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Innovator U.S. Small Cap Managed Floor ETF (RFLR) Institutional Ownership

$30.44 +0.36 (+1.20%)
As of 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Innovator U.S. Small Cap Managed Floor ETF (NYSEARCA:RFLR)

Number of
Institutional Buyers
(last 12 months)
25
Total
Institutional Inflows
(last 12 months)
$20.51M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$960.97K
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RFLR Institutional Buying and Selling by Quarter

Innovator U.S. Small Cap Managed Floor ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/27/2026 Sound Income Strategies LLC1,606$47K0.0%N/A0.064%
4/17/2026 Signal Advisors Wealth LLC21,089$612K0.0%+13.7%0.844%
4/17/2026 Brookstone Capital Management7,579$220K0.0%N/A0.303%
3/17/2026Rockefeller Capital Management L.P.29,719$846K0.0%N/A1.606%
2/18/2026 Claro Advisors Inc.7,593$216K0.0%-7.1%0.410%
2/17/2026Rothschild Wealth LLC34,103$971K0.1%+99.9%1.843%
2/16/2026Arax Advisory Partners30,898$879K0.0%N/A1.670%
2/13/2026CreativeOne Wealth LLC41,803$1.19M0.0%N/A2.260%
2/11/2026Winnow Wealth LLC114,981$3.33M2.5%+30.3%6.215%
2/10/2026COFG Advisors LLC11,515$328K0.1%N/A0.622%
2/10/2026 NewCorp Financial Services Inc.35,695$1.02M0.9%N/A1.929%
2/10/2026Rothschild Wealth LLC34,103$971K0.1%+99.9%1.843%
2/9/2026Kingsview Wealth Management LLC13,545$385K0.0%N/A0.732%
2/3/2026 Liberty Atlantic Advisors LLC147,963$4.22M4.1%N/A8.220%
1/21/2026Capital Investment Advisory Services LLC9,335$266K0.0%+20.5%0.533%
1/20/2026 Signaturefd LLC12,247$349K0.0%N/A0.742%
1/16/2026 Perigon Wealth Management LLC7,475$213K0.0%N/A0.453%
1/16/2026 Worth Financial Advisory Group LLC15,629$445K0.2%+17.6%0.947%
1/13/2026 Signal Advisors Wealth LLC18,550$528K0.0%+6.3%1.279%
1/8/2026 Wealth Enhancement Advisory Services LLC15,439$450K0.0%N/A1.065%
12/23/2025Triumph Capital Management2,587$72K0.0%N/A0.225%
11/17/2025Triumph Capital Management2,587$72K0.0%N/A0.225%
11/17/2025Susquehanna International Group LLP10,618$295K0.0%-74.3%0.923%
11/12/2025 Claro Advisors LLC8,172$227K0.0%-13.4%0.711%
11/5/2025 Envestnet Asset Management Inc.27,854$773K0.0%+13.7%2.422%
11/4/2025Winnow Wealth LLC88,271$2.47M1.9%N/A7.676%
10/22/2025 CoreCap Advisors LLC1,586$44K0.0%N/A0.167%
10/22/2025 Worth Financial Advisory Group LLC13,290$369K0.2%N/A1.399%
8/14/2025Jane Street Group LLC21,838$550K0.0%N/A2.569%
8/14/2025Sentinus LLC16,672$420K0.1%+90.2%1.961%
8/5/2025 Claro Advisors LLC9,441$238K0.0%-19.5%1.111%
8/1/2025 Envestnet Asset Management Inc.24,497$617K0.0%N/A2.882%
7/28/2025Harbour Investments Inc.41,105$1.04M0.0%+299.9%4.836%
7/10/2025 Signal Advisors Wealth LLC17,496$441K0.0%+22.6%2.058%
5/15/2025OLD Mission Capital LLC39,075$934K0.0%N/A5.210%
5/14/2025Luminist Capital LLC87,577$2.09M2.3%N/A11.677%
5/8/2025Harbour Investments Inc.10,280$246K0.0%+59.3%1.371%
4/11/2025Signal Advisors Wealth LLC14,275$341K0.0%+38.8%2.039%
2/10/2025Harbour Investments Inc.6,455$165K0.0%N/A0.000%
2/10/2025Commonwealth Equity Services LLC17,129$439K0.0%N/A0.000%
1/14/2025Signal Advisors Wealth LLC10,285$264K0.0%N/A0.000%
1/13/2025Claro Advisors LLC10,900$279K0.0%N/A0.000%


RFLR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of RFLR shares?

During the previous two years, 29 institutional investors and hedge funds held shares of Innovator U.S. Small Cap Managed Floor ETF. The most heavily invested institutionals were Liberty Atlantic Advisors LLC ($4.22M), Winnow Wealth LLC ($3.33M), Luminist Capital LLC ($2.09M), CreativeOne Wealth LLC ($1.19M), Harbour Investments Inc. ($1.04M), NewCorp Financial Services Inc. ($1.02M), and Rothschild Wealth LLC ($971K).Learn more on Innovator U.S. Small Cap Managed Floor ETF's institutional investors.

Which institutional investors have been buying Innovator U.S. Small Cap Managed Floor ETF's stock?

Of the 27 institutional investors that purchased Innovator U.S. Small Cap Managed Floor ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Liberty Atlantic Advisors LLC ($147.96K), Winnow Wealth LLC ($114.98K), Luminist Capital LLC ($87.58K), CreativeOne Wealth LLC ($41.80K), Harbour Investments Inc. ($41.11K), OLD Mission Capital LLC ($39.08K), and NewCorp Financial Services Inc. ($35.70K).

How much institutional buying is happening at Innovator U.S. Small Cap Managed Floor ETF?

Institutional investors have bought a total of 754,275 shares in the last 24 months. This purchase volume represents approximately $20.51M in transactions.

Which of Innovator U.S. Small Cap Managed Floor ETF's major shareholders have been selling company stock?

The following institutional investors have sold Innovator U.S. Small Cap Managed Floor ETF stock in the last 24 months: Susquehanna International Group LLP ($30.71K), Claro Advisors LLC ($3.55K), and Claro Advisors Inc. ($579.00).

How much institutional selling is happening at Innovator U.S. Small Cap Managed Floor ETF?

Institutional investors have sold a total of 34,836 shares in the last 24 months. This volume of shares sold represents approximately $960.97K in transactions.


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