IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

VS SM Cap Free Cash Flow ETF (SFLO)

CUSIP: 92647X822 | NYSE | 96 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Boothe Investment Group, Inc.619,861
6.6% of portfolio›$23.1M
Teamwork Financial Advisors, LLC534,484
2.2% of portfolio›$19.9M
Triumph Capital Management145,436
0.9% of portfolio›$5.4M
Cambridge Investment Research Advisors, Inc.100,654
0.0% of portfolio›$3.7K
Patriot Financial Group Insurance Agency, LLC73,747
0.3% of portfolio›$2.7M
Commonwealth Equity Services, LLC72,475
0.0% of portfolio›$2.7M
Wealth Enhancement Advisory Services, LLC68,152
0.0% of portfolio›$2.6M
Farther Finance Advisors, LLC62,857
0.0% of portfolio›$2.3M
D.A. Davidson & Co.58,405
0.0% of portfolio›$2.2M
Truist Financial Corp47,988
0.0% of portfolio›$1.8M
WBI Investments, LLC47,333
0.5% of portfolio›$1.8M
Kestra Advisory Services, LLC42,609
0.0% of portfolio›$1.6M
Nations Financial Group Inc,37,342
0.1% of portfolio›$1.4M
Kestra Private Wealth Services, LLC35,353
0.0% of portfolio›$1.3M
Fifth Third Bancorp20,330
0.0% of portfolio›$756.5K
KPP Advisory Services LLC18,295
0.1% of portfolio›$680.8K
Verity Asset Management, Inc.17,445
0.3% of portfolio›$649.1K
Zega Investments, LLC12,066
0.0% of portfolio›$449.0K
Blue Water Asset Management10,238
0.1% of portfolio›$381.0K
Krilogy Financial LLC9,850
0.0% of portfolio›$379.2K
Revisor Wealth Management LLC9,099
0.1% of portfolio›$345.7K
Apollon Wealth Management, LLC9,075
0.0% of portfolio›$337.7K
IFP Advisors, Inc7,990
0.0% of portfolio›$297.3K
MGO One Seven LLC7,201
0.0% of portfolio›$267.9K
GK Wealth Management LLC5,503
0.1% of portfolio›$204.8K
Private Trust Co NA2,899
0.0% of portfolio›$107.9K
Bangor Savings Bank103
0.0% of portfolio›$3.8K
StyleTurnoverLocationFiled
Boothe Investment Group, Inc.
619,861$23.1M6.6%YieldLowDover, DE2026-10-22
Teamwork Financial Advisors, LLC
534,484$19.9M2.2%GrowthHighSan Antonio, TX2026-10-19
Triumph Capital Management
145,436$5.4M0.9%ETFMediumDenver, CO2026-10-14
Cambridge Investment Research Advisors, Inc.
100,654$3.7K0.0%ETFLowFairfield, IA2026-11-02
Patriot Financial Group Insurance Agency, LLC
73,747$2.7M0.3%GrowthLowWalpole, MA2026-10-14
Commonwealth Equity Services, LLC
72,475$2.7M0.0%ETFLowWaltham, MA2026-11-02
Wealth Enhancement Advisory Services, LLC
68,152$2.6M0.0%CoreLowPlymouth, MN2026-10-13
Farther Finance Advisors, LLC
62,857$2.3M0.0%IndexLowSan Francisco, CA2026-10-08
D.A. Davidson & Co.
58,405$2.2M0.0%CoreLowGreat Falls, MT2026-10-28
Truist Financial Corp
47,988$1.8M0.0%CoreLowCharlotte, NC2026-10-30
WBI Investments, LLC
47,333$1.8M0.5%ValueVery HighRed Bank, NJ2026-11-05
Kestra Advisory Services, LLC
42,609$1.6M0.0%CoreLowAustin, TX2026-11-02
Nations Financial Group Inc,
37,342$1.4M0.1%CoreLowCedar Rapids, IA2026-11-05
Kestra Private Wealth Services, LLC
35,353$1.3M0.0%GrowthLowAustin, TX2026-10-30
Fifth Third Bancorp
20,330$756.5K0.0%IndexVery LowCincinnati, OH2026-11-05
KPP Advisory Services LLC
18,295$680.8K0.1%GrowthMediumLouisville, KY2026-10-26
Verity Asset Management, Inc.
17,445$649.1K0.3%CoreMediumDurham, NC2026-10-30
Zega Investments, LLC
12,066$449.0K0.0%GrowthMediumPalm Beach Gardens, FL2026-11-04
Blue Water Asset Management
10,238$381.0K0.1%ETFLowGrand Rapids, MI2026-11-04
Krilogy Financial LLC
9,850$379.2K0.0%GrowthLowSt. Louis, MO2026-10-13
Revisor Wealth Management LLC
9,099$345.7K0.1%CoreLowAkron, OH2026-10-20
Apollon Wealth Management, LLC
9,075$337.7K0.0%GrowthLowMount Pleasant, SC2026-10-23
IFP Advisors, Inc
7,990$297.3K0.0%GrowthLowTampa, FL2026-10-16
MGO One Seven LLC
7,201$267.9K0.0%GrowthLowBeachwood, OH2026-10-28
GK Wealth Management LLC
5,503$204.8K0.1%GARPVery HighReno, NV2026-10-09
Private Trust Co NA
2,899$107.9K0.0%CoreLowCleveland, OH2026-10-20
Bangor Savings Bank
103$3.8K0.0%ETFLowBangor, ME2026-10-06