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Disclosery

SCIO FIRST TR EXCHANGE-TRADED FD

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STRUCTURED CR IN (fund)

80 managers (80 13F filers) reported a position in SCIO shares at 2026-03-31, 12,716,325 shares in all. 35 filers opened a position and 3 filers sold out during the quarter.

Managers
80
13F filers
80
New
35
Added
36
Reduced
7
Sold out
3
Shares held by filers
12,716,325

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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, LLC2,388,645$49.3M6.89%+1,599,80013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,242,690$25.6M<0.01%new13F-HRTimelineGroup
LPL Financial LLC925,258$19.1M0.01%+901,15213F-HRTimeline
Ferguson Shapiro LLC837,868$17.3M5.27%+59,14613F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC568,187$11.7M0.04%+544,68713F-HRTimelineGroup
First Heartland Consultants, Inc.513,852$10.6M0.81%new13F-HRTimeline
LEGACY CAPITAL WEALTH MANAGEMENT, LLC461,107$9.52M5.56%+142,14113F-HRTimeline
Capital Investment Counsel, LLC455,240$9.4M1.29%+343,04613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA387,884$8.01M<0.01%new13F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC365,073$7.54M0.01%+311,49513F-HRTimeline
Beaumont Financial Advisors, LLC350,934$7.24M0.5%new13F-HRTimeline
Delta Investment Management, LLC295,785$6.1M1.09%+41,51113F-HRTimeline
HARBOUR INVESTMENTS, INC.273,777$5.65M0.09%+199,57413F-HRTimeline
Uniting Wealth Partners, LLC271,911$5.61M1.19%new13F-HRTimeline
Brendel Financial Advisors LLC261,809$5.4M2.67%new13F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP251,837$5.2M<0.01%+209,66413F-HRTimelineGroup
Snowden Capital Advisors LLC213,296$4.4M0.12%+15,73313F-HRTimeline
Foundations Investment Advisors, LLC201,600$4.16M0.05%+2,06813F-HRTimeline
CRUX WEALTH ADVISORS139,231$2.87M1.1%+8,40813F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC126,258$2.61M0.08%-70313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC125,721$2.59M<0.01%new13F-HRTimelineGroup
Sanctuary Advisors, LLC117,583$2.43M0.01%+29,85513F-HRTimeline
Avior Wealth Management, LLC98,315$2.03M0.06%new13F-HRTimeline
Farther Finance Advisors, LLC97,931$2.02M0.02%+47,80113F-HRTimeline
Philip James Wealth Mangement, LLC97,046$2M0.23%-48,88113F-HRTimeline
Cetera Investment Advisers94,472$1.95M<0.01%+75,28713F-HRTimeline
Meridian Wealth Management, LLC91,070$1.88M0.07%+26,48913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.89,236$1.84M<0.01%+82,41613F-HRTimelineGroup
Arkadios Wealth Advisors82,263$1.7M0.03%+68,49113F-HRTimeline
Dynamic Advisor Solutions LLC79,468$1.64M0.05%+44,23413F-HRTimeline
Independent Wealth Network Inc.75,614$1.56M0.46%new13F-HRTimeline
CHANNEL WEALTH LLC71,338$1.47M0.36%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC70,634$1.46M<0.01%+9,06413F-HRTimelineGroup
Wagner Wealth Management, LLC67,366$1.39M0.28%+31013F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…67,155$1.39M0.51%+19,68513F-HRTimelineGroup
RFG Advisory, LLC66,012$1.36M0.03%+17,11813F-HRTimeline
HighTower Advisors, LLC59,539$1.23M<0.01%+8,99813F-HRTimeline
Maia Wealth LLC56,314$1.16M0.2%new13F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC54,404$1.12M0.72%-1,37413F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management52,238$1.08M0.01%+3913F-HRTimelineGroup
Sigma Planning Corp41,845$864K0.02%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…41,667$860K<0.01%new13F-HRTimelineGroup
Triton Wealth Management, PLLC39,720$819K0.3%+2,30013F-HRTimeline
Maridea Wealth Management LLC37,106$766K0.11%+16,77113F-HRTimeline
WEDBUSH SECURITIES INC36,200$747K0.02%+11,95013F-HRTimeline
Gladstone Institutional Advisory LLC32,679$674K0.02%new13F-HRTimeline
Steward Partners Investment Advisory, L…31,374$648K<0.01%+4,24313F-HRTimeline
FLOW TRADERS U.S. LLC29,363$606K0.02%new13F-HRTimeline
Independent Advisor Alliance27,208$562K0.01%new13F-HRTimeline
NewEdge Advisors, LLC25,589$528K<0.01%new13F-HR/ATimeline
Janney Montgomery Scott LLC22,255$459K<0.01%new13F-HRTimeline
Atria Investments, Inc22,060$455K0.01%-15,96113F-HRTimeline
MGO ONE SEVEN LLC16,024$331K0.01%+49513F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC15,336$317K<0.01%new13F-HRTimelineGroup
BAM Wealth Management, LLC15,252$315K0.24%new13F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC14,248$294K<0.01%new13F-HRTimelineGroup
Centerpoint Advisory Group13,886$287K0.22%new13F-HRTimeline
OneAscent Wealth Management LLCin group OneAscent Financial Services …13,669$282K0.09%new13F-HRTimelineGroup
Perigon Wealth Management, LLC13,415$277K0.01%new13F-HRTimeline
Prospera Financial Services Inc12,835$265K<0.01%-85613F-HRTimeline
Mariner, LLCin group Mariner, LLC12,449$257K<0.01%new13F-HRTimelineGroup
Embree Financial Group11,615$240K0.03%+4713F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC9,982$206K<0.01%-34,88113F-HRTimelineGroup
Medallion Wealth Advisors, LLC9,850$203K0.07%+2,00013F-HRTimeline
Larson Financial Group LLC6,050$125K<0.01%+2,40013F-HRTimeline
Arax Advisory Partners2,965$61.2K<0.01%new13F-HRTimeline
N.E.W. Advisory Services LLC2,408$49.7K<0.01%-7,61413F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…1,906$39.3K0.02%013F-HRTimelineGroup
Torren Management, LLC1,887$39K0.02%new13F-HRTimeline
IFP Advisors, Inc1,747$36.1K<0.01%+2213F-HRTimeline
PRIVATE TRUST CO NA1,635$33.7K<0.01%new13F-HRTimeline
AMERIFLEX GROUP, INC.1,531$31.6K0.02%+1,01513F-HRTimeline
Raleigh Capital Management Inc.1,434$29.6K0.01%new13F-HRTimeline
UBS Group AGin group UBS Group AG1,112$23K<0.01%new13F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,048$21.6K<0.01%new13F-HRTimelineGroup
Triumph Capital Management500$10.3K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…458$9.45K<0.01%new13F-HRTimelineGroup
AE Wealth Management LLC29$599<0.01%new13F-HRTimeline
Capital Investment Advisory Services, L…18$372<0.01%new13F-HRTimeline
Smartleaf Asset Management LLC9$185<0.01%new13F-HRTimeline