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Innovator Equity Managed Floor ETF (SFLR) Institutional Ownership

$31.66
-0.15 (-0.47%)
(As of 12:38 PM ET)

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

Number of
Institutional Buyers
(last 12 months)
55
Total
Institutional Inflows
(last 12 months)
$238.94M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$63.04M
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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
10/30/2024 Beacon Financial Advisory LLC32,042$1.02M0.3%+46.7%0.362%
10/30/2024 Hazlett Burt & Watson Inc.14,769$469K0.2%+126.8%0.167%
10/30/2024 Wetzel Investment Advisors Inc.104,375$3.32M1.7%N/A1.179%
10/29/2024 Chicago Partners Investment Group LLC1,253,676$40.23M1.4%+36.1%14.166%
10/28/2024 Stephens Inc. AR17,650$561K0.0%+126.7%0.199%
10/25/2024 Gateway Wealth Partners LLC11,832$376K0.1%N/A0.134%
10/25/2024 Worth Financial Advisory Group LLC34,175$1.09M0.6%N/A0.386%
10/24/2024 Old Port Advisors11,120$354K0.1%+11.5%0.126%
10/24/2024 Vima LLC29,339$933K1.9%+181.4%0.332%
10/24/2024 Southern Capital Advisors LLC19,093$607K0.3%-1.7%0.216%
10/22/2024 Private Advisor Group LLC6,390$203K0.0%N/A0.072%
10/22/2024 Sequoia Financial Advisors LLC31,602$1.01M0.0%+136.1%0.357%
10/21/2024 Foundations Investment Advisors LLC8,418$268K0.0%N/A0.095%
10/21/2024 Castleview Partners LLC10,867$346K0.2%+125.4%0.123%
10/19/2024Financial Designs Corp78,665$2.50M1.6%-3.7%0.889%
10/18/2024Commonwealth Equity Services LLC968,734$30.82M0.0%+70.1%10.946%
10/17/2024Sard Wealth Management Group LLC15,329$488K0.3%+15.7%0.173%
10/17/2024Claro Advisors LLC7,676$244K0.0%-70.9%0.087%
10/17/2024RFG Advisory LLC105,516$3.36M0.1%+11.1%1.192%
10/17/2024LexAurum Advisors LLC7,815$249K0.1%N/A0.088%
10/16/2024 Global Retirement Partners LLC18,657$593K0.0%+47.6%0.211%
10/16/2024 Good Life Advisors LLC410,486$13.06M0.8%N/A4.638%
10/10/2024 Pinnacle Wealth Management Group Inc.168,311$5.35M3.4%+2.8%1.902%
10/9/2024 Davies Financial Advisors Inc.181,953$5.79M5.1%+33.0%2.056%
10/9/2024 Worth Asset Management LLC31,602$1.01M0.5%+7.8%0.357%
10/8/2024 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors25,075$798K0.1%N/A0.283%
10/8/2024 Brookstone Capital Management15,269$486K0.0%-92.6%0.173%
10/8/2024 Sugarloaf Wealth Management LLC7,789$248K0.0%+445.1%0.088%
9/23/2024Centaurus Financial Inc.4,076$126K0.0%N/A0.046%
8/21/2024Truist Financial Corp111,282$3.44M0.0%+27.5%1.257%
8/16/2024Sunbelt Securities Inc.10,775$333K0.0%+6.4%0.122%
8/16/2024NewEdge Advisors LLC160,572$4.96M0.0%+23.9%1.814%
8/15/2024Delta Investment Management LLC905,553$27.97M6.2%+35.4%10.232%
8/13/2024AE Wealth Management LLC132,333$4.09M0.0%+79.0%1.495%
8/10/2024 Yarger Wealth Strategies LLC13,762$425K0.3%+67.8%0.156%
8/8/2024Envestnet Asset Management Inc.182,420$5.64M0.0%+35.5%2.061%
8/8/2024 Vima LLC10,425$322K0.7%N/A0.118%
8/8/2024CoreCap Advisors LLC271,371$8.38M0.9%N/A3.066%
8/8/2024Johnson Investment Counsel Inc.6,630$205K0.0%N/A0.075%
8/8/2024 Hazlett Burt & Watson Inc.6,511$204K0.1%N/A0.074%
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8/8/2024LPL Financial LLC1,145,023$35.37M0.0%+495.7%12.938%
8/1/2024Claro Advisors LLC26,364$814K0.1%+149.8%0.298%
7/31/2024Commonwealth Equity Services LLC569,654$17.60M0.0%+2,669.9%6.437%
7/30/2024 Davies Financial Advisors Inc.136,788$4.23M3.9%N/A1.546%
7/29/2024 Ameritas Advisory Services LLC58,599$1.81M0.1%+15.9%0.662%
7/26/2024 Beacon Financial Advisory LLC21,836$675K0.3%+60.4%0.247%
7/26/2024Harbour Investments Inc.10,862$336K0.0%+65.2%0.123%
7/26/2024 Cambridge Investment Research Advisors Inc.664,199$20.52M0.1%+79.2%7.505%
7/20/2024 Milestone Asset Management LLC63,500$1.96M0.5%-41.8%0.718%
7/18/2024 Brookstone Capital Management205,375$6.49M0.1%+7.1%2.321%
7/18/2024 Old Port Advisors9,970$308K0.1%N/A0.113%
7/17/2024 Archford Capital Strategies LLC6,520$201K0.0%N/A0.074%
7/16/2024 GPS Wealth Strategies Group LLC1,002$31K0.0%N/A0.011%
7/16/2024 Sequoia Financial Advisors LLC13,387$414K0.0%N/A0.151%
7/16/2024 Advisor Resource Council13,670$422.27M1.5%N/A0.154%
7/16/2024Financial Designs Corp81,699$2.52M1.7%-1.0%0.923%
7/15/2024RFG Advisory LLC94,996$2.93M0.1%-1.5%1.073%
7/11/2024 John W. Brooker & Co. CPAs39,536$1.22M0.6%+42.3%0.447%
7/11/2024 Worth Asset Management LLC29,314$906K0.5%+60.8%0.331%
7/8/2024 Sugarloaf Wealth Management LLC1,429$44K0.0%N/A0.016%
5/14/2024First Commonwealth Financial Corp PA 45,324$1.36M0.4%+51.7%0.553%
5/9/2024Kingsview Wealth Management LLC98,886$2.97M0.1%+876.7%1.206%
5/9/2024Delta Investment Management LLC668,809$20.07M4.6%+207.0%8.156%
5/3/2024 Southern Capital Advisors LLC19,410$582K0.4%+29.5%0.237%
4/30/2024Commonwealth Equity Services LLC20,566$617K0.0%N/A0.251%
4/29/2024 Yarger 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%
4/25/2024Triumph 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%
4/18/2024Claro Advisors LLC10,555$317K0.1%N/A0.153%
4/15/2024 Brookstone Capital Management191,784$5.76M0.1%+396.6%2.779%
4/12/2024Financial Designs Corp82,554$2.48M1.6%N/A1.196%
4/12/2024 Worth Asset Management LLC18,230$547K0.3%+108.4%0.868%
4/11/2024RFG 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%
2/8/2024 Foundations Investment Advisors LLC802,878$22.48M0.6%-42.8%38.232%
2/6/2024 Lincoln National Corp11,401$312K0.0%N/A0.543%
2/5/2024Triumph Capital Management45,463$1.25M0.5%+87.2%2.165%
2/5/2024 Silver Oak Securities Incorporated18,820$514K0.1%N/A0.896%
2/2/2024Delta Investment Management LLC217,828$5.95M1.5%N/A10.373%
1/25/2024RFG 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%
The centerpiece of Trump’s crypto’s masterplan … (Ad)

