SFLR

—

not in universe+ Compare Tear sheet →

$38.20

+0.40 (+1.06%)

USD · as of 2026-07-30 · marketstack

Switch Ticker

Institutional ownership· 13F filers holding SFLR · 2026-Q1 methodology → sources →

192 holders

FUNDINNOVATOR ETFS TRUSTA fund, not an operating company. There are no company fundamentals for a fund line — no revenue, no earnings, no balance sheet, no fair value — so the security page stays price-only by design, and this register is the 13F read: which institutions hold the fund itself.evidence · the issuer name as filed on 13Fs ⓘ

% of shares outstanding held

—

Shares held (13F)

33,649,962

Reporting holders

192

% of shares outstanding is not shown for SFLR: this is a fund line, and we hold no cover-page share count for it at any quarter — a fund's shares outstanding move with creations and redemptions rather than with issuance and buybacks, and it is not the SEC cover-page count this percentage is defined against. The figure is withheld rather than computed against a count that does not exist. Holder share counts are shown as filed.

Active share of register100.0%192 active filers

Index / screened out0.0%0 filers

Reporting holders1922026-Q1

Top-10 concentration61.1%

HHI0.0667

Effective holders15.0

Crowding percentile—

Crowding percentile withheld — no market cap for SFLR in the served universe — the cohort is size-matched, and an unmatched percentile would compare a micro-cap register to a mega-cap one.

