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Innovator Equity Managed Floor ETF (SFLR) Institutional Ownership

$37.33 +0.35 (+0.95%)
As of 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Innovator Equity Managed Floor ETF (NYSEARCA:SFLR)

Number of
Institutional Buyers
(last 12 months)
145
Total
Institutional Inflows
(last 12 months)
$495.03M
Number of
Institutional Sellers
(last 12 months)
74
Total
Institutional Outflows
(last 12 months)
$106.54M
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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
5/5/2026Collaborative Wealth Managment Inc.57,575$2.04M0.9%N/A0.129%
5/5/2026 Sigma Planning Corp23,970$849K0.0%+28.3%0.054%
5/5/2026 Wealthgarden F.S. LLC11,505$407K0.3%+9.9%0.026%
5/4/2026 HBW Advisory Services LLC19,180$679K0.1%-44.2%0.043%
5/4/2026 Chicago Partners Investment Group LLC1,276,156$46.75M0.9%-5.9%2.858%
5/4/2026 Kellett Wealth Advisors LLC52,372$1.85M1.0%-3.4%0.117%
5/2/2026 Castleview Partners LLC25,016$886K0.5%-2.5%0.056%
5/2/2026 Valmark Advisers Inc.39,709$1.41M0.0%+532.8%0.089%
5/1/2026 Fifth Third Bancorp3,878$137K0.0%N/A0.009%
5/1/2026 Sovran Advisors LLC10,742$396K0.0%-5.4%0.024%
5/1/2026 Sequoia Financial Advisors LLC29,150$1.03M0.0%-23.7%0.065%
4/30/2026 Whipplewood Advisors LLC52,967$1.88M1.0%-0.6%0.119%
4/30/2026 Beacon Financial Group117,049$4.15M0.4%-0.5%0.262%
4/30/2026 ATX Financial Planning LLC206,074$7.30M5.5%+0.3%0.462%
4/30/2026 Ibex Wealth Advisors9,492$336K0.0%N/A0.021%
4/30/2026 Kestra Advisory Services LLC186,753$6.61M0.0%+12.3%0.418%
4/30/2026 CFS Investment Advisory Services LLC24,445$892K0.1%N/A0.055%
4/29/2026 Addison Capital Co32,388$1.15M0.2%N/A0.073%
4/28/2026 Stephens Inc. AR43,267$1.53M0.0%-73.2%0.097%
4/28/2026 Beacon Financial Advisory LLC79,234$2.81M0.6%+7.7%0.178%
4/28/2026 Evolution Wealth Management Inc.224,896$7.96M5.8%-7.5%0.505%
4/27/2026 Leelyn Smith LLC8,364$296K0.0%-4.8%0.019%
4/27/2026 Private Advisor Group LLC218,030$7.72M0.0%+13.4%0.490%
4/27/2026 Sound Income Strategies LLC4,083$146K0.0%N/A0.009%
4/25/2026 Physician Wealth Advisors Inc.2,700$96K0.0%N/A0.006%
4/24/2026 Secured Retirement Advisors LLC26,579$941K0.5%-3.3%0.060%
4/24/2026 Columbia Advisory Partners LLC96,978$3.43M2.2%+32.4%0.218%
4/23/2026 Intrua Financial LLC103,774$3.68M0.4%N/A0.234%
4/23/2026 Apollon Financial LLC11,697$414K0.1%N/A0.026%
4/23/2026 Wetzel Investment Advisors Inc.489,437$17.35M6.9%+12.1%1.102%
4/22/2026 Ifrah Financial Services Inc.27,450$972K0.3%+28.2%0.062%
4/22/2026 Financial Futures Ltd Liability Co.10,112$358K0.2%-30.9%0.023%
4/22/2026 Janney Montgomery Scott LLC130,534$4.62M0.0%+6.9%0.295%
4/21/2026 Balance Wealth LLC49,941$1.77M0.5%-15.9%0.113%
4/21/2026 KFG Wealth Management LLC10,795$382K0.0%N/A0.024%
4/17/2026 Signal Advisors Wealth LLC74,901$2.65M0.2%+11.0%0.169%
4/17/2026 Brookstone Capital Management403,720$14.30M0.2%+42.2%0.912%
4/16/2026 Ballast Rock Private Wealth LLC50,337$1.78M1.0%+26.7%0.115%
3/17/2026Rockefeller Capital Management L.P.175,217$6.46M0.0%N/A0.455%
3/13/2026 World Investment Advisors22,272$821K0.0%-2.0%0.058%
2/19/2026 ATX Financial Planning LLC205,526$7.58M5.8%N/A0.533%
2/18/2026First Commonwealth Financial Corp PA 186,192$6.86M1.1%+1.4%0.483%
2/18/2026Virtue Capital Management LLC9,652$356K0.0%N/A0.025%
2/18/2026NewEdge Advisors LLC129,287$4.77M0.0%-4.7%0.335%
2/18/2026VestGen Advisors LLC12,086$445K0.0%-39.4%0.031%
2/18/2026IHT Wealth Management LLC84,616$3.13M0.1%+6.9%0.219%
