SHELTON EQTY PREMIUM INC ETF (SEPI) Institutional Ownership Changes & 13F Activity
SHELTON EQTY PREMIUM INC ETF (SEPI). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Raymond James Financial Inc, Joseph Group Capital Management, Lpl Financial Llc, Hilton Head Capital Partners, Llc, and Jane Street Group, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Citadel Advisors Llc | Buy | +7,980 | — | 7,980 | $222.24K | Q2 2026 | Sep 02, 2026 |
| Raymond James Financial Inc | Buy | +319,639 | +116.1% | 594,985 | $16.57M | Q2 2026 | Aug 14, 2026 |
| Shelton Capital Management | Buy | +73,225 | +3.9% | 1,972,250 | $54.93M | Q2 2026 | Aug 14, 2026 |
| Iht Wealth Management, Llc | Buy | +46,254 | — | 46,254 | $1.29M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +33,205 | +58.8% | 89,645 | $2.50M | Q2 2026 | Aug 14, 2026 |
| Ifg Advisory, Llc | Buy | +27,773 | — | 27,773 | $773.47K | Q2 2026 | Aug 14, 2026 |
| Western Wealth Management, Llc | Buy | +4,078 | +25.6% | 20,035 | $557.98K | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Buy | +423 | — | 423 | $11.70K | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, Llc | Buy | +22,322 | +11.8% | 212,045 | $5.91M | Q2 2026 | Aug 13, 2026 |
| Harbour Investments, Inc. | Buy | +81 | — | 81 | $2.27K | Q2 2026 | Aug 12, 2026 |
| Carson Advisory Inc. | Buy | +25,336 | +78.0% | 57,836 | $1.61M | Q2 2026 | Aug 11, 2026 |
| Lpl Financial Llc | Buy | +198,725 | +71.9% | 474,947 | $13.23M | Q2 2026 | Aug 07, 2026 |
| Focused Alpha, Llc | Sell | -7,854 | -3.0% | 254,510 | $7.09M | Q2 2026 | Aug 07, 2026 |
| Joseph Group Capital Management | Buy | +289,766 | — | 289,766 | $8.07M | Q2 2026 | Aug 06, 2026 |
| Good Steward Wealth Advisors,Llc | Buy | +3,536 | +0.9% | 413,875 | $11.53M | Q2 2026 | Aug 03, 2026 |
| Hilton Head Capital Partners, Llc | Buy | +165,181 | +440.5% | 202,683 | $5.64M | Q2 2026 | Jul 27, 2026 |
| Private Advisor Group, Llc | Buy | +7,227 | +65.4% | 18,281 | $509.13K | Q2 2026 | Jul 27, 2026 |
| Investment Planning Advisors, Inc. | Buy | +2,716 | +3.0% | 92,064 | $2.56M | Q2 2026 | Jul 23, 2026 |
| Jane Street Group, Llc | Sell | -107,211 | -100.0% | 0 | $0.00 | Q2 2026 | May 12, 2026 |
| Pittenger & Anderson Inc | Sell | -1,575 | -100.0% | 0 | $0.00 | Q2 2026 | May 01, 2026 |
| Ascentis Independent Advisors | Sell | -17,457 | -100.0% | 0 | $0.00 | Q2 2026 | Apr 28, 2026 |
Frequently asked questions about SEPI activity
Which institutional owners are buying SEPI?
Institutional owners buying SEPI include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in SEPI activity?
"Buy" means an investor increased their reported position in SEPI compared to the prior reporting period. This reflects growing exposure to SHELTON EQTY PREMIUM INC ETF (SEPI) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in SEPI increasing?
Institutional interest in SEPI can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.