · −0 exited

Holders’ est. mark

−$2.62M

Price effect on 7 books still in the name

Largest holder

$47.6M

SHELTON CAPITAL MANAGEMENT

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
SHELTON CAPITAL MANAGEMENT1.9M$47.6M−$1.82MAdded$9.36M
Good Steward Wealth Advisors,LLC410.3K$10.3M−$515KCut−$514.9K
LPL Financial LLC276.2K$6.92MNew
RAYMOND JAMES FINANCIAL INC275.3K$6.9MNew
FOCUSED ALPHA, LLC262.4K$6.57M−$172.9KAdded$2.95M
Steward Partners Investment Advisory, LLC189.7K$4.75MNew
JANE STREET GROUP, LLC107.2K$2.69MNew
Investment Planning Advisors, Inc.89.3K$2.24M−$90.2KAdded$346.7K
ROYAL BANK OF CANADA56.4K$1.41MNew
Hilton Head Capital Partners, LLC37.5K$939.6KNew
Carson Advisory Inc.32.5K$814.3KNew
Golden State Equity Partners17.5K$437.4K−$13.2KAdded$159.8K
Western Wealth Management, LLC16K$399.8KNew
Private Advisor Group, LLC11.1K$277KNew
PITTENGER & ANDERSON INC1.57K$39.5K−$1.98KCut−$1.98K
DHJJ Financial Advisors, Ltd.16$401−$20Cut−$20

Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.