Who owns SCIO
Which tracked institutional funds hold SCIO, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SCIO company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on SCIO is one-sided between 2025-Q4 and 2026-Q1: 37 added or opened and 6 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
SCIO’s largest tracked holder by dollar value, STRATEGIC PLANNING GROUP, LLC, sizes it at 6.9% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 6.9pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in SCIO divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 81 tracked filers holding SCIO, 72 increased or opened the position and 10 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in SCIO between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 16
- MORGAN STANLEY$26M
- First Heartland Consultants, Inc.$11M
- ROYAL BANK OF CANADA$8M
- Beaumont Financial Advisors, LLC$7M
- Uniting Wealth Partners, LLC$6M
- Brendel Financial Advisors LLC$5M
Full exits 3
- INDEPENDENT FINANCIAL GROUP, LLC$689K
- BridgePort Financial Solutions, LLC$681K
- CITADEL ADVISORS LLC$550K
Largest adds
- STRATEGIC PLANNING GROUP, LLC$33M
- LPL Financial LLC$19M
- Kestra Advisory Services, LLC$11M
- Capital Investment Counsel, LLC$7M
- COMMONWEALTH EQUITY SERVICES, LLC$6M
- FIRST TRUST ADVISORS LP$4M
Largest trims
- Philip James Wealth Mangement, LLC$1M
- CreativeOne Wealth, LLC$727K
- Atria Investments, Inc$336K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| STRATEGIC PLANNING GROUP, LLC added | 2,388,645 | $49M | 18.5% | 2026-Q1 |
| MORGAN STANLEY new | 1,242,690 | $26M | 9.6% | 2026-Q1 |
| LPL Financial LLC added | 925,258 | $19M | 7.2% | 2026-Q1 |
| Ferguson Shapiro LLC added | 837,868 | $17M | 6.5% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 568,187 | $12M | 4.4% | 2026-Q1 |
| First Heartland Consultants, Inc. new | 513,852 | $11M | 4.0% | 2026-Q1 |
| LEGACY CAPITAL WEALTH MANAGEMENT, LLC added | 461,107 | $10M | 3.6% | 2026-Q1 |
| Capital Investment Counsel, LLC added | 455,240 | $9M | 3.5% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 387,884 | $8M | 3.0% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 365,073 | $8M | 2.8% | 2026-Q1 |
| Beaumont Financial Advisors, LLC new | 350,934 | $7M | 2.7% | 2026-Q1 |
| Delta Investment Management, LLC added | 295,785 | $6M | 2.3% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 273,777 | $6M | 2.1% | 2026-Q1 |
| Uniting Wealth Partners, LLC new | 271,911 | $6M | 2.1% | 2026-Q1 |
| Brendel Financial Advisors LLC new | 261,809 | $5M | 2.0% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 251,837 | $5M | 2.0% | 2026-Q1 |
| Snowden Capital Advisors LLC added | 213,296 | $4M | 1.7% | 2026-Q1 |
| Foundations Investment Advisors, LLC added | 201,600 | $4M | 1.6% | 2026-Q1 |
| CRUX WEALTH ADVISORS added | 139,231 | $3M | 1.1% | 2026-Q1 |
| DAYMARK WEALTH PARTNERS, LLC trimmed | 126,258 | $3M | 1.0% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC new | 125,721 | $3M | 1.0% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 117,583 | $2M | 0.9% | 2026-Q1 |
| Avior Wealth Management, LLC new | 98,315 | $2M | 0.8% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 97,931 | $2M | 0.8% | 2026-Q1 |
| Philip James Wealth Mangement, LLC trimmed | 97,046 | $2M | 0.8% | 2026-Q1 |
| Cetera Investment Advisers added | 94,472 | $2M | 0.7% | 2026-Q1 |
| Meridian Wealth Management, LLC added | 91,070 | $2M | 0.7% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 89,236 | $2M | 0.7% | 2026-Q1 |
| Arkadios Wealth Advisors added | 82,263 | $2M | 0.6% | 2026-Q1 |
| Dynamic Advisor Solutions LLC added | 79,468 | $2M | 0.6% | 2026-Q1 |
| Independent Wealth Network Inc. new | 75,614 | $2M | 0.6% | 2026-Q1 |
| CHANNEL WEALTH LLC new | 71,338 | $1M | 0.6% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 70,634 | $1M | 0.5% | 2026-Q1 |