Top holders

largest 100 of 192 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	BANK OF AMERICA CORP /DE/	5,920,3035.9M	$210M	—	—
2	LPL Financial LLC	4,589,1704.6M	$163M	—	ADD 8%
3	Americana Partners, LLC	2,485,5852.5M	$88M	—	ADD 855%
4	Kingsview Wealth Management, LLC	2,167,5582.2M	$77M	—	ADD 15%
5	COMMONWEALTH EQUITY SERVICES, LLC	1,559,6081.6M	$55M	—	TRIM -19%
6	Chicago Partners Investment Group LLC	1,276,1561.3M	$47M	—	TRIM -6%
7	Cambridge Investment Research Advisors, Inc.	806,175806,175	$29M	—	ADD 641%
8	Liberty Atlantic Advisors LLC	637,906637,906	$23M	—	ADD 15%
9	ENVESTNET ASSET MANAGEMENT INC	567,059567,059	$20M	—	ADD 40%
10	Delta Investment Management, LLC	558,310558,310	$20M	—	TRIM -5%
11	WETZEL INVESTMENT ADVISORS, INC.	489,437489,437	$17M	—	ADD 12%
12	OSAIC HOLDINGS, INC.	482,185482,185	$17M	—	TRIM -3%
13	RAYMOND JAMES FINANCIAL INC	432,361432,361	$15M	—	ADD 110%
14	Brookstone Capital Management	403,720403,720	$14M	—	ADD 42%
15	Cetera Investment Advisers	382,879382,879	$14M	—	ADD 34%
16	Rothschild Wealth LLC	372,737372,737	$13M	—	—
17	HighTower Advisors, LLC	363,843363,843	$13M	—	ADD 9%
18	Southland Equity Partners LLC	313,667313,667	$11M	—	TRIM -7%
19	Advisory Services Network, LLC	312,233312,233	$11M	—	ADD 14%
20	Rockefeller Capital Management L.P.	268,650268,650	$10M	—	ADD 53%
21	CCG WEALTH MANAGEMENT, LLC	255,746255,746	$9M	—	ADD 457%
22	MML INVESTORS SERVICES, LLC	248,541248,541	$9M	—	ADD 4%
23	AE Wealth Management LLC	247,244247,244	$9M	—	ADD 27%
24	Pinnacle Wealth Management Group, Inc.	244,025244,025	$9M	—	ADD 47%
25	WINNOW WEALTH LLC	242,979242,979	$9M	—	TRIM -7%
26	Pallas Capital Advisors LLC	235,419235,419	$8M	—	TRIM -8%
27	Farther Finance Advisors, LLC	232,287232,287	$8M	—	ADD 41%
28	NewCorp Financial Services, Inc.	228,117228,117	$8M	—	ADD 16%
29	EVOLUTION WEALTH MANAGEMENT INC.	224,896224,896	$8M	—	TRIM -8%
30	Private Advisor Group, LLC	218,030218,030	$8M	—	ADD 13%
31	Stratos Wealth Partners, LTD.	209,621209,621	$7M	—	ADD 78%
32	Snowden Capital Advisors LLC	209,196209,196	$7M	—	ADD 40%
33	ATX Financial Planning, LLC	206,074206,074	$7M	—	—
34	Perennial Investment Advisors, LLC	202,013202,013	$7M	—	ADD 16%
35	Worth Financial Advisory Group, LLC	60,13060,130	$7M	—	TRIM -61%
36	First Commonwealth Financial Corp /PA/	190,316190,316	$7M	—	ADD 2%
37	CWM, LLC	187,696187,696	$7M	—	ADD 7%
38	Kestra Advisory Services, LLC	186,753186,753	$7M	—	ADD 12%
39	Triumph Capital Management	181,377181,377	$6M	—	—
40	Thrivent Financial for Lutherans	172,342172,342	$6M	—	TRIM -19%
41	HFG Wealth Management, LLC	168,691168,691	$6M	—	TRIM -2%
42	VanWeelden Wealth Management, LLC	162,414162,414	$6M	—	NEW
43	Visionary Wealth Advisors	160,126160,126	$6M	—	ADD 7%
44	Steward Partners Investment Advisory, LLC	143,421143,421	$5M	—	TRIM -6%
45	COFG Advisors, LLC	139,033139,033	$5M	—	ADD 5%
46	Janney Montgomery Scott LLC	130,534130,534	$5M	—	ADD 7%
47	COMPASS CAPITAL CORP /MA/ /ADV	121,112121,112	$5M	—	TRIM -25%
48	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	116,747116,747	$4M	—	—
49	Holos Integrated Wealth LLC	116,027116,027	$4M	—	ADD 7%
50	BEACON FINANCIAL GROUP	117,049117,049	$4M	—	—
51	Trek Financial, LLC	110,674110,674	$4M	—	TRIM -8%
52	OneDigital Investment Advisors LLC	104,543104,543	$4M	—	NEW
53	Intrua Financial, LLC	103,774103,774	$4M	—	NEW
54	COLUMBIA ADVISORY PARTNERS LLC	96,97896,978	$3M	—	ADD 32%
55	Independent Advisor Alliance	95,04895,048	$3M	—	NEW
56	IHT Wealth Management, LLC	91,05191,051	$3M	—	ADD 8%
57	GWN SECURITIES INC.	90,89990,899	$3M	—	ADD 40%
58	HARBOUR INVESTMENTS, INC.	87,18687,186	$3M	—	TRIM -21%
59	INDEPENDENT FINANCIAL GROUP, LLC	85,36385,363	$3M	—	ADD 80%
60	WorthPointe, LLC	81,62081,620	$3M	—	ADD 65%
61	Foundations Investment Advisors, LLC	80,27280,272	$3M	—	ADD 7%
62	Beacon Financial Advisory LLC	79,23479,234	$3M	—	ADD 8%
63	Signal Advisors Wealth, LLC	74,90174,901	$3M	—	ADD 11%
64	Mariner, LLC	72,94572,945	$3M	—	ADD 15%
65	Meridian Wealth Management, LLC	62,86962,869	$2M	—	ADD 35%
66	Selby Wealth Management, LLC	62,50162,501	$2M	—	—
67	MILESTONE ASSET MANAGEMENT, LLC	59,63459,634	$2M	—	—
68	Collaborative Wealth Managment Inc.	57,57557,575	$2M	—	NEW
69	Concurrent Investment Advisors, LLC	56,99656,996	$2M	—	TRIM -56%
70	Whipplewood Advisors, LLC	52,96752,967	$2M	—	—
71	SIGNATUREFD, LLC	52,84552,845	$2M	—	TRIM -3%
72	Kellett Wealth Advisors, LLC	52,37252,372	$2M	—	TRIM -3%
73	SUSQUEHANNA INTERNATIONAL GROUP, LLP	51,50751,507	$2M	—	ADD 271%
74	FLAGSHIP HARBOR ADVISORS, LLC	51,37151,371	$2M	—	TRIM -20%
75	Ballast Rock Private Wealth LLC	50,33750,337	$2M	—	ADD 27%
76	Balance Wealth, LLC	49,94149,941	$2M	—	TRIM -16%
77	TRUIST FINANCIAL CORP	47,01047,010	$2M	—	ADD 11%
78	Quantinno Capital Management LP	43,86043,860	$2M	—	ADD 179%
79	STEPHENS INC /AR/	43,26743,267	$2M	—	TRIM -73%
80	RED REEF ADVISORS LLC	41,73641,736	$1M	—	ADD 3%
81	Ameritas Advisory Services, LLC	40,12440,124	$1M	—	TRIM -15%
82	Valmark Advisers, Inc.	39,70939,709	$1M	—	ADD 533%
83	Mutual Advisors, LLC	36,39436,394	$1M	—	TRIM -42%
84	SeaCrest Wealth Management, LLC	36,06936,069	$1M	—	—
85	Glen Eagle Advisors, LLC	35,10035,100	$1M	—	—
86	Davies Financial Advisors, Inc.	34,44734,447	$1M	—	TRIM -60%
87	CreativeOne Wealth, LLC	34,28534,285	$1M	—	—
88	Integrated Wealth Concepts LLC	34,25134,251	$1M	—	NEW
89	Bright Futures Wealth Management, LLC.	33,46033,460	$1M	—	NEW
90	SAGESPRING WEALTH PARTNERS, LLC	32,78832,788	$1M	—	ADD 9%
91	Addison Capital Co	32,38832,388	$1M	—	NEW
92	CGN Advisors LLC	31,42931,429	$1M	—	ADD 19%
93	Marshall & Sterling Wealth Advisors Inc.	31,20431,204	$1M	—	NEW
94	Core Wealth Advisors, Inc.	31,18531,185	$1M	—	ADD 29%
95	Arax Advisory Partners	30,24130,241	$1M	—	ADD 26%
96	Sequoia Financial Advisors, LLC	29,15029,150	$1M	—	TRIM -24%
97	Claro Advisors Inc.	28,11528,115	$995,558	—	—
98	Ifrah Financial Services, Inc.	27,45027,450	$972,006	—	ADD 28%
99	Gateway Wealth Partners, LLC	26,66026,660	$944,048	—	ADD 104%
100	SECURED RETIREMENT ADVISORS, LLC	26,57926,579	$941,162	—	TRIM -3%

