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Innovator Nasdaq-100 Managed Floor ETF (QFLR) Institutional Ownership

$35.64 0.00 (0.00%)
As of 07/2/2026 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Innovator Nasdaq-100 Managed Floor ETF (NYSEARCA:QFLR)

Number of
Institutional Buyers
(last 12 months)
87
Total
Institutional Inflows
(last 12 months)
$155.49M
Number of
Institutional Sellers
(last 12 months)
39
Total
Institutional Outflows
(last 12 months)
$78.09M
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QFLR Institutional Buying and Selling by Quarter

Innovator Nasdaq-100 Managed Floor ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/19/2026Winnow Wealth LLC99,102$3.30M2.5%+2.6%0.691%
5/18/2026Sunbelt Securities Inc.13,086$436K0.0%-13.0%0.091%
5/18/2026EverSource Wealth Advisors LLC29,300$976K0.0%-3.3%0.204%
5/18/2026Core Wealth Advisors Inc.14,787$492K0.1%N/A0.103%
5/16/2026IMG Wealth Management Inc.25,241$841K0.5%+9.7%0.176%
5/16/2026Quantinno Capital Management LP18,749$624K0.0%+220.9%0.131%
5/15/2026Gateway Wealth Partners LLC25,432$847K0.0%+44.3%0.177%
5/13/2026Cetera Investment Advisers313,317$10.43M0.0%+20.0%2.183%
5/6/2026Independent Financial Group LLC121,231$4.04M0.1%N/A0.845%
5/4/2026Chicago Partners Investment Group LLC234,429$8.14M0.2%-3.3%1.634%
5/2/2026Castleview Partners LLC15,275$509K0.3%-7.9%0.106%
5/1/2026Simplicity Wealth LLC279,966$9.32M0.5%+9.3%1.951%
4/30/2026Whipplewood Advisors LLC30,494$1.02M0.5%-5.4%0.213%
4/30/2026Beacon Financial Group29,322$976K0.1%+5.2%0.204%
4/30/2026ATX Financial Planning LLC312,132$10.39M7.9%-10.2%2.175%
4/30/2026Kestra Advisory Services LLC154,929$5.16M0.0%-67.0%1.080%
4/28/2026Beacon Financial Advisory LLC13,869$462K0.1%+4.2%0.097%
4/28/2026Evolution Wealth Management Inc.31,287$1.04M0.8%-12.6%0.219%
4/27/2026Private Advisor Group LLC9,236$308K0.0%-6.1%0.065%
4/27/2026Sound Income Strategies LLC1,353$45K0.0%N/A0.009%
4/24/2026Impact Partnership Wealth LLC13,543$451K0.1%+72.7%0.095%
4/23/2026Apollon Financial LLC14,447$481K0.1%N/A0.101%
4/22/2026Ifrah Financial Services Inc.14,866$495K0.1%-2.5%0.104%
4/22/2026Financial Futures Ltd Liability Co.9,043$301K0.1%-39.3%0.063%
4/17/2026Signal Advisors Wealth LLC39,469$1.31M0.1%+16.5%0.277%
4/17/2026Outlook Wealth Advisors LLC103,212$3.44M0.8%+6.4%0.724%
4/17/2026Brookstone Capital Management44,466$1.48M0.0%+56.4%0.312%
3/17/2026Rockefeller Capital Management L.P.74,016$2.54M0.0%N/A0.548%
2/20/2026Sunbelt Securities Inc.15,040$516K0.0%-43.1%0.111%
2/19/2026ATX Financial Planning LLC347,679$11.92M9.2%N/A2.575%
2/18/2026NewEdge Advisors LLC70,828$2.43M0.0%-5.7%0.525%
2/18/2026OLD Mission Capital LLC6,593$226K0.0%N/A0.049%
2/18/2026IHT Wealth Management LLC99,309$3.44M0.1%-19.2%0.736%
2/18/2026Claro Advisors Inc.24,309$833K0.1%+5.6%0.180%
2/17/2026Cetera Investment Advisers260,989$8.95M0.0%+14.8%1.933%
2/17/2026Equitable Holdings Inc.16,363$561K0.0%+14.7%0.121%
2/17/2026Osaic Holdings Inc.207,209$7.10M0.0%-28.9%1.535%
2/17/2026Advisory Services Network LLC7,921$272K0.0%+97.8%0.059%
2/17/2026Rothschild Wealth LLC58,964$2.02M0.2%+44.2%0.437%
2/17/2026Beacon Financial Advisory LLC13,312$456K0.1%+4.0%0.099%
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2/16/2026MML Investors Services LLC110,059$3.77M0.0%N/A0.815%
2/16/2026Arax Advisory Partners27,328$937K0.0%N/A0.202%
2/16/2026Aptus Capital Advisors LLC30,835$1.06M0.0%N/A0.228%
2/13/2026Arete Wealth Advisors LLC68,755$2.36M0.1%+4.6%0.509%
2/13/2026Kestra Advisory Services LLC469,575$16.10M0.1%-6.8%3.478%
