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Innovator Equity Managed Floor ETF (SFLR) Institutional Ownership

$31.35 +0.11 (+0.35%)
As of 04/25/2025 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
102
Total
Institutional Inflows
(last 12 months)
$326.34M
Number of
Institutional Sellers
(last 12 months)
22
Total
Institutional Outflows
(last 12 months)
$27.75M
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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
4/25/2025 Ameritas Advisory Services LLC82,126$2.58M0.1%-5.9%0.337%
4/25/2025 Sovran Advisors LLC74,470$2.28M0.3%-10.2%0.306%
4/24/2025 Golden State Wealth Management LLC10,995$345K0.1%+105.2%0.045%
4/24/2025 Financial Futures Ltd Liability Co.157,186$4.93M2.8%+13.0%0.646%
4/24/2025 Beacon Financial Advisory LLC55,997$1.76M0.5%+41.8%0.230%
4/24/2025 Kraft Davis & Associates LLC40,149$1.23M0.4%N/A0.165%
4/23/2025 Western Wealth Management LLC12,115$380K0.0%+30.6%0.050%
4/23/2025 Sequoia Financial Advisors LLC57,507$1.81M0.0%+69.3%0.236%
4/23/2025 Golden State Wealth Management LLC21,986$690K0.1%+310.3%0.090%
4/23/2025 Kellett Wealth Advisors LLC58,742$1.84M1.3%+1.7%0.241%
4/23/2025 Balance Wealth LLC54,797$1.72M1.1%N/A0.225%
4/23/2025 Archford Capital Strategies LLC94,250$2.96M0.4%+1,345.6%0.387%
4/22/2025 Wetzel Investment Advisors Inc.151,320$4.75M2.4%+15.5%0.621%
4/22/2025 Cambridge Investment Research Advisors Inc.111,531$3.50M0.0%-1.1%0.458%
4/22/2025 Worth Financial Advisory Group LLC148,769$4.67M3.0%+37.4%0.611%
4/22/2025 Castleview Partners LLC25,405$797K0.5%+74.2%0.104%
4/22/2025 Davies Financial Advisors Inc.324,443$10.18M8.7%+43.3%1.332%
4/22/2025 Advisor Resource Council46,036$1.45M0.1%-10.6%0.189%
4/17/2025 Authentikos Wealth Advisory LLC217,892$6.84M5.7%+492.5%0.895%
4/17/2025 Keystone Wealth Services LLC25,346$796K0.2%N/A0.104%
4/16/2025 CRA Financial Services LLC13,605$427K0.1%+20.2%0.059%
4/16/2025 Southland Equity Partners LLC349,232$10.96M2.6%+10.1%1.518%
4/16/2025 Wealth Enhancement Advisory Services LLC118,502$3.72M0.0%+121.5%0.515%
4/15/2025 Yarger Wealth Strategies LLC27,974$878K0.5%+88.9%0.122%
4/15/2025 Fiduciary Financial Group LLC7,437$228K0.0%N/A0.032%
4/14/2025 Pallas Capital Advisors LLC82,127$2.58M0.1%N/A0.357%
4/14/2025 Farther Finance Advisors LLC42,619$1.34M0.0%N/A0.185%
4/14/2025 LexAurum Advisors LLC7,215$226K0.0%-7.7%0.031%
4/11/2025 Pinnacle Wealth Management Group Inc.148,858$4.67M3.3%-14.1%0.647%
4/11/2025 Signal Advisors Wealth LLC47,514$1.49M0.1%+12.2%0.207%
4/10/2025 Beacon Financial Group75,776$2.38M0.3%N/A0.329%
4/10/2025 CGN Advisors LLC21,701$681K0.1%N/A0.094%
4/10/2025 Whipplewood Advisors LLC22,012$691K0.2%-34.6%0.096%
4/9/2025 RFG Advisory LLC87,739$2.75M0.1%-12.9%0.381%
4/8/2025 HFG Wealth Management LLC148,656$4.85M2.9%N/A0.646%
3/21/2025Prostatis Group LLC29,398$960K0.3%+42.6%0.129%
3/17/2025 Wealth Enhancement Advisory Services LLC53,501$1.75M0.0%N/A0.234%
3/12/2025Centaurus Financial Inc.14,099$460K0.0%+171.9%0.062%
