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Innovator Equity Managed Floor ETF (SFLR) Institutional Ownership

$35.94 +0.42 (+1.18%)
Closing price 04:10 PM Eastern
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$35.92 -0.02 (-0.06%)
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Institutional Ownership Changes (13F Filings) for Innovator Equity Managed Floor ETF (NYSEARCA:SFLR)

Number of
Institutional Buyers
(last 12 months)
127
Total
Institutional Inflows
(last 12 months)
$378.98M
Number of
Institutional Sellers
(last 12 months)
54
Total
Institutional Outflows
(last 12 months)
$44.84M
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Skip Chart & View Institutional Buying and Selling Data

SFLR Institutional Buying and Selling by Quarter

Innovator Equity Managed Floor ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/10/2025 Castleview Partners LLC27,424$988K0.5%-1.6%0.087%
10/10/2025 Signal Advisors Wealth LLC58,192$2.10M0.2%-2.6%0.184%
10/9/2025 CGN Advisors LLC22,126$797K0.1%+2.0%0.070%
10/8/2025 Pinnacle Wealth Management Group Inc.163,536$5.89M3.0%+6.9%0.549%
10/8/2025 Beacon Financial Group116,946$4.21M0.4%+21.2%0.392%
10/6/2025 Old Port Advisors9,245$333K0.1%-6.1%0.031%
10/6/2025 Gradient Investments LLC9,502$342K0.0%-47.5%0.032%
10/3/2025 HFG Wealth Management LLC171,628$5.76M3.1%+11.7%0.577%
9/4/2025Osaic Holdings Inc.537,180$18.04M0.0%-9.9%2.094%
8/29/2025Evolution Wealth Management Inc.393,837$13.22M16.3%N/A1.535%
8/29/2025Centaurus Financial Inc.6,855$230K0.0%-56.7%0.027%
8/26/2025Thrivent Financial for Lutherans36,644$1.23M0.0%N/A0.143%
8/19/2025Advisory Services Network LLC10,897$375K0.0%N/A0.042%
8/15/2025Visionary Wealth Advisors6,554$220K0.0%N/A0.026%
8/15/2025MML Investors Services LLC242,649$8.15M0.0%-12.4%0.946%
8/15/2025IHT Wealth Management LLC72,034$2.42M0.1%+32.3%0.281%
8/15/2025Bank of America Corp DE36,305$1.22M0.0%N/A0.142%
8/14/2025Jane Street Group LLC15,372$516K0.0%-27.5%0.060%
8/14/2025Raymond James Financial Inc.75,186$2.52M0.0%N/A0.293%
8/14/2025Quantinno Capital Management LP13,263$445K0.0%+3.8%0.052%
8/14/2025NewEdge Advisors LLC278,721$9.36M0.0%+93.3%1.087%
8/14/2025Sentinus LLC239,959$8.06M2.0%-4.1%0.936%
8/14/2025Balance Wealth LLC65,922$2.21M1.3%+20.3%0.257%
8/13/2025Gateway Wealth Partners LLC10,494$352K0.1%-14.2%0.041%
8/13/2025Trek Financial LLC133,433$4.48M0.3%-2.5%0.520%
8/13/2025VestGen Advisors LLC19,584$674K0.0%+84.5%0.076%
8/12/2025Steward Partners Investment Advisory LLC264,808$8.89M0.1%-0.8%1.032%
8/12/2025Global Retirement Partners LLC117,498$3.94M0.1%N/A0.458%
8/11/2025TD Waterhouse Canada Inc.1,490$50K0.0%N/A0.006%
8/11/2025Perennial Investment Advisors LLC123,088$4.13M0.4%+14.0%0.482%
8/8/2025Kingsview Wealth Management LLC1,684,463$56.55M1.0%+7.9%6.593%
8/8/2025Cetera Investment Advisers194,041$6.51M0.0%+10.9%0.759%
8/8/2025Meridian Wealth Management LLC28,780$966K0.0%+8.3%0.113%
8/8/2025Foundations Investment Advisors LLC33,000$1.11M0.0%+12.4%0.129%
8/8/2025Davies Financial Advisors Inc.299,661$10.06M7.8%-7.6%1.173%