2/12/2026Triumph Capital Management135,484$4.64M1.0%+80.4%1.004%
2/12/2026Commonwealth Equity Services LLC514,610$17.64M0.0%+8.3%3.812%
2/12/2026Steward Partners Investment Advisory LLC13,476$462K0.0%+3.0%0.100%
2/12/2026Compass Capital Corp MA ADV81,708$2.83M1.1%N/A0.605%
2/11/2026Gateway Wealth Partners LLC17,627$604K0.1%+29.6%0.131%
2/11/2026GWN Securities Inc.33,033$1.13M0.2%+46.6%0.245%
2/11/2026Outlook Wealth Advisors LLC97,043$3.33M0.7%+30.6%0.719%
2/11/2026Winnow Wealth LLC96,636$3.38M2.5%+29.2%0.716%
2/11/2026LPL Financial LLC1,278,138$43.82M0.0%+40.2%9.468%
2/10/2026Evolution Wealth Management Inc.35,787$1.23M1.0%-14.1%0.265%
2/10/2026COFG Advisors LLC772,480$26.48M6.5%N/A5.722%
2/10/2026NewCorp Financial Services Inc.7,152$245K0.2%N/A0.053%
2/10/2026Rothschild Wealth LLC58,964$2.02M0.2%+44.2%0.437%
2/9/2026Kingsview Wealth Management LLC15,509$532K0.0%N/A0.115%
2/9/2026Harbour Investments Inc.101,207$3.47M0.1%+3.9%0.750%
2/9/2026Clearstead Advisors LLC131,118$4.50M0.1%+13.9%0.971%
2/9/2026Atticus Wealth Management LLC5,865$201K0.0%N/A0.043%
2/6/2026EverSource Wealth Advisors LLC30,300$1.04M0.0%N/A0.224%
2/6/2026Authentikos Wealth Advisory LLC95,721$3.28M2.2%-5.9%0.709%
2/5/2026IMG Wealth Management Inc.23,017$789K0.5%N/A0.170%
2/5/2026Thrivent Financial for Lutherans81,021$2.78M0.0%N/A0.600%
2/4/2026Trek Financial LLC51,548$1.77M0.1%-9.2%0.388%
2/3/2026RFG Advisory LLC36,504$1.25M0.0%+5.1%0.274%
2/3/2026Liberty Atlantic Advisors LLC381,952$13.09M12.9%N/A2.872%
2/3/2026Foronjy Financial LLC11,543$396K0.2%+25.7%0.087%
2/2/2026Welch Financial Planning LLC6,732$231K0.2%N/A0.051%
2/2/2026Truist Financial Corp5,868$201K0.0%N/A0.044%
1/30/2026Delta Investment Management LLC80,200$2.75M0.5%+6.2%0.603%
1/30/2026Simplicity Wealth LLC256,224$8.78M0.5%+4.9%1.926%
1/29/2026Concurrent Investment Advisors LLC5,995$206K0.0%N/A0.045%
1/28/2026Chicago Partners Investment Group LLC242,412$8.45M0.2%+14.0%1.830%
1/27/2026Davies Financial Advisors Inc.64,810$2.22M4.1%-60.3%0.489%
1/26/2026AE Wealth Management LLC355,757$12.20M0.1%+3.0%2.695%
1/26/2026CWM LLC4,715$162K0.0%-25.8%0.036%
1/23/2026Farther Finance Advisors LLC167,317$5.74M0.1%+17.7%1.272%
1/23/2026Pinnacle Wealth Management Group Inc.198,332$6.80M3.4%+1.8%1.508%
1/23/2026Financial Futures Ltd Liability Co.14,908$511K0.2%-46.5%0.113%
1/22/2026Yarger Wealth Strategies LLC20,135$690K0.3%-50.8%0.153%
1/21/2026Capital Investment Advisory Services LLC6,644$228K0.0%+6.3%0.051%
1/21/2026CCG Wealth Management LLC29,157$1M0.4%N/A0.222%
1/20/2026Signaturefd LLC10,224$350K0.0%N/A0.078%
1/20/2026Stratos Wealth Partners LTD.14,828$508K0.0%+95.2%0.113%
1/20/2026October Effect Ltd68,255$2.34M2.6%-0.7%0.521%
1/16/2026Worth Financial Advisory Group LLC64,015$2.19M1.1%-14.7%0.489%
1/16/2026HFG Wealth Management LLC409,141$14.03M7.7%-1.7%3.123%
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1/15/20264J Wealth Management LLC21,910$751K0.4%+1.6%0.167%
1/15/2026Brookstone Capital Management28,433$975K0.0%+63.4%0.217%
1/14/2026Wealthcare Advisory Partners LLC6,724$230K0.0%N/A0.053%
1/13/2026Signal Advisors Wealth LLC33,881$1.16M0.1%+23.2%0.265%
1/12/2026Castleview Partners LLC16,586$569K0.3%-12.2%0.130%
1/8/2026Wealth Enhancement Advisory Services LLC107,364$3.72M0.0%-2.0%0.845%
1/5/2026Holos Integrated Wealth LLC156,310$5.36M3.0%N/A1.231%
11/19/2025Sunbelt Securities Inc.26,428$876K0.1%-2.5%0.237%
11/18/2025Advisory Services Network LLC4,004$133K0.0%N/A0.036%
11/17/2025NewEdge Advisors LLC75,104$2.49M0.0%-17.7%0.674%


