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Innovator Equity Managed Floor ETF (SFLR) Institutional Ownership

$39.45 -0.19 (-0.48%)
Closing price 04:10 PM Eastern
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$39.41 -0.04 (-0.09%)
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Institutional Ownership Changes (13F Filings) for Innovator Equity Managed Floor ETF (NYSEARCA:SFLR)

Number of
Institutional Buyers
(last 12 months)
130
Total
Institutional Inflows
(last 12 months)
$613.75M
Number of
Institutional Sellers
(last 12 months)
66
Total
Institutional Outflows
(last 12 months)
$90.01M
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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
10/14/2026Triumph Capital Management181,623$7.07M1.2%-2.4%0.317%
10/14/2026Liberty Atlantic Advisors LLC752,483$29.32M18.7%+10.3%1.313%
10/14/2026XY Planning Network Inc.20,667$805K0.1%+121.2%0.036%
10/14/2026Wetzel Investment Advisors Inc.648,515$25.27M8.8%+2.7%1.134%
10/14/2026Signal Advisors Wealth LLC128,349$5.00M0.2%+24.4%0.224%
10/14/2026Ifrah Financial Services Inc.23,070$899K0.2%N/A0.040%
10/14/2026B. Riley Wealth Advisors Inc.14,257$555K0.0%N/A0.025%
10/10/2026Gilpin Wealth Management LLC7,495$292K0.2%+5.6%0.013%
10/10/2026Castleview Partners LLC25,635$998K0.4%+2.3%0.045%
10/9/2026Financial Designs Corp6,725$262K0.1%N/A0.012%
10/9/2026First Heartland Consultants Inc.6,167$240K0.0%N/A0.011%
10/8/2026Farther Finance Advisors LLC195,459$7.61M0.1%-0.5%0.342%
10/8/2026CoreCap Advisors LLC44,848$1.75M0.1%+154.7%0.078%
9/23/2026Envestnet Portfolio Solutions Inc.258,979$9.99M0.0%N/A0.462%
9/23/2026Envestnet Asset Management Inc.4,914,894$189.62M0.0%+766.7%8.761%
9/9/2026Sequoia Financial Advisors LLC25,426$981K0.0%-12.8%0.046%
9/9/2026Archford Capital Strategies LLC21,461$828K0.1%-1.7%0.039%
9/9/2026Integrated Wealth Concepts LLC146,701$5.66M0.0%+328.3%0.266%
9/9/2026NewEdge Advisors LLC221,852$8.56M0.0%+63.0%0.402%
9/9/2026XY Planning Network Inc.9,343$360K0.0%N/A0.017%
9/8/2026Allworth Financial LP800$31K0.0%-62.4%0.001%
8/23/2026Ameritas Advisory Services LLC92,180$3.56M0.1%+129.7%0.167%
8/23/2026Yarger Wealth Strategies LLC6,469$251K0.1%-28.2%0.012%
8/22/2026LifePlan Investment Advisors Inc.16,001$617K0.2%N/A0.029%
8/22/2026Concurrent Investment Advisors LLC62,025$2.39M0.0%+8.8%0.112%
8/21/2026KFG Wealth Management LLC25,140$970K0.1%+132.9%0.046%
8/21/2026WorthPointe LLC81,128$3.13M0.8%-0.6%0.147%
8/21/2026Atticus Wealth Management LLC644,710$24.87M6.0%+3,459.4%1.168%
8/21/2026Beacon Financial Advisory LLC86,184$3.33M0.7%+8.8%0.156%
8/21/2026Triumph Capital Management186,151$7.18M1.3%+2.6%0.337%
7/10/2026William Mack & Associates Inc.13,082$505K0.2%N/A0.024%
7/10/2026Financial Designs Corp6,814$263K0.1%N/A0.013%
7/10/2026Wealthcare Advisory Partners LLC8,316$321K0.0%-94.6%0.015%
7/8/2026Beacon Financial Strategies CORP13,987$540K0.3%N/A0.026%
7/7/2026CGN Advisors LLC37,791$1.46M0.1%+20.2%0.070%
7/7/2026CoreCap Advisors LLC17,608$679K0.0%+34.6%0.033%
6/18/2026Western Wealth Management LLC14,026$497K0.0%-4.0%0.031%
6/3/2026NewEdge Advisors LLC136,113$4.82M0.0%+5.3%0.305%
6/1/2026Concorde Asset Management LLC77,917$2.76M1.4%-11.1%0.175%
5/19/2026Western Wealth Management LLC14,026$497K0.0%-4.0%0.031%
