Who owns SFLR (SFLR)
Which tracked institutional funds hold SFLR, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SFLR company fundamentals →
Ownership as of the 2026-Q1 13F filings. 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
51 tracked funds added or opened SFLR while 37 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
SFLR’s largest tracked holder by dollar value, BANK OF AMERICA CORP /DE/, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.2% of theirs — a 0.2pp gap the other way — the median holder sizes SFLR more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in SFLR 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 192 tracked filers holding SFLR, 121 increased or opened the position and 82 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 SFLR 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.
New buyers 14
- VanWeelden Wealth Management, LLC$6M
- OneDigital Investment Advisors LLC$4M
- Intrua Financial, LLC$4M
- Independent Advisor Alliance$3M
- Collaborative Wealth Managment Inc.$2M
- Integrated Wealth Concepts LLC$1M
Full exits 8
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$8M
- Authentikos Wealth Advisory, LLC$8M
- Global Retirement Partners, LLC$6M
- NewEdge Advisors, LLC$5M
- Concorde Asset Management, LLC$3M
- Kraft, Davis & Associates, LLC$2M
Largest adds
- Americana Partners, LLC$78M
- Cambridge Investment Research Advisors, Inc.$25M
- RAYMOND JAMES FINANCIAL INC$8M
- CCG WEALTH MANAGEMENT, LLC$7M
- Kingsview Wealth Management, LLC$7M
- LPL Financial LLC$6M
Largest trims
- COMMONWEALTH EQUITY SERVICES, LLC$16M
- BANK OF AMERICA CORP /DE/$6M
- STEPHENS INC /AR/$4M
- Chicago Partners Investment Group LLC$3M
- Concurrent Investment Advisors, LLC$3M
- Davies Financial Advisors, Inc.$2M
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 |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ added | 5,920,303 | $210M | 17.5% | 2026-Q1 |
| LPL Financial LLC added | 4,589,170 | $163M | 13.6% | 2026-Q1 |
| Americana Partners, LLC added | 2,485,585 | $88M | 7.4% | 2026-Q1 |
| Kingsview Wealth Management, LLC added | 2,167,558 | $77M | 6.4% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 1,559,608 | $55M | 4.6% | 2026-Q1 |
| Chicago Partners Investment Group LLC trimmed | 1,276,156 | $47M | 3.9% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 806,175 | $29M | 2.4% | 2026-Q1 |
| Liberty Atlantic Advisors LLC added | 637,906 | $23M | 1.9% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 567,059 | $20M | 1.7% | 2026-Q1 |
| Delta Investment Management, LLC trimmed | 558,310 | $20M | 1.7% | 2026-Q1 |
| WETZEL INVESTMENT ADVISORS, INC. added | 489,437 | $17M | 1.5% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 482,185 | $17M | 1.4% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 432,361 | $15M | 1.3% | 2026-Q1 |
| Brookstone Capital Management added | 403,720 | $14M | 1.2% | 2026-Q1 |
| Cetera Investment Advisers added | 382,879 | $14M | 1.1% | 2026-Q1 |
| Rothschild Wealth LLC added | 372,737 | $13M | 1.1% | 2026-Q1 |
