This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/SCIO/capital-change-brief"
Use Arkolith's capital_change_brief for SCIO. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | STRATEGIC PLANNING GROUP, LLC | $59.3M | 2.9M | ▲+20% Added · +481K sh | Q2 2026 | |
| 2 | MORGAN STANLEY | $25.6M | 1.2M | ▲1M× Added · +1.2M sh | Q1 2026 | |
| 3 | LPL Financial LLC | $19.1M | 925K | ▲38× Added · +901K sh | Q1 2026 | |
| 4 | Capital Investment Counsel, LLC | $13.6M | 658K | ▲+44% Added · +203K sh | Q2 2026 | |
| 5 | Kestra Advisory Services, LLC | $11.7M | 568K | ▲24× Added · +545K sh | Q1 2026 | |
| 6 | First Heartland Consultants, Inc. | $10.3M | 500K | ▼−2.7% Reduced · −14K sh | Q2 2026 | |
| 7 | ROYAL BANK OF CANADA | $8.0M | 388K | ▲New +388K sh | Q1 2026 | |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | $7.5M | 365K | ▲+581% Added · +311K sh | Q1 2026 | |
| 9 | HARBOUR INVESTMENTS, INC. | $5.7M | 274K | ▲+269% Added · +200K sh | Q1 2026 | |
| 10 | FIRST TRUST ADVISORS LP | $5.2M | 252K | ▲+497% Added · +210K sh | Q1 2026 | |
| 11 | Snowden Capital Advisors LLC | $4.4M | 213K | ▲+8.0% Added · +16K sh | Q1 2026 | |
| 12 | FOUNDATIONS INVESTMENT ADVISORS, LLC | $4.2M | 202K | ▲+1.0% Added · +2K sh | Q1 2026 | |
| 13 | DAYMARK WEALTH PARTNERS, LLC | $2.6M | 126K | ▼−0.6% Reduced · −703 sh | Q1 2026 | |
| 14 | ENVESTNET ASSET MANAGEMENT INC | $2.6M | 126K | ▲New +126K sh | Q1 2026 | |
| 15 | Dynamic Advisor Solutions LLC | $2.6M | 124K | ▲+57% Added · +45K sh | Q2 2026 | |
| 16 | Centennial Wealth Advisory LLC | $2.4M | 118K | ▲New +118K sh | Q2 2026 | |
| 17 | Sanctuary Advisors, LLC | $2.4M | 118K | ▲+34% Added · +30K sh | Q1 2026 | |
| 18 | Avior Wealth Management, LLC | $2.0M | 98K | ▲New +98K sh | Q1 2026 | |
| 19 | Farther Finance Advisors, LLC | $2.0M | 98K | ▲+95% Added · +48K sh | Q1 2026 | |
| 20 | Cetera Investment Advisers | $1.9M | 94K | ▲+392% Added · +75K sh | Q1 2026 | |
| 21 | Meridian Wealth Management, LLC | $1.9M | 91K | ▲+41% Added · +26K sh | Q1 2026 | |
| 22 | OSAIC HOLDINGS, INC. | $1.8M | 89K | ▲13× Added · +82K sh | Q1 2026 | |
| 23 | Arkadios Wealth Advisors | $1.7M | 82K | ▲+497% Added · +68K sh | Q1 2026 | |
| 24 | JANE STREET GROUP, LLC | $1.5M | 71K | ▲+15% Added · +9K sh | Q1 2026 | |
| 25 | HighTower Advisors, LLC | $1.2M | 60K | ▲+18% Added · +9K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 22 funds | $4.5B |
| ISHARES CORE S&P 500 ETFIVV | 22 funds | $3.1B |
| MICROSOFT CORPMSFT | 22 funds | $2.9B |
| VANGUARD S&P 500 ETFVOO | 22 funds | $2.2B |
| ALPHABET INC-CL AGOOGL | 22 funds | $2.1B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 22 funds | $2.0B |
| JPMORGAN CHASE & COJPM | 22 funds | $1.7B |
| BROADCOM INCAVGO | 22 funds | $1.5B |
| VANGUARD GROWTH ETFVUG | 22 funds | $1.5B |
| META PLATFORMS INC-CLASS AMETA | 22 funds | $1.4B |
| ALPHABET INC-CL CGOOG | 22 funds | $1.3B |
| ISHARES S&P 500 GROWTH ETFIVW | 22 funds | $1.3B |
Ranked by how many of SCIO's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
No filings captured for this ticker in the live stream yet.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for SCIO. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.