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-Q2 13F filings (latest filed 2026-08-14). 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 2026-Q1 and 2026-Q2: 34 added or opened and 9 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 6.5% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 6.4pp 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 2026-Q1 and 2026-Q2, across 92 tracked filers holding SCIO, 72 increased or opened the position and 24 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 2026-Q1 and 2026-Q2 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 9
- &PARTNERS$4M
- CoreCap Advisors, LLC$3M
- Triad Wealth Partners, LLC$3M
- Centennial Wealth Advisory LLC$2M
- ASSETMARK, INC$1M
- Private Advisor Group, LLC$955K
Full exits 5
- DAYMARK WEALTH PARTNERS, LLC$3M
- HighTower Advisors, LLC$1M
- WEDBUSH SECURITIES INC$747K
- FLOW TRADERS U.S. LLC$606K
- Independent Advisor Alliance$562K
Largest adds
- LPL Financial LLC$25M
- MORGAN STANLEY$20M
- STRATEGIC PLANNING GROUP, LLC$10M
- FIRST TRUST ADVISORS LP$9M
- Uniting Wealth Partners, LLC$6M
- ROYAL BANK OF CANADA$5M
Largest trims
- Arkadios Wealth Advisors$1M
- Avior Wealth Management, LLC$549K
- RFG Advisory, LLC$467K
- First Heartland Consultants, Inc.$267K
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 | 2,869,793 | $59M | 15.6% | 2026-Q2 |
| MORGAN STANLEY added | 2,222,742 | $46M | 12.0% | 2026-Q2 |
| LPL Financial LLC added | 2,143,132 | $44M | 11.6% | 2026-Q2 |
| Ferguson Shapiro LLC added | 972,151 | $20M | 5.3% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 668,221 | $14M | 3.6% | 2026-Q2 |
| Capital Investment Counsel, LLC added | 657,747 | $14M | 3.6% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 641,554 | $13M | 3.5% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 575,530 | $12M | 3.1% | 2026-Q2 |
| Uniting Wealth Partners, LLC added | 538,617 | $11M | 2.9% | 2026-Q2 |
| LEGACY CAPITAL WEALTH MANAGEMENT, LLC added | 530,567 | $11M | 2.9% | 2026-Q2 |
| First Heartland Consultants, Inc. trimmed | 500,173 | $10M | 2.7% | 2026-Q2 |
| Beaumont Financial Advisors, LLC added | 427,102 | $9M | 2.3% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 421,970 | $9M | 2.3% | 2026-Q2 |
| Delta Investment Management, LLC added | 329,490 | $7M | 1.8% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 293,563 | $6M | 1.6% | 2026-Q2 |
| CHANNEL WEALTH LLC added | 286,993 | $6M | 1.6% | 2026-Q2 |
| Brendel Financial Advisors LLC added | 262,638 | $5M | 1.4% | 2026-Q2 |
| Snowden Capital Advisors LLC added | 228,957 | $5M | 1.2% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 219,175 | $5M | 1.2% | 2026-Q2 |
| Foundations Investment Advisors, LLC added | 204,157 | $4M | 1.1% | 2026-Q2 |
| &PARTNERS new | 197,804 | $4M | 1.1% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 154,460 | $3M | 0.8% | 2026-Q2 |
| CoreCap Advisors, LLC new | 146,884 | $3M | 0.8% | 2026-Q2 |
| CRUX WEALTH ADVISORS added | 140,303 | $3M | 0.8% | 2026-Q2 |
| Triad Wealth Partners, LLC new | 130,301 | $3M | 0.7% | 2026-Q2 |
| Dynamic Advisor Solutions LLC added | 124,433 | $3M | 0.7% | 2026-Q2 |
| Prosperity Financial Group, Inc. added | 123,997 | $3M | 0.7% | 2026-Q2 |
| Meridian Wealth Management, LLC added | 119,669 | $2M | 0.6% | 2026-Q2 |
| Centennial Wealth Advisory LLC new | 118,426 | $2M | 0.6% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 118,304 | $2M | 0.6% | 2026-Q2 |
| Cetera Investment Advisers added | 117,552 | $2M | 0.6% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 94,142 | $2M | 0.5% | 2026-Q2 |
| NewEdge Advisors, LLC added | 92,342 | $2M | 0.5% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 91,676 | $2M | 0.5% | 2026-Q2 |
| Philip James Wealth Mangement, LLC trimmed | 90,246 | $2M | 0.5% | 2026-Q2 |
| Independent Wealth Network Inc. added | 81,964 | $2M | 0.4% | 2026-Q2 |
| Avior Wealth Management, LLC trimmed | 71,617 | $1M | 0.4% | 2026-Q2 |
| Maia Wealth LLC added | 69,806 | $1M | 0.4% | 2026-Q2 |
| Wagner Wealth Management, LLC added | 68,684 | $1M | 0.4% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 66,932 | $1M | 0.4% | 2026-Q2 |
| ASSETMARK, INC new | 64,864 | $1M | 0.4% | 2026-Q2 |
| Brookstone Capital Management added | 53,753 | $1M | 0.3% | 2026-Q2 |