| Wagner Wealth Management, LLC added | 67,366 | $1M | 0.5% | 2026-Q1 |
| Prosperity Financial Group, Inc. added | 67,155 | $1M | 0.5% | 2026-Q1 |
| RFG Advisory, LLC added | 66,012 | $1M | 0.5% | 2026-Q1 |
| HighTower Advisors, LLC added | 59,539 | $1M | 0.5% | 2026-Q1 |
| Maia Wealth LLC new | 56,314 | $1M | 0.4% | 2026-Q1 |
| WINEBRENNER CAPITAL MANAGEMENT LLC trimmed | 54,404 | $1M | 0.4% | 2026-Q1 |
| Brookstone Capital Management added | 52,238 | $1M | 0.4% | 2026-Q1 |
| Sigma Planning Corp new | 41,845 | $864K | 0.3% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP new | 41,667 | $860K | 0.3% | 2026-Q1 |
| Triton Wealth Management, PLLC added | 39,720 | $819K | 0.3% | 2026-Q1 |
| Maridea Wealth Management LLC added | 37,106 | $766K | 0.3% | 2026-Q1 |
| WEDBUSH SECURITIES INC added | 36,200 | $747K | 0.3% | 2026-Q1 |
| Gladstone Institutional Advisory LLC new | 32,679 | $674K | 0.3% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 31,374 | $648K | 0.2% | 2026-Q1 |
| FLOW TRADERS U.S. LLC trimmed | 29,363 | $606K | 0.2% | 2026-Q1 |
| Independent Advisor Alliance new | 27,208 | $562K | 0.2% | 2026-Q1 |
| Janney Montgomery Scott LLC new | 22,255 | $459K | 0.2% | 2026-Q1 |
| Atria Investments, Inc trimmed | 22,060 | $455K | 0.2% | 2026-Q1 |
| MGO ONE SEVEN LLC added | 16,024 | $331K | 0.1% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 15,336 | $317K | 0.1% | 2026-Q1 |
| BAM Wealth Management, LLC new | 15,252 | $315K | 0.1% | 2026-Q1 |
| PARK AVENUE SECURITIES LLC new | 14,248 | $294K | 0.1% | 2026-Q1 |
| Centerpoint Advisory Group new | 13,886 | $287K | 0.1% | 2026-Q1 |
| OneAscent Wealth Management LLC new | 13,669 | $282K | 0.1% | 2026-Q1 |
| Perigon Wealth Management, LLC new | 13,415 | $277K | 0.1% | 2026-Q1 |
| Prospera Financial Services Inc trimmed | 12,835 | $265K | 0.1% | 2026-Q1 |
| Mariner, LLC new | 12,449 | $257K | 0.1% | 2026-Q1 |
| Embree Financial Group added | 11,615 | $240K | 0.1% | 2026-Q1 |
| CreativeOne Wealth, LLC trimmed | 9,982 | $206K | 0.1% | 2026-Q1 |
| Medallion Wealth Advisors, LLC added | 9,850 | $203K | 0.1% | 2026-Q1 |
| Larson Financial Group LLC added | 6,050 | $125K | 0.0% | 2026-Q1 |
| Arax Advisory Partners new | 2,965 | $61K | 0.0% | 2026-Q1 |
| N.E.W. Advisory Services LLC trimmed | 2,408 | $50K | 0.0% | 2026-Q1 |
| Legacy Wealth Managment, LLC/ID | 1,906 | $39K | 0.0% | 2026-Q1 |
| Torren Management, LLC new | 1,887 | $39K | 0.0% | 2026-Q1 |
| IFP Advisors, Inc added | 1,747 | $36K | 0.0% | 2026-Q1 |
| PRIVATE TRUST CO NA new | 1,635 | $34K | 0.0% | 2026-Q1 |
| AMERIFLEX GROUP, INC. added | 1,531 | $32K | 0.0% | 2026-Q1 |
| Raleigh Capital Management Inc. new | 1,434 | $30K | 0.0% | 2026-Q1 |
| NewEdge Advisors, LLC new | 25,589 | $26K | 0.0% | 2026-Q1 |
| UBS Group AG added | 1,112 | $23K | 0.0% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO new | 1,048 | $22K | 0.0% | 2026-Q1 |
| Triumph Capital Management | 500 | $10K | 0.0% | 2026-Q1 |
| FIFTH THIRD BANCORP new | 458 | $9K | 0.0% | 2026-Q1 |
| Western Wealth Management, LLC new | 400 | $8K | 0.0% | 2026-Q1 |
| AE Wealth Management LLC new | 29 | $599 | 0.0% | 2026-Q1 |
| Capital Investment Advisory Services, LLC new | 18 | $372 | 0.0% | 2026-Q1 |
| Smartleaf Asset Management LLC new | 9 | $185 | 0.0% | 2026-Q1 |
| JPMORGAN CHASE & CO | 93,700 | $2M | 0.7% | 2025-Q1 stale |
| INDEPENDENT FINANCIAL GROUP, LLC new | 33,136 | $689K | 0.3% | 2025-Q4 stale |
| BridgePort Financial Solutions, LLC trimmed | 32,756 | $681K | 0.3% | 2025-Q4 stale |
| BANK OF AMERICA CORP /DE/ trimmed | 30,000 | $615K | 0.2% | 2025-Q1 stale |
| CITADEL ADVISORS LLC added | 26,466 | $550K | 0.2% | 2025-Q4 stale |
| Legacy Investment Solutions, LLC new | 1,713 | $35K | 0.0% | 2025-Q2 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.