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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Kingsview Wealth Management, Llc | Buy | +1,021 | +6.5% | 16,796 | $550.60K | Q2 2026 | Aug 19, 2026 |
| Susquehanna International Group, Llp | Buy | +17,960 | +33.2% | 72,083 | $2.36M | Q2 2026 | Aug 14, 2026 |
| Cofg Advisors, Llc | Buy | +4,000 | +31.9% | 16,525 | $541.71K | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | Buy | +54,813 | +79.8% | 123,486 | $4.05M | Q2 2026 | Aug 13, 2026 |
| Creativeone Wealth, Llc | Sell | -7,776 | -18.6% | 34,027 | $1.12M | Q2 2026 | Aug 13, 2026 |
| Trek Financial, Llc | Buy | +7,296 | — | 7,296 | $239.17K | Q2 2026 | Aug 13, 2026 |
| Vanweelden Wealth Management, Llc | Buy | +90,994 | +45.1% | 292,942 | $9.60M | Q2 2026 | Aug 12, 2026 |
| Harbour Investments, Inc. | Buy | +4,668 | +186.3% | 7,174 | $235.17K | Q2 2026 | Aug 12, 2026 |
| Rothschild Wealth Llc | Buy | +3,453 | +9.8% | 38,536 | $1.26M | Q2 2026 | Aug 11, 2026 |
| Arax Advisory Partners | Buy | +2,951 | +7.8% | 40,608 | $1.33M | Q2 2026 | Aug 10, 2026 |
| Gwn Securities Inc. | Buy | +6,832 | — | 6,832 | $223.96K | Q2 2026 | Aug 05, 2026 |
| Signal Advisors Wealth, Llc | Buy | +7,498 | +35.6% | 28,587 | $937.12K | Q2 2026 | Aug 04, 2026 |
| Envestnet Asset Management Inc | Buy | +85,562 | +38.5% | 307,863 | $10.09M | Q2 2026 | Aug 03, 2026 |
| Newcorp Financial Services, Inc. | Buy | +459 | +1.3% | 36,556 | $1.20M | Q2 2026 | Aug 03, 2026 |
| Worth Financial Advisory Group, Llc | Buy | +22,544 | — | 22,544 | $739.03K | Q2 2026 | Jul 31, 2026 |
| Worthpointe, Llc | Buy | +2,004 | +11.3% | 19,680 | $645.14K | Q2 2026 | Jul 31, 2026 |
| Chicago Partners Investment Group Llc | Buy | +1,581 | +19.7% | 9,618 | $309.96K | Q2 2026 | Jul 30, 2026 |
| Claro Advisors Inc. | Sell | -499 | -7.0% | 6,665 | $218.49K | Q2 2026 | Jul 30, 2026 |
| Commonwealth Equity Services, Llc | Buy | +2,668 | +9.8% | 29,826 | $977.75K | Q2 2026 | Jul 29, 2026 |
| Signaturefd, Llc | Buy | +110 | +0.9% | 12,677 | $415.57K | Q2 2026 | Jul 24, 2026 |
| Capital Investment Advisory Services, Llc | Buy | +149 | +1.0% | 14,614 | $479.07K | Q2 2026 | Jul 23, 2026 |
| Liberty Atlantic Advisors Llc | Buy | +6,448 | +3.8% | 175,150 | $5.75M | Q2 2026 | Jul 22, 2026 |
| Winnow Wealth Llc | Sell | -1,503 | -1.3% | 115,463 | $3.79M | Q2 2026 | Jul 22, 2026 |
| Triumph Capital Management | Buy | +2 | +0.1% | 2,592 | $84.97K | Q2 2026 | Jul 21, 2026 |
| Farther Finance Advisors, Llc | Buy | +6,487 | +112.4% | 12,256 | $401.77K | Q2 2026 | Jul 17, 2026 |
| Independent Financial Group, Llc | Buy | +38,067 | +27.0% | 178,859 | $5.86M | Q2 2026 | Jul 15, 2026 |
| Brookstone Capital Management | Buy | +24,996 | +329.8% | 32,575 | $1.07M | Q2 2026 | Jul 15, 2026 |
| Wealth Enhancement Advisory Services, Llc | Buy | +8,339 | +43.0% | 27,711 | $902.16K | Q2 2026 | Jul 15, 2026 |
| Beacon Financial Strategies Corp | Buy | +7,110 | — | 7,110 | $233.08K | Q2 2026 | Jul 08, 2026 |
| Elmwood Wealth Management, Inc. | Sell | -6,800 | -50.0% | 6,800 | $222.91K | Q2 2026 | Jul 08, 2026 |
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.