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Buyers & sellers2026-Q1 vs 2025-Q4 · 121 bought / 81 sold · net +4,521,522 shares · 18.0d of ADV

Bought121 filers

Shares: 6,497,211
Value: $230M
Opened: 37 · 859,204 sh
Days of ADV: 25.8d

Sold81 filers

Shares: 1,975,689
Value: $70M
Closed: 19 · 745,499 sh
Days of ADV: 7.9d

Net (all filers) +4,521,522 sh · $160M · 15.5% of the prior register

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

BANK OF AMERICA CORP /DE/

—

36K

3.9M

5.8M

5.9M

$210M

LPL Financial LLC

3.5M

3.8M

3.6M

3.7M

4.3M

4.6M

$163M

Americana Partners, LLC

—

260K

2.5M

$88M

Kingsview Wealth Management, LLC

352K

1.6M

1.7M

1.8M

1.9M

2.2M

$77M

COMMONWEALTH EQUITY SERVICES, LLC

1.2M

1.4M

1.8M

1.9M

1.6M

$55M

Chicago Partners Investment Group LLC

1.5M

1.6M

1.4M

1.3M

$47M

Cambridge Investment Research Advisors, Inc.

113K

112K

101K

104K

109K

806K

$29M

Liberty Atlantic Advisors LLC

—

555K

638K

$23M

ENVESTNET ASSET MANAGEMENT INC

224K

244K

379K

441K

406K

567K

$20M

Delta Investment Management, LLC

904K

845K

888K

860K

585K

558K

$20M

WETZEL INVESTMENT ADVISORS, INC.

131K

151K

398K

413K

436K

489K

$17M

OSAIC HOLDINGS, INC.

344K

596K

537K

567K

495K

482K

$17M

RAYMOND JAMES FINANCIAL INC

—

75K

71K

206K

432K

$15M

Brookstone Capital Management

64K

83K

77K

110K

284K

404K

$14M

Cetera Investment Advisers

103K

175K

194K

236K

287K

383K

$14M

Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

Institutional footprint by quarter

Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	192	33,649,962	—	$1.2B
2025-Q4	174	29,128,440	—	$1.1B
2025-Q3	145	23,334,215	—	$842M
2025-Q2	141	19,293,170	—	$649M

Short interest has its own tab now — open SI →

Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.