2/18/2026 Claro Advisors Inc.28,204$1.04M0.1%-1.6%0.073%
2/17/2026Cetera Investment Advisers286,692$10.57M0.0%+21.4%0.744%
2/17/2026Equitable Holdings Inc.7,560$279K0.0%+14.4%0.020%
2/17/2026Osaic Holdings Inc.495,459$18.27M0.0%-12.6%1.285%
2/17/2026Advisory Services Network LLC273,117$10.07M0.1%+2,450.4%0.708%
2/17/2026 Private Advisor Group LLC192,308$7.09M0.0%+21.8%0.499%
2/17/2026 Beacon Financial Advisory LLC73,593$2.71M0.6%+7.8%0.191%
2/16/2026 MML Investors Services LLC239,019$8.81M0.0%+12.4%0.620%
2/16/2026Mariner LLC63,562$2.34M0.0%+15.0%0.165%
2/16/2026Glen Eagle Advisors LLC35,100$1.29M0.2%+4.1%0.091%
2/16/2026Arax Advisory Partners24,039$886K0.0%N/A0.062%
2/16/2026Aptus Capital Advisors LLC29,006$1.07M0.0%+68,961.9%0.075%
2/13/2026CreativeOne Wealth LLC34,285$1.26M0.0%N/A0.089%
2/13/2026 Kestra Advisory Services LLC166,371$6.13M0.0%-1.8%0.432%
2/13/2026Visionary Wealth Advisors149,562$5.51M0.2%+77.4%0.388%
2/13/2026 Golden State Wealth Management LLC12,278$453K0.0%+5.2%0.032%
2/13/2026Concorde Asset Management LLC87,680$3.23M1.3%+0.7%0.227%
2/12/2026Triumph Capital Management180,962$6.67M1.4%+49.3%0.469%
2/12/2026 Commonwealth Equity Services LLC1,928,409$71.08M0.1%+6.6%5.002%
2/12/2026Virtue Capital Management LLC9,652$356K0.0%N/A0.025%
2/12/2026Steward Partners Investment Advisory LLC152,898$5.64M0.0%-20.3%0.397%
2/12/2026 Wedbush Securities Inc.6,800$251K0.0%-6.0%0.018%
2/12/2026Compass Capital Corp MA ADV161,569$6.00M2.3%N/A0.419%
2/11/2026Gateway Wealth Partners LLC13,053$481K0.1%+22.6%0.034%
2/11/2026 Gilpin Wealth Management LLC2,470$91K0.1%N/A0.006%
2/11/2026 Janney Montgomery Scott LLC122,151$4.50M0.0%+22.7%0.317%
2/11/2026GWN Securities Inc.64,939$2.39M0.5%+26.9%0.168%
2/11/2026Winnow Wealth LLC261,279$9.67M7.1%+3.4%0.678%
2/11/2026Focus Partners Advisor Solutions LLC15,700$579K0.0%N/A0.041%
2/11/2026LPL Financial LLC4,257,434$156.93M0.0%+16.5%11.044%
2/10/2026 Evolution Wealth Management Inc.243,145$8.96M7.4%-2.1%0.631%
2/10/2026WCG Wealth Advisors LLC15,498$571K0.0%N/A0.040%
2/10/2026COFG Advisors LLC132,904$4.90M1.2%N/A0.345%
2/10/2026 NewCorp Financial Services Inc.196,175$7.23M6.4%N/A0.509%
2/10/2026Rothschild Wealth LLC370,693$13.66M1.3%+34.9%0.962%
2/10/2026Hazlett Burt & Watson Inc.3,604$133K0.0%-18.4%0.009%
2/10/2026Northwestern Mutual Wealth Management Co.81,483$3.00M0.0%+125,258.5%0.211%
2/10/2026Foundations Investment Advisors LLC75,295$2.78M0.0%+77.2%0.195%
2/9/2026Kingsview Wealth Management LLC1,886,697$69.54M1.0%+7.2%4.894%
2/9/2026Harbour Investments Inc.110,485$4.07M0.1%+9.8%0.287%
2/9/2026Clearstead Advisors LLC25,398$936K0.0%+108.6%0.066%
2/9/2026 Atticus Wealth Management LLC10,640$392K0.1%N/A0.028%
2/9/2026 William Mack & Associates Inc.14,378$530K0.2%+45.4%0.037%
2/6/2026 Freedom Investment Management Inc.14,546$536K0.2%-16.9%0.038%
2/6/2026Americana Partners LLC260,323$9.60M0.3%N/A0.675%
2/6/2026Global Retirement Partners LLC172,911$6.37M0.1%+10.5%0.449%
2/6/2026Authentikos Wealth Advisory LLC207,484$7.65M5.1%-4.1%0.538%
2/6/2026HighTower Advisors LLC335,256$12.36M0.0%-0.9%0.870%
2/5/2026Disciplined Investments LLC8,832$326K0.1%N/A0.023%
2/5/2026 Stephens Inc. AR161,610$5.96M0.1%+5.6%0.419%
2/5/2026IMG Wealth Management Inc.18,699$689K0.4%N/A0.049%
2/5/2026Northwestern Mutual Wealth Management Co.81,483$3.00M0.0%+125,258.5%0.211%
2/5/2026 Thrivent Financial for Lutherans212,824$7.87M0.0%+76.5%0.552%
2/5/2026 Cornerstone Wealth Management LLC20,452$754K0.0%+227.2%0.053%


