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Disclosery

SCIO FIRST TR EXCHANGE-TRADED FD

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STRUCTURED CR IN (fund)

97 managers (98 13F filers) reported a position in SCIO shares at 2026-06-30, 18,353,823 shares in all. 22 filers opened a position and 6 filers sold out during the quarter.

Managers
97
13F filers
98
New
22
Added
56
Reduced
12
Sold out
6
Shares held by filers
18,353,823

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
STRATEGIC PLANNING GROUP, LLC2,869,793$59.3M6.46%+481,14813F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,222,742$45.9M<0.01%+980,05213F-HRTimelineGroup
LPL Financial LLC2,143,132$44.3M0.01%+1,217,87413F-HRTimeline
Ferguson Shapiro LLC972,151$20.1M5.95%+134,28313F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP668,221$13.8M0.01%+416,38413F-HRTimelineGroup
Capital Investment Counsel, LLC657,747$13.6M1.68%+202,50713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA641,554$13.3M<0.01%+253,67013F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC575,530$11.9M0.04%+7,34313F-HRTimelineGroup
Uniting Wealth Partners, LLC538,617$11.1M2.26%+266,70613F-HRTimeline
LEGACY CAPITAL WEALTH MANAGEMENT, LLC530,567$11M5.1%+69,46013F-HRTimeline
First Heartland Consultants, Inc.500,173$10.3M0.67%-13,67913F-HRTimeline
Beaumont Financial Advisors, LLC427,102$8.83M0.56%+76,16813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC421,970$8.72M0.01%+56,89713F-HRTimeline
Delta Investment Management, LLC329,490$6.81M1.12%+33,70513F-HRTimeline
HARBOUR INVESTMENTS, INC.293,563$6.07M0.08%+19,78613F-HRTimeline
CHANNEL WEALTH LLC286,993$5.93M1.33%+215,65513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding264,715$5.47M+138,994Timeline
Brendel Financial Advisors LLC262,638$5.43M2.51%+82913F-HRTimeline
Snowden Capital Advisors LLC228,957$4.73M0.11%+15,66113F-HRTimeline
Foundations Investment Advisors, LLC204,157$4.22M0.04%+2,55713F-HRTimeline
&PARTNERS197,804$4.09M0.02%new13F-HRTimeline
Farther Finance Advisors, LLC154,460$3.19M0.02%+56,52913F-HRTimeline
CoreCap Advisors, LLC146,884$3.04M0.09%new13F-HRTimeline
CRUX WEALTH ADVISORS140,303$2.9M1.01%+1,07213F-HRTimeline
Triad Wealth Partners, LLC130,301$2.68M0.16%new13F-HRTimeline
Dynamic Advisor Solutions LLC124,433$2.57M0.07%+44,96513F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…123,997$2.56M0.79%+56,84213F-HRTimelineGroup
Meridian Wealth Management, LLC119,669$2.47M0.08%+28,59913F-HRTimeline
Centennial Wealth Advisory LLC118,426$2.45M0.53%new13F-HRTimeline
Sanctuary Advisors, LLC118,304$2.45M0.01%+72113F-HRTimeline
Cetera Investment Advisers117,552$2.43M<0.01%+23,08013F-HRTimeline
HighTower Advisors, LLC110,945$2.29M<0.01%+51,40613F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC94,142$1.95M<0.01%+23,50813F-HRTimelineGroup
NewEdge Advisors, LLC92,342$1.91M0.01%+66,75313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.91,676$1.89M<0.01%+2,44013F-HRTimelineGroup
Philip James Wealth Mangement, LLC90,246$1.87M0.21%-6,80013F-HRTimeline
Independent Wealth Network Inc.81,964$1.69M0.43%+6,35013F-HRTimeline
WEDBUSH SECURITIES INC79,720$1.65M0.04%+43,52013F-HRTimeline
Avior Wealth Management, LLC71,617$1.48M0.04%-26,69813F-HRTimeline
Maia Wealth LLC69,806$1.44M0.21%+13,49213F-HRTimeline
Wagner Wealth Management, LLC68,684$1.42M0.26%+1,31813F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…66,932$1.38M<0.01%+25,26513F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC64,864$1.34M<0.01%new13F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management53,753$1.11M0.01%+1,51513F-HRTimelineGroup
