SCIO
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +12.5% ·
share flow +30.0% ·
net new positions +11.1%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 18 | +2 | 6.90M | $142.65M | +4 | −2 |
| 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 | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 2.22M | +78.9% | $45.94M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | LPL Financial LLC | 2.14M | +131.6% | $44.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | First Trust Advisors Lp | 668.22K | +165.3% | $13.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Royal Bank Of Canada | 641.55K | +65.4% | $13.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Commonwealth Equity Services, Llc | 421.97K | +15.6% | $8.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Envestnet Asset Management Inc | 219.18K | +74.3% | $4.53M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Cetera Investment Advisers | 117.55K | +24.4% | $2.43M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | HighTower Advisors, LLC | 110.94K | +86.3% | $2.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Jane Street Group, Llc | 94.14K | +33.3% | $1.95M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 91.68K | +2.7% | $1.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 91.68K | +2.7% | $1.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Susquehanna International Group, Llp | 66.93K | +60.6% | $1.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Assetmark, Inc | 64.86K | New | $1.34M | 0.0% | New | 1 | SEC ↗ |
| 14 | Mml Investors Services, Llc | 26.61K | New | $549,949 | 0.0% | New | 1 | SEC ↗ |
| 15 | UBS Group AG | 9.97K | +796.5% | $206,059 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | UBS Group AG | 9.97K | +796.5% | $206,059 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Fifth Third Bancorp | 980 | +114.0% | $20,257 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Jones Financial Companies Lllp | 551 | New | $11,406 | 0.0% | New | 1 | SEC ↗ |
| 19 | Northwestern Mutual Wealth… | 68 | -93.5% | $1,406 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Rockefeller Capital Management L.P. | 1 | New | $28 | 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
| Assetmark, Inc | $1.34M | 0.0% |
| Mml Investors Services, Llc | $549,949 | 0.0% |
| Jones Financial Companies Lllp | $11,406 | 0.0% |
| Rockefeller Capital… | $28 | 0.0% |
Exited
| Goldman Sachs Group | $316,535 | was 0.0% |
| Mariner, LLC | $256,944 | 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.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.