SFLR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SFLR shares?

During the previous two years, 195 institutional investors and hedge funds held shares of Innovator Equity Managed Floor ETF. The most heavily invested institutionals were LPL Financial LLC ($156.93M), Bank of America Corp DE ($141.24M), Commonwealth Equity Services LLC ($71.08M), Kingsview Wealth Management LLC ($69.54M), Chicago Partners Investment Group LLC ($46.75M), Delta Investment Management LLC ($21.57M), and Liberty Atlantic Advisors LLC ($20.48M).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 187 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: Bank of America Corp DE ($3.92M), LPL Financial LLC ($3.15M), Commonwealth Equity Services LLC ($1.94M), Kingsview Wealth Management LLC ($1.85M), Delta Investment Management LLC ($730.84K), Chicago Partners Investment Group LLC ($718.89K), and Liberty Atlantic Advisors LLC ($555.38K).

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

Institutional investors have bought a total of 13,941,605 shares in the last 24 months. This purchase volume represents approximately $495.03M in transactions.

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

Of the 74 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: Chicago Partners Investment Group LLC ($364.09K), Delta Investment Management LLC ($362.28K), CoreCap Advisors LLC ($278.83K), Davies Financial Advisors Inc. ($238.15K), Evolution Wealth Management Inc. ($168.94K), NewEdge Advisors LLC ($149.43K), and Financial Futures Ltd Liability Co. ($147.07K).

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

Institutional investors have sold a total of 2,998,123 shares in the last 24 months. This volume of shares sold represents approximately $106.54M in transactions.


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