SCIO institutional holders

FIRST TR EXCHANGE-TRADED FD · 13F, 2026Q2

Managers holding98
Shares held18,363,888
Reported value$380.3m
Quarter flows24 new, 56 added, 12 trimmed, 6 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
STRATEGIC PLANNING GROUP, LLC2,869,793$59.3m6.5%
MORGAN STANLEY2,222,742$45.9m0.0%
LPL Financial LLC2,143,132$44.3m0.0%
Ferguson Shapiro LLC972,151$20.1m5.9%
FIRST TRUST ADVISORS LP668,221$13.8m0.0%
Capital Investment Counsel, LLC657,747$13.6m1.7%
ROYAL BANK OF CANADA641,554$13.3m0.0%
Kestra Advisory Services, LLC575,530$11.9m0.0%
Uniting Wealth Partners, LLC538,617$11.1m2.3%
LEGACY CAPITAL WEALTH MANAGEMENT, LLC530,567$11.0m5.0%
First Heartland Consultants, Inc.500,173$10.3m0.7%
Beaumont Financial Advisors, LLC427,102$8.8m0.6%
COMMONWEALTH EQUITY SERVICES, LLC421,970$8.7m0.0%
Delta Investment Management, LLC329,490$6.8m1.1%
HARBOUR INVESTMENTS, INC.293,563$6.1m0.1%
CHANNEL WEALTH LLC286,993$5.9m1.3%
Brendel Financial Advisors LLC262,638$5.4m2.5%
Snowden Capital Advisors LLC228,957$4.7m0.1%
ENVESTNET ASSET MANAGEMENT INC219,175$4.5m0.0%
Foundations Investment Advisors, LLC204,157$4.2m0.0%
&PARTNERS197,804$4.1m0.0%
Farther Finance Advisors, LLC154,460$3.2m0.0%
CoreCap Advisors, LLC146,884$3.0m0.1%
CRUX WEALTH ADVISORS140,303$2.9m1.0%
Triad Wealth Partners, LLC130,301$2.7m0.2%

Every holder, line by line, and the full history since 2013: yf.Client().holders("SCIO"). SCIO price history · All 13F data

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