8/6/2025AE Wealth Management LLC168,804$5.67M0.0%+4.5%0.661%
8/6/2025Wedbush Securities Inc.12,076$405K0.0%-8.4%0.047%
8/6/2025Commonwealth Equity Services LLC1,839,890$61.77M0.1%+28.2%7.201%
8/5/2025GPS Wealth Strategies Group LLC2,606$87K0.0%+159.3%0.010%
8/5/2025Claro Advisors LLC28,874$969K0.2%-11.2%0.113%
8/5/2025Milestone Asset Management LLC67,307$2.26M0.5%-1.5%0.263%
8/5/2025WorthPointe LLC11,480$385K0.2%N/A0.045%
8/5/2025Lifeworks Advisors LLC32,070$1.08M0.2%+1.5%0.126%
8/4/2025World Investment Advisors22,727$763K0.0%-5.0%0.089%
8/4/2025Flagship Harbor Advisors LLC48,780$1.64M0.1%N/A0.191%
8/1/2025GWN Securities Inc.50,822$1.71M0.3%+10.8%0.199%
8/1/2025Delta Investment Management LLC888,058$29.81M5.7%+5.1%3.476%
8/1/2025Envestnet Asset Management Inc.378,784$12.69M0.0%+55.4%1.483%
7/31/2025Whipplewood Advisors LLC50,248$1.69M0.9%+128.3%0.197%
7/31/2025Leelyn Smith LLC9,505$319K0.1%-11.9%0.037%
7/31/2025 Pinnacle Wealth Management Group Inc.152,964$5.14M2.9%+2.8%0.599%
7/30/2025Freedom Investment Management Inc.34,554$1.16M0.1%+1.9%0.135%
7/30/2025Brookstone Capital Management76,843$2.58M0.0%-7.9%0.301%
7/29/2025Stephens Inc. AR153,690$5.16M0.1%+145.5%0.602%
7/29/2025Chicago Partners Investment Group LLC1,552,512$53.28M1.5%-5.3%6.076%
7/29/2025Financial Futures Ltd Liability Co.36,269$1.22M0.7%-76.9%0.142%
7/29/2025Stratos Wealth Partners LTD.103,792$3.48M0.0%-1.8%0.406%
7/29/2025Kraft Davis & Associates LLC41,593$1.44M0.4%+3.6%0.163%
7/28/2025Mutual Advisors LLC53,470$1.85M0.0%+3.5%0.209%
7/28/2025Harbour Investments Inc.74,257$2.49M0.1%-1.8%0.291%
7/28/2025Axxcess Wealth Management LLC6,063$204K0.0%N/A0.024%
7/25/2025Kellett Wealth Advisors LLC54,945$1.85M1.2%-6.5%0.215%
7/25/2025Sequoia Financial Advisors LLC47,605$1.60M0.0%-17.2%0.186%
7/25/2025Hazlett Burt & Watson Inc.5,350$179K0.1%+240.1%0.021%
7/25/2025Yarger Wealth Strategies LLC19,057$640K0.3%-31.9%0.075%
7/25/2025CWM LLC18,711$628K0.0%-16.5%0.073%
7/25/2025Concurrent Investment Advisors LLC13,116$440K0.0%N/A0.051%
7/24/2025IFP Advisors Inc1,787$60K0.0%N/A0.007%
7/24/2025Columbia Advisory Partners LLC16,967$570K0.4%N/A0.066%
7/23/2025Secured Retirement Advisors LLC32,998$1.11M0.7%+8.6%0.129%
7/22/2025DAVENPORT & Co LLC8,620$289K0.0%N/A0.034%
7/22/2025Beacon Financial Advisory LLC64,547$2.17M0.6%+15.3%0.253%
7/22/2025Simplicity Wealth LLC6,254$210K0.0%N/A0.024%
7/22/2025Diligent Investors LLC12,540$421K0.1%N/A0.049%
7/21/2025Ameritas Advisory Services LLC46,161$1.55M0.1%-43.8%0.181%
7/18/2025Wetzel Investment Advisors Inc.398,084$13.38M6.1%+163.1%1.558%
7/18/2025Truist Financial Corp25,728$864K0.0%+81.7%0.101%
7/17/2025Archford Capital Strategies LLC115,000$3.86M0.5%+22.0%0.452%
7/17/2025Worth Financial Advisory Group LLC140,936$4.73M2.9%-5.3%0.554%
7/16/2025John W. Brooker & Co. CPAs13,240$449K1.1%-82.2%0.052%
7/16/2025 Old Port Advisors9,845$330K0.1%-22.1%0.039%
7/16/2025Southern Capital Advisors LLC17,545$589K0.3%-9.7%0.069%
7/16/2025 Castleview Partners LLC27,860$935K0.6%+9.7%0.109%
7/15/2025Well Done LLC31,957$1.07M0.2%N/A0.126%
7/14/2025Occidental Asset Management LLC8,525$286K0.0%+8.9%0.034%
