Security record · archived quarter
SFLR
name pending profile ingest
25Tracked holders
+2Δ holders
22.06MShares held
$851.22MReported value
+7New positions
−5Exits
Momentum inputs (comparable managers):
holder breadth +8.7% ·
share flow +30.0% ·
net new positions +8.0%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 25 | +2 | 22.06M | $851.22M | +7 | −5 |
| Q1 2026 | 24 | +4 | 15.39M | $545.06M | +5 | −1 |
| Q4 2025 | 20 | 0 | 14.61M | $538.52M | — | — |
| Q3 2025 | 1 | -1 | 1.77K | $63,665 | — | −1 |
| Q2 2025 | 1 | +1 | 39.11K | $1.31M | +1 | — |
| Q2 2024 | 1 | — | 16.56K | $511,600 | — | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 6.16M | +4.1% | $237.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 6.16M | +4.1% | $237.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | LPL Financial LLC | 6.04M | +31.6% | $232.98M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 4 | Envestnet Asset Management Inc | 4.91M | +766.7% | $189.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Commonwealth Equity Services, Llc | 1.59M | +2.0% | $61.37M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 702.66K | +45.7% | $27.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 702.66K | +45.7% | $27.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 702.66K | +45.7% | $27.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 702.66K | +45.7% | $27.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Cetera Investment Advisers | 639.87K | +67.1% | $24.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Raymond James Financial Inc | 518.73K | +20.0% | $20.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Raymond James Financial Inc | 518.73K | +20.0% | $20.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | HighTower Advisors, LLC | 379.88K | +4.4% | $14.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Rockefeller Capital Management L.P. | 311.49K | +15.9% | $12.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Mml Investors Services, Llc | 263.57K | +6.0% | $10.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Wells Fargo & Company/Mn | 202.88K | New | $7.83M | 0.0% | New | 1 | SEC ↗ |
| 17 | Wells Fargo & Company/Mn | 202.88K | New | $7.83M | 0.0% | New | 1 | SEC ↗ |
| 18 | Wealth Enhancement Advisory… | 124.76K | +6.9% | $4.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Jane Street Group, Llc | 65.83K | +252.1% | $2.54M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Truist Financial Corp | 47.37K | +0.8% | $1.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Quantinno Capital Management LP | 45.35K | +3.4% | $1.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Mariner, LLC | 18.32K | -74.9% | $706,998 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Bank of New York Mellon Corp | 17.02K | New | $656,795 | 0.0% | New | 1 | SEC ↗ |
| 24 | Bank of New York Mellon Corp | 17.02K | New | $656,795 | 0.0% | New | 1 | SEC ↗ |
| 25 | Bank of New York Mellon Corp | 17.02K | New | $656,795 | 0.0% | New | 1 | SEC ↗ |
| 26 | Focus Partners Wealth | 7.79K | New | $300,500 | 0.0% | New | 1 | SEC ↗ |
| 27 | Creative Planning | 5.55K | New | $214,235 | 0.0% | New | 1 | SEC ↗ |
| 28 | Fifth Third Bancorp | 4.62K | +19.2% | $178,317 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Morgan Stanley ✦ | 708 | -87.5% | $27,317 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 30 | Morgan Stanley ✦ | 708 | -87.5% | $27,317 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 31 | Assetmark, Inc | 374 | 0.0% | $14,429 | 0.0% | Held | 3 | SEC ↗ |
| 32 | BlackRock ✦ (passive) | 290 | New | $11,188 | 0.0% | New | 1 | SEC ↗ |
| 33 | UBS Group AG | 200 | New | $7,716 | 0.0% | New | 1 | SEC ↗ |
| 34 | Russell Investments Group, Ltd. | 39 | New | $1,505 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Wells Fargo & Company/Mn | $7.83M | 0.0% |
| Wells Fargo & Company/Mn | $7.83M | 0.0% |
| Bank of New York Mellon Corp | $656,795 | 0.0% |
| Bank of New York Mellon Corp | $656,795 | 0.0% |
| Bank of New York Mellon Corp | $656,795 | 0.0% |
| Focus Partners Wealth | $300,500 | 0.0% |
| Creative Planning | $214,235 | 0.0% |
| BlackRock | $11,188 | 0.0% |
| UBS Group AG | $7,716 | 0.0% |
| Russell Investments Group… | $1,505 | 0.0% |
Exited
| Susquehanna International… | $1.82M | was 0.0% |
| Citadel Advisors | $877,708 | was 0.0% |
| Royal Bank Of Canada | $104,000 | was 0.0% |
| Blair William & Co/Il | $42,882 | was 0.0% |
| Jones Financial Companies Lllp | $1,675 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 192 holders, 33.65M shares, $1.16B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q2 2026 ·
Methodology ·
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