INNOVATOR US S CAP MNG F ETF (RFLR) Institutional Ownership Changes & 13F Activity

INNOVATOR US S CAP MNG F ETF (RFLR). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Vanweelden Wealth Management, Llc, Envestnet Asset Management Inc, Rockefeller Capital Management L.P., Independent Financial Group, Llc, and Brookstone Capital Management.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Kingsview Wealth Management, LlcBuy+1,021+6.5%16,796$550.60KQ2 2026Aug 19, 2026
Susquehanna International Group, LlpBuy+17,960+33.2%72,083$2.36MQ2 2026Aug 14, 2026
Cofg Advisors, LlcBuy+4,000+31.9%16,525$541.71KQ2 2026Aug 14, 2026
Rockefeller Capital Management L.P.Buy+54,813+79.8%123,486$4.05MQ2 2026Aug 13, 2026
Creativeone Wealth, LlcSell-7,776-18.6%34,027$1.12MQ2 2026Aug 13, 2026
Trek Financial, LlcBuy+7,2967,296$239.17KQ2 2026Aug 13, 2026
Vanweelden Wealth Management, LlcBuy+90,994+45.1%292,942$9.60MQ2 2026Aug 12, 2026
Harbour Investments, Inc.Buy+4,668+186.3%7,174$235.17KQ2 2026Aug 12, 2026
Rothschild Wealth LlcBuy+3,453+9.8%38,536$1.26MQ2 2026Aug 11, 2026
Arax Advisory PartnersBuy+2,951+7.8%40,608$1.33MQ2 2026Aug 10, 2026
Gwn Securities Inc.Buy+6,8326,832$223.96KQ2 2026Aug 05, 2026
Signal Advisors Wealth, LlcBuy+7,498+35.6%28,587$937.12KQ2 2026Aug 04, 2026
Envestnet Asset Management IncBuy+85,562+38.5%307,863$10.09MQ2 2026Aug 03, 2026
Newcorp Financial Services, Inc.Buy+459+1.3%36,556$1.20MQ2 2026Aug 03, 2026
Worth Financial Advisory Group, LlcBuy+22,54422,544$739.03KQ2 2026Jul 31, 2026
Worthpointe, LlcBuy+2,004+11.3%19,680$645.14KQ2 2026Jul 31, 2026
Chicago Partners Investment Group LlcBuy+1,581+19.7%9,618$309.96KQ2 2026Jul 30, 2026
Claro Advisors Inc.Sell-499-7.0%6,665$218.49KQ2 2026Jul 30, 2026
Commonwealth Equity Services, LlcBuy+2,668+9.8%29,826$977.75KQ2 2026Jul 29, 2026
Signaturefd, LlcBuy+110+0.9%12,677$415.57KQ2 2026Jul 24, 2026
Capital Investment Advisory Services, LlcBuy+149+1.0%14,614$479.07KQ2 2026Jul 23, 2026
Liberty Atlantic Advisors LlcBuy+6,448+3.8%175,150$5.75MQ2 2026Jul 22, 2026
Winnow Wealth LlcSell-1,503-1.3%115,463$3.79MQ2 2026Jul 22, 2026
Triumph Capital ManagementBuy+2+0.1%2,592$84.97KQ2 2026Jul 21, 2026
Farther Finance Advisors, LlcBuy+6,487+112.4%12,256$401.77KQ2 2026Jul 17, 2026
Independent Financial Group, LlcBuy+38,067+27.0%178,859$5.86MQ2 2026Jul 15, 2026
Brookstone Capital ManagementBuy+24,996+329.8%32,575$1.07MQ2 2026Jul 15, 2026
Wealth Enhancement Advisory Services, LlcBuy+8,339+43.0%27,711$902.16KQ2 2026Jul 15, 2026
Beacon Financial Strategies CorpBuy+7,1107,110$233.08KQ2 2026Jul 08, 2026
Elmwood Wealth Management, Inc.Sell-6,800-50.0%6,800$222.91KQ2 2026Jul 08, 2026
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Frequently asked questions about RFLR activity

  • Which institutional owners are buying RFLR?

    Institutional owners buying RFLR include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in RFLR activity?

    "Buy" means an investor increased their reported position in RFLR compared to the prior reporting period. This reflects growing exposure to INNOVATOR US S CAP MNG F ETF (RFLR) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in RFLR increasing?

    Institutional interest in RFLR can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.