▸Register gapwho owns your peers and not you

13F

Institutional ownership· 13F filers holding SFLR · 2026-Q1 methodology → sources →

192 holders

% of shares outstanding held

—

Shares held (13F)

33,649,962

Reporting holders

192

Active share of register100.0%192 active filers

Index / screened out0.0%0 filers

Reporting holders1922026-Q1

Top-10 concentration61.1%

HHI0.0667

Effective holders15.0

Crowding percentile—

Crowding percentile withheld — no market cap for SFLR in the served universe — the cohort is size-matched, and an unmatched percentile would compare a micro-cap register to a mega-cap one.

Top holders

largest 100 of 192 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	BANK OF AMERICA CORP /DE/	5,920,3035.9M	$210M	—	—
2	LPL Financial LLC	4,589,1704.6M	$163M	—	ADD 8%
3	Americana Partners, LLC	2,485,5852.5M	$88M	—	ADD 855%
4	Kingsview Wealth Management, LLC	2,167,5582.2M	$77M	—	ADD 15%
5	COMMONWEALTH EQUITY SERVICES, LLC	1,559,6081.6M	$55M	—	TRIM -19%
6	Chicago Partners Investment Group LLC	1,276,1561.3M	$47M	—	TRIM -6%
7	Cambridge Investment Research Advisors, Inc.	806,175806,175	$29M	—	ADD 641%
8	Liberty Atlantic Advisors LLC	637,906637,906	$23M	—	ADD 15%
9	ENVESTNET ASSET MANAGEMENT INC	567,059567,059	$20M	—	ADD 40%
10	Delta Investment Management, LLC	558,310558,310	$20M	—	TRIM -5%
11	WETZEL INVESTMENT ADVISORS, INC.	489,437489,437	$17M	—	ADD 12%
12	OSAIC HOLDINGS, INC.	482,185482,185	$17M	—	TRIM -3%
13	RAYMOND JAMES FINANCIAL INC	432,361432,361	$15M	—	ADD 110%
14	Brookstone Capital Management	403,720403,720	$14M	—	ADD 42%
15	Cetera Investment Advisers	382,879382,879	$14M	—	ADD 34%
16	Rothschild Wealth LLC	372,737372,737	$13M	—	—
17	HighTower Advisors, LLC	363,843363,843	$13M	—	ADD 9%
18	Southland Equity Partners LLC	313,667313,667	$11M	—	TRIM -7%
19	Advisory Services Network, LLC	312,233312,233	$11M	—	ADD 14%
20	Rockefeller Capital Management L.P.	268,650268,650	$10M	—	ADD 53%
21	CCG WEALTH MANAGEMENT, LLC	255,746255,746	$9M	—	ADD 457%
22	MML INVESTORS SERVICES, LLC	248,541248,541	$9M	—	ADD 4%
23	AE Wealth Management LLC	247,244247,244	$9M	—	ADD 27%
24	Pinnacle Wealth Management Group, Inc.	244,025244,025	$9M	—	ADD 47%
25	WINNOW WEALTH LLC	242,979242,979	$9M	—	TRIM -7%
26	Pallas Capital Advisors LLC	235,419235,419	$8M	—	TRIM -8%
27	Farther Finance Advisors, LLC	232,287232,287	$8M	—	ADD 41%
28	NewCorp Financial Services, Inc.	228,117228,117	$8M	—	ADD 16%
29	EVOLUTION WEALTH MANAGEMENT INC.	224,896224,896	$8M	—	TRIM -8%
30	Private Advisor Group, LLC	218,030218,030	$8M	—	ADD 13%
31	Stratos Wealth Partners, LTD.	209,621209,621	$7M	—	ADD 78%
32	Snowden Capital Advisors LLC	209,196209,196	$7M	—	ADD 40%
33	ATX Financial Planning, LLC	206,074206,074	$7M	—	—
34	Perennial Investment Advisors, LLC	202,013202,013	$7M	—	ADD 16%
35	Worth Financial Advisory Group, LLC	60,13060,130	$7M	—	TRIM -61%
36	First Commonwealth Financial Corp /PA/	190,316190,316	$7M	—	ADD 2%
37	CWM, LLC	187,696187,696	$7M	—	ADD 7%
38	Kestra Advisory Services, LLC	186,753186,753	$7M	—	ADD 12%
39	Triumph Capital Management	181,377181,377	$6M	—	—
40	Thrivent Financial for Lutherans	172,342172,342	$6M	—	TRIM -19%
41	HFG Wealth Management, LLC	168,691168,691	$6M	—	TRIM -2%
42	VanWeelden Wealth Management, LLC	162,414162,414	$6M	—	NEW
43	Visionary Wealth Advisors	160,126160,126	$6M	—	ADD 7%
