88 tracked 13F filers disclose a position in SCIO as of the latest SEC 13F filings, a combined $277.7M in reported value. 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.
| # | 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 | $11.9M | 576K | ▲+1.3% Added · +7K sh | Q2 2026 | |
| 6 | Uniting Wealth Partners, LLC | $11.1M | 539K | ▲+98% Added · +267K sh | Q2 2026 | |
| 7 | LEGACY CAPITAL WEALTH MANAGEMENT, LLC | $11.0M | 531K | ▲+15% Added · +69K sh | Q2 2026 | |
| 8 | First Heartland Consultants, Inc. | $10.3M | 500K | ▼−2.7% Reduced · −14K sh | Q2 2026 | |
| 9 | Beaumont Financial Advisors, LLC | $8.8M | 427K | ▲+22% Added · +76K sh | Q2 2026 | |
| 10 | ROYAL BANK OF CANADA | $8.0M | 388K | ▲New +388K sh | Q1 2026 | |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | $7.5M | 365K | ▲+581% Added · +311K sh | Q1 2026 | |
| 12 | CHANNEL WEALTH LLC | $5.9M | 287K | ▲+302% Added · +216K sh | Q2 2026 | |
| 13 | HARBOUR INVESTMENTS, INC. | $5.7M | 274K | ▲+269% Added · +200K sh | Q1 2026 | |
| 14 | Brendel Financial Advisors LLC | $5.4M | 263K | ▲+0.3% Added · +829 sh | Q2 2026 | |
| 15 | FIRST TRUST ADVISORS LP | $5.2M | 252K | ▲+497% Added · +210K sh | Q1 2026 | |
| 16 | Snowden Capital Advisors LLC | $4.4M | 213K | ▲+8.0% Added · +16K sh | Q1 2026 | |
| 17 | FOUNDATIONS INVESTMENT ADVISORS, LLC | $4.2M | 202K | ▲+1.0% Added · +2K sh | Q1 2026 | |
| 18 | &PARTNERS | $4.1M | 198K | ▲New +198K sh | Q2 2026 | |
| 19 | CRUX WEALTH ADVISORS | $2.9M | 140K | ▲+0.8% Added · +1K sh | Q2 2026 | |
| 20 | Triad Wealth Partners, LLC | $2.7M | 130K | ▲New +130K sh | Q2 2026 | |
| 21 | ENVESTNET ASSET MANAGEMENT INC | $2.6M | 126K | ▲New +126K sh | Q1 2026 | |
| 22 | Dynamic Advisor Solutions LLC | $2.6M | 124K | ▲+57% Added · +45K sh | Q2 2026 | |
| 23 | Prosperity Financial Group, Inc. | $2.6M | 124K | ▲+85% Added · +57K sh | Q2 2026 | |
| 24 | Centennial Wealth Advisory LLC | $2.4M | 118K | ▲New +118K sh | Q2 2026 | |
| 25 | Sanctuary Advisors, LLC | $2.4M | 118K | ▲+0.6% Added · +721 sh | Q2 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.
Last quarter, 6 funds opened a new position in SCIO and 20 added to an existing one, while 5 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 34 funds | $3.0B |
| NVIDIA CORPNVDA | 34 funds | $2.9B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 34 funds | $1.5B |
| MICROSOFT CORPMSFT | 34 funds | $1.5B |
| AMAZON.COM INCAMZN | 34 funds | $1.4B |
| ALPHABET INC-CL AGOOGL | 34 funds | $1.1B |
| META PLATFORMS INC-CLASS AMETA | 34 funds | $627.4M |
| WALMART INCWMT | 34 funds | $466.9M |
| VANGUARD TOTAL STOCK MKT ETFVTI | 33 funds | $1.0B |
| ALPHABET INC-CL CGOOG | 33 funds | $906.5M |
| JPMORGAN CHASE & COJPM | 33 funds | $759.0M |
| ELI LILLY & COLLY | 33 funds | $580.8M |
Ranked by how many of SCIO's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| EMLPcs | 349 funds | $2.8B |
| RDVImc | 283 funds | $1.7B |
| FTSLmc | 273 funds | $1.5B |
| HYLSmc | 201 funds | $936.9M |
| FTCBmc | 183 funds | $1.7B |
| FSIGmc | 155 funds | $957.6M |
| LGOVmc | 143 funds | $522.2M |
| FIIGmc | 125 funds | $484.4M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for SCIO
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.
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.