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-Q1 13F filings (latest filed 2026-05-20). 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
14 tracked funds added or opened SFLO while 9 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
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 2025-Q4 and 2026-Q1, across 59 tracked filers holding SFLO, 44 increased or opened the position and 18 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 2025-Q4 and 2026-Q1 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.
Full exits 2
- Vantage Financial Partners, LLC$11M
- StoneX Group Inc.$2M
Largest adds
- BANK OF AMERICA CORP /DE/$9M
- MORGAN STANLEY$9M
- LPL Financial LLC$5M
- VICTORY CAPITAL MANAGEMENT INC$5M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$3M
- RAYMOND JAMES FINANCIAL INC$3M
Largest trims
- IAG Wealth Partners, LLC$1M
- UBS Group AG$630K
- ROYAL BANK OF CANADA$571K
- ENVESTNET ASSET MANAGEMENT INC$512K
- Farther Finance Advisors, LLC$404K
- MML INVESTORS SERVICES, LLC$319K
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 | 3,004,723 | $90M | 20.3% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 1,958,594 | $59M | 13.2% | 2026-Q1 |
| MORGAN STANLEY added | 1,776,593 | $53M | 12.0% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 1,138,215 | $34M | 7.7% | 2026-Q1 |
| LPL Financial LLC added | 1,101,288 | $33M | 7.4% | 2026-Q1 |
| Boothe Investment Group, Inc. added | 610,384 | $18M | 4.1% | 2026-Q1 |
| NewEdge Advisors, LLC trimmed | 55,318 | $16M | 3.6% | 2026-Q1 |
| Tradition Wealth Management, LLC trimmed | 412,055 | $12M | 2.8% | 2026-Q1 |
| Sanctuary Advisors, LLC trimmed | 399,203 | $12M | 2.7% | 2026-Q1 |
| Rockefeller Capital Management L.P. trimmed | 398,758 | $12M | 2.7% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 352,667 | $11M | 2.4% | 2026-Q1 |
| IAG Wealth Partners, LLC trimmed | 342,785 | $10M | 2.3% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 286,727 | $9M | 1.9% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 265,975 | $8M | 1.8% | 2026-Q1 |
| Patriot Financial Group Insurance Agency, LLC added | 133,858 | $4M | 0.9% | 2026-Q1 |
| UBS Group AG trimmed | 116,670 | $4M | 0.8% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 106,258 | $3M | 0.7% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 83,863 | $3M | 0.6% | 2026-Q1 |
| &PARTNERS added | 80,759 | $2M | 0.5% | 2026-Q1 |
| Farther Finance Advisors, LLC trimmed | 75,724 | $2M | 0.5% | 2026-Q1 |
| Equitable Holdings, Inc. added | 73,399 | $2M | 0.5% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 59,876 | $2M | 0.4% | 2026-Q1 |
| WBI INVESTMENTS, LLC added | 56,200 | $2M | 0.4% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 52,024 | $2M | 0.4% | 2026-Q1 |
| D.A. DAVIDSON & CO. added | 50,376 | $2M | 0.3% | 2026-Q1 |
| Atlas Wealth LLC added | 48,632 | $1M | 0.3% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 36,764 | $1M | 0.2% | 2026-Q1 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV added | 35,858 | $1M | 0.2% | 2026-Q1 |
| WCG Wealth Advisors LLC added | 30,762 | $924K | 0.2% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 29,784 | $894K | 0.2% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 28,340 | $851K | 0.2% | 2026-Q1 |
| HighTower Advisors, LLC added | 27,608 | $829K | 0.2% | 2026-Q1 |