44	Steward Partners Investment Advisory, LLC	143,421143,421	$5M	—	TRIM -6%
45	COFG Advisors, LLC	139,033139,033	$5M	—	ADD 5%
46	Janney Montgomery Scott LLC	130,534130,534	$5M	—	ADD 7%
47	COMPASS CAPITAL CORP /MA/ /ADV	121,112121,112	$5M	—	TRIM -25%
48	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	116,747116,747	$4M	—	—
49	Holos Integrated Wealth LLC	116,027116,027	$4M	—	ADD 7%
50	BEACON FINANCIAL GROUP	117,049117,049	$4M	—	—
51	Trek Financial, LLC	110,674110,674	$4M	—	TRIM -8%
52	OneDigital Investment Advisors LLC	104,543104,543	$4M	—	NEW
53	Intrua Financial, LLC	103,774103,774	$4M	—	NEW
54	COLUMBIA ADVISORY PARTNERS LLC	96,97896,978	$3M	—	ADD 32%
55	Independent Advisor Alliance	95,04895,048	$3M	—	NEW
56	IHT Wealth Management, LLC	91,05191,051	$3M	—	ADD 8%
57	GWN SECURITIES INC.	90,89990,899	$3M	—	ADD 40%
58	HARBOUR INVESTMENTS, INC.	87,18687,186	$3M	—	TRIM -21%
59	INDEPENDENT FINANCIAL GROUP, LLC	85,36385,363	$3M	—	ADD 80%
60	WorthPointe, LLC	81,62081,620	$3M	—	ADD 65%
61	Foundations Investment Advisors, LLC	80,27280,272	$3M	—	ADD 7%
62	Beacon Financial Advisory LLC	79,23479,234	$3M	—	ADD 8%
63	Signal Advisors Wealth, LLC	74,90174,901	$3M	—	ADD 11%
64	Mariner, LLC	72,94572,945	$3M	—	ADD 15%
65	Meridian Wealth Management, LLC	62,86962,869	$2M	—	ADD 35%
66	Selby Wealth Management, LLC	62,50162,501	$2M	—	—
67	MILESTONE ASSET MANAGEMENT, LLC	59,63459,634	$2M	—	—
68	Collaborative Wealth Managment Inc.	57,57557,575	$2M	—	NEW
69	Concurrent Investment Advisors, LLC	56,99656,996	$2M	—	TRIM -56%
70	Whipplewood Advisors, LLC	52,96752,967	$2M	—	—
71	SIGNATUREFD, LLC	52,84552,845	$2M	—	TRIM -3%
72	Kellett Wealth Advisors, LLC	52,37252,372	$2M	—	TRIM -3%
73	SUSQUEHANNA INTERNATIONAL GROUP, LLP	51,50751,507	$2M	—	ADD 271%
74	FLAGSHIP HARBOR ADVISORS, LLC	51,37151,371	$2M	—	TRIM -20%
75	Ballast Rock Private Wealth LLC	50,33750,337	$2M	—	ADD 27%
76	Balance Wealth, LLC	49,94149,941	$2M	—	TRIM -16%
77	TRUIST FINANCIAL CORP	47,01047,010	$2M	—	ADD 11%
78	Quantinno Capital Management LP	43,86043,860	$2M	—	ADD 179%
79	STEPHENS INC /AR/	43,26743,267	$2M	—	TRIM -73%
80	RED REEF ADVISORS LLC	41,73641,736	$1M	—	ADD 3%
81	Ameritas Advisory Services, LLC	40,12440,124	$1M	—	TRIM -15%
82	Valmark Advisers, Inc.	39,70939,709	$1M	—	ADD 533%
83	Mutual Advisors, LLC	36,39436,394	$1M	—	TRIM -42%
84	SeaCrest Wealth Management, LLC	36,06936,069	$1M	—	—
85	Glen Eagle Advisors, LLC	35,10035,100	$1M	—	—
86	Davies Financial Advisors, Inc.	34,44734,447	$1M	—	TRIM -60%
87	CreativeOne Wealth, LLC	34,28534,285	$1M	—	—
88	Integrated Wealth Concepts LLC	34,25134,251	$1M	—	NEW
89	Bright Futures Wealth Management, LLC.	33,46033,460	$1M	—	NEW
90	SAGESPRING WEALTH PARTNERS, LLC	32,78832,788	$1M	—	ADD 9%
91	Addison Capital Co	32,38832,388	$1M	—	NEW
92	CGN Advisors LLC	31,42931,429	$1M	—	ADD 19%
93	Marshall & Sterling Wealth Advisors Inc.	31,20431,204	$1M	—	NEW
94	Core Wealth Advisors, Inc.	31,18531,185	$1M	—	ADD 29%
95	Arax Advisory Partners	30,24130,241	$1M	—	ADD 26%
96	Sequoia Financial Advisors, LLC	29,15029,150	$1M	—	TRIM -24%
97	Claro Advisors Inc.	28,11528,115	$995,558	—	—
98	Ifrah Financial Services, Inc.	27,45027,450	$972,006	—	ADD 28%
99	Gateway Wealth Partners, LLC	26,66026,660	$944,048	—	ADD 104%
100	SECURED RETIREMENT ADVISORS, LLC	26,57926,579	$941,162	—	TRIM -3%

