SFLO Institutional Ownership
VictoryShares Small Cap Free Cash Flow ETF
1W: +0.5%
1M: -6.1%
3M: +6.1%
YTD: +27.8%
1Y: +28.7%
$37.62
-0.04 (-0.11%)
Weekly Expected Move ±2.2%
$36
$37
$38
$38
$39
Overview
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Institutional Ownership — SFLO
71
Institutional Holders
+7 vs prior quarter
0.0%
Ownership
+0.00pp
512M
Total Invested
10
New Positions
39
Increased
18
Reduced
6
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (74 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | VICTORY CAPITAL MANAGEMENT INC | 3,034,723 | $114M | +30,000 | +1.0% | 10Q | SEC ↗ |
| 2 | BANK OF AMERICA CORP /DE | 2,152,749 | $81M | +194,155 | +9.9% | 7Q | SEC ↗ |
| 3 | MORGAN STANLEY | 2,024,304 | $76M | +247,711 | +13.9% | 6Q | SEC ↗ |
| 4 | LPL Financial LLC | 1,308,929 | $49M | +207,641 | +18.9% | 7Q | SEC ↗ |
| 5 | RAYMOND JAMES FINANCIAL INC | 1,182,432 | $44M | +44,217 | +3.9% | 7Q | SEC ↗ |
| 6 | Boothe Investment Group, Inc. | 600,452 | $23M | -9,932 | -1.6% | 8Q | SEC ↗ |
| 7 | NewEdge Advisors, LLC | 476,806 | $18M | -111,876 | -19.0% | 4Q | SEC ↗ |
| 8 | Rockefeller Capital Management L.P. | 425,723 | $16M | +26,965 | +6.8% | 4Q | SEC ↗ |
| 9 | Sanctuary Advisors, LLC | 412,369 | $16M | +13,166 | +3.3% | 8Q | SEC ↗ |
| 10 | Tradition Wealth Management, LLC | 400,259 | $15M | -11,796 | -2.9% | 9Q | SEC ↗ |
| 11 | ENVESTNET ASSET MANAGEMENT INC | 382,107 | $14M | +29,440 | +8.3% | 9Q | SEC ↗ |
| 12 | IAG Wealth Partners, LLC | 331,922 | $12M | -10,863 | -3.2% | 4Q | SEC ↗ |
| 13 | MML INVESTORS SERVICES, LLC | 331,425 | $12M | +44,698 | +15.6% | 9Q | SEC ↗ |
| 14 | ROYAL BANK OF CANADA | 278,632 | $10M | +12,657 | +4.8% | 7Q | SEC ↗ |
| 15 | UBS Group AG | 124,113 | $5M | +7,443 | +6.4% | 7Q | SEC ↗ |
| 16 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 122,577 | $5M | +16,319 | +15.4% | 5Q | SEC ↗ |
| 17 | STIFEL FINANCIAL CORP | 107,208 | $4M | +23,345 | +27.8% | 6Q | SEC ↗ |
| 18 | Cetera Investment Advisers | 99,939 | $4M | +83,326 | +501.6% | 2Q | SEC ↗ |
| 19 | Triumph Capital Management | 97,751 | $4M | +85,044 | +669.3% | 4Q | SEC ↗ |
| 20 | &PARTNERS | 88,955 | $3M | +8,196 | +10.1% | 6Q | SEC ↗ |
| 21 | Patriot Financial Group Insurance Agen | 75,691 | $3M | -58,167 | -43.5% | 6Q | SEC ↗ |
| 22 | Equitable Holdings, Inc. | 72,611 | $3M | -788 | -1.1% | 5Q | SEC ↗ |
| 23 | Farther Finance Advisors, LLC | 68,447 | $3M | -7,277 | -9.6% | 6Q | SEC ↗ |
| 24 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 65,493 | $2M | +13,469 | +25.9% | 7Q | SEC ↗ |
| 25 | TWO SIGMA INVESTMENTS, LP NEW | 62,600 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 26 | MILLINGTON SECURITIES, LLC NEW | 56,200 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 27 | D.A. DAVIDSON & CO. | 53,957 | $2M | +3,581 | +7.1% | 4Q | SEC ↗ |
| 28 | Atlas Wealth LLC | 52,947 | $2M | +4,315 | +8.9% | 4Q | SEC ↗ |
| 29 | WBI INVESTMENTS, LLC | 52,304 | $2M | -3,896 | -6.9% | 6Q | SEC ↗ |
| 30 | TRUIST FINANCIAL CORP | 49,629 | $2M | +12,865 | +35.0% | 4Q | SEC ↗ |
| 31 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 37,086 | $1M | +1,228 | +3.4% | 7Q | SEC ↗ |
| 32 | OSAIC HOLDINGS, INC. | 36,322 | $1M | -23,554 | -39.3% | 9Q | SEC ↗ |
| 33 | KESTRA PRIVATE WEALTH SERVICES, LLC | 31,040 | $1M | +1,256 | +4.2% | 5Q | SEC ↗ |
| 34 | COMMONWEALTH EQUITY SERVICES, LLC | 29,492 | $1M | +1,152 | +4.1% | 9Q | SEC ↗ |
| 35 | HighTower Advisors, LLC | 27,758 | $1M | +150 | +0.5% | 6Q | SEC ↗ |
| 36 | WCG Wealth Advisors LLC | 24,828 | $934K | -5,934 | -19.3% | 8Q | SEC ↗ |
| 37 | Xcelsior Advisor Partners LLC | 22,506 | $847K | +572 | +2.6% | 3Q | SEC ↗ |
| 38 | GWN SECURITIES INC. | 22,298 | $839K | +923 | +4.3% | 4Q | SEC ↗ |
| 39 | KPP Advisory Services LLC | 18,473 | $695K | +105 | +0.6% | 5Q | SEC ↗ |
