Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Scm Trust (SEPI)

16 + Investors. Track Smart Money conviction in SEPI. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +9
Streak
2Q ▲
Buyers last Q
100%

Smart Money Signals — SEPI

Based on 16 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 2Q
For 2 consecutive quarters, more hedge funds added SEPI than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
16 hedge funds hold SEPI right now — the highest count in 0.8 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🟢

More buyers than sellers — 100% buying

14 buying0 selling
Last quarter: 14 funds were net buyers (9 opened a brand new position + 5 added to an existing one). Only 0 were sellers (0 trimmed + 0 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~9 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 4 → 9. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 100% entered in last year

■ 0% conviction (2yr+) ■ 0% medium ■ 100% new
Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
🌱

Early stage — 100% of holders entered in last year

■ 0% veterans ■ 0% 1-2yr ■ 100% new
Of 16 current holders: 16 (100%) entered in the past year, only 0 (0%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
📋

Smaller funds dominant — 12% AUM from top-100

12% from top-100 AUM funds
3 of 16 holders rank in the top 100 by AUM, but together hold only 12% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
5.5
out of 10
Moderate Exit Risk
Exit risk score 5.5/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — SEPI

In 2026 Q1, 14 hedge funds were net buyers of SEPI (9 opened a new position, 5 added to an existing one), while 0 reduced or exited — a 100% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. Net fund flow last quarter: +9 funds (more new holders than closures). Total institutional holders: 16.

Hedge Fund Ownership: SEPI

How many hedge funds hold SEPI — quarterly history vs. share price
Quarterly hedge fund ownership of SEPI vs. share price

Market Analysis: SEPI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SEPI

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Scm Trust (SEPI) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much SEPI has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 82d ago
SEPI
+11.8%
SPY
+15.1%

SEPI outperformed SPY by -3.3% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 37d ago
SEPI
+1.1%
SPY
+1.3%

Since the filing became public, SEPI outperformed SPY by -0.2% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 1 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
1.6
/ 10
conviction
Hedge Fund Positioning: SEPI
16 + Investors

Track Smart Money conviction in SEPI. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 16 7 128.57%
13F Shares 4M 2M 76.63%
Total Value $92M $55M 68.21%
New Positions 9 4 +5
Increased Positions 5 2 +3
Closed Positions 0 1 -1
Reduced Positions 0 0 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SEPI

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Financial Highlights

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Institutional Holders (2026 Q1)

16 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in SEPI. Verified SEC 13F-HR filings.

QUARTER:
Top 16 SEPI holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Good Steward Wealth Advisors,LLC 6.61% 410,339 $10.3M
2 Focused Alpha, LLC 2.03% 262,364 $6.6M
3 Shelton Capital Management 1.04% 1,899,025 $47.6M
4 Investment Planning Advisors, Inc. 0.62% 89,348 $2.2M
5 Hilton Head Capital Partners, LLC 0.53% 37,502 $940K
6 Carson Advisory Inc. 0.42% 32,500 $814K
7 Ascentis Independent Advisors 0.03% 17,457 $437K
8 Steward Partners Investment Advisory, LLC 0.02% 189,723 $4.8M
9 Western Wealth Management, LLC 0.01% 15,957 $400K
10 Raymond James Financial Inc 0.00% 275,346 $6.9M
11 LPL Financial LLC 0.00% 276,222 $6.9M
12 Pittenger & Anderson Inc 0.00% 1,575 $39K
13 Private Advisor Group, LLC 0.00% 11,054 $277K
14 Jane Street Group, LLC 0.00% 107,211 $2.7M
15 Royal Bank of Canada 0.00% 56,440 $1.4M
16 DHJJ Financial Advisors, Ltd. 0.00% 16 —
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Scm Trust (SEPI)

What does the Smart Money Trend signal show for SEPI?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added SEPI than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for SEPI?

More buyers than sellers — 100% buying: Last quarter: 14 funds were net buyers (9 opened a brand new position + 5 added to an existing one). Only 0 were sellers (0 trimmed + 0 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for SEPI holders?

Smaller funds dominant — 12% AUM from top-100: 3 of 16 holders rank in the top 100 by AUM, but together hold only 12% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held SEPI?

Mostly new holders — 100% entered in last year: Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Is it too late to buy Scm Trust (SEPI) following the 2026 Q1 hedge fund 13F filings?

As of today, SEPI has moved +1.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of -0.2%. Since the quarter end (March 31, 2026), SEPI has gained +11.8% vs +15.1% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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