WINEBRENNER CAPITAL MANAGEMENT LLC49,176$1.02M0.62%-5,22813F-HRTimeline
Private Advisor Group, LLC46,218$955K<0.01%new13F-HRTimeline
Triton Wealth Management, PLLC44,910$926K0.28%+5,19013F-HRTimeline
RFG Advisory, LLC43,317$895K0.01%-22,69513F-HRTimeline
Sigma Planning Corp39,814$823K0.02%-2,03113F-HRTimeline
FLOW TRADERS U.S. LLC39,290$812K0.03%+9,92713F-HRTimeline
Steward Partners Investment Advisory, L…39,254$811K<0.01%+7,88013F-HRTimeline
Maridea Wealth Management LLC38,448$795K0.09%+1,34213F-HRTimeline
Gladstone Institutional Advisory LLC36,268$750K0.02%+3,58913F-HRTimeline
Janney Montgomery Scott LLC29,393$608K<0.01%+7,13813F-HRTimeline
Atria Investments, Inc27,333$565K0.01%+5,27313F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC27,292$564K<0.01%+13,04413F-HRTimelineGroup
MML INVESTORS SERVICES, LLC26,606$550K<0.01%new13F-HRTimeline
Integrated Wealth Concepts LLC24,600$508K<0.01%new13F-HRTimeline
BAM Wealth Management, LLC21,709$449K0.28%+6,45713F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.21,202$438K0.02%new13F-HRTimelineGroup
Coppell Advisory Solutions LLC1,302$427K0.05%new13F-HRTimeline
Centerpoint Advisory Group19,724$408K0.26%+5,83813F-HRTimeline
Providence First Trust Co17,516$362K0.1%new13F-HRTimeline
NI ACQUISITIONS COMPANY, LLC1,366$336K0.14%13F-HRTimeline
MGO ONE SEVEN LLC16,050$332K0.01%+2613F-HRTimeline
Arkadios Wealth Advisors15,590$322K<0.01%-66,67313F-HRTimeline
EdgeRock Capital LLC13,977$289K0.07%new13F-HRTimeline
Accurate Wealth Management, LLC14,028$289K0.03%new13F-HRTimeline
Perigon Wealth Management, LLC13,372$276K<0.01%-4313F-HRTimeline
Prospera Financial Services Inc12,973$268K<0.01%+13813F-HRTimeline
DAVENPORT & Co LLC11,849$245K<0.01%new13F-HRTimeline
OneAscent Wealth Management LLCin group OneAscent Financial Services …11,805$244K0.07%-1,86413F-HRTimelineGroup
Embree Financial Group11,663$241K0.02%+4813F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC10,098$209K<0.01%new13F-HRTimeline
Cambridge Investment Research Advisors,…10,065$208K<0.01%new13F-HR/ATimeline
UBS Group AGin group UBS Group AG9,969$206K<0.01%+8,85713F-HRTimelineGroup
Medallion Wealth Advisors, LLC9,850$204K0.06%013F-HRTimeline
Larson Financial Group LLC6,050$125K<0.01%013F-HRTimeline
Noble Wealth Management PBC4,750$98.2K0.04%new13F-HRTimeline
Arax Advisory Partners3,206$66.3K<0.01%+24113F-HRTimeline
N.E.W. Advisory Services LLC2,408$49.8K<0.01%013F-HRTimeline
Torren Management, LLC1,913$39.5K0.02%+2613F-HRTimeline
PRIVATE TRUST CO NA1,635$33.8K<0.01%013F-HRTimeline
IFP Advisors, Inc1,594$32.9K<0.01%-15313F-HRTimeline
AMERIFLEX GROUP, INC.1,522$31.5K0.01%-913F-HRTimeline
Raleigh Capital Management Inc.1,454$30.1K0.01%+2013F-HRTimeline
Global Retirement Partners, LLC1,182$24.4K<0.01%13F-HRTimeline
LFA - Lugano Financial Advisors SA1,034$21.4K0.01%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…980$20.3K<0.01%+52213F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP551$11.4K<0.01%new13F-HRTimelineGroup
Triumph Capital Management500$10.3K<0.01%013F-HRTimeline
AE Wealth Management LLC246$5.08K<0.01%+21713F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…68$1.41K<0.01%-98013F-HRTimelineGroup
Silver Grove Financial Group, Inc.35$723<0.01%new13F-HRTimeline
Capital Investment Advisory Services, L…22$455<0.01%+413F-HRTimeline
Smartleaf Asset Management LLC9$186<0.01%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1$28<0.01%new13F-HRTimelineGroup