Innovator Equity Managed Floor ETF (SFLR) Institutional Ownership

$29.18
+0.04 (+0.14%)
(As of 04/29/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
27
Total
Institutional Inflows
(last 12 months)
$140.68M
Number of
Institutional Sellers
(last 12 months)
5
Total
Institutional Outflows
(last 12 months)
$54.84M
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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
4/30/2024Commonwealth Equity Services LLC20,566$617K0.0%N/A0.251%
4/29/2024Yarger Wealth Strategies LLC8,201$246K0.2%N/A0.100%
4/26/2024 Chicago Partners Investment Group LLC445,913$12.97M0.5%+105.6%6.463%
4/25/2024 Triumph Capital Management57,326$1.71M0.7%+26.1%0.831%
4/25/2024 Cambridge Investment Research Advisors Inc.370,658$11.12M0.0%+45.5%5.372%
4/24/2024 Pinnacle Wealth Management Group Inc.134,797$4.05M3.0%N/A1.954%
4/23/2024 Milestone Asset Management LLC109,133$3.28M0.9%-86.5%1.582%
4/23/2024 Global Retirement Partners LLC1,500$45K0.0%N/A0.022%
4/18/2024 Claro Advisors LLC10,555$317K0.1%N/A0.153%
4/15/2024 Brookstone Capital Management191,784$5.76M0.1%+396.6%2.779%
4/12/2024 Financial Designs Corp82,554$2.48M1.6%N/A1.196%
4/12/2024 Worth Asset Management LLC18,230$547K0.3%+108.4%0.868%
4/11/2024 RFG Advisory LLC96,424$2.89M0.1%-3.8%4.592%
2/26/2024Centaurus Financial Inc.4,076$111K0.0%N/A0.194%
2/23/2024 Chicago Partners Investment Group LLC216,876$6.03M0.3%+123.1%10.327%
2/12/2024Steward Partners Investment Advisory LLC21,662$592K0.0%N/A1.032%
2/9/2024 Cambridge Investment Research Advisors Inc.254,744$6.96M0.0%N/A12.131%
2/8/2024Kingsview Wealth Management LLC10,124$277K0.0%N/A0.482%
2/8/2024Foundations Investment Advisors LLC802,878$22.48M0.6%-42.8%38.232%
2/6/2024Lincoln National Corp11,401$312K0.0%N/A0.543%
2/5/2024 Triumph Capital Management45,463$1.25M0.5%+87.2%2.165%
2/5/2024Silver Oak Securities Incorporated18,820$514K0.1%N/A0.896%
2/2/2024Delta Investment Management LLC217,828$5.95M1.5%N/A10.373%
1/25/2024 RFG Advisory LLC100,199$2.74M0.1%N/A4.771%
1/23/2024 Milestone Asset Management LLC805,685$22.02M7.2%-43.8%38.366%
1/18/2024 John W. Brooker & Co. CPAs10,142$277K0.2%N/A0.483%
1/16/2024CoreCap Advisors LLC228,460$6.24M0.4%N/A10.879%
1/11/2024 Brookstone Capital Management38,617$1.06M0.0%-15.5%1.839%
1/11/2024 Worth Asset Management LLC8,746$239K0.2%N/A0.416%
12/11/2023 Sunbelt Securities Inc.7,500$192K0.0%+59.9%0.357%
11/15/2023WealthPlan Investment Management LLC18,477$474K0.1%N/A0.880%
11/14/2023 Milestone Asset Management LLC1,433,275$36.74M12.9%N/A68.251%
11/8/2023Pillar Wealth Advisors LLC38,910$997K0.9%N/A1.853%
11/2/2023WealthPlan Investment Management LLC18,477$474K0.1%N/A0.880%
10/31/2023 Triumph Capital Management24,283$623K0.3%N/A1.156%
10/26/2023 Chicago Partners Investment Group LLC97,219$2.46M0.1%+169.1%4.629%
10/23/2023Commonwealth Equity Services LLC364,785$9.35M0.0%N/A17.371%
10/20/2023 Brookstone Capital Management45,677$1.17M0.0%+162.7%2.175%
10/11/2023AE Wealth Management LLC9,845$252K0.0%N/A0.469%
10/5/2023Foundations Investment Advisors LLC1,404,804$36.01M1.1%N/A66.895%
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8/10/2023First Commonwealth Financial Corp PA24,128$628K0.2%-4.3%1.149%
8/8/2023 Chicago Partners Investment Group LLC36,123$960K0.0%N/A1.720%
7/11/2023 Brookstone Capital Management17,385$450K0.0%N/A1.932%
5/15/2023First Commonwealth Financial Corp PA25,216$611K0.2%N/A2.654%
4/27/2023Southern Capital Advisors LLC15,549$377K0.3%N/A1.637%
3/6/2023OLD Mission Capital LLC40,178$917K0.0%N/A4.229%
2/15/2023Beck Capital Management LLC106,562$2.43M1.0%N/A11.217%
2/7/2023Commonwealth Equity Services LLC75,445$1.72M0.0%N/A7.942%
2/7/2023Envestnet Asset Management Inc.293,889$6.71M0.0%N/A30.936%
(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, 31 institutional investors and hedge funds held shares of Innovator Equity Managed Floor ETF. The most heavily invested institutionals were Foundations Investment Advisors LLC ($22.48M), Chicago Partners Investment Group LLC ($12.97M), Cambridge Investment Research Advisors Inc. ($11.12M), Envestnet Asset Management Inc. ($6.71M), CoreCap Advisors LLC ($6.24M), Delta Investment Management LLC ($5.95M), and Brookstone Capital Management ($5.76M).Learn more on SFLR's institutional investors.

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

Of the 31 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: Milestone Asset Management LLC ($1.43M), Foundations Investment Advisors LLC ($1.40M), Commonwealth Equity Services LLC ($460.80K), Chicago Partners Investment Group LLC ($445.91K), Cambridge Investment Research Advisors Inc. ($370.66K), Envestnet Asset Management Inc. ($293.89K), and CoreCap Advisors LLC ($228.46K).

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

Institutional investors have bought a total of 5,820,078 shares in the last 24 months. This purchase volume represents approximately $152.84M in transactions.

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

The following institutional investors have sold Innovator Equity Managed Floor ETF stock in the last 24 months: Milestone Asset Management LLC ($1.32M), Foundations Investment Advisors LLC ($601.93K), Brookstone Capital Management ($7.06K), RFG Advisory LLC ($3.78K), and First Commonwealth Financial Corp PA ($1.09K).

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

Institutional investors have sold a total of 1,937,991 shares in the last 24 months. This volume of shares sold represents approximately $54.84M in transactions.


This page (NYSEARCA:SFLR) was last updated on 4/30/2024 by MarketBeat.com Staff

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