| HighTower Advisors, LLC added | 363,843 | $13M | 1.1% | 2026-Q1 |
| Southland Equity Partners LLC trimmed | 313,667 | $11M | 0.9% | 2026-Q1 |
| Advisory Services Network, LLC added | 312,233 | $11M | 0.9% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 268,650 | $10M | 0.8% | 2026-Q1 |
| CCG WEALTH MANAGEMENT, LLC added | 255,746 | $9M | 0.8% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC added | 248,541 | $9M | 0.7% | 2026-Q1 |
| AE Wealth Management LLC added | 247,244 | $9M | 0.7% | 2026-Q1 |
| Pinnacle Wealth Management Group, Inc. added | 244,025 | $9M | 0.7% | 2026-Q1 |
| WINNOW WEALTH LLC trimmed | 242,979 | $9M | 0.7% | 2026-Q1 |
| Pallas Capital Advisors LLC trimmed | 235,419 | $8M | 0.7% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 232,287 | $8M | 0.7% | 2026-Q1 |
| NewCorp Financial Services, Inc. added | 228,117 | $8M | 0.7% | 2026-Q1 |
| EVOLUTION WEALTH MANAGEMENT INC. trimmed | 224,896 | $8M | 0.7% | 2026-Q1 |
| Private Advisor Group, LLC added | 218,030 | $8M | 0.6% | 2026-Q1 |
| Stratos Wealth Partners, LTD. added | 209,621 | $7M | 0.6% | 2026-Q1 |
| Snowden Capital Advisors LLC added | 209,196 | $7M | 0.6% | 2026-Q1 |
| ATX Financial Planning, LLC added | 206,074 | $7M | 0.6% | 2026-Q1 |
| Perennial Investment Advisors, LLC added | 202,013 | $7M | 0.6% | 2026-Q1 |
| Worth Financial Advisory Group, LLC trimmed | 60,130 | $7M | 0.6% | 2026-Q1 |
| First Commonwealth Financial Corp /PA/ added | 190,316 | $7M | 0.6% | 2026-Q1 |
| CWM, LLC added | 187,696 | $7M | 0.6% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 186,753 | $7M | 0.6% | 2026-Q1 |
| Triumph Capital Management added | 181,377 | $6M | 0.5% | 2026-Q1 |
| Thrivent Financial for Lutherans trimmed | 172,342 | $6M | 0.5% | 2026-Q1 |
| HFG Wealth Management, LLC trimmed | 168,691 | $6M | 0.5% | 2026-Q1 |
| VanWeelden Wealth Management, LLC new | 162,414 | $6M | 0.5% | 2026-Q1 |
| Visionary Wealth Advisors added | 160,126 | $6M | 0.5% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC trimmed | 143,421 | $5M | 0.4% | 2026-Q1 |
| COFG Advisors, LLC added | 139,033 | $5M | 0.4% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 130,534 | $5M | 0.4% | 2026-Q1 |
| COMPASS CAPITAL CORP /MA/ /ADV trimmed | 121,112 | $5M | 0.4% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 116,747 | $4M | 0.3% | 2026-Q1 |
| Holos Integrated Wealth LLC added | 116,027 | $4M | 0.3% | 2026-Q1 |
| BEACON FINANCIAL GROUP trimmed | 117,049 | $4M | 0.3% | 2026-Q1 |
| Trek Financial, LLC trimmed | 110,674 | $4M | 0.3% | 2026-Q1 |
| OneDigital Investment Advisors LLC new | 104,543 | $4M | 0.3% | 2026-Q1 |
| Intrua Financial, LLC new | 103,774 | $4M | 0.3% | 2026-Q1 |
| COLUMBIA ADVISORY PARTNERS LLC added | 96,978 | $3M | 0.3% | 2026-Q1 |
| Independent Advisor Alliance new | 95,048 | $3M | 0.3% | 2026-Q1 |
| IHT Wealth Management, LLC added | 91,051 | $3M | 0.3% | 2026-Q1 |
| GWN SECURITIES INC. added | 90,899 | $3M | 0.3% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. trimmed | 87,186 | $3M | 0.3% | 2026-Q1 |
