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Innovator Equity Managed Floor ETF (SFLR) Institutional Ownership

$32.03 -0.19 (-0.59%)
As of 05/21/2025 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for Innovator Equity Managed Floor ETF (NYSEARCA:SFLR)

Number of
Institutional Buyers
(last 12 months)
112
Total
Institutional Inflows
(last 12 months)
$386.74M
Number of
Institutional Sellers
(last 12 months)
31
Total
Institutional Outflows
(last 12 months)
$30.91M
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SFLR Institutional Buying and Selling by Quarter

Innovator Equity Managed Floor ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/20/2025 Belpointe Asset Management LLC9,334$293K0.0%N/A0.036%
5/19/2025 Jane Street Group LLC21,193$665K0.0%+194.5%0.082%
5/16/2025 Prostatis Group LLC24,518$770K0.2%-16.6%0.095%
5/16/2025 NewEdge Advisors LLC144,200$4.53M0.0%+33.3%0.561%
5/15/2025 OLD Mission Capital LLC14,295$449K0.0%N/A0.056%
5/14/2025 Delta Investment Management LLC844,945$26.52M5.4%-6.6%3.288%
5/14/2025 Luminist Capital LLC118,552$3.72M4.0%+26,128.3%0.461%
5/14/2025 Freedom Investment Management Inc.33,903$1.06M0.1%N/A0.132%
5/14/2025 Kestra Advisory Services LLC115,226$3.62M0.0%+4.7%0.448%
5/13/2025 Steward Partners Investment Advisory LLC266,992$8.38M0.1%+7.7%1.039%
5/12/2025 Meridian Wealth Management LLC26,574$834K0.0%+5.8%0.103%
5/12/2025 WealthPlan Investment Management LLC15,902$499K0.0%-20.3%0.062%
5/9/2025 Chicago Partners Investment Group LLC1,640,244$51.88M1.7%+9.3%6.382%
5/9/2025 West Michigan Advisors LLC7,373$232K0.1%N/A0.029%
5/9/2025 Commonwealth Equity Services LLC1,435,659$45.07M0.1%+20.0%5.586%
5/8/2025 Harbour Investments Inc.75,628$2.37M0.1%+158.1%0.311%
5/8/2025 Sound View Wealth Advisors Group LLC6,485$204K0.0%-24.6%0.027%
5/7/2025 Foundations Investment Advisors LLC29,349$921K0.0%+119.3%0.121%
5/7/2025 LPL Financial LLC3,757,904$117.96M0.0%+8.1%15.433%
5/6/2025 Cetera Investment Advisers175,043$5.50M0.0%+69.2%0.719%
5/6/2025 Avantax Advisory Services Inc.11,197$351K0.0%-11.3%0.046%
5/6/2025 Lifeworks Advisors LLC31,593$992K0.2%N/A0.130%
5/6/2025 AE Wealth Management LLC161,542$5.07M0.0%+3.3%0.663%
5/6/2025 Triumph Capital Management103,926$3.26M1.1%+8.9%0.427%
5/6/2025 Old Port Advisors12,645$397K0.1%-9.5%0.052%
5/5/2025 Hazlett Burt & Watson Inc.1,573$50K0.0%+236.8%0.006%
5/5/2025 Kestra Private Wealth Services LLC34,823$1.09M0.0%-31.1%0.143%
5/5/2025 Private Advisor Group LLC24,704$775K0.0%N/A0.101%
5/2/2025 Kingsview Wealth Management LLC1,561,728$49.02M0.9%+344.3%6.414%
5/2/2025 Leelyn Smith LLC10,788$339K0.1%-33.3%0.044%
5/1/2025 Secured Retirement Advisors LLC30,389$954K0.6%+10.3%0.125%
5/1/2025 CWM LLC22,412$704K0.0%+191.3%0.092%
5/1/2025 Stephens Inc. AR62,602$1.97M0.0%+31.8%0.257%
5/1/2025 Gateway Wealth Partners LLC12,236$384K0.1%-12.6%0.050%
4/30/2025 John W. Brooker & Co. CPAs74,279$2.33M1.0%+13.6%0.305%
4/30/2025 Trek Financial LLC136,788$4.29M0.3%+1.5%0.562%
4/30/2025 Stratos Wealth Partners LTD.105,674$3.32M0.1%+72.0%0.434%
4/29/2025 Envestnet Asset Management Inc.243,727$7.65M0.0%+8.6%1.001%
4/29/2025 Ifrah Financial Services Inc.19,523$613K0.2%N/A0.080%
4/29/2025 Brookstone Capital Management83,460$2.62M0.0%+31.3%0.343%
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4/29/2025 Silver Oak Securities Incorporated14,205$445K0.0%-16.0%0.058%
4/28/2025 Mutual Advisors LLC51,660$1.62M0.0%+11.0%0.212%
4/28/2025 Private Trust Co. NA922$29K0.0%-66.4%0.004%
4/25/2025 Ameritas Advisory Services LLC82,126$2.58M0.1%-5.9%0.337%
4/25/2025 Sovran Advisors LLC74,470$2.28M0.3%-10.2%0.306%
