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Institutional Ownership · SEC Form 13F

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.

192
Institutional holders
33,647,275
Shares held (tracked funds)

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).

FundSharesReported value% of valueQuarter
BANK OF AMERICA CORP /DE/ added5,920,303$210M17.5%2026-Q1
LPL Financial LLC added4,589,170$163M13.6%2026-Q1
Americana Partners, LLC added2,485,585$88M7.4%2026-Q1
Kingsview Wealth Management, LLC added2,167,558$77M6.4%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC trimmed1,559,608$55M4.6%2026-Q1
Chicago Partners Investment Group LLC trimmed1,276,156$47M3.9%2026-Q1
Cambridge Investment Research Advisors, Inc. added806,175$29M2.4%2026-Q1
Liberty Atlantic Advisors LLC added637,906$23M1.9%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added567,059$20M1.7%2026-Q1
Delta Investment Management, LLC trimmed558,310$20M1.7%2026-Q1
WETZEL INVESTMENT ADVISORS, INC. added489,437$17M1.5%2026-Q1
OSAIC HOLDINGS, INC. trimmed482,185$17M1.4%2026-Q1
RAYMOND JAMES FINANCIAL INC added432,361$15M1.3%2026-Q1
Brookstone Capital Management added403,720$14M1.2%2026-Q1
Cetera Investment Advisers added382,879$14M1.1%2026-Q1
Rothschild Wealth LLC added372,737$13M1.1%2026-Q1
HighTower Advisors, LLC added363,843$13M1.1%2026-Q1
Southland Equity Partners LLC trimmed313,667$11M0.9%2026-Q1
Advisory Services Network, LLC added312,233$11M0.9%2026-Q1
Rockefeller Capital Management L.P. added268,650$10M0.8%2026-Q1
CCG WEALTH MANAGEMENT, LLC added255,746$9M0.8%2026-Q1
MML INVESTORS SERVICES, LLC added248,541$9M0.7%2026-Q1
AE Wealth Management LLC added247,244$9M0.7%2026-Q1
Pinnacle Wealth Management Group, Inc. added244,025$9M0.7%2026-Q1
WINNOW WEALTH LLC trimmed242,979$9M0.7%2026-Q1
Pallas Capital Advisors LLC trimmed235,419$8M0.7%2026-Q1
Farther Finance Advisors, LLC added232,287$8M0.7%2026-Q1
NewCorp Financial Services, Inc. added228,117$8M0.7%2026-Q1
EVOLUTION WEALTH MANAGEMENT INC. trimmed224,896$8M0.7%2026-Q1
Private Advisor Group, LLC added218,030$8M0.6%2026-Q1
Stratos Wealth Partners, LTD. added209,621$7M0.6%2026-Q1
Snowden Capital Advisors LLC added209,196$7M0.6%2026-Q1
ATX Financial Planning, LLC added206,074$7M0.6%2026-Q1
Perennial Investment Advisors, LLC added202,013$7M0.6%2026-Q1
Worth Financial Advisory Group, LLC trimmed60,130$7M0.6%2026-Q1
First Commonwealth Financial Corp /PA/ added190,316$7M0.6%2026-Q1
CWM, LLC added187,696$7M0.6%2026-Q1
Kestra Advisory Services, LLC added186,753$7M0.6%2026-Q1
Triumph Capital Management added181,377$6M0.5%2026-Q1
Thrivent Financial for Lutherans trimmed172,342$6M0.5%2026-Q1
HFG Wealth Management, LLC trimmed168,691$6M0.5%2026-Q1
VanWeelden Wealth Management, LLC new162,414$6M0.5%2026-Q1
Visionary Wealth Advisors added160,126$6M0.5%2026-Q1
Steward Partners Investment Advisory, LLC trimmed143,421$5M0.4%2026-Q1
COFG Advisors, LLC added139,033$5M0.4%2026-Q1
Janney Montgomery Scott LLC added130,534$5M0.4%2026-Q1
COMPASS CAPITAL CORP /MA/ /ADV trimmed121,112$5M0.4%2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed116,747$4M0.3%2026-Q1