QFLR Institutional Ownership - Frequently Asked Questions

During the previous two years, 123 institutional investors and hedge funds held shares of Innovator Nasdaq-100 Managed Floor ETF. The most heavily invested institutionals were LPL Financial LLC ($43.82M), COFG Advisors LLC ($26.48M), Commonwealth Equity Services LLC ($17.64M), HFG Wealth Management LLC ($14.03M), Liberty Atlantic Advisors LLC ($13.09M), AE Wealth Management LLC ($12.20M), and Cetera Investment Advisers ($10.43M).Learn more on Innovator Nasdaq-100 Managed Floor ETF's institutional investors.

Of the 116 institutional investors that purchased Innovator Nasdaq-100 Managed Floor ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Commonwealth Equity Services LLC ($1.49M), LPL Financial LLC ($1.02M), COFG Advisors LLC ($772.48K), Simplicity Wealth LLC ($466.62K), HFG Wealth Management LLC ($423.26K), Liberty Atlantic Advisors LLC ($381.95K), and ATX Financial Planning LLC ($347.68K).

Institutional investors have bought a total of 4,689,632 shares in the last 24 months. This purchase volume represents approximately $155.49M in transactions.

Of the 39 institutional investors that sold Innovator Nasdaq-100 Managed Floor ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Commonwealth Equity Services LLC ($761.68K), Kestra Advisory Services LLC ($349.14K), Richard P Slaughter Associates Inc ($250.34K), Simplicity Wealth LLC ($186.65K), Financial Futures Ltd Liability Co. ($160.32K), Osaic Holdings Inc. ($145.90K), and Davies Financial Advisors Inc. ($139.97K).

Institutional investors have sold a total of 2,404,095 shares in the last 24 months. This volume of shares sold represents approximately $78.09M in transactions.


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This page (NYSEARCA:QFLR) was last updated on 7/5/2026 by MarketBeat.com Staff.
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