Go Pro
→ Elon’s AI Phone is coming (From Stansberry Research) (Ad)tc pixel Free RFLR Stock Alerts

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

$31.52 -0.04 (-0.13%)
Closing price 04:10 PM Eastern
Extended Trading
$31.48 -0.04 (-0.11%)
As of 04:15 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for Innovator U.S. Small Cap Managed Floor ETF (NYSEARCA:RFLR)

Number of
Institutional Buyers
(last 12 months)
23
Total
Institutional Inflows
(last 12 months)
$22.42M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$1.13M
Get RFLR Insider Trade Alerts

Want to know when executives and insiders are buying or selling Innovator U.S. Small Cap Managed Floor ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

RFLR Institutional Buying and Selling by Quarter

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

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/23/2026 Envestnet Asset Management Inc.307,863$10.09M0.0%+38.5%10.436%
8/21/2026 WorthPointe LLC19,680$645K0.2%+11.3%0.691%
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%
4/17/2026 Signal Advisors Wealth LLC21,089$612K0.0%+13.7%0.844%
4/17/2026 Brookstone Capital Management7,579$220K0.0%N/A0.303%
3/17/2026 Rockefeller 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%
2/17/2026 Rothschild Wealth LLC34,103$971K0.1%+99.9%1.843%
2/16/2026 Arax Advisory Partners30,898$879K0.0%N/A1.670%
2/13/2026 CreativeOne Wealth LLC41,803$1.19M0.0%N/A2.260%
2/11/2026 Winnow Wealth LLC114,981$3.33M2.5%+30.3%6.215%
2/10/2026 COFG Advisors LLC11,515$328K0.1%N/A0.622%
2/10/2026 NewCorp Financial Services Inc.35,695$1.02M0.9%N/A1.929%
2/10/2026 Rothschild Wealth LLC34,103$971K0.1%+99.9%1.843%
2/9/2026 Kingsview 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%
1/20/2026 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%
12/23/2025 Triumph Capital Management2,587$72K0.0%N/A0.225%
11/17/2025 Triumph Capital Management2,587$72K0.0%N/A0.225%
11/17/2025 Susquehanna 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%
11/4/2025 Winnow Wealth LLC88,271$2.47M1.9%N/A7.676%
10/22/2025 CoreCap Advisors LLC1,586$44K0.0%N/A0.167%
10/22/2025 Worth Financial Advisory Group LLC13,290$369K0.2%N/A1.399%
8/14/2025 Jane Street Group LLC21,838$550K0.0%N/A2.569%
8/14/2025 Sentinus 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%
7/28/2025 Harbour 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%
The retirement stock I'd buy before Nvidia today (Ad)

In 2014, Marc Chaikin pointed readers toward Nvidia. Now the 60-year Wall Street veteran and creator of the Chaikin Money Flow indicator has a new top retirement pick. The company holds three fast-growing businesses -- including an autonomous vehicle unit and a streaming service with 10x Netflix's reach -- any of which could be spun off in the next 12 to 24 months. It also pays a dividend, a rarity among high-growth AI names. Chaikin lays out the full case in a new free presentation, no email or credit card required.tc pixel

Get Marc Chaikin's free presentation on this overlooked AI stock now
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

During the previous two years, 33 institutional investors and hedge funds held shares of Innovator U.S. Small Cap Managed Floor ETF. The most heavily invested institutionals were Envestnet Asset Management Inc. ($10.09M), 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), and Harbour Investments Inc. ($1.04M).Learn more on Innovator U.S. Small Cap Managed Floor ETF's institutional investors.

Of the 30 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), Envestnet Asset Management Inc. ($113.42K), Luminist Capital LLC ($87.58K), CreativeOne Wealth LLC ($41.80K), and Harbour Investments Inc. ($41.11K).

Institutional investors have bought a total of 772,964 shares in the last 24 months. This purchase volume represents approximately $22.42M 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 ($1.27K), and Claro Advisors Inc. ($579.00).

Institutional investors have sold a total of 39,355 shares in the last 24 months. This volume of shares sold represents approximately $1.13M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:RFLR is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/23/2026. New 13F filings are added each quarter as they're published.
From Our Partners
A letter from Shannon Stansberry
Porter Stansberry nearly canceled the entire project. When he first saw the claimed returns - only one down ye...
Porter & Company | Sponsoredtc pixel
Shocking new footage just released
Gerardo Del Real is calling it the Third Convergence Event, a new catalyst hitting the uranium market that he ...
Digest Publishing | Sponsoredtc pixel
Your book attached
Bill Poulos is giving away his 'Safe Trade Options Formula' book for free - but only for a limited time throug...
Profits Run | Sponsoredtc pixel
CODE RED: AI Meltdown Imminent?
After correctly predicting the 2008 and 2020 stock market meltdowns, I believe this AI company is about to tri...
Paradigm Press | Sponsoredtc pixel
Analyst nicknamed “The Prophet” issues new warning for America
Whitney Tilson exposed a major company on 60 Minutes in an Emmy-winning investigation - the stock lost nearly ...
Stansberry Research | Sponsoredtc pixel
The retirement stock I'd buy before Nvidia today
In 2014, Marc Chaikin pointed readers toward Nvidia. Now the 60-year Wall Street veteran and creator of the Ch...
Chaikin Analytics | Sponsoredtc pixel
NASA's ISS Replacement Could Go to This Tiny Space Firm
NASA has commissioned SpaceX to decommission the $150 billion International Space Station, but the contract to...
Behind the Markets | Sponsoredtc pixel
These gold assets are priced for $1,800 gold [it's over $4,000]
Gold's major miners are generating record free cash flow, with margins as high as 75 percent even after gold's...
Golden Portfolio | Sponsoredtc pixel