Donald Trump wants to be America’s first crypto president. He was the keynote speaker at the recent Bitcoin conference in Nashville … Where he told an adoring crowd that the U.S. would become … “The crypto capital of the planet and the Bitcoin superpower of the world.”

Click here to find out more about what could be Trump and JD Vance’s favorite coin.
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%
12/11/2023Sunbelt 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%
10/31/2023Triumph Capital Management24,283$623K0.3%N/A1.156%
10/26/2023 Chicago Partners Investment Group LLC97,219$2.46M0.1%+169.1%4.629%
(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, 57 institutional investors and hedge funds held shares of Innovator Equity Managed Floor ETF. The most heavily invested institutionals were Advisor Resource Council ($422.27M), Chicago Partners Investment Group LLC ($40.23M), LPL Financial LLC ($35.37M), Commonwealth Equity Services LLC ($30.82M), Delta Investment Management LLC ($27.97M), Cambridge Investment Research Advisors Inc. ($20.52M), and Good Life Advisors LLC ($13.06M).Learn more on SFLR's institutional investors.

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

Of the 57 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 ($1.41M), Commonwealth Equity Services LLC ($1.41M), LPL Financial LLC ($952.80K), Delta Investment Management LLC ($905.55K), Chicago Partners Investment Group LLC ($778.23K), and Cambridge Investment Research Advisors Inc. ($664.20K).

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

Institutional investors have bought a total of 10,623,556 shares in the last 24 months. This purchase volume represents approximately $302.09M 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 ($1.37M), Foundations Investment Advisors LLC ($601.93K), Brookstone Capital Management ($197.17K), Claro Advisors LLC ($18.69K), RFG Advisory LLC ($5.20K), Financial Designs Corp ($3.89K), 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 2,198,072 shares in the last 24 months. This volume of shares sold represents approximately $63.07M in transactions.



This page (NYSEARCA:SFLR) was last updated on 11/4/2024 by MarketBeat.com Staff
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