Holos Integrated Wealth LLC added116,027$4M0.3%2026-Q1
BEACON FINANCIAL GROUP trimmed117,049$4M0.3%2026-Q1
Trek Financial, LLC trimmed110,674$4M0.3%2026-Q1
OneDigital Investment Advisors LLC new104,543$4M0.3%2026-Q1
Intrua Financial, LLC new103,774$4M0.3%2026-Q1
COLUMBIA ADVISORY PARTNERS LLC added96,978$3M0.3%2026-Q1
Independent Advisor Alliance new95,048$3M0.3%2026-Q1
IHT Wealth Management, LLC added91,051$3M0.3%2026-Q1
GWN SECURITIES INC. added90,899$3M0.3%2026-Q1
HARBOUR INVESTMENTS, INC. trimmed87,186$3M0.3%2026-Q1
INDEPENDENT FINANCIAL GROUP, LLC added82,676$3M0.2%2026-Q1
WorthPointe, LLC added81,620$3M0.2%2026-Q1
Foundations Investment Advisors, LLC added80,272$3M0.2%2026-Q1
Beacon Financial Advisory LLC added79,234$3M0.2%2026-Q1
Signal Advisors Wealth, LLC added74,901$3M0.2%2026-Q1
Mariner, LLC added72,945$3M0.2%2026-Q1
Meridian Wealth Management, LLC added62,869$2M0.2%2026-Q1
Selby Wealth Management, LLC trimmed62,501$2M0.2%2026-Q1
MILESTONE ASSET MANAGEMENT, LLC trimmed59,634$2M0.2%2026-Q1
Collaborative Wealth Managment Inc. new57,575$2M0.2%2026-Q1
Concurrent Investment Advisors, LLC trimmed56,996$2M0.2%2026-Q1
Whipplewood Advisors, LLC trimmed52,967$2M0.2%2026-Q1
SIGNATUREFD, LLC trimmed52,845$2M0.2%2026-Q1
Kellett Wealth Advisors, LLC trimmed52,372$2M0.2%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP added51,507$2M0.2%2026-Q1
FLAGSHIP HARBOR ADVISORS, LLC trimmed51,371$2M0.2%2026-Q1
Ballast Rock Private Wealth LLC added50,337$2M0.1%2026-Q1
Balance Wealth, LLC trimmed49,941$2M0.1%2026-Q1
TRUIST FINANCIAL CORP added47,010$2M0.1%2026-Q1
Quantinno Capital Management LP added43,860$2M0.1%2026-Q1
STEPHENS INC /AR/ trimmed43,267$2M0.1%2026-Q1
RED REEF ADVISORS LLC added41,736$1M0.1%2026-Q1
Ameritas Advisory Services, LLC trimmed40,124$1M0.1%2026-Q1
Valmark Advisers, Inc. added39,709$1M0.1%2026-Q1
Mutual Advisors, LLC trimmed36,394$1M0.1%2026-Q1
SeaCrest Wealth Management, LLC trimmed36,069$1M0.1%2026-Q1
Glen Eagle Advisors, LLC35,100$1M0.1%2026-Q1
Davies Financial Advisors, Inc. trimmed34,447$1M0.1%2026-Q1
CreativeOne Wealth, LLC34,285$1M0.1%2026-Q1
Integrated Wealth Concepts LLC new34,251$1M0.1%2026-Q1
Bright Futures Wealth Management, LLC. new33,460$1M0.1%2026-Q1
SAGESPRING WEALTH PARTNERS, LLC added32,788$1M0.1%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added81,483$8M0.7%2025-Q4 stale
Authentikos Wealth Advisory, LLC trimmed207,484$8M0.6%2025-Q4 stale
Global Retirement Partners, LLC added172,911$6M0.5%2025-Q4 stale
NewEdge Advisors, LLC trimmed129,287$5M0.4%2025-Q4 stale
Siligmueller & Norvid Wealth Advisors LLC new131,037$5M0.4%2025-Q3 stale
Concorde Asset Management, LLC added87,680$3M0.3%2025-Q4 stale
RFG Advisory, LLC trimmed87,739$3M0.2%2025-Q1 stale
Kraft, Davis & Associates, LLC trimmed43,610$2M0.1%2025-Q4 stale
Lifeworks Advisors, LLC added37,414$1M0.1%2025-Q4 stale
Ausdal Financial Partners, Inc. added42,636$1M0.1%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.

HoldersTotal shares

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.

Learn how to read institutional ownership