INNOVATOR US S CAP MNG F ETF (RFLR) Institutional Shareholders
INNOVATOR US S CAP MNG F ETF (RFLR) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $57.56M in RFLR holdings during the latest filing period.
Envestnet Asset Management Inc is currently the largest disclosed institutional shareholder of RFLR tracked by InsiderSet, reporting ownership valued at approximately $10.09M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $9.76M, representing an estimated loss of -3.33% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 80% of the total disclosed RFLR value among the investors covered in this analysis. Major shareholders include Envestnet Asset Management Inc, Vanweelden Wealth Management, Llc, Independent Financial Group, Llc, and several other long-term asset managers with concentrated positions in INNOVATOR US S CAP MNG F ETF (RFLR).
This page ranks the largest institutional RFLR shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
34
Total Reported Value
$57.56M
Largest Holder
Envestnet Asset Management Inc
Largest Position
$10.09M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
41
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | 0.00% | 307,863 | $10,092,211 | $9,756,640 | -$335,571 | -3.33% | |
| Vanweelden Wealth Management, Llc | 7.14% | 292,942 | $9,603,078 | $9,283,771 | -$319,307 | -3.33% | |
| Independent Financial Group, Llc | 0.11% | 178,859 | $5,863,254 | $5,668,310 | -$194,944 | -3.32% | |
| Liberty Atlantic Advisors Llc | 4.14% | 175,150 | $5,750,042 | $5,550,766 | -$199,276 | -3.47% | |
| Rockefeller Capital Management L.P. | 0.01% | 123,486 | $4,048,056 | $3,913,457 | -$134,599 | -3.33% | |
| Winnow Wealth Llc | 2.57% | 115,463 | $3,785,040 | $3,659,196 | -$125,844 | -3.32% | |
| Susquehanna International Group, Llp | 0.00% | 72,083 | $2,362,989 | $2,284,418 | -$78,571 | -3.33% | |
| Osaic Holdings, Inc. | 0.00% | 50,605 | $1,658,830 | $1,603,748 | -$55,082 | -3.32% | |
| Arax Advisory Partners | 0.01% | 40,608 | $1,331,200 | $1,286,928 | -$44,272 | -3.33% | |
| Rothschild Wealth Llc | 0.10% | 38,536 | $1,263,266 | $1,221,264 | -$42,002 | -3.32% | |
| Newcorp Financial Services, Inc. | 0.92% | 36,556 | $1,198,349 | $1,158,514 | -$39,835 | -3.32% | |
| Creativeone Wealth, Llc | 0.02% | 34,027 | $1,115,460 | $1,078,367 | -$37,093 | -3.33% | |
| Brookstone Capital Management | 0.01% | 32,575 | $1,067,857 | $1,032,351 | -$35,506 | -3.33% | |
| Commonwealth Equity Services, Llc | 0.00% | 29,826 | $977,750 | $945,231 | -$32,519 | -3.33% | |
| Signal Advisors Wealth, Llc | 0.05% | 28,587 | $937,118 | $905,965 | -$31,153 | -3.32% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 27,711 | $902,158 | $878,203 | -$23,955 | -2.66% | |
| Worth Financial Advisory Group, Llc | 0.31% | 22,544 | $739,026 | $714,453 | -$24,573 | -3.33% | |
| Worthpointe, Llc | 0.16% | 19,680 | $645,140 | $623,689 | -$21,451 | -3.33% | |
| Kingsview Wealth Management, Llc | 0.01% | 16,796 | $550,598 | $532,290 | -$18,308 | -3.33% | |
| Cofg Advisors, Llc | 0.09% | 16,525 | $541,706 | $523,702 | -$18,004 | -3.32% | |
| Capital Investment Advisory Services, Llc | 0.03% | 14,614 | $479,069 | $463,140 | -$15,929 | -3.33% | |
| Signaturefd, Llc | 0.01% | 12,677 | $415,571 | $401,753 | -$13,818 | -3.33% | |
| Farther Finance Advisors, Llc | 0.00% | 12,256 | $401,770 | $388,411 | -$13,359 | -3.33% | |
| Chicago Partners Investment Group Llc | 0.01% | 9,618 | $309,961 | $304,809 | -$5,152 | -1.66% | |
| Trek Financial, Llc | 0.01% | 7,296 | $239,174 | $231,221 | -$7,953 | -3.33% | |
| Harbour Investments, Inc. | 0.00% | 7,174 | $235,174 | $227,355 | -$7,819 | -3.32% | |
| Beacon Financial Strategies Corp | 0.12% | 7,110 | $233,077 | $225,327 | -$7,750 | -3.33% | |
| Gwn Securities Inc. | 0.04% | 6,832 | $223,963 | $216,516 | -$7,447 | -3.32% | |
| Elmwood Wealth Management, Inc. | 0.06% | 6,800 | $222,915 | $215,502 | -$7,413 | -3.33% | |
| Claro Advisors Inc. | 0.02% | 6,665 | $218,488 | $211,224 | -$7,264 | -3.32% | |
| Triumph Capital Management | 0.02% | 2,592 | $84,970 | $82,144 | -$2,826 | -3.33% | |
| Corecap Advisors, Llc | 0.00% | 1,552 | $50,877 | $49,185 | -$1,692 | -3.33% | |
| Sunbelt Securities, Inc. | 0.00% | 198 | $5,749 | $6,275 | +$526 | +9.15% | |
| Ashton Thomas Private Wealth, Llc | 0.00% | 46 | $1,508 | $1,458 | -$50 | -3.33% |
Frequently asked questions about RFLR
Who owns the most RFLR stock?
The largest holders of RFLR are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for INNOVATOR US S CAP MNG F ETF (RFLR).
Is RFLR widely held by superinvestors?
Many widely followed stocks like RFLR appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly RFLR is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.