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

$32.23 0.00 (0.00%)
As of 07/24/2026 04:10 PM Eastern
Compare

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)
$21.69M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$1.18M
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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
7/8/2026 Beacon Financial Strategies CORP7,110$233K0.1%N/A0.259%
7/8/2026 Elmwood Wealth Management Inc.6,800$223K0.1%-50.0%0.247%
5/19/2026 Winnow Wealth LLC116,966$3.40M2.6%+1.7%4.587%
5/6/2026 Independent Financial Group LLC140,792$4.09M0.1%N/A5.521%
4/27/2026 Sound Income Strategies LLC1,606$47K0.0%N/A0.064%
4/17/2026Signal 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%
2/18/2026Claro 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%
2/11/2026 Winnow Wealth LLC114,981$3.33M2.5%+30.3%6.215%
2/10/2026COFG Advisors LLC11,515$328K0.1%N/A0.622%
2/10/2026NewCorp 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%
1/21/2026 Capital Investment Advisory Services LLC9,335$266K0.0%+20.5%0.533%
1/20/2026Signaturefd LLC12,247$349K0.0%N/A0.742%
1/16/2026Perigon Wealth Management LLC7,475$213K0.0%N/A0.453%
1/16/2026Worth Financial Advisory Group LLC15,629$445K0.2%+17.6%0.947%
1/13/2026Signal Advisors Wealth LLC18,550$528K0.0%+6.3%1.279%
1/8/2026 Wealth Enhancement Advisory Services LLC15,439$450K0.0%N/A1.065%
12/23/2025 Triumph Capital Management2,587$72K0.0%N/A0.225%
11/17/2025 Triumph Capital Management2,587$72K0.0%N/A0.225%
11/17/2025Susquehanna International Group LLP10,618$295K0.0%-74.3%0.923%
11/12/2025Claro Advisors LLC8,172$227K0.0%-13.4%0.711%
11/5/2025Envestnet Asset Management Inc.27,854$773K0.0%+13.7%2.422%
11/4/2025 Winnow Wealth LLC88,271$2.47M1.9%N/A7.676%
10/22/2025 CoreCap Advisors LLC1,586$44K0.0%N/A0.167%
10/22/2025Worth 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%
8/5/2025Claro Advisors LLC9,441$238K0.0%-19.5%1.111%
8/1/2025Envestnet Asset Management Inc.24,497$617K0.0%N/A2.882%
7/28/2025Harbour Investments Inc.41,105$1.04M0.0%+299.9%4.836%
7/10/2025Signal 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%
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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

During the previous two years, 32 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), Independent Financial Group LLC ($4.09M), Winnow Wealth LLC ($3.40M), Luminist Capital LLC ($2.09M), CreativeOne Wealth LLC ($1.19M), Harbour Investments Inc. ($1.04M), and NewCorp Financial Services Inc. ($1.02M).Learn more on Innovator U.S. Small Cap Managed Floor ETF's institutional investors.

Of the 29 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), Independent Financial Group LLC ($140.79K), Winnow Wealth LLC ($116.97K), Luminist Capital LLC ($87.58K), CreativeOne Wealth LLC ($41.80K), Harbour Investments Inc. ($41.11K), and OLD Mission Capital LLC ($39.08K).

Institutional investors have bought a total of 770,464 shares in the last 24 months. This purchase volume represents approximately $21.69M in transactions.

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), Elmwood Wealth Management Inc. ($6.80K), Claro Advisors LLC ($3.55K), and Claro Advisors Inc. ($579.00).

Institutional investors have sold a total of 41,636 shares in the last 24 months. This volume of shares sold represents approximately $1.18M in transactions.


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This page (NYSEARCA:RFLR) was last updated on 7/25/2026 by MarketBeat.com Staff.
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