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Security record

SFLR

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q2 2024
25Tracked holders
+2Δ holders
22.06MShares held
$851.22MReported value
+7New positions
−5Exits
Strongly Rising 3 quarters of rising tracked shares ●●●○○○ How these are computed → Explain this at the Research Desk →

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
QuarterHoldersΔSharesReported valueNewExits
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
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
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 · Get this via the API