4/24/2025 Golden State Wealth Management LLC10,995$345K0.1%+105.2%0.045%
4/24/2025 Financial Futures Ltd Liability Co.157,186$4.93M2.8%+13.0%0.646%
4/24/2025 Beacon Financial Advisory LLC55,997$1.76M0.5%+41.8%0.230%
4/24/2025 Kraft Davis & Associates LLC40,149$1.23M0.4%N/A0.165%
4/23/2025 Western Wealth Management LLC12,115$380K0.0%+30.6%0.050%
4/23/2025 Sequoia Financial Advisors LLC57,507$1.81M0.0%+69.3%0.236%
4/23/2025 Golden State Wealth Management LLC21,986$690K0.1%+310.3%0.090%
4/23/2025 Kellett Wealth Advisors LLC58,742$1.84M1.3%+1.7%0.241%
4/23/2025 Balance Wealth LLC54,797$1.72M1.1%N/A0.225%
4/23/2025 Archford Capital Strategies LLC94,250$2.96M0.4%+1,345.6%0.387%
4/22/2025 Wetzel Investment Advisors Inc.151,320$4.75M2.4%+15.5%0.621%
4/22/2025 Cambridge Investment Research Advisors Inc.111,531$3.50M0.0%-1.1%0.458%
4/22/2025 Worth Financial Advisory Group LLC148,769$4.67M3.0%+37.4%0.611%
4/22/2025 Castleview Partners LLC25,405$797K0.5%+74.2%0.104%
4/22/2025 Davies Financial Advisors Inc.324,443$10.18M8.7%+43.3%1.332%
4/22/2025 Advisor Resource Council46,036$1.45M0.1%-10.6%0.189%
4/17/2025 Authentikos Wealth Advisory LLC217,892$6.84M5.7%+492.5%0.895%
4/17/2025 Keystone Wealth Services LLC25,346$796K0.2%N/A0.104%
4/16/2025 CRA Financial Services LLC13,605$427K0.1%+20.2%0.059%
4/16/2025 Southland Equity Partners LLC349,232$10.96M2.6%+10.1%1.518%
4/16/2025 Wealth Enhancement Advisory Services LLC118,502$3.72M0.0%+121.5%0.515%
4/15/2025 Yarger Wealth Strategies LLC27,974$878K0.5%+88.9%0.122%
4/15/2025 Fiduciary Financial Group LLC7,437$228K0.0%N/A0.032%
4/14/2025 Pallas Capital Advisors LLC82,127$2.58M0.1%N/A0.357%
4/14/2025 Farther Finance Advisors LLC42,619$1.34M0.0%N/A0.185%
4/14/2025 LexAurum Advisors LLC7,215$226K0.0%-7.7%0.031%
4/11/2025 Pinnacle Wealth Management Group Inc.148,858$4.67M3.3%-14.1%0.647%
4/11/2025 Signal Advisors Wealth LLC47,514$1.49M0.1%+12.2%0.207%
4/10/2025 Beacon Financial Group75,776$2.38M0.3%N/A0.329%
4/10/2025 CGN Advisors LLC21,701$681K0.1%N/A0.094%
4/10/2025 Whipplewood Advisors LLC22,012$691K0.2%-34.6%0.096%
4/9/2025 RFG Advisory LLC87,739$2.75M0.1%-12.9%0.381%
4/8/2025 HFG Wealth Management LLC148,656$4.85M2.9%N/A0.646%
3/21/2025 Prostatis Group LLC29,398$960K0.3%+42.6%0.129%
3/17/2025 Wealth Enhancement Advisory Services LLC53,501$1.75M0.0%N/A0.234%
3/12/2025 Centaurus Financial Inc.14,099$460K0.0%+171.9%0.062%
2/26/2025 Advisor Resource Council51,492$1.68M1.2%N/A0.228%
2/25/2025 Armis Advisers LLC161,232$5.26M0.6%N/A0.715%
2/19/2025 WCG Wealth Advisors LLC147,089$4.80M0.3%N/A1.662%
2/18/2025 Sunbelt Securities Inc.8,745$287K0.0%-16.9%0.099%
2/18/2025 Mpwm Advisory Solutions LLC86,274$2.82M2.1%N/A0.975%
2/18/2025 Delta Investment Management LLC904,265$29.52M5.7%-26.6%10.218%
2/17/2025 Sentinus LLC149,673$4.89M1.4%+1,106.7%1.691%
2/17/2025 CoreCap Advisors LLC289,214$9.44M0.4%+6.8%3.268%
2/17/2025 Cetera Investment Advisers103,459$3.38M0.0%+47.7%1.169%
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2/14/2025 Jane Street Group LLC7,196$235K0.0%-62.8%0.081%
2/14/2025 Triumph Capital Management95,400$3.12M1.1%+13.2%1.078%
2/14/2025 IHT Wealth Management LLC65,864$2.15M0.1%+12.6%0.744%
2/14/2025 MML Investors Services LLC171,379$5.60M0.0%N/A1.936%
2/13/2025 First Commonwealth Financial Corp PA99,657$3.25M0.8%+17.0%1.126%
2/13/2025 NewEdge Advisors LLC108,207$3.53M0.0%+13.9%1.223%
2/13/2025 Mariner LLC49,024$1.60M0.0%+83.7%0.554%
2/13/2025 Concorde Asset Management LLC87,330$2.85M1.5%N/A0.987%
2/13/2025 Trek Financial LLC134,791$4.40M0.3%-0.5%1.523%
2/13/2025 Envestnet Asset Management Inc.224,485$7.33M0.0%+16.6%2.537%
(Data available from 1/1/2016 forward)