| Excelsior Advisor Network LLC added | 21,934 | $659K | 0.1% | 2026-Q1 |
| GWN SECURITIES INC. added | 21,375 | $642K | 0.1% | 2026-Q1 |
| KPP Advisory Services LLC added | 18,368 | $552K | 0.1% | 2026-Q1 |
| Cetera Investment Advisers new | 16,613 | $499K | 0.1% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 14,891 | $447K | 0.1% | 2026-Q1 |
| Private Advisor Group, LLC added | 13,208 | $397K | 0.1% | 2026-Q1 |
| Triumph Capital Management added | 12,707 | $382K | 0.1% | 2026-Q1 |
| Stratos Wealth Partners, LTD. added | 12,705 | $382K | 0.1% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 12,378 | $372K | 0.1% | 2026-Q1 |
| Pathstone Holdings, LLC added | 12,358 | $371K | 0.1% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 11,837 | $355K | 0.1% | 2026-Q1 |
| Apollon Wealth Management, LLC added | 10,675 | $321K | 0.1% | 2026-Q1 |
| Krilogy Financial LLC | 9,850 | $313K | 0.1% | 2026-Q1 |
| LeClair Wealth Partners LLC new | 10,191 | $306K | 0.1% | 2026-Q1 |
| Blue Water Asset Management added | 10,191 | $306K | 0.1% | 2026-Q1 |
| Maridea Wealth Management LLC trimmed | 9,901 | $297K | 0.1% | 2026-Q1 |
| Janney Montgomery Scott LLC trimmed | 8,712 | $262K | 0.1% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. new | 8,590 | $258K | 0.1% | 2026-Q1 |
| Cerity Partners LLC added | 8,094 | $243K | 0.1% | 2026-Q1 |
| Western Wealth Management, LLC | 8,000 | $240K | 0.1% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 7,110 | $214K | 0.0% | 2026-Q1 |
| FIFTH THIRD BANCORP new | 4,169 | $125K | 0.0% | 2026-Q1 |
| Bruce G. Allen Investments, LLC added | 1,919 | $58K | 0.0% | 2026-Q1 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 1,660 | $50K | 0.0% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC new | 416 | $12K | 0.0% | 2026-Q1 |
| Bangor Savings Bank new | 103 | $3K | 0.0% | 2026-Q1 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC new | 74 | $2K | 0.0% | 2026-Q1 |
| Vantage Financial Partners, LLC added | 389,727 | $11M | 2.6% | 2025-Q4 stale |
| Foundations Investment Advisors, LLC added | 204,182 | $5M | 1.2% | 2025-Q2 stale |
| RIVERSEDGE ADVISORS, LLC trimmed | 110,540 | $3M | 0.6% | 2025-Q1 stale |
| StoneX Group Inc. added | 54,287 | $2M | 0.4% | 2025-Q4 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 24,121 | $702K | 0.2% | 2025-Q3 stale |
| Nilsine Partners, LLC added | 21,519 | $528K | 0.1% | 2025-Q1 stale |
| BROWN ADVISORY INC added | 17,726 | $516K | 0.1% | 2025-Q3 stale |
| AVANTAX ADVISORY SERVICES, INC. new | 21,013 | $515K | 0.1% | 2025-Q1 stale |
| Masso Torrence Wealth Management Inc. | 13,748 | $400K | 0.1% | 2025-Q3 stale |
| Pine Valley Investments Ltd Liability Co trimmed | 12,997 | $383K | 0.1% | 2025-Q4 stale |
| Keel Point, LLC added | 11,980 | $353K | 0.1% | 2025-Q4 stale |
| GREAT VALLEY ADVISOR GROUP, INC. new | 8,273 | $203K | 0.0% | 2025-Q1 stale |
| COMERICA BANK added | 5,119 | $151K | 0.0% | 2025-Q4 stale |
| Kestra Advisory Services, LLC new | 2,459 | $73K | 0.0% | 2025-Q4 stale |
| TOTH FINANCIAL ADVISORY CORP trimmed | 1,087 | $32K | 0.0% | 2025-Q3 stale |
| JPMORGAN CHASE & CO new | 312 | $9K | 0.0% | 2025-Q3 stale |
| FMR LLC new | 240 | $7K | 0.0% | 2025-Q3 stale |
| CITIGROUP INC new | 1 | $29 | 0.0% | 2025-Q3 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale |
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.