VS SM CAP FREE CASH FLOW ETF SFLO
$35.28
+1.3% 52w: $25.63 – $35.28
Latest 13F among current holders filed 17 days ago (Jun 18, 2026)
Price — last 12 months
research preview data25.6330.4535.28
Jun 20, 2025 Jul 2, 2026
Institutional holders
61
+8 QoQ
13F value
$422.1M
+6.2% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns SFLO?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| VICTORY CAPITAL MANAGEMENT INC | Diversified mechanical | 3.0M | $90.2M | 0.1% | +3.4% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 2.0M | $58.8M | 0.0% | +15.3% |
| MORGAN STANLEY | Bank broker | 1.8M | $53.4M | 0.0% | +16.9% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 1.1M | $34.2M | 0.0% | +5.9% |
| LPL Financial LLC | Bank broker | 1.1M | $33.1M | 0.0% | +15.0% |
| Boothe Investment Group, Inc. | Wealth advisor | 610.4K | $18.3M | 5.9% | +0.7% |
| NewEdge Advisors, LLC | Diversified mechanical | 588.7K | $17.7M | 0.1% | +22.5% |
| Tradition Wealth Management, LLC | Wealth advisor | 412.1K | $12.4M | 0.9% | -0.4% |
| Sanctuary Advisors, LLC | Wealth advisor | 399.2K | $12.0M | 0.1% | -1.4% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 398.8K | $12.0M | 0.0% | -3.2% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 352.7K | $10.6M | 0.0% | -6.3% |
| IAG Wealth Partners, LLC | Wealth advisor | 342.8K | $10.3M | 1.1% | -14.1% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 286.7K | $8.6M | 0.0% | -5.3% |
| ROYAL BANK OF CANADA | Bank broker | 266.0K | $8.0M | 0.0% | -8.4% |
| Patriot Financial Group Insurance Agency, LLC | Wealth advisor | 133.9K | $4.0M | 0.2% | +84.2% |
| UBS Group AG | Bank broker | 116.7K | $3.5M | 0.0% | -16.8% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 106.3K | $3.2M | 0.0% | +20.7% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 83.9K | $2.5M | 0.0% | +4.0% |
| &PARTNERS | Diversified mechanical | 80.8K | $2.4M | 0.0% | +19.4% |
| Farther Finance Advisors, LLC | Wealth advisor | 75.7K | $2.3M | 0.0% | -16.9% |
| Equitable Holdings, Inc. | Wealth advisor | 73.4K | $2.2M | 0.0% | +1.8% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 59.9K | $1.8M | 0.0% | +24.9% |
| WBI INVESTMENTS, LLC | Quant stat arb | 56.2K | $1.7M | 0.5% | +15.7% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 52.0K | $1.6M | 0.0% | -14.7% |
| D.A. DAVIDSON & CO. | Wealth advisor | 50.4K | $1.5M | 0.0% | +29.8% |
| Atlas Wealth LLC | Other | 48.6K | $1.5M | 0.4% | +311.1% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 36.8K | $1.1M | 0.0% | +7.6% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | Wealth advisor | 35.9K | $1.1M | 0.1% | +6.3% |
| WCG Wealth Advisors LLC | Wealth advisor | 30.8K | $924K | 0.0% | +12.3% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | Diversified mechanical | 29.8K | $894K | 0.0% | +15.7% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 28.3K | $851K | 0.0% | +5.1% |
| HighTower Advisors, LLC | Diversified mechanical | 27.6K | $829K | 0.0% | +3.2% |
| Excelsior Advisor Network LLC | Wealth advisor | 21.9K | $659K | 0.3% | +2.6% |
| GWN SECURITIES INC. | Wealth advisor | 21.4K | $642K | 0.1% | +1.2% |
| KPP Advisory Services LLC | Wealth advisor | 18.4K | $552K | 0.1% | +0.3% |
| Cetera Investment Advisers | Wealth advisor | 16.6K | $499K | 0.0% | New |
| JANE STREET GROUP, LLC | Market maker | 14.9K | $447K | 0.0% | New |
| Private Advisor Group, LLC | Wealth advisor | 13.2K | $397K | 0.0% | +38.6% |
| Pine Valley Investments Ltd Liability Co | Other | 13.2K | $395K | 0.0% | +1.3% |
| Triumph Capital Management | Wealth advisor | 12.7K | $382K | 0.1% | +3.9% |
| Stratos Wealth Partners, LTD. | Wealth advisor | 12.7K | $382K | 0.0% | +20.0% |
| GOLDMAN SACHS GROUP INC | Bank broker | 12.4K | $372K | 0.0% | New |
| Pathstone Holdings, LLC | Diversified mechanical | 12.4K | $371K | 0.0% | +0.1% |
| Keel Point, LLC | Wealth advisor | 12.0K | $360K | 0.0% | 0.0% |
| CITADEL ADVISORS LLC | Multistrat pod | 11.8K | $355K | 0.0% | New |
| Apollon Wealth Management, LLC | Diversified mechanical | 10.7K | $321K | 0.0% | +1.9% |
| Krilogy Financial LLC | Wealth advisor | 9.8K | $313K | 0.0% | Held |
| Blue Water Asset Management | Wealth advisor | 10.2K | $306K | 0.1% | +0.1% |
| LeClair Wealth Partners LLC | Wealth advisor | 10.2K | $306K | 0.1% | New |
| Maridea Wealth Management LLC | Wealth advisor | 9.9K | $297K | 0.0% | -4.4% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.