Scm Trust (SEPI) Hedge Fund Ownership (Q2 2026)

Scm Trust (SEPI)

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

Smart Money Signals — SEPI

Based on 21 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 3Q

For 3 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

21 hedge funds hold SEPI right now — the highest count in 1.0 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 — 86% buying

18 buying3 selling

Last quarter: 18 funds were net buyers (7 opened a brand new position + 11 added to an existing one). Only 3 were sellers (1 trimmed + 2 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~7 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 4 → 9 → 7. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔄

Mostly new holders — 86% entered in last year

■ 0% conviction (2yr+) ■ 14% medium ■ 86% 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.

➡️

Steady discovery — ~7 new funds/quarter

4 → 9 → 7 new funds/Q

New funds entering each quarter: 4 → 9 → 7. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🌱

Early stage — 100% of holders entered in last year

■ 0% veterans ■ 0% 1-2yr ■ 100% new

Of 21 current holders: 21 (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

4 of 21 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.

7.1

out of 10

High Exit Risk

Exit risk score 7.1/10 — multiple crowding signals converge. Institutional ownership is at 100% of its all-time high — near peak crowding. Crowded trades can unwind fast — a single catalyst can trigger a cascade.

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.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	21	16	31.25%
13F Shares	5M	4M	29.95%
Total Value	$133M	$92M	44.45%
New Positions	7	9	-2
Increased Positions	11	5	+6
Closed Positions	2	0	+2
Reduced Positions	1	0	+1
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

31.25%

13F Shares

29.95%

Total Value

$133M

$92M

44.45%

New Positions

-2

Increased Positions

Closed Positions

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

21 + 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:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 21 SEPI holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Good Steward Wealth Advisors,LLC	6.96%	413,875	$11.5M
2	Hilton Head Capital Partners, LLC	2.84%	202,683	$5.6M
3	Focused Alpha, LLC	1.82%	254,510	$7.1M
4	Joseph Group Capital Management	1.70%	289,766	$8.1M
5	Shelton Capital Management	1.02%	1,972,250	$54.9M
6	Carson Advisory Inc.	0.74%	57,836	$1.6M
7	Investment Planning Advisors, Inc.	0.59%	92,064	$2.6M
8	Steward Partners Investment Advisory, LLC	0.03%	212,045	$5.9M
9	IHT Wealth Management, LLC	0.03%	46,254	$1.3M
10	IFG Advisory, LLC	0.03%	27,773	$773K
11	Western Wealth Management, LLC	0.02%	20,035	$558K
12	Raymond James Financial Inc	0.00%	594,985	$16.6M
13	Global Retirement Partners, LLC	0.00%	8,000	$223K
14	LPL Financial LLC	0.00%	474,947	$13.2M
15	Private Advisor Group, LLC	0.00%	18,281	$509K
16	Pittenger & Anderson Inc	0.00%	1,575	$44K
17	Royal Bank of Canada	0.00%	89,645	$2.5M
18	DHJJ Financial Advisors, Ltd.	0.00%	16	—
19	Harbour Investments, INC.	0.00%	81	$2K
20	Citadel Advisors LLC	0.00%	7,980	$222K
21	Jones Financial Companies Lllp	0.00%	423	$12K

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 — 3 quarters in a row: For 3 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 — 86% buying: Last quarter: 18 funds were net buyers (7 opened a brand new position + 11 added to an existing one). Only 3 were sellers (1 trimmed + 2 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: 4 of 21 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 — 86% 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.

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.

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Scm Trust (SEPI)

Smart Money Signals — SEPI

Buying streak — 3 quarters in a row

At the ownership peak (100% of max)

More buyers than sellers — 86% buying

Steady new buyers — ~7 new funds per quarter

Mostly new holders — 86% entered in last year

Steady discovery — ~7 new funds/quarter

Early stage — 100% of holders entered in last year

Smaller funds dominant — 12% AUM from top-100

Institutional Sentiment Summary — SEPI

Hedge Fund Ownership: SEPI

Market Analysis: SEPI

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: SEPI

Hedge Fund Positioning: SEPI

Statistics: SEPI

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Scm Trust (SEPI)

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