Who Owns Shelton Equity Premium Income ETF (SEPI)?Hedge Fund & Institutional Holders
Institutional Holders
7
as of Q4 2025
Total Institutional Value
$3.800000010795e+29T
% of Float Held
—
QoQ Change in Holders
+6 / -1
Price History
SEPI — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| SHELTON CAPITAL MANAGEMENT | Increased | +1.1M | +$29.0B |
| Good Steward Wealth Advisors,LLC | New Position | +410K | +$10.8B |
| Investment Planning Advisors, Inc. | New Position | +72K | +$1.9B |
| Golden State Equity Partners | New Position | +11K | +$277.0M |
| PITTENGER & ANDERSON INC | New Position | +2K | +$41.0M |
| FOCUSED ALPHA, LLC | New Position | +138K | +$3.0M |
| DHJJ Financial Advisors, Ltd. | New Position | +16 | +$0 |
SEPI — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | Closed Position | -316 | -$8K |
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SHELTON CAPITAL MANAGEMENT | 1,452,500 | $38.0B | 0.75% | Share |
| 2 | Good Steward Wealth Advisors,LLC | 410,337 | $10.8B | 7.12% | Share |
| 3 | Investment Planning Advisors, Inc. | 71,908 | $1.9B | 0.55% | Share |
| 4 | Golden State Equity Partners | 10,550 | $277.0M | 0.04% | Share |
| 5 | PITTENGER & ANDERSON INC | 1,575 | $41.0M | 0.00% | Share |
| 6 | FOCUSED ALPHA, LLC | 137,735 | $3.0M | 0.88% | Share |
| 7 | DHJJ Financial Advisors, Ltd. | 16 | $0 | 0.00% | Share |
SEPI Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 7 | $51.0B | +5 |
| Q3 2025 | 2 | $9.0B | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 7 institutional investors hold SEPI (Shelton Equity Premium Income ETF). The largest holder is SHELTON CAPITAL MANAGEMENT with $38.0B in shares. This quarter, 6 institutions opened new positions and 1 closed their positions.
Frequently Asked Questions
How many hedge funds own SEPI?
As of Q4 2025, 7 institutional investors report holding SEPI (Shelton Equity Premium Income ETF) in their 13F filings.
Who is the largest institutional holder of SEPI?
The largest institutional holder of SEPI is SHELTON CAPITAL MANAGEMENT with $38.0B in shares.
Is institutional ownership of SEPI increasing or decreasing?
This quarter, 6 institutions opened new positions in SEPI and 1 closed their positions.