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Innovator Equity Managed Floor ETF (SFLR) Institutional Ownership

$34.99 -0.08 (-0.23%)
Closing price 04:10 PM Eastern
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$34.98 -0.01 (-0.01%)
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Institutional Ownership Changes (13F Filings) for Innovator Equity Managed Floor ETF (NYSEARCA:SFLR)

Number of
Institutional Buyers
(last 12 months)
128
Total
Institutional Inflows
(last 12 months)
$365.53M
Number of
Institutional Sellers
(last 12 months)
49
Total
Institutional Outflows
(last 12 months)
$48.20M
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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
8/19/2025 Advisory Services Network LLC10,897$375K0.0%N/A0.042%
8/15/2025 Visionary Wealth Advisors6,554$220K0.0%N/A0.026%
8/15/2025 MML Investors Services LLC242,649$8.15M0.0%-12.4%0.946%
8/15/2025 IHT Wealth Management LLC72,034$2.42M0.1%+32.3%0.281%
8/15/2025 Bank of America Corp DE36,305$1.22M0.0%N/A0.142%
8/14/2025 Jane Street Group LLC15,372$516K0.0%-27.5%0.060%
8/14/2025 Raymond James Financial Inc.75,186$2.52M0.0%N/A0.293%
8/14/2025 Quantinno Capital Management LP13,263$445K0.0%+3.8%0.052%
8/14/2025 NewEdge Advisors LLC278,721$9.36M0.0%+93.3%1.087%
8/14/2025 Sentinus LLC239,959$8.06M2.0%-4.1%0.936%
8/14/2025 Balance Wealth LLC65,922$2.21M1.3%+20.3%0.257%
8/13/2025 Gateway Wealth Partners LLC10,494$352K0.1%-14.2%0.041%
8/13/2025 Trek Financial LLC133,433$4.48M0.3%-2.5%0.520%
8/13/2025 VestGen Advisors LLC19,584$674K0.0%+84.5%0.076%
8/12/2025 Steward Partners Investment Advisory LLC264,808$8.89M0.1%-0.8%1.032%
8/12/2025 Global Retirement Partners LLC117,498$3.94M0.1%N/A0.458%
8/11/2025 TD Waterhouse Canada Inc.1,490$50K0.0%N/A0.006%
8/11/2025 Perennial Investment Advisors LLC123,088$4.13M0.4%+14.0%0.482%
8/8/2025 Kingsview Wealth Management LLC1,684,463$56.55M1.0%+7.9%6.593%
8/8/2025 Cetera Investment Advisers194,041$6.51M0.0%+10.9%0.759%
8/8/2025 Meridian Wealth Management LLC28,780$966K0.0%+8.3%0.113%
8/8/2025 Foundations Investment Advisors LLC33,000$1.11M0.0%+12.4%0.129%
8/8/2025 Davies Financial Advisors Inc.299,661$10.06M7.8%-7.6%1.173%
8/6/2025 AE Wealth Management LLC168,804$5.67M0.0%+4.5%0.661%
8/6/2025 Wedbush Securities Inc.12,076$405K0.0%-8.4%0.047%
8/6/2025 Commonwealth Equity Services LLC1,839,890$61.77M0.1%+28.2%7.201%
8/5/2025 GPS Wealth Strategies Group LLC2,606$87K0.0%+159.3%0.010%
8/5/2025 Claro Advisors LLC28,874$969K0.2%-11.2%0.113%
8/5/2025 Milestone Asset Management LLC67,307$2.26M0.5%-1.5%0.263%
8/5/2025 WorthPointe LLC11,480$385K0.2%N/A0.045%
8/5/2025 Lifeworks Advisors LLC32,070$1.08M0.2%+1.5%0.126%
8/4/2025 World Investment Advisors22,727$763K0.0%-5.0%0.089%
8/4/2025 Flagship Harbor Advisors LLC48,780$1.64M0.1%N/A0.191%
8/1/2025 GWN Securities Inc.50,822$1.71M0.3%+10.8%0.199%
8/1/2025 Delta Investment Management LLC888,058$29.81M5.7%+5.1%3.476%
8/1/2025 Envestnet Asset Management Inc.378,784$12.69M0.0%+55.4%1.483%
7/31/2025 Whipplewood Advisors LLC50,248$1.69M0.9%+128.3%0.197%
7/31/2025 Leelyn Smith LLC9,505$319K0.1%-11.9%0.037%
7/31/2025 Pinnacle Wealth Management Group Inc.152,964$5.14M2.9%+2.8%0.599%
7/30/2025 Freedom Investment Management Inc.34,554$1.16M0.1%+1.9%0.135%