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Buyers & sellers2026-Q1 vs 2025-Q4 · 121 bought / 81 sold · net +4,521,522 shares · 18.0d of ADV

Bought121 filers

Shares: 6,497,211
Value: $230M
Opened: 37 · 859,204 sh
Days of ADV: 25.8d

Sold81 filers

Shares: 1,975,689
Value: $70M
Closed: 19 · 745,499 sh
Days of ADV: 7.9d

Net (all filers) +4,521,522 sh · $160M · 15.5% of the prior register

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

BANK OF AMERICA CORP /DE/

—

36K

3.9M

5.8M

5.9M

$210M

LPL Financial LLC

3.5M

3.8M

3.6M

3.7M

4.3M

4.6M

$163M

Americana Partners, LLC

—

260K

2.5M

$88M

Kingsview Wealth Management, LLC

352K

1.6M

1.7M

1.8M

1.9M

2.2M

$77M

COMMONWEALTH EQUITY SERVICES, LLC

1.2M

1.4M

1.8M

1.9M

1.6M

$55M

Chicago Partners Investment Group LLC

1.5M

1.6M

1.4M

1.3M

$47M

Cambridge Investment Research Advisors, Inc.

113K

112K

101K

104K

109K

806K

$29M

Liberty Atlantic Advisors LLC

—

555K

638K

$23M

ENVESTNET ASSET MANAGEMENT INC

224K

244K

379K

441K

406K

567K

$20M

Delta Investment Management, LLC

904K

845K

888K

860K

585K

558K

$20M

WETZEL INVESTMENT ADVISORS, INC.

131K

151K

398K

413K

436K

489K

$17M

OSAIC HOLDINGS, INC.

344K

596K

537K

567K

495K

482K

$17M

RAYMOND JAMES FINANCIAL INC

—

75K

71K

206K

432K

$15M

Brookstone Capital Management

64K

83K

77K

110K

284K

404K

$14M

Cetera Investment Advisers

103K

175K

194K

236K

287K

383K

$14M

Institutional footprint by quarter

Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	192	33,649,962	—	$1.2B
2025-Q4	174	29,128,440	—	$1.1B
2025-Q3	145	23,334,215	—	$842M
2025-Q2	141	19,293,170	—	$649M

Short interest has its own tab now — open SI →

▸Register gapwho owns your peers and not you

13F

SFLR☆

Institutional ownership· 13F filers holding SFLR · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

▸Register gapwho owns your peers and not you

Institutional ownership· 13F filers holding SFLR · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

▸Register gapwho owns your peers and not you

SFLR