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Disclosery

SCIO FIRST TR EXCHANGE-TRADED FD

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STRUCTURED CR IN (fund)

48 managers (48 13F filers) reported a position in SCIO shares at 2025-12-31, 4,283,660 shares in all. 19 filers opened a position and 1 filer sold out during the quarter.

Managers
48
13F filers
48
New
19
Added
21
Reduced
5
Sold out
1
Shares held by filers
4,283,660

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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, LLC788,845$16.4M2.11%+54,96113F-HRTimeline
Ferguson Shapiro LLC778,722$16.2M4.98%new13F-HRTimeline
LEGACY CAPITAL WEALTH MANAGEMENT, LLC318,966$6.63M4.02%13F-HRTimeline
Delta Investment Management, LLC254,274$5.29M0.92%+82,51913F-HRTimeline
Foundations Investment Advisors, LLC199,532$4.15M0.05%+4,62313F-HRTimeline
Snowden Capital Advisors LLC197,563$4.11M0.11%+97,39413F-HRTimeline
Philip James Wealth Mangement, LLC145,927$3.04M0.35%-2,65213F-HRTimeline
CRUX WEALTH ADVISORS130,823$2.72M1.01%new13F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC126,961$2.64M0.08%new13F-HRTimeline
Capital Investment Counsel, LLC112,194$2.33M0.32%new13F-HRTimeline
Sanctuary Advisors, LLC87,728$1.82M0.01%+1,84213F-HRTimeline
HARBOUR INVESTMENTS, INC.74,203$1.54M0.03%+66,33613F-HRTimeline
Wagner Wealth Management, LLC67,056$1.39M0.3%+46,79913F-HRTimeline
Meridian Wealth Management, LLC64,581$1.34M0.05%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC61,570$1.28M<0.01%new13F-HRTimelineGroup
WINEBRENNER CAPITAL MANAGEMENT LLC55,778$1.16M0.77%+50013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC53,578$1.11M<0.01%+26,49613F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management52,199$1.09M0.01%new13F-HRTimelineGroup
HighTower Advisors, LLC50,541$1.05M<0.01%+32,70413F-HRTimeline
Farther Finance Advisors, LLC50,130$1.04M0.01%+37,30413F-HRTimeline
RFG Advisory, LLC48,894$1.02M0.02%+26,32513F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…47,470$987K0.36%new13F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC44,863$933K0.02%+3,99113F-HRTimelineGroup
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP42,173$877K<0.01%-4,46313F-HRTimelineGroup
Atria Investments, Inc38,021$791K0.01%-43,72813F-HRTimeline
Triton Wealth Management, PLLC37,420$779K0.29%+25,77013F-HRTimeline
Dynamic Advisor Solutions LLC35,234$733K0.02%new13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC33,136$689K0.02%new13F-HRTimeline
BridgePort Financial Solutions, LLC32,756$681K0.18%-90313F-HRTimeline
Steward Partners Investment Advisory, L…27,131$564K<0.01%+1,67013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC26,466$550K<0.01%+78613F-HRTimelineGroup
WEDBUSH SECURITIES INC24,250$504K0.01%new13F-HRTimeline
LPL Financial LLC24,106$501K<0.01%new13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC23,500$489K<0.01%new13F-HRTimelineGroup
Maridea Wealth Management LLC20,335$423K0.06%new13F-HRTimeline
Cetera Investment Advisers19,185$399K<0.01%+7,15713F-HRTimeline
MGO ONE SEVEN LLC15,529$323K0.01%new13F-HRTimeline
Arkadios Wealth Advisors13,772$286K0.01%+1,91513F-HRTimeline
Prospera Financial Services Inc13,691$285K<0.01%new13F-HRTimeline
Embree Financial Group11,568$241K0.03%new13F-HRTimeline
N.E.W. Advisory Services LLC10,022$208K0.02%+2,77513F-HRTimeline
Medallion Wealth Advisors, LLC7,850$163K0.05%+2,00013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.6,820$142K<0.01%+2,26013F-HRTimelineGroup
Larson Financial Group LLC3,650$75.9K<0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…1,906$39.6K0.02%013F-HRTimelineGroup
IFP Advisors, Inc1,725$35.9K<0.01%-39113F-HRTimeline
AMERIFLEX GROUP, INC.516$10.7K0.01%new13F-HRTimeline
Triumph Capital Management500$10.4K<0.01%new13F-HRTimeline