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7/30/2025 Brookstone Capital Management76,843$2.58M0.0%-7.9%0.301%
7/29/2025 Stephens Inc. AR153,690$5.16M0.1%+145.5%0.602%
7/29/2025 Chicago Partners Investment Group LLC1,552,512$53.28M1.5%-5.3%6.076%
7/29/2025 Financial Futures Ltd Liability Co.36,269$1.22M0.7%-76.9%0.142%
7/29/2025 Stratos Wealth Partners LTD.103,792$3.48M0.0%-1.8%0.406%
7/29/2025 Kraft Davis & Associates LLC41,593$1.44M0.4%+3.6%0.163%
7/28/2025 Mutual Advisors LLC53,470$1.85M0.0%+3.5%0.209%
7/28/2025 Harbour Investments Inc.74,257$2.49M0.1%-1.8%0.291%
7/28/2025 Axxcess Wealth Management LLC6,063$204K0.0%N/A0.024%
7/25/2025 Kellett Wealth Advisors LLC54,945$1.85M1.2%-6.5%0.215%
7/25/2025 Sequoia Financial Advisors LLC47,605$1.60M0.0%-17.2%0.186%
7/25/2025 Hazlett Burt & Watson Inc.5,350$179K0.1%+240.1%0.021%
7/25/2025 Yarger Wealth Strategies LLC19,057$640K0.3%-31.9%0.075%
7/25/2025 CWM LLC18,711$628K0.0%-16.5%0.073%
7/25/2025 Concurrent Investment Advisors LLC13,116$440K0.0%N/A0.051%
7/24/2025 IFP Advisors Inc1,787$60K0.0%N/A0.007%
7/24/2025 Columbia Advisory Partners LLC16,967$570K0.4%N/A0.066%
7/23/2025 Secured Retirement Advisors LLC32,998$1.11M0.7%+8.6%0.129%
7/22/2025 DAVENPORT & Co LLC8,620$289K0.0%N/A0.034%
7/22/2025 Beacon Financial Advisory LLC64,547$2.17M0.6%+15.3%0.253%
7/22/2025 Simplicity Wealth LLC6,254$210K0.0%N/A0.024%
7/22/2025 Diligent Investors LLC12,540$421K0.1%N/A0.049%
7/21/2025 Ameritas Advisory Services LLC46,161$1.55M0.1%-43.8%0.181%
7/18/2025 Wetzel Investment Advisors Inc.398,084$13.38M6.1%+163.1%1.558%
7/18/2025 Truist Financial Corp25,728$864K0.0%+81.7%0.101%
7/17/2025 Archford Capital Strategies LLC115,000$3.86M0.5%+22.0%0.452%
7/17/2025 Worth Financial Advisory Group LLC140,936$4.73M2.9%-5.3%0.554%
7/16/2025 John W. Brooker & Co. CPAs13,240$449K1.1%-82.2%0.052%
7/16/2025 Old Port Advisors9,845$330K0.1%-22.1%0.039%
7/16/2025 Southern Capital Advisors LLC17,545$589K0.3%-9.7%0.069%
7/16/2025 Castleview Partners LLC27,860$935K0.6%+9.7%0.109%
7/15/2025 Well Done LLC31,957$1.07M0.2%N/A0.126%
7/14/2025 Occidental Asset Management LLC8,525$286K0.0%+8.9%0.034%
7/14/2025 Southland Equity Partners LLC348,776$11.71M2.6%-0.1%1.373%
7/11/2025 Farther Finance Advisors LLC52,394$1.76M0.0%+22.9%0.206%
7/11/2025 Silver Oak Securities Incorporated6,916$232K0.0%-51.3%0.027%
7/10/2025 Worth Asset Management LLC18,074$607K0.3%-41.2%0.071%
7/10/2025 Wealth Enhancement Advisory Services LLC136,206$4.60M0.0%+14.9%0.535%
7/10/2025 Signal Advisors Wealth LLC59,759$2.01M0.2%+25.8%0.235%
7/10/2025 Sovran Advisors LLC9,147$308K0.0%-87.7%0.036%
7/9/2025 Pallas Capital Advisors LLC128,894$4.33M0.2%+56.9%0.506%
7/9/2025 Keystone Wealth Services LLC11,727$394K0.1%-53.7%0.046%
7/9/2025 Triumph Capital Management110,303$3.70M1.1%+6.1%0.433%
7/9/2025 HFG Wealth Management LLC153,607$4.82M2.8%+3.3%0.604%
7/9/2025 Beacon Financial Group96,479$3.24M0.3%+27.3%0.379%
7/8/2025 Gradient Investments LLC18,114$608K0.0%N/A0.071%
5/27/2025 Jacobi Capital Management LLC21,215$666K0.0%-42.2%0.083%
5/20/2025 Belpointe Asset Management LLC9,334$293K0.0%N/A0.036%
5/19/2025 Jane Street Group LLC21,193$665K0.0%+194.5%0.082%
5/16/2025 Prostatis Group LLC24,518$770K0.2%-16.6%0.095%
He Called Nvidia at $1.10. Now, He Says THIS Stock Will… (Ad)

