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Security record · archived quarter

SCIO

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025
16Tracked holders
+8Δ holders
3.68MShares held
$76.05MReported value
+9New positions
−1Exits
Strongly Rising 2 quarters of rising tracked shares ●●○○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +30.0% · share flow +30.0% · net new positions +20.0% — formula
Broad accumulation — rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 17 +2 6.79M $140.35M +4 −3
Q1 2026 16 +8 3.68M $76.05M +9 −1
Q4 2025 8 0 284.44K $5.92M — —
Q3 2025 1 +1 25.68K $532,988 +1 —
Holder count
Who holds it · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Morgan Stanley ✦ 1.24M New $25.65M 0.0% New 1 SEC ↗
2 LPL Financial LLC 925.26K +3738.3% $19.10M 0.0% ▲ Add 2 SEC ↗
3 Royal Bank Of Canada 387.88K New $8.01M 0.0% New 1 SEC ↗
4 Commonwealth Equity Services, Llc 365.07K +581.4% $7.54M 0.0% ▲ Add 2 SEC ↗
5 First Trust Advisors Lp 251.84K +497.1% $5.20M 0.0% ▲ Add 2 SEC ↗
6 Envestnet Asset Management Inc 125.72K New $2.59M 0.0% New 1 SEC ↗
7 Cetera Investment Advisers 94.47K +392.4% $1.95M 0.0% ▲ Add 2 SEC ↗
8 Osaic Holdings, Inc. 89.24K +1208.5% $1.84M 0.0% ▲ Add 2 SEC ↗ ×2
9 Jane Street Group, Llc 70.63K +14.7% $1.46M 0.0% ▲ Add 2 SEC ↗
10 HighTower Advisors, LLC 59.54K +17.8% $1.23M 0.0% ▲ Add 2 SEC ↗
11 Susquehanna International Group, Llp 41.67K New $860,007 0.0% New 1 SEC ↗
12 Goldman Sachs Group ✦ 15.34K New $316,535 0.0% New 1 SEC ↗
13 Mariner, LLC 12.45K New $256,944 0.0% New 1 SEC ↗
14 UBS Group AG 1.11K New $22,952 0.0% New 1 SEC ↗
15 Northwestern Mutual Wealth… 1.05K New $21,631 0.0% New 1 SEC ↗
16 Fifth Third Bancorp 458 New $9,453 0.0% New 1 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Morgan Stanley $25.65M 0.0%
Royal Bank Of Canada $8.01M 0.0%
Envestnet Asset Management Inc $2.59M 0.0%
Susquehanna International… $860,007 0.0%
Goldman Sachs Group $316,535 0.0%
Mariner, LLC $256,944 0.0%
UBS Group AG $22,952 0.0%
Northwestern Mutual Wealth… $21,631 0.0%
Fifth Third Bancorp $9,453 0.0%

Exited

Citadel Advisors $550,493 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 81 holders, 12.72M shares, $259.87M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q1 2026 · Methodology · Get this via the API