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Innovator Equity Managed Floor ETF (SFLR) Institutional Ownership

$38.16 -0.10 (-0.26%)
As of 07/24/2026 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
136
Total
Institutional Inflows
(last 12 months)
$457.51M
Number of
Institutional Sellers
(last 12 months)
74
Total
Institutional Outflows
(last 12 months)
$102.54M
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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
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%
6/18/2026Western 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%
5/19/2026 Winnow 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%
5/7/2026 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%
5/5/2026Collaborative 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%
5/4/2026 HBW 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%
5/4/2026 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%
5/2/2026Valmark 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%
5/1/2026 Sequoia Financial Advisors LLC29,150$1.03M0.0%-23.7%0.065%
4/30/2026Whipplewood Advisors LLC52,967$1.88M1.0%-0.6%0.119%
4/30/2026 Beacon 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%
4/30/2026 CFS Investment Advisory Services LLC24,445$892K0.1%N/A0.055%
4/29/2026Addison Capital Co32,388$1.15M0.2%N/A0.073%
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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%
4/28/2026 Evolution 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%
4/27/2026 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%
4/23/2026Intrua 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%
4/22/2026Financial 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%
4/21/2026 Balance Wealth LLC49,941$1.77M0.5%-15.9%0.113%
4/21/2026 KFG Wealth Management LLC10,795$382K0.0%N/A0.024%
4/17/2026Signal 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%
4/16/2026Ballast 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%
3/13/2026World 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%
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%
2/17/2026Private Advisor Group LLC192,308$7.09M0.0%+21.8%0.499%
2/17/2026Beacon Financial Advisory LLC73,593$2.71M0.6%+7.8%0.191%
2/16/2026MML 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%
2/13/2026Kestra 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%
2/12/2026 Triumph Capital Management180,962$6.67M1.4%+49.3%0.469%
2/12/2026Commonwealth 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%
2/12/2026Wedbush Securities Inc.6,800$251K0.0%-6.0%0.018%
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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%
2/11/2026Gilpin Wealth Management LLC2,470$91K0.1%N/A0.006%
2/11/2026Janney 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%
2/11/2026 Winnow 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%


SFLR Institutional Ownership - Frequently Asked Questions

During the previous two years, 201 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), LPL Financial LLC ($156.93M), 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.

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: Bank of America Corp DE ($3.99M), LPL Financial LLC ($3.15M), Commonwealth Equity Services LLC ($1.94M), Kingsview Wealth Management LLC ($1.76M), Chicago Partners Investment Group LLC ($718.89K), Liberty Atlantic Advisors LLC ($555.38K), and Wetzel Investment Advisors Inc. ($489.44K).

Institutional investors have bought a total of 12,726,060 shares in the last 24 months. This purchase volume represents approximately $457.51M in transactions.

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 ($302.96K), 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).

Institutional investors have sold a total of 2,850,030 shares in the last 24 months. This volume of shares sold represents approximately $102.54M in transactions.


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This page (NYSEARCA:SFLR) was last updated on 7/26/2026 by MarketBeat.com Staff.
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