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Innovator Equity Managed Floor ETF (SFLR) Institutional Ownership

$39.22 -0.07 (-0.18%)
Closing price 04:10 PM Eastern
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$39.23 +0.01 (+0.03%)
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Institutional Ownership Changes (13F Filings) for Innovator Equity Managed Floor ETF (NYSEARCA:SFLR)

Number of
Institutional Buyers
(last 12 months)
129
Total
Institutional Inflows
(last 12 months)
$610.69M
Number of
Institutional Sellers
(last 12 months)
67
Total
Institutional Outflows
(last 12 months)
$90.20M
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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
9/23/2026 Envestnet Portfolio Solutions Inc.258,979$9.99M0.0%N/A0.462%
9/23/2026 Envestnet Asset Management Inc.4,914,894$189.62M0.0%+766.7%8.761%
9/9/2026 Sequoia Financial Advisors LLC25,426$981K0.0%-12.8%0.046%
9/9/2026 Archford Capital Strategies LLC21,461$828K0.1%-1.7%0.039%
9/9/2026 Integrated Wealth Concepts LLC146,701$5.66M0.0%+328.3%0.266%
9/9/2026 NewEdge Advisors LLC221,852$8.56M0.0%+63.0%0.402%
9/9/2026 XY Planning Network Inc.9,343$360K0.0%N/A0.017%
9/8/2026 Allworth Financial LP800$31K0.0%-62.4%0.001%
8/23/2026 Ameritas Advisory Services LLC92,180$3.56M0.1%+129.7%0.167%
8/23/2026 Yarger Wealth Strategies LLC6,469$251K0.1%-28.2%0.012%
8/22/2026 LifePlan Investment Advisors Inc.16,001$617K0.2%N/A0.029%
8/22/2026 Concurrent Investment Advisors LLC62,025$2.39M0.0%+8.8%0.112%
8/21/2026 KFG Wealth Management LLC25,140$970K0.1%+132.9%0.046%
8/21/2026 WorthPointe LLC81,128$3.13M0.8%-0.6%0.147%
8/21/2026 Atticus Wealth Management LLC644,710$24.87M6.0%+3,459.4%1.168%
8/21/2026 Beacon Financial Advisory LLC86,184$3.33M0.7%+8.8%0.156%
8/21/2026 Triumph Capital Management186,151$7.18M1.3%+2.6%0.337%
7/10/2026 William Mack & Associates Inc.13,082$505K0.2%N/A0.024%
7/10/2026 Financial Designs Corp6,814$263K0.1%N/A0.013%
7/10/2026 Wealthcare Advisory Partners LLC8,316$321K0.0%-94.6%0.015%
7/8/2026 Beacon Financial Strategies CORP13,987$540K0.3%N/A0.026%
7/7/2026 CGN Advisors LLC37,791$1.46M0.1%+20.2%0.070%
7/7/2026 CoreCap Advisors LLC17,608$679K0.0%+34.6%0.033%
6/18/2026 Western Wealth Management LLC14,026$497K0.0%-4.0%0.031%
6/3/2026 NewEdge Advisors LLC136,113$4.82M0.0%+5.3%0.305%
6/1/2026 Concorde Asset Management LLC77,917$2.76M1.4%-11.1%0.175%
5/19/2026 Western Wealth Management LLC14,026$497K0.0%-4.0%0.031%
5/19/2026 Winnow Wealth LLC242,979$8.60M6.6%-7.0%0.544%
5/19/2026 Bank 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%
5/18/2026 Core Wealth Advisors Inc.31,185$1.10M0.3%+29.1%0.070%
5/18/2026 Royal Bank of Canada2,937$104K0.0%N/A0.007%
5/16/2026 IMG Wealth Management Inc.17,545$621K0.4%-6.2%0.039%
5/16/2026 Quantinno Capital Management LP43,860$1.55M0.0%+178.8%0.098%
5/15/2026 Gateway Wealth Partners LLC26,660$944K0.0%+104.2%0.060%
5/13/2026 Cetera Investment Advisers382,879$13.56M0.0%+33.6%0.858%
5/13/2026 NewEdge Wealth LLC23,714$840K0.0%N/A0.053%
5/7/2026 Marshall & Sterling Wealth Advisors Inc.31,204$1.11M0.7%N/A0.070%
5/6/2026 Independent Financial Group LLC82,676$2.93M0.1%N/A0.185%
5/5/2026 Collaborative Wealth Managment Inc.57,575$2.04M0.9%N/A0.129%
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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%
3/17/2026 Rockefeller 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%
2/18/2026 First Commonwealth Financial Corp PA 186,192$6.86M1.1%+1.4%0.483%
2/18/2026 Virtue Capital Management LLC9,652$356K0.0%N/A0.025%
2/18/2026 NewEdge Advisors LLC129,287$4.77M0.0%-4.7%0.335%
2/18/2026 VestGen Advisors LLC12,086$445K0.0%-39.4%0.031%
2/18/2026 IHT 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%
2/17/2026 Cetera Investment Advisers286,692$10.57M0.0%+21.4%0.744%
2/17/2026 Equitable Holdings Inc.7,560$279K0.0%+14.4%0.020%
2/17/2026 Osaic Holdings Inc.495,459$18.27M0.0%-12.6%1.285%
2/17/2026 Advisory Services Network LLC273,117$10.07M0.1%+2,450.4%0.708%
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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%
2/16/2026 Mariner LLC63,562$2.34M0.0%+15.0%0.165%
2/16/2026 Glen Eagle Advisors LLC35,100$1.29M0.2%+4.1%0.091%
2/16/2026 Arax Advisory Partners24,039$886K0.0%N/A0.062%
2/16/2026 Aptus Capital Advisors LLC29,006$1.07M0.0%+68,961.9%0.075%
2/13/2026 CreativeOne Wealth LLC34,285$1.26M0.0%N/A0.089%
2/13/2026 Kestra Advisory Services LLC166,371$6.13M0.0%-1.8%0.432%
2/13/2026 Visionary Wealth Advisors149,562$5.51M0.2%+77.4%0.388%


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 Atticus Wealth Management LLC ($24.87M).Learn more on Innovator Equity Managed Floor ETF's institutional investors.

Of the 195 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 16,462,058 shares in the last 24 months. This purchase volume represents approximately $610.69M in transactions.

Of the 67 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 2,480,918 shares in the last 24 months. This volume of shares sold represents approximately $90.20M 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 9/23/2026. New 13F filings are added each quarter as they're published.
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