| INDEPENDENT FINANCIAL GROUP, LLC added | 82,676 | $3M | 0.2% | 2026-Q1 |
| WorthPointe, LLC added | 81,620 | $3M | 0.2% | 2026-Q1 |
| Foundations Investment Advisors, LLC added | 80,272 | $3M | 0.2% | 2026-Q1 |
| Beacon Financial Advisory LLC added | 79,234 | $3M | 0.2% | 2026-Q1 |
| Signal Advisors Wealth, LLC added | 74,901 | $3M | 0.2% | 2026-Q1 |
| Mariner, LLC added | 72,945 | $3M | 0.2% | 2026-Q1 |
| Meridian Wealth Management, LLC added | 62,869 | $2M | 0.2% | 2026-Q1 |
| Selby Wealth Management, LLC trimmed | 62,501 | $2M | 0.2% | 2026-Q1 |
| MILESTONE ASSET MANAGEMENT, LLC trimmed | 59,634 | $2M | 0.2% | 2026-Q1 |
| Collaborative Wealth Managment Inc. new | 57,575 | $2M | 0.2% | 2026-Q1 |
| Concurrent Investment Advisors, LLC trimmed | 56,996 | $2M | 0.2% | 2026-Q1 |
| Whipplewood Advisors, LLC trimmed | 52,967 | $2M | 0.2% | 2026-Q1 |
| SIGNATUREFD, LLC trimmed | 52,845 | $2M | 0.2% | 2026-Q1 |
| Kellett Wealth Advisors, LLC trimmed | 52,372 | $2M | 0.2% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 51,507 | $2M | 0.2% | 2026-Q1 |
| FLAGSHIP HARBOR ADVISORS, LLC trimmed | 51,371 | $2M | 0.2% | 2026-Q1 |
| Ballast Rock Private Wealth LLC added | 50,337 | $2M | 0.1% | 2026-Q1 |
| Balance Wealth, LLC trimmed | 49,941 | $2M | 0.1% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 47,010 | $2M | 0.1% | 2026-Q1 |
| Quantinno Capital Management LP added | 43,860 | $2M | 0.1% | 2026-Q1 |
| STEPHENS INC /AR/ trimmed | 43,267 | $2M | 0.1% | 2026-Q1 |
| RED REEF ADVISORS LLC added | 41,736 | $1M | 0.1% | 2026-Q1 |
| Ameritas Advisory Services, LLC trimmed | 40,124 | $1M | 0.1% | 2026-Q1 |
| Valmark Advisers, Inc. added | 39,709 | $1M | 0.1% | 2026-Q1 |
| Mutual Advisors, LLC trimmed | 36,394 | $1M | 0.1% | 2026-Q1 |
| SeaCrest Wealth Management, LLC trimmed | 36,069 | $1M | 0.1% | 2026-Q1 |
| Glen Eagle Advisors, LLC | 35,100 | $1M | 0.1% | 2026-Q1 |
| Davies Financial Advisors, Inc. trimmed | 34,447 | $1M | 0.1% | 2026-Q1 |
| CreativeOne Wealth, LLC | 34,285 | $1M | 0.1% | 2026-Q1 |
| Integrated Wealth Concepts LLC new | 34,251 | $1M | 0.1% | 2026-Q1 |
| Bright Futures Wealth Management, LLC. new | 33,460 | $1M | 0.1% | 2026-Q1 |
| SAGESPRING WEALTH PARTNERS, LLC added | 32,788 | $1M | 0.1% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 81,483 | $8M | 0.7% | 2025-Q4 stale |
| Authentikos Wealth Advisory, LLC trimmed | 207,484 | $8M | 0.6% | 2025-Q4 stale |
| Global Retirement Partners, LLC added | 172,911 | $6M | 0.5% | 2025-Q4 stale |
| NewEdge Advisors, LLC trimmed | 129,287 | $5M | 0.4% | 2025-Q4 stale |
| Siligmueller & Norvid Wealth Advisors LLC new | 131,037 | $5M | 0.4% | 2025-Q3 stale |
| Concorde Asset Management, LLC added | 87,680 | $3M | 0.3% | 2025-Q4 stale |
| RFG Advisory, LLC trimmed | 87,739 | $3M | 0.2% | 2025-Q1 stale |
| Kraft, Davis & Associates, LLC trimmed | 43,610 | $2M | 0.1% | 2025-Q4 stale |
| Lifeworks Advisors, LLC added | 37,414 | $1M | 0.1% | 2025-Q4 stale |
| Ausdal Financial Partners, Inc. added | 42,636 | $1M | 0.1% | 2025-Q1 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.