2/26/2025 Advisor Resource Council51,492$1.68M1.2%N/A0.228%
2/25/2025Armis Advisers LLC161,232$5.26M0.6%N/A0.715%
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2/19/2025WCG Wealth Advisors LLC147,089$4.80M0.3%N/A1.662%
2/18/2025 Sunbelt Securities Inc.8,745$287K0.0%-16.9%0.099%
2/18/2025Mpwm Advisory Solutions LLC86,274$2.82M2.1%N/A0.975%
2/18/2025Delta Investment Management LLC904,265$29.52M5.7%-26.6%10.218%
2/17/2025Sentinus LLC149,673$4.89M1.4%+1,106.7%1.691%
2/17/2025CoreCap Advisors LLC289,214$9.44M0.4%+6.8%3.268%
2/17/2025Cetera Investment Advisers103,459$3.38M0.0%+47.7%1.169%
2/14/2025Jane Street Group LLC7,196$235K0.0%-62.8%0.081%
2/14/2025Triumph Capital Management95,400$3.12M1.1%+13.2%1.078%
2/14/2025IHT Wealth Management LLC65,864$2.15M0.1%+12.6%0.744%
2/14/2025MML Investors Services LLC171,379$5.60M0.0%N/A1.936%
2/13/2025First Commonwealth Financial Corp PA99,657$3.25M0.8%+17.0%1.126%
2/13/2025NewEdge Advisors LLC108,207$3.53M0.0%+13.9%1.223%
2/13/2025Mariner LLC49,024$1.60M0.0%+83.7%0.554%
2/13/2025Concorde Asset Management LLC87,330$2.85M1.5%N/A0.987%
2/13/2025Trek Financial LLC134,791$4.40M0.3%-0.5%1.523%
2/13/2025Envestnet Asset Management Inc.224,485$7.33M0.0%+16.6%2.537%
2/13/2025Wedbush Securities Inc.13,135$429K0.0%N/A0.148%
2/13/2025Perennial Investment Advisors LLC83,270$2.72M0.3%+173.6%0.941%
2/13/2025Smith Moore & CO.8,350$273K0.0%+10.9%0.094%
2/12/2025 Worth Financial Advisory Group LLC108,254$3.53M2.2%+216.8%1.223%
2/12/2025Ausdal Financial Partners Inc.41,313$1.35M0.1%N/A0.467%
2/11/2025LPL Financial LLC3,476,276$113.50M0.0%+60.6%39.280%
2/10/2025Thrivent Financial for Lutherans23,180$757K0.0%N/A0.262%
2/10/2025Leelyn Smith LLC16,181$528K0.1%+59.0%0.183%
2/10/2025Harbour Investments Inc.29,307$957K0.0%+124.5%0.331%
2/10/2025Commonwealth Equity Services LLC1,196,061$39.05M0.1%+23.5%13.515%
2/10/2025Avantax Advisory Services Inc.12,624$412K0.0%+94.4%0.143%
2/7/2025 Sequoia Financial Advisors LLC33,969$1.11M0.0%+7.5%0.384%
2/7/2025Sound View Wealth Advisors Group LLC8,597$281K0.0%N/A0.097%
2/6/2025Steward Partners Investment Advisory LLC247,973$8.10M0.1%+11.8%2.802%
2/5/2025SRS Capital Advisors Inc.2,134$70K0.0%N/A0.024%
2/5/2025Private Trust Co. NA2,743$90K0.0%+13.3%0.031%
2/5/2025 Whipplewood Advisors LLC33,639$1.10M0.6%N/A0.380%
2/5/2025 Kellett Wealth Advisors LLC57,770$1.89M1.3%+5.4%0.653%
2/3/2025RPS Advisory Solutions LLC39,014$1.27M0.8%+172.3%0.441%
2/3/2025 Good Life Advisors LLC252,041$8.23M0.6%-38.6%2.848%
1/31/2025Global Retirement Partners LLC66,119$2.16M0.1%+254.4%0.747%
1/31/2025Truist Financial Corp120,326$3.93M0.0%+1.1%1.360%
1/30/2025Secured Retirement Advisors LLC27,545$899K0.5%+80.5%0.311%
1/30/2025WealthPlan Investment Management LLC19,956$652K0.1%+6.5%0.225%
1/29/2025 Authentikos Wealth Advisory LLC36,777$1.20M1.2%-2.0%0.416%
1/29/2025 Sovran Advisors LLC82,923$2.70M0.4%N/A0.937%
1/28/2025Kestra Private Wealth Services LLC50,552$1.65M0.0%-0.9%0.571%
1/28/2025Stephens Inc. AR47,508$1.55M0.0%+169.2%0.537%
