Who owns SEPI?
Shelton Equity Premium Income ETF
21 institutions reported holding SEPI, worth $133.3M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of SEPI
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Shelton Capital Management | Denver, CO | $54.9M | 1,972,250 | +73,225 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $16.6M | 594,985 | +319,639 shares |
| LPL Financial LLC | Fort Mill, SC | $13.2M | 474,947 | +198,725 shares |
| Good Steward Wealth Advisors,LLC | Clarksville, TN | $11.5M | 413,875 | +3,536 shares |
| Joseph Group Capital Management | Columbus, OH | $8.1M | 289,766 | New position |
| Focused Alpha, LLC | Denver, CO | $7.1M | 254,510 | −7,854 shares |
| Steward Partners Investment Advisory, LLC | Stamford, CT | $5.9M | 212,045 | +22,322 shares |
| Hilton Head Capital Partners, LLC | Hilton Head Island, SC | $5.6M | 202,683 | +165,181 shares |
| Investment Planning Advisors, Inc. | Cumming, GA | $2.6M | 92,064 | +2,716 shares |
| Royal Bank of Canada | Toronto, Ontario, Canada | $2.5M | 89,645 | +33,205 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns SEPI?
21 institutional managers reported holding SEPI in Form 13F filings for June 30, 2026, worth $133.3M in total. The largest reported position was held by Shelton Capital Management, at $54.9M.
Did institutions buy or sell SEPI last quarter?
Reported 13F value rose 44.5% from March 31, 2026, which includes price moves as well as buying and selling. 7 firms reported a new position and 2 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is SEPI ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.