| WINEBRENNER CAPITAL MANAGEMENT LLC trimmed | 49,176 | $1M | 0.3% | 2026-Q2 |
| Private Advisor Group, LLC new | 46,218 | $955K | 0.3% | 2026-Q2 |
| Envestnet Portfolio Solutions, Inc. new | 45,540 | $941K | 0.2% | 2026-Q2 |
| Triton Wealth Management, PLLC added | 44,910 | $926K | 0.2% | 2026-Q2 |
| RFG Advisory, LLC trimmed | 43,317 | $895K | 0.2% | 2026-Q2 |
| Sigma Planning Corp trimmed | 39,814 | $823K | 0.2% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 39,254 | $811K | 0.2% | 2026-Q2 |
| Maridea Wealth Management LLC added | 38,448 | $795K | 0.2% | 2026-Q2 |
| Gladstone Institutional Advisory LLC added | 36,268 | $750K | 0.2% | 2026-Q2 |
| Atria Investments, Inc added | 27,333 | $565K | 0.1% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC new | 26,606 | $550K | 0.1% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 24,600 | $508K | 0.1% | 2026-Q2 |
| BAM Wealth Management, LLC added | 21,709 | $449K | 0.1% | 2026-Q2 |
| StoneX Group Inc. new | 21,202 | $438K | 0.1% | 2026-Q2 |
| Coppell Advisory Solutions LLC new | 1,302 | $427K | 0.1% | 2026-Q2 |
| Centerpoint Advisory Group added | 19,724 | $408K | 0.1% | 2026-Q2 |
| Providence First Trust Co new | 17,516 | $362K | 0.1% | 2026-Q2 |
| NI ACQUISITIONS COMPANY, LLC new | 1,366 | $336K | 0.1% | 2026-Q2 |
| MGO ONE SEVEN LLC added | 16,050 | $332K | 0.1% | 2026-Q2 |
| Arkadios Wealth Advisors trimmed | 15,590 | $322K | 0.1% | 2026-Q2 |
| EdgeRock Capital LLC new | 13,977 | $289K | 0.1% | 2026-Q2 |
| Accurate Wealth Management, LLC new | 14,028 | $289K | 0.1% | 2026-Q2 |
| Perigon Wealth Management, LLC trimmed | 13,372 | $276K | 0.1% | 2026-Q2 |
| Prospera Financial Services Inc added | 12,973 | $268K | 0.1% | 2026-Q2 |
| DAVENPORT & Co LLC new | 11,849 | $245K | 0.1% | 2026-Q2 |
| OneAscent Wealth Management LLC trimmed | 11,805 | $244K | 0.1% | 2026-Q2 |
| Embree Financial Group added | 11,663 | $241K | 0.1% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC trimmed | 10,098 | $209K | 0.1% | 2026-Q2 |
| UBS Group AG added | 9,969 | $206K | 0.1% | 2026-Q2 |
| Medallion Wealth Advisors, LLC | 9,850 | $204K | 0.1% | 2026-Q2 |
| Larson Financial Group LLC | 6,050 | $125K | 0.0% | 2026-Q2 |
| Noble Wealth Management PBC new | 4,750 | $98K | 0.0% | 2026-Q2 |
| Arax Advisory Partners added | 3,206 | $66K | 0.0% | 2026-Q2 |
| N.E.W. Advisory Services LLC | 2,408 | $50K | 0.0% | 2026-Q2 |
| Torren Management, LLC added | 1,913 | $40K | 0.0% | 2026-Q2 |
| PRIVATE TRUST CO NA | 1,635 | $34K | 0.0% | 2026-Q2 |
| IFP Advisors, Inc trimmed | 1,594 | $33K | 0.0% | 2026-Q2 |
| AMERIFLEX GROUP, INC. trimmed | 1,522 | $31K | 0.0% | 2026-Q2 |
| Raleigh Capital Management Inc. added | 1,454 | $30K | 0.0% | 2026-Q2 |
| Global Retirement Partners, LLC new | 1,182 | $24K | 0.0% | 2026-Q2 |
| LFA - Lugano Financial Advisors SA new | 1,034 | $21K | 0.0% | 2026-Q2 |
| FIFTH THIRD BANCORP added | 980 | $20K | 0.0% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP new | 551 | $11K | 0.0% | 2026-Q2 |
| Triumph Capital Management | 500 | $10K | 0.0% | 2026-Q2 |
| AE Wealth Management LLC added | 246 | $5K | 0.0% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 68 | $1K | 0.0% | 2026-Q2 |
| Silver Grove Financial Group, Inc. new | 35 | $723 | 0.0% | 2026-Q2 |
| Capital Investment Advisory Services, LLC added | 22 | $455 | 0.0% | 2026-Q2 |
| Smartleaf Asset Management LLC | 9 | $186 | 0.0% | 2026-Q2 |
| Rockefeller Capital Management L.P. new | 1 | $28 | 0.0% | 2026-Q2 |
| DAYMARK WEALTH PARTNERS, LLC trimmed | 126,258 | $3M | 0.7% | 2026-Q1 stale (1 quarter behind) |
| HighTower Advisors, LLC added | 59,539 | $1M | 0.3% | 2026-Q1 stale (1 quarter behind) |
| WEDBUSH SECURITIES INC added | 36,200 | $747K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| FLOW TRADERS U.S. LLC trimmed | 29,363 | $606K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Independent Advisor Alliance new | 27,208 | $562K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Janney Montgomery Scott LLC new | 22,255 | $459K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| BridgePort Financial Solutions, LLC trimmed | 32,756 | $681K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| CITADEL ADVISORS LLC added | 26,466 | $550K | 0.1% | 2025-Q4 stale (2 quarters behind) |
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.