1/28/2025Kingsview Wealth Management LLC351,521$11.48M0.2%+104.5%3.972%
1/28/2025 Golden State Wealth Management LLC5,359$175K0.0%N/A0.061%
1/27/2025 Silver Oak Securities Incorporated16,918$555K0.1%N/A0.191%
1/27/2025 Beacon Financial Advisory LLC39,492$1.29M0.4%+23.3%0.446%
1/27/2025John W. Brooker & Co. CPAs65,362$2.13M0.9%+0.5%0.739%
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1/27/2025Stratos Wealth Partners LTD.61,423$2.01M0.0%+31.6%0.694%
1/24/2025U.S. Capital Wealth Advisors LLC12,375$404K0.0%N/A0.140%
1/24/2025 Financial Futures Ltd Liability Co.139,067$4.54M2.6%N/A1.571%
1/24/2025Chicago Partners Investment Group LLC1,500,148$49.30M1.6%+19.7%16.951%
1/23/2025 Milestone Asset Management LLC68,045$2.22M0.5%+2.2%0.769%
1/23/2025Gateway Wealth Partners LLC14,002$457K0.1%+18.3%0.158%
1/22/2025 Wetzel Investment Advisors Inc.131,052$4.28M2.1%+25.6%1.481%
1/22/2025Foundations Investment Advisors LLC13,381$437K0.0%+59.0%0.151%
1/21/2025 Atlas Private Wealth Advisors6,860$224K0.0%N/A0.078%
1/21/2025 Southland Equity Partners LLC317,230$10.36M2.4%+132.6%3.585%
(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, 108 institutional investors and hedge funds held shares of Innovator Equity Managed Floor ETF. The most heavily invested institutionals were LPL Financial LLC ($113.50M), Chicago Partners Investment Group LLC ($49.30M), Commonwealth Equity Services LLC ($39.05M), Delta Investment Management LLC ($29.52M), Kingsview Wealth Management LLC ($11.48M), Southland Equity Partners LLC ($10.96M), and Davies Financial Advisors Inc. ($10.18M).Learn more on SFLR's institutional investors.

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

Of the 105 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: LPL Financial LLC ($2.26M), Commonwealth Equity Services LLC ($1.56M), Milestone Asset Management LLC ($1.43M), Foundations Investment Advisors LLC ($1.42M), Chicago Partners Investment Group LLC ($1.02M), Delta Investment Management LLC ($905.55K), 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 15,552,652 shares in the last 24 months. This purchase volume represents approximately $466.53M in transactions.

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

Of the 24 institutional investors that sold Innovator Equity Managed Floor ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Milestone Asset Management LLC ($1.37M), Foundations Investment Advisors LLC ($601.93K), Delta Investment Management LLC ($327.90K), Brookstone Capital Management ($197.17K), Good Life Advisors LLC ($158.45K), Jane Street Group LLC ($28.32K), and Pinnacle Wealth Management Group Inc. ($24.34K).

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

Institutional investors have sold a total of 2,799,206 shares in the last 24 months. This volume of shares sold represents approximately $82.60M in transactions.



This page (NYSEARCA:SFLR) was last updated on 4/27/2025 by MarketBeat.com Staff
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