Who owns SFLO
Which tracked institutional funds hold SFLO, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SFLO company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-17). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on SFLO is one-sided between 2026-Q1 and 2026-Q2: 26 added or opened and 4 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
SFLO’s largest tracked holder by dollar value, VICTORY CAPITAL MANAGEMENT INC, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in SFLO divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 62 tracked filers holding SFLO, 47 increased or opened the position and 20 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in SFLO between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 1
- TWO SIGMA INVESTMENTS, LP$2M
Full exits 2
- MILLINGTON SECURITIES, LLC$2M
- HighTower Advisors, LLC$829K
Largest adds
- MORGAN STANLEY$16M
- BANK OF AMERICA CORP /DE/$15M
- VICTORY CAPITAL MANAGEMENT INC$14M
- LPL Financial LLC$12M
- RAYMOND JAMES FINANCIAL INC$6M
- Triumph Capital Management$3M
Largest trims
- Patriot Financial Group Insurance Agency, LLC$1M
- OSAIC HOLDINGS, INC.$556K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| VICTORY CAPITAL MANAGEMENT INC added | 3,034,723 | $104M | 19.4% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 2,152,749 | $74M | 13.7% | 2026-Q2 |
| MORGAN STANLEY added | 2,024,304 | $69M | 12.9% | 2026-Q2 |
| LPL Financial LLC added | 1,308,929 | $45M | 8.4% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 1,182,432 | $40M | 7.6% | 2026-Q2 |
| Boothe Investment Group, Inc. trimmed | 600,452 | $21M | 3.8% | 2026-Q2 |
| NewEdge Advisors, LLC added | 476,806 | $16M | 3.0% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 425,723 | $15M | 2.7% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 412,369 | $14M | 2.6% | 2026-Q2 |
| Tradition Wealth Management, LLC trimmed | 400,259 | $14M | 2.6% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 382,107 | $13M | 2.4% | 2026-Q2 |
| IAG Wealth Partners, LLC trimmed | 331,922 | $11M | 2.1% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 331,425 | $11M | 2.1% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 278,632 | $10M | 1.8% | 2026-Q2 |
| UBS Group AG added | 124,113 | $4M | 0.8% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 122,577 | $4M | 0.8% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 107,208 | $4M | 0.7% | 2026-Q2 |
| Cetera Investment Advisers added | 99,939 | $3M | 0.6% | 2026-Q2 |
| Triumph Capital Management added | 97,751 | $3M | 0.6% | 2026-Q2 |
| &PARTNERS added | 88,955 | $3M | 0.6% | 2026-Q2 |
| Patriot Financial Group Insurance Agency, LLC trimmed | 75,691 | $3M | 0.5% | 2026-Q2 |
| Equitable Holdings, Inc. trimmed | 72,611 | $2M | 0.5% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 68,447 | $2M | 0.4% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 65,493 | $2M | 0.4% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP new | 62,600 | $2M | 0.4% | 2026-Q2 |
| D.A. DAVIDSON & CO. added | 53,957 | $2M | 0.3% | 2026-Q2 |
| Atlas Wealth LLC added | 52,947 | $2M | 0.3% | 2026-Q2 |
| WBI INVESTMENTS, LLC trimmed | 52,304 | $2M | 0.3% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 49,629 | $2M | 0.3% | 2026-Q2 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV added | 37,086 | $1M | 0.2% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 36,322 | $1M | 0.2% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 31,040 | $1M | 0.2% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 29,492 | $1M | 0.2% | 2026-Q2 |
| WCG Wealth Advisors LLC trimmed | 24,828 | $849K | 0.2% | 2026-Q2 |
| Xcelsior Advisor Partners LLC added | 22,506 | $770K | 0.1% | 2026-Q2 |
| GWN SECURITIES INC. added | 22,298 | $763K | 0.1% | 2026-Q2 |
| KPP Advisory Services LLC added | 18,473 | $632K | 0.1% | 2026-Q2 |
| Private Advisor Group, LLC added | 16,573 | $567K | 0.1% | 2026-Q2 |
| Keel Point, LLC added | 14,420 | $493K | 0.1% | 2026-Q2 |
| Pine Valley Investments Ltd Liability Co added | 13,230 | $452K | 0.1% | 2026-Q2 |
| Stratos Wealth Partners, LTD. added | 12,737 | $436K | 0.1% | 2026-Q2 |
| Pathstone Holdings, LLC added | 12,388 | $424K | 0.1% | 2026-Q2 |
| FIFTH THIRD BANCORP added | 11,453 | $392K | 0.1% | 2026-Q2 |
| Blue Water Asset Management added | 10,217 | $349K | 0.1% | 2026-Q2 |
| Krilogy Financial LLC | 9,850 | $337K | 0.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 9,689 | $331K | 0.1% | 2026-Q2 |
| Maridea Wealth Management LLC trimmed | 9,153 | $313K | 0.1% | 2026-Q2 |
| Apollon Wealth Management, LLC trimmed | 9,075 | $310K | 0.1% | 2026-Q2 |
| Cerity Partners LLC added | 8,115 | $278K | 0.1% | 2026-Q2 |
| Western Wealth Management, LLC | 8,000 | $274K | 0.1% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 6,846 | $234K | 0.0% | 2026-Q2 |
| MGO ONE SEVEN LLC new | 6,460 | $221K | 0.0% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 3,100 | $106K | 0.0% | 2026-Q2 |
| PRIVATE TRUST CO NA new | 2,748 | $94K | 0.0% | 2026-Q2 |
| Bruce G. Allen Investments, LLC added | 1,920 | $66K | 0.0% | 2026-Q2 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 1,660 | $57K | 0.0% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 1,626 | $56K | 0.0% | 2026-Q2 |
| Operose Advisors LLC new | 1,437 | $49K | 0.0% | 2026-Q2 |
| FMR LLC added | 834 | $29K | 0.0% | 2026-Q2 |
| Geneos Wealth Management Inc. new | 150 | $5K | 0.0% | 2026-Q2 |
| Bangor Savings Bank | 103 | $4K | 0.0% | 2026-Q2 |
| VANGUARD ADVISERS INC new | 75 | $3K | 0.0% | 2026-Q2 |
| MILLINGTON SECURITIES, LLC new | 56,200 | $2M | 0.3% | 2026-Q1 stale (1 quarter behind) |
| HighTower Advisors, LLC added | 27,608 | $829K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| JANE STREET GROUP, LLC trimmed | 14,891 | $447K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| GOLDMAN SACHS GROUP INC trimmed | 12,378 | $372K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| CITADEL ADVISORS LLC trimmed | 11,837 | $355K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| LeClair Wealth Partners LLC new | 10,191 | $306K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Janney Montgomery Scott LLC trimmed | 8,712 | $262K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. new | 8,590 | $258K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC new | 74 | $2K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Vantage Financial Partners, LLC added | 389,727 | $11M | 2.1% | 2025-Q4 stale (2 quarters behind) |
| StoneX Group Inc. added | 54,287 | $2M | 0.3% | 2025-Q4 stale (2 quarters behind) |
| COMERICA BANK added | 5,119 | $151K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Kestra Advisory Services, LLC new | 2,459 | $73K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 24,121 | $702K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| BROWN ADVISORY INC added | 17,726 | $516K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| Masso Torrence Wealth Management Inc. | 13,748 | $400K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| TOTH FINANCIAL ADVISORY CORP trimmed | 1,087 | $32K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| CITIGROUP INC new | 1 | $29 | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Foundations Investment Advisors, LLC added | 204,182 | $5M | 1.0% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.