RFLR Institutional Ownership & Shareholders
INNOVATOR US S CAP MNG F ETF (RFLR) is currently held by 34 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $59.84M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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 $9.81M, representing an estimated loss of -2.85% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 79% 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
$59.84M
Largest Holder
Envestnet Asset Management Inc
Largest Position
$10.09M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
42
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 | $9,805,067 | -$287,144 | -2.85% | |
| Vanweelden Wealth Management, Llc | 7.14% | 292,942 | $9,603,078 | $9,329,851 | -$273,227 | -2.85% | |
| Independent Financial Group, Llc | 0.14% | 241,831 | $7,588,381 | $7,702,027 | +$113,646 | +1.50% | |
| Liberty Atlantic Advisors Llc | 3.85% | 192,879 | $6,064,963 | $6,142,965 | +$78,002 | +1.29% | |
| Rockefeller Capital Management L.P. | 0.01% | 123,486 | $4,048,056 | $3,932,881 | -$115,175 | -2.85% | |
| Winnow Wealth Llc | 2.02% | 97,329 | $3,054,081 | $3,099,812 | +$45,731 | +1.50% | |
| Susquehanna International Group, Llp | 0.00% | 72,083 | $2,362,989 | $2,295,757 | -$67,232 | -2.85% | |
| Osaic Holdings, Inc. | 0.00% | 50,605 | $1,658,830 | $1,611,709 | -$47,121 | -2.84% | |
| Brookstone Capital Management | 0.02% | 48,806 | $1,531,474 | $1,554,413 | +$22,939 | +1.50% | |
| Arax Advisory Partners | 0.01% | 40,608 | $1,331,200 | $1,293,316 | -$37,884 | -2.85% | |
| Signal Advisors Wealth, Llc | 0.06% | 40,311 | $1,264,926 | $1,283,857 | +$18,931 | +1.50% | |
| Rothschild Wealth Llc | 0.10% | 38,536 | $1,263,266 | $1,227,325 | -$35,941 | -2.85% | |
| Signaturefd, Llc | 0.02% | 37,686 | $1,182,540 | $1,200,254 | +$17,714 | +1.50% | |
| Creativeone Wealth, Llc | 0.02% | 34,027 | $1,115,460 | $1,083,719 | -$31,741 | -2.85% | |
| Newcorp Financial Services, Inc. | 0.82% | 34,509 | $1,082,855 | $1,099,070 | +$16,215 | +1.50% | |
| Commonwealth Equity Services, Llc | 0.00% | 30,336 | $951,890 | $966,165 | +$14,275 | +1.50% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 26,689 | $838,571 | $850,013 | +$11,442 | +1.36% | |
| Worth Financial Advisory Group, Llc | 0.31% | 23,694 | $743,489 | $754,625 | +$11,136 | +1.50% | |
| Worthpointe, Llc | 0.16% | 19,680 | $645,140 | $626,784 | -$18,356 | -2.85% | |
| Kingsview Wealth Management, Llc | 0.01% | 16,796 | $550,598 | $534,932 | -$15,666 | -2.85% | |
| Cofg Advisors, Llc | 0.09% | 16,525 | $541,706 | $526,301 | -$15,405 | -2.84% | |
| Capital Investment Advisory Services, Llc | 0.03% | 14,811 | $464,751 | $471,713 | +$6,962 | +1.50% | |
| Farther Finance Advisors, Llc | 0.00% | 9,622 | $301,927 | $306,449 | +$4,522 | +1.50% | |
| Chicago Partners Investment Group Llc | 0.01% | 9,399 | $296,264 | $299,347 | +$3,083 | +1.04% | |
| Harbour Investments, Inc. | 0.00% | 7,174 | $235,174 | $228,483 | -$6,691 | -2.85% | |
| Gwn Securities Inc. | 0.04% | 6,832 | $223,963 | $217,591 | -$6,372 | -2.85% | |
| Beacon Financial Strategies Corp | 0.11% | 7,110 | $223,104 | $226,445 | +$3,341 | +1.50% | |
| Claro Advisors Inc. | 0.02% | 6,666 | $209,184 | $212,304 | +$3,120 | +1.49% | |
| Trek Financial, Llc | 0.01% | 6,512 | $204,339 | $207,399 | +$3,060 | +1.50% | |
| Triumph Capital Management | 0.01% | 2,543 | $79,796 | $80,991 | +$1,195 | +1.50% | |
| Corecap Advisors, Llc | 0.00% | 1,858 | $58,302 | $59,175 | +$873 | +1.50% | |
| William Mack & Associates, Inc. | 0.01% | 544 | $17,071 | $17,326 | +$255 | +1.49% | |
| Sunbelt Securities, Inc. | 0.00% | 198 | $5,749 | $6,306 | +$557 | +9.69% | |
| Ashton Thomas Private Wealth, Llc | 0.00% | 46 | $1,508 | $1,465 | -$43 | -2.85% |
Frequently asked questions about RFLR
Who are the largest institutional holders of RFLR?
The largest institutional holders of RFLR reported in the latest SEC Form 13F filings include Envestnet Asset Management Inc, Vanweelden Wealth Management, Llc, Independent Financial Group, Llc, Liberty Atlantic Advisors Llc, and Rockefeller Capital Management L.P.. InsiderSet ranks institutional holders by their latest reported RFLR position.
What is RFLR institutional ownership?
This page tracks RFLR positions reported by institutional investment managers through SEC Form 13F. INNOVATOR US S CAP MNG F ETF (RFLR) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own RFLR?
InsiderSet currently tracks 34 institutional managers reporting RFLR holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of RFLR shareholders.
How much RFLR stock do institutions own?
Institutional investment managers disclosed approximately $59.84M in RFLR holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was RFLR institutional ownership last updated?
The latest RFLR institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional RFLR holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its RFLR position after the reporting date.
Are institutions buying or selling RFLR?
Institutional buying and selling can be analyzed by comparing RFLR positions across consecutive 13F reporting periods. InsiderSet's RFLR Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View RFLR ownership changes.
How has RFLR institutional ownership changed over time?
InsiderSet tracks RFLR institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.