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5/19/2026Winnow Wealth LLC242,979$8.60M6.6%-7.0%0.544%
5/19/2026Bank of America Corp DE5,920,303$209.64M0.0%+1.2%13.259%
5/18/2026Sunbelt Securities Inc.7,525$266K0.0%-11.2%0.017%
5/18/2026Core Wealth Advisors Inc.31,185$1.10M0.3%+29.1%0.070%
5/18/2026Royal Bank of Canada2,937$104K0.0%N/A0.007%
5/16/2026IMG Wealth Management Inc.17,545$621K0.4%-6.2%0.039%
5/16/2026Quantinno Capital Management LP43,860$1.55M0.0%+178.8%0.098%
5/15/2026Gateway Wealth Partners LLC26,660$944K0.0%+104.2%0.060%
5/13/2026Cetera Investment Advisers382,879$13.56M0.0%+33.6%0.858%
5/13/2026NewEdge Wealth LLC23,714$840K0.0%N/A0.053%
5/7/2026Marshall & Sterling Wealth Advisors Inc.31,204$1.11M0.7%N/A0.070%
5/6/2026Independent Financial Group LLC82,676$2.93M0.1%N/A0.185%
5/5/2026Collaborative Wealth Managment Inc.57,575$2.04M0.9%N/A0.129%
5/5/2026Sigma Planning Corp23,970$849K0.0%+28.3%0.054%
5/5/2026Wealthgarden F.S. LLC11,505$407K0.3%+9.9%0.026%
5/4/2026HBW Advisory Services LLC19,180$679K0.1%-44.2%0.043%
5/4/2026Chicago Partners Investment Group LLC1,276,156$46.75M0.9%-5.9%2.858%
5/4/2026Kellett Wealth Advisors LLC52,372$1.85M1.0%-3.4%0.117%
5/2/2026Castleview Partners LLC25,016$886K0.5%-2.5%0.056%
5/2/2026Valmark Advisers Inc.39,709$1.41M0.0%+532.8%0.089%
5/1/2026Fifth Third Bancorp3,878$137K0.0%N/A0.009%
5/1/2026Sovran Advisors LLC10,742$396K0.0%-5.4%0.024%
5/1/2026Sequoia Financial Advisors LLC29,150$1.03M0.0%-23.7%0.065%
4/30/2026Whipplewood Advisors LLC52,967$1.88M1.0%-0.6%0.119%
4/30/2026Beacon Financial Group117,049$4.15M0.4%-0.5%0.262%
4/30/2026ATX Financial Planning LLC206,074$7.30M5.5%+0.3%0.462%
4/30/2026Ibex Wealth Advisors9,492$336K0.0%N/A0.021%
4/30/2026Kestra Advisory Services LLC186,753$6.61M0.0%+12.3%0.418%
4/30/2026CFS Investment Advisory Services LLC24,445$892K0.1%N/A0.055%
4/29/2026Addison Capital Co32,388$1.15M0.2%N/A0.073%
4/28/2026Stephens Inc. AR43,267$1.53M0.0%-73.2%0.097%
4/28/2026Beacon Financial Advisory LLC79,234$2.81M0.6%+7.7%0.178%
4/28/2026Evolution Wealth Management Inc.224,896$7.96M5.8%-7.5%0.505%
4/27/2026Leelyn Smith LLC8,364$296K0.0%-4.8%0.019%
4/27/2026Private Advisor Group LLC218,030$7.72M0.0%+13.4%0.490%
4/27/2026Sound Income Strategies LLC4,083$146K0.0%N/A0.009%
4/25/2026Physician Wealth Advisors Inc.2,700$96K0.0%N/A0.006%
4/24/2026Secured Retirement Advisors LLC26,579$941K0.5%-3.3%0.060%
4/24/2026Columbia Advisory Partners LLC96,978$3.43M2.2%+32.4%0.218%
4/23/2026Intrua Financial LLC103,774$3.68M0.4%N/A0.234%
4/23/2026Apollon Financial LLC11,697$414K0.1%N/A0.026%
4/23/2026Wetzel Investment Advisors Inc.489,437$17.35M6.9%+12.1%1.102%
4/22/2026Ifrah Financial Services Inc.27,450$972K0.3%+28.2%0.062%
4/22/2026Financial Futures Ltd Liability Co.10,112$358K0.2%-30.9%0.023%
4/22/2026Janney Montgomery Scott LLC130,534$4.62M0.0%+6.9%0.295%
4/21/2026Balance Wealth LLC49,941$1.77M0.5%-15.9%0.113%
4/21/2026KFG Wealth Management LLC10,795$382K0.0%N/A0.024%
4/17/2026Signal Advisors Wealth LLC74,901$2.65M0.2%+11.0%0.169%
4/17/2026Brookstone Capital Management403,720$14.30M0.2%+42.2%0.912%
4/16/2026Ballast Rock Private Wealth LLC50,337$1.78M1.0%+26.7%0.115%
A new income category is drawing serious money - here's why (Ad)

