SFLO
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -10.0% ·
share flow +8.0% ·
net new positions -11.1%
· formula
Concentrated accumulation: rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Victory Capital Management Inc | 2.90M | n/a | $85.65M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 1.70M | n/a | $50.07M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | Morgan Stanley ✦ | 1.52M | +96.9% | $44.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Raymond James Financial Inc | 1.07M | n/a | $31.68M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 5 | LPL Financial LLC | 957.29K | n/a | $28.23M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Rockefeller Capital Management L.P. | 411.87K | n/a | $12.14M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Envestnet Asset Management Inc | 376.53K | n/a | $11.10M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Mml Investors Services, Llc | 302.83K | n/a | $8.93M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Royal Bank Of Canada | 290.24K | n/a | $8.56M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | UBS Group AG | 140.18K | n/a | $4.13M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Northwestern Mutual Wealth… | 88.03K | n/a | $2.60M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Stifel Financial Corp | 80.67K | n/a | $2.38M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Wealth Enhancement Advisory… | 61.01K | n/a | $1.83M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 47.96K | n/a | $1.41M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 15 | Truist Financial Corp | 34.17K | n/a | $1.01M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Commonwealth Equity Services, Llc | 26.96K | n/a | $794,970 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | HighTower Advisors, LLC | 26.76K | n/a | $789,033 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Cerity Partners LLC | 8.08K | n/a | $238,340 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| JPMorgan Chase | $18,164 | was 0.0% |
| Fidelity (FMR) | $6,986 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 58 holders, 13.45M shares, $417.78M 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.