SHELTON EQTY PREMIUM INC ETF (SEPI) Institutional Ownership and Insiders Activity
SHELTON EQTY PREMIUM INC ETF (SEPI) is widely held by institutional investors, with 20 firms reporting positions valued at approximately $133.04M based on SEC Form 13F filings for the quarter ended June 30, 2026.
Shelton Capital Management is the largest disclosed holder, reporting approximately $54.93M in SEPI holdings in its latest filing.
Institutional Holders
20
Total Reported Value
$133.04M
Largest Holder
Shelton Capital Management
Largest Position
$54.93M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
6
Funds Exiting Positions
3
Top Institutional Owners
View allInvestorReported Balance
- Shelton Capital Management$54.93M
- Raymond James Financial Inc$16.57M
- Lpl Financial Llc$13.23M
- Good Steward Wealth Advisors,Llc$11.53M
- Joseph Group Capital Management$8.07M