SFLR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SFLR shares?

During the previous two years, 117 institutional investors and hedge funds held shares of Innovator Equity Managed Floor ETF. The most heavily invested institutionals were LPL Financial LLC ($117.96M), Chicago Partners Investment Group LLC ($51.88M), Kingsview Wealth Management LLC ($49.02M), Commonwealth Equity Services LLC ($45.07M), Delta Investment Management LLC ($26.52M), Southland Equity Partners LLC ($10.96M), and Davies Financial Advisors Inc. ($10.18M).Learn more on SFLR's institutional investors.

Which institutional investors have been buying Innovator Equity Managed Floor ETF stock?

Of the 116 institutional investors that purchased Innovator Equity Managed Floor ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: LPL Financial LLC ($2.55M), Commonwealth Equity Services LLC ($1.80M), Kingsview Wealth Management LLC ($1.53M), Milestone Asset Management LLC ($1.43M), Foundations Investment Advisors LLC ($1.43M), Chicago Partners Investment Group LLC ($1.16M), and Delta Investment Management LLC ($905.55K).

How much institutional buying is happening at Innovator Equity Managed Floor ETF?

Institutional investors have bought a total of 17,998,596 shares in the last 24 months. This purchase volume represents approximately $543.60M in transactions.

Which Innovator Equity Managed Floor ETF major shareholders have been selling company stock?

Of the 33 institutional investors that sold Innovator Equity Managed Floor ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Milestone Asset Management LLC ($1.37M), Foundations Investment Advisors LLC ($601.93K), Delta Investment Management LLC ($387.22K), Brookstone Capital Management ($197.17K), Good Life Advisors LLC ($158.45K), Jane Street Group LLC ($28.32K), and Pinnacle Wealth Management Group Inc. ($24.34K).

How much institutional selling is happening at Innovator Equity Managed Floor ETF?

Institutional investors have sold a total of 2,899,746 shares in the last 24 months. This volume of shares sold represents approximately $85.75M in transactions.



This page (NYSEARCA:SFLR) was last updated on 5/22/2025 by MarketBeat.com Staff
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