The original Magnificent Seven returned 16,894%—turning $7K into $1.18 million. Now, the man who called Nvidia at $1.10 reveals AI’s Next Magnificent Seven… including one stock he says could become America’s next trillion-dollar giant.tc pixel

See his full breakdown of the seven stocks to own now
5/16/2025 NewEdge Advisors LLC144,200$4.53M0.0%+33.3%0.561%
5/15/2025 OLD Mission Capital LLC14,295$449K0.0%N/A0.056%
5/14/2025 Delta Investment Management LLC844,945$26.52M5.4%-6.6%3.288%
5/14/2025 Luminist Capital LLC118,552$3.72M4.0%+26,128.3%0.461%
5/14/2025 Freedom Investment Management Inc.33,903$1.06M0.1%N/A0.132%
5/14/2025 Kestra Advisory Services LLC115,226$3.62M0.0%+4.7%0.448%
5/13/2025 Steward Partners Investment Advisory LLC266,992$8.38M0.1%+7.7%1.039%
5/12/2025 Meridian Wealth Management LLC26,574$834K0.0%+5.8%0.103%
5/12/2025 WealthPlan Investment Management LLC15,902$499K0.0%-20.3%0.062%
5/9/2025 Chicago Partners Investment Group LLC1,640,244$51.88M1.7%+9.3%6.382%
(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, 138 institutional investors and hedge funds held shares of Innovator Equity Managed Floor ETF. The most heavily invested institutionals were LPL Financial LLC ($117.96M), Commonwealth Equity Services LLC ($61.77M), Kingsview Wealth Management LLC ($56.55M), Chicago Partners Investment Group LLC ($53.28M), Delta Investment Management LLC ($29.81M), Wetzel Investment Advisors Inc. ($13.38M), and Envestnet Asset Management Inc. ($12.69M).Learn more on Innovator Equity Managed Floor ETF's institutional investors.

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

Of the 135 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: LPL Financial LLC ($2.55M), Commonwealth Equity Services LLC ($2.20M), Kingsview Wealth Management LLC ($1.65M), Foundations Investment Advisors LLC ($1.44M), Milestone Asset Management LLC ($1.43M), Chicago Partners Investment Group LLC ($1.13M), and Delta Investment Management LLC ($948.67K).

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

Institutional investors have bought a total of 11,324,286 shares in the last 24 months. This purchase volume represents approximately $365.53M in transactions.

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

Of the 49 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 ($387.22K), Brookstone Capital Management ($196.72K), Good Life Advisors LLC ($158.45K), Financial Futures Ltd Liability Co. ($120.92K), Chicago Partners Investment Group LLC ($87.73K), Sovran Advisors LLC ($73.78K), and John W. Brooker & Co. CPAs ($61.04K).

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

Institutional investors have sold a total of 1,473,837 shares in the last 24 months. This volume of shares sold represents approximately $48.20M in transactions.


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This page (NYSEARCA:SFLR) was last updated on 8/25/2025 by MarketBeat.com Staff
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