| 40 | Private Advisor Group, LLC | 16,573 | $623K | +3,365 | +25.5% | 3Q | SEC ↗ |
| 41 | Keel Point, LLC | 14,420 | $542K | +2,438 | +20.3% | 7Q | SEC ↗ |
| 42 | Pine Valley Investments Ltd Liability | 13,230 | $498K | +67 | +0.5% | 7Q | SEC ↗ |
| 43 | Stratos Wealth Partners, LTD. | 12,737 | $479K | +32 | +0.3% | 5Q | SEC ↗ |
| 44 | Pathstone Holdings, LLC | 12,388 | $466K | +30 | +0.2% | 5Q | SEC ↗ |
| 45 | FIFTH THIRD BANCORP | 11,453 | $431K | +7,284 | +174.7% | 2Q | SEC ↗ |
| 46 | Blue Water Asset Management | 10,217 | $384K | +26 | +0.3% | 3Q | SEC ↗ |
| 47 | Krilogy Financial LLC | 9,850 | $371K | — | +0.0% | 4Q | SEC ↗ |
| 48 | Cambridge Investment Research Advisors | 9,743 | $367K | +1,153 | +13.4% | 2Q | SEC ↗ |
| 49 | WELLS FARGO & COMPANY/MN | 9,689 | $365K | +2,579 | +36.3% | 2Q | SEC ↗ |
| 50 | Maridea Wealth Management LLC | 9,153 | $344K | -748 | -7.6% | 4Q | SEC ↗ |
Recent Activity
New Positions (11)
| Holder | Shares | Value |
|---|---|---|
| TWO SIGMA INVESTMENTS, LP | 62,600 | $2M |
| MILLINGTON SECURITIES, LLC | 56,200 | $2M |
| Integrated Wealth Concepts LLC | 6,846 | $258K |
| MGO ONE SEVEN LLC | 6,460 | $243K |
| JPMORGAN CHASE & CO | 3,100 | $117K |
| PRIVATE TRUST CO NA | 2,748 | $103K |
| Operose Advisors LLC | 1,437 | $54K |
| FMR LLC | 834 | $31K |
| Geneos Wealth Management Inc. | 150 | $6K |
| VANGUARD ADVISERS INC | 75 | $3K |
| MERCER GLOBAL ADVISORS INC /ADV | 5 | $0K |
Sold Out (8)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| StoneX Group Inc. | 54,287 | $2M |
| JANE STREET GROUP, LLC | 14,891 | $560K |
| GOLDMAN SACHS GROUP INC | 12,378 | $466K |
| CITADEL ADVISORS LLC | 11,837 | $445K |
| LeClair Wealth Partners LLC | 10,191 | $383K |
| Janney Montgomery Scott LLC | 8,712 | $328K |
| Kestra Advisory Services, LLC | 2,459 | $93K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 74 | $3K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| MORGAN STANLEY | +247,711 | +13.9% | 2,024,304 |
| LPL Financial LLC | +207,641 | +18.9% | 1,308,929 |
| BANK OF AMERICA CORP /DE | +194,155 | +9.9% | 2,152,749 |
| Triumph Capital Management | +85,044 | +669.3% | 97,751 |
| Cetera Investment Advisers | +83,326 | +501.6% | 99,939 |
| MML INVESTORS SERVICES, LLC | +44,698 | +15.6% | 331,425 |
| RAYMOND JAMES FINANCIAL INC | +44,217 | +3.9% | 1,182,432 |
| VICTORY CAPITAL MANAGEMENT INC | +30,000 | +1.0% | 3,034,723 |
| ENVESTNET ASSET MANAGEMENT INC | +29,440 | +8.3% | 382,107 |
| Rockefeller Capital Management L.P. | +26,965 | +6.8% | 425,723 |
| STIFEL FINANCIAL CORP | +23,345 | +27.8% | 107,208 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | +16,319 | +15.4% | 122,577 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | +13,469 | +25.9% | 65,493 |
| Sanctuary Advisors, LLC | +13,166 | +3.3% | 412,369 |
| TRUIST FINANCIAL CORP | +12,865 | +35.0% | 49,629 |
| ROYAL BANK OF CANADA | +12,657 | +4.8% | 278,632 |
| &PARTNERS | +8,196 | +10.1% | 88,955 |
| UBS Group AG | +7,443 | +6.4% | 124,113 |
| FIFTH THIRD BANCORP | +7,284 | +174.7% | 11,453 |
| Atlas Wealth LLC | +4,315 | +8.9% | 52,947 |
Biggest Decreases (12)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| NewEdge Advisors, LLC | -111,876 | -19.0% | 476,806 |
| Patriot Financial Group Insurance A | -58,167 | -43.5% | 75,691 |
| OSAIC HOLDINGS, INC. | -23,554 | -39.3% | 36,322 |
| Tradition Wealth Management, LLC | -11,796 | -2.9% | 400,259 |
| IAG Wealth Partners, LLC | -10,863 | -3.2% | 331,922 |
| Boothe Investment Group, Inc. | -9,932 | -1.6% | 600,452 |
| Farther Finance Advisors, LLC | -7,277 | -9.6% | 68,447 |
| WCG Wealth Advisors LLC | -5,934 | -19.3% | 24,828 |
| WBI INVESTMENTS, LLC | -3,896 | -6.9% | 52,304 |
| Apollon Wealth Management, LLC | -1,600 | -15.0% | 9,075 |
| Equitable Holdings, Inc. | -788 | -1.1% | 72,611 |
| Maridea Wealth Management LLC | -748 | -7.6% | 9,153 |