Forbes recently called a new category of exchange-traded income funds a 'golden era,' and Bloomberg noted the eye-popping yields are fueling a boom among everyday investors. Three years ago, barely a dozen of these funds existed - today there are more than 100, holding over $140 billion. These funds trade on the NYSE and NASDAQ and are built to generate monthly income. Some investors are targeting $5,000 a month with roughly one-tenth of the nest egg Wall Street says you need.tc pixel

Watch the short briefing to see how this income approach works
3/17/2026Rockefeller Capital Management L.P.175,217$6.46M0.0%N/A0.455%
3/13/2026World Investment Advisors22,272$821K0.0%-2.0%0.058%
2/19/2026ATX 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%
2/18/2026Claro Advisors Inc.28,204$1.04M0.1%-1.6%0.073%
2/17/2026Cetera Investment Advisers286,692$10.57M0.0%+21.4%0.744%


SFLR Institutional Ownership - Frequently Asked Questions

During the previous two years, 205 institutional investors and hedge funds held shares of Innovator Equity Managed Floor ETF. The most heavily invested institutionals were Bank of America Corp DE ($209.64M), Envestnet Asset Management Inc. ($189.62M), LPL Financial LLC ($156.93M), Commonwealth Equity Services LLC ($71.08M), Kingsview Wealth Management LLC ($69.54M), Chicago Partners Investment Group LLC ($46.75M), and Liberty Atlantic Advisors LLC ($29.32M).Learn more on Innovator Equity Managed Floor ETF's institutional investors.

Of the 194 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: Envestnet Asset Management Inc. ($4.60M), Bank of America Corp DE ($3.99M), LPL Financial LLC ($2.20M), Kingsview Wealth Management LLC ($1.76M), Commonwealth Equity Services LLC ($1.39M), Chicago Partners Investment Group LLC ($718.89K), and Atticus Wealth Management LLC ($637.24K).

Institutional investors have bought a total of 16,530,740 shares in the last 24 months. This purchase volume represents approximately $613.75M in transactions.

Of the 66 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 ($302.96K), CoreCap Advisors LLC ($278.83K), Chicago Partners Investment Group LLC ($276.36K), Davies Financial Advisors Inc. ($213.37K), Evolution Wealth Management Inc. ($168.94K), NewEdge Advisors LLC ($149.43K), and Wealthcare Advisory Partners LLC ($144.32K).

Institutional investors have sold a total of 2,475,275 shares in the last 24 months. This volume of shares sold represents approximately $90.01M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:SFLR is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/14/2026. New 13F filings are added each quarter as they're published.
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