Free Trial

Innovator Equity Managed Floor ETF (SFLR) Institutional Ownership

$33.35 +0.15 (+0.45%)
As of 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
64
Total
Institutional Inflows
(last 12 months)
$211.21M
Number of
Institutional Sellers
(last 12 months)
10
Total
Institutional Outflows
(last 12 months)
$63.79M
Get SFLR Insider Trade Alerts

Want to know when executives and insiders are buying or selling Innovator Equity Managed Floor ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

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
1/21/2025Atlas Private Wealth Advisors6,860$224K0.0%N/A0.078%
1/21/2025Southland Equity Partners LLC317,230$10.36M2.4%+132.6%3.585%
1/21/2025RFG Advisory LLC100,691$3.29M0.1%-4.6%1.138%
1/21/2025Financial Designs Corp72,563$2.37M1.6%-7.8%0.820%
1/17/2025 Mutual Advisors LLC46,546$1.54M0.0%+123.1%0.526%
1/16/2025 Davies Financial Advisors Inc.226,440$7.39M6.3%+24.4%2.559%
1/15/2025 Ameritas Advisory Services LLC87,276$2.85M0.1%+76.6%0.986%
1/15/2025 Merit Financial Group LLC9,258$302K0.0%+18.1%0.105%
1/15/2025 Yarger Wealth Strategies LLC14,805$483K0.3%-8.8%0.167%
1/15/2025 Sard Wealth Management Group LLC19,668$642K0.4%+28.3%0.222%
1/15/2025 Occidental Asset Management LLC7,725$252K0.0%N/A0.087%
1/14/2025 Signal Advisors Wealth LLC42,360$1.38M0.2%+9.5%0.479%
1/13/2025 Pinnacle Wealth Management Group Inc.173,198$5.66M3.5%+2.9%1.957%
1/13/2025 Claro Advisors LLC31,561$1.03M0.1%+8.6%0.357%
1/13/2025 Brookstone Capital Management63,551$2.08M0.0%+316.2%0.718%
1/10/2025 Sugarloaf Wealth Management LLC13,390$437K0.1%+71.9%0.151%
1/8/2025 Worth Asset Management LLC30,982$1.01M0.5%-2.0%0.350%
1/2/2025 Old Port Advisors13,970$456K0.1%+25.6%0.158%
11/15/2024Glen Eagle Advisors LLC26,780$852K0.1%N/A0.303%
11/15/2024Jane Street Group LLC19,363$616K0.0%-45.5%0.219%
11/15/2024IHT Wealth Management LLC58,493$1.91M0.1%+39.2%0.661%
11/14/2024First Commonwealth Financial Corp PA85,149$2.71M0.6%+55.9%0.962%
11/13/2024Private Trust Co. NA2,421$77K0.0%+246.8%0.027%
11/12/2024Centaurus Financial Inc.5,186$165K0.0%+27.2%0.059%
11/12/2024Kingsview Wealth Management LLC171,922$5.47M0.1%+32.8%1.943%
11/12/2024Leelyn Smith LLC10,176$324K0.1%N/A0.115%
11/12/2024Meridian Wealth Management LLC24,845$790K0.0%+20.7%0.281%
11/7/2024 Claro Advisors LLC29,067$925K0.1%+10.3%0.328%
11/5/2024WealthPlan Investment Management LLC18,739$596K0.1%N/A0.212%
11/5/2024Harbour Investments Inc.13,057$415K0.0%+20.2%0.148%
10/30/2024Beacon Financial Advisory LLC32,042$1.02M0.3%+46.7%0.362%
10/30/2024Hazlett Burt & Watson Inc.14,769$469K0.2%+126.8%0.167%
10/30/2024Wetzel Investment Advisors Inc.104,375$3.32M1.7%N/A1.179%
10/29/2024Chicago Partners Investment Group LLC1,253,676$40.23M1.4%+36.1%14.166%
10/28/2024Stephens Inc. AR17,650$561K0.0%+126.7%0.199%
10/25/2024Gateway Wealth Partners LLC11,832$376K0.1%N/A0.134%
10/25/2024Worth Financial Advisory Group LLC34,175$1.09M0.6%N/A0.386%
10/24/2024 Old Port Advisors11,120$354K0.1%+11.5%0.126%
10/24/2024Vima LLC29,339$933K1.9%+181.4%0.332%
10/24/2024Southern Capital Advisors LLC19,093$607K0.3%-1.7%0.216%
Do this Before Elon’s Reveal on January 29th (Ad)

Elon’s newest tech could pay you an extra $30,000 a year — while you sleep. It’s smaller than a quarter but designed to power a $9 trillion AI revolution. And I’ve identified a little-known supplier Elon is depending on to make it all happen.

I urge you to watch this video now.
10/22/2024Private Advisor Group LLC6,390$203K0.0%N/A0.072%
10/22/2024Sequoia Financial Advisors LLC31,602$1.01M0.0%+136.1%0.357%
10/21/2024Foundations Investment Advisors LLC8,418$268K0.0%N/A0.095%
10/21/2024Castleview 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%
10/17/2024 Sard Wealth Management Group LLC15,329$488K0.3%+15.7%0.173%
10/17/2024 Claro 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%
10/16/2024Global Retirement Partners LLC18,657$593K0.0%+47.6%0.211%
10/16/2024Good 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%
10/8/2024C2P 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%
8/8/2024Vima 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%
8/8/2024Hazlett Burt & Watson Inc.6,511$204K0.1%N/A0.074%
8/8/2024LPL Financial LLC1,145,023$35.37M0.0%+495.7%12.938%
8/1/2024 Claro 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%
7/26/2024Beacon Financial Advisory LLC21,836$675K0.3%+60.4%0.247%
7/26/2024Harbour Investments Inc.10,862$336K0.0%+65.2%0.123%
7/26/2024Cambridge Investment Research Advisors Inc.664,199$20.52M0.1%+79.2%7.505%
7/20/2024Milestone 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%
7/17/2024Archford Capital Strategies LLC6,520$201K0.0%N/A0.074%
7/16/2024GPS Wealth Strategies Group LLC1,002$31K0.0%N/A0.011%
7/16/2024Sequoia Financial Advisors LLC13,387$414K0.0%N/A0.151%
7/16/2024Advisor 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%
7/11/2024John 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%
Do this Before Elon’s Reveal on January 29th (Ad)

Elon’s newest tech could pay you an extra $30,000 a year — while you sleep. It’s smaller than a quarter but designed to power a $9 trillion AI revolution. And I’ve identified a little-known supplier Elon is depending on to make it all happen.

I urge you to watch this video now.
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%
5/3/2024Southern 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%
4/26/2024Chicago 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%
4/25/2024Cambridge 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%
(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, 69 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 68 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 11,157,632 shares in the last 24 months. This purchase volume represents approximately $319.40M in transactions.

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

Of the 11 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), Brookstone Capital Management ($197.17K), Claro Advisors LLC ($18.69K), Jane Street Group LLC ($16.15K), RFG Advisory LLC ($10.03K), and Financial Designs Corp ($9.99K).

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

Institutional investors have sold a total of 2,227,199 shares in the last 24 months. This volume of shares sold represents approximately $64.01M in transactions.



This page (NYSEARCA:SFLR) was last updated on 1/21/2025 by MarketBeat.com Staff
From Our Partners