7/14/2025Southland Equity Partners LLC348,776$11.71M2.6%-0.1%1.373%
7/11/2025Farther Finance Advisors LLC52,394$1.76M0.0%+22.9%0.206%
7/11/2025Silver Oak Securities Incorporated6,916$232K0.0%-51.3%0.027%
7/10/2025Worth Asset Management LLC18,074$607K0.3%-41.2%0.071%
7/10/2025Wealth Enhancement Advisory Services LLC136,206$4.60M0.0%+14.9%0.535%
7/10/2025 Signal Advisors Wealth LLC59,759$2.01M0.2%+25.8%0.235%
7/10/2025Sovran Advisors LLC9,147$308K0.0%-87.7%0.036%
7/9/2025Pallas Capital Advisors LLC128,894$4.33M0.2%+56.9%0.506%
7/9/2025Keystone Wealth Services LLC11,727$394K0.1%-53.7%0.046%
7/9/2025Triumph Capital Management110,303$3.70M1.1%+6.1%0.433%
7/9/2025 HFG Wealth Management LLC153,607$4.82M2.8%+3.3%0.604%
7/9/2025 Beacon Financial Group96,479$3.24M0.3%+27.3%0.379%
7/8/2025 Gradient Investments LLC18,114$608K0.0%N/A0.071%
5/27/2025Jacobi Capital Management LLC21,215$666K0.0%-42.2%0.083%
5/20/2025Belpointe Asset Management LLC9,334$293K0.0%N/A0.036%
(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, 140 institutional investors and hedge funds held shares of Innovator Equity Managed Floor ETF. The most heavily invested institutionals were LPL Financial LLC ($117.96M), Commonwealth Equity Services LLC ($61.77M), Kingsview Wealth Management LLC ($56.55M), Chicago Partners Investment Group LLC ($53.28M), Delta Investment Management LLC ($29.81M), Osaic Holdings Inc. ($18.04M), and Wetzel Investment Advisors Inc. ($13.38M).Learn more on Innovator Equity Managed Floor ETF's institutional investors.

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

Of the 136 institutional investors that purchased Innovator Equity Managed Floor ETF's 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 ($2.20M), Kingsview Wealth Management LLC ($1.65M), Milestone Asset Management LLC ($1.43M), Chicago Partners Investment Group LLC ($1.13M), Delta Investment Management LLC ($948.67K), and Cambridge Investment Research Advisors Inc. ($664.20K).

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

Institutional investors have bought a total of 11,716,684 shares in the last 24 months. This purchase volume represents approximately $378.98M in transactions.

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

Of the 54 institutional investors that sold Innovator Equity Managed Floor ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Delta Investment Management LLC ($387.22K), Good Life Advisors LLC ($158.45K), Financial Futures Ltd Liability Co. ($120.92K), Chicago Partners Investment Group LLC ($87.73K), Sovran Advisors LLC ($73.78K), John W. Brooker & Co. CPAs ($61.04K), and Osaic Holdings Inc. ($59.23K).

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

Institutional investors have sold a total of 1,363,158 shares in the last 24 months. This volume of shares sold represents approximately $44.84M in transactions.


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This page (NYSEARCA:SFLR) was last updated on 10/13/2025 by MarketBeat.com Staff
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