SFLR Institutional Ownership & Shareholders
INNOVATOR EQTY MGD FLOOR ETF (SFLR) is currently held by 228 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $1.73B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Bank Of America Corp is currently the largest disclosed institutional shareholder of SFLR tracked by InsiderSet, reporting ownership valued at approximately $237.69M 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 $238.74M, representing an estimated gain of +0.44% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 63% of the total disclosed SFLR value among the investors covered in this analysis. Major shareholders include Bank Of America Corp, Lpl Financial Llc, Envestnet Asset Management Inc, and several other long-term asset managers with concentrated positions in INNOVATOR EQTY MGD FLOOR ETF (SFLR).
This page ranks the largest institutional SFLR 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
228
Total Reported Value
$1.73B
Largest Holder
Bank Of America Corp
Largest Position
$237.69M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
62
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Bank Of America Corp | 0.02% | 6,161,003 | $237,691,494 | $238,738,866 | +$1,047,372 | +0.44% | |
| Lpl Financial Llc | 0.05% | 6,038,926 | $232,981,761 | $234,008,383 | +$1,026,622 | +0.44% | |
| Envestnet Asset Management Inc | 0.04% | 4,914,894 | $189,616,612 | $190,452,143 | +$835,531 | +0.44% | |
| Americana Partners, Llc | 3.01% | 3,611,414 | $140,664,588 | $139,942,293 | -$722,296 | -0.51% | |
| Kingsview Wealth Management, Llc | 1.13% | 2,404,900 | $92,781,024 | $93,189,875 | +$408,851 | +0.44% | |
| Commonwealth Equity Services, Llc | 0.08% | 1,577,226 | $61,432,970 | $61,117,508 | -$315,463 | -0.51% | |
| Chicago Partners Investment Group Llc | 0.72% | 1,003,863 | $39,261,080 | $38,899,691 | -$361,389 | -0.92% | |
| Brookstone Capital Management | 0.31% | 806,842 | $31,426,510 | $31,265,128 | -$161,383 | -0.51% | |
| Liberty Atlantic Advisors Llc | 18.64% | 752,483 | $29,323,927 | $29,158,716 | -$165,211 | -0.56% | |
| Atticus Wealth Management, Llc | 6.27% | 726,727 | $28,306,008 | $28,160,671 | -$145,337 | -0.51% | |
| Osaic Holdings, Inc. | 0.03% | 702,661 | $27,110,747 | $27,228,114 | +$117,367 | +0.43% | |
| Wetzel Investment Advisors, Inc. | 8.72% | 648,515 | $25,272,332 | $25,129,956 | -$142,376 | -0.56% | |
| Cetera Investment Advisers | 0.02% | 639,865 | $24,686,002 | $24,794,769 | +$108,767 | +0.44% | |
| Vanweelden Wealth Management, Llc | 16.19% | 564,622 | $21,783,117 | $21,879,103 | +$95,986 | +0.44% | |
| Delta Investment Management, Llc | 3.52% | 554,025 | $21,374,291 | $21,468,469 | +$94,178 | +0.44% | |
| Raymond James Financial Inc | 0.01% | 518,730 | $20,012,603 | $20,100,788 | +$88,185 | +0.44% | |
| Rothschild Wealth Llc | 1.33% | 432,556 | $16,687,993 | $16,761,545 | +$73,552 | +0.44% | |
| United Capital Financial Advisors, Llc | 0.08% | 384,276 | $14,847,810 | $14,890,695 | +$42,885 | +0.29% | |
| Principal Securities, Inc. | 0.16% | 354,662 | $13,682,860 | $13,743,153 | +$60,293 | +0.44% | |
| Rockefeller Capital Management L.P. | 0.02% | 311,487 | $12,017,171 | $12,070,121 | +$52,950 | +0.44% | |
| Southland Equity Partners Llc | 1.93% | 288,481 | $11,236,335 | $11,178,639 | -$57,696 | -0.51% | |
| Private Advisor Group, Llc | 0.05% | 280,125 | $10,807,212 | $10,854,844 | +$47,632 | +0.44% | |
| Newcorp Financial Services, Inc. | 7.72% | 261,481 | $10,184,695 | $10,132,389 | -$52,306 | -0.51% | |
| Mml Investors Services, Llc | 0.02% | 263,568 | $10,168,460 | $10,213,260 | +$44,800 | +0.44% | |
| Envestnet Portfolio Solutions, Inc. | 0.05% | 258,979 | $9,991,410 | $10,035,436 | +$44,026 | +0.44% | |
| Elevation Point Wealth Partners, Llc | 0.18% | 255,636 | $9,868,229 | $9,905,895 | +$37,666 | +0.38% | |
| Vestmark Advisory Solutions, Inc. | 0.09% | 255,376 | $9,852,406 | $9,895,820 | +$43,414 | +0.44% | |
| Stratos Wealth Partners, Ltd. | 0.10% | 254,078 | $9,802,350 | $9,845,523 | +$43,173 | +0.44% | |
| Pinnacle Wealth Management Group, Inc. | 4.48% | 250,855 | $9,770,820 | $9,720,631 | -$50,189 | -0.51% | |
| Ccg Wealth Management, Llc | 2.19% | 244,326 | $9,431,638 | $9,467,633 | +$35,995 | +0.38% | |
| Pallas Capital Advisors Llc | 0.29% | 244,389 | $9,428,542 | $9,470,074 | +$41,532 | +0.44% | |
| Newedge Advisors, Llc | 0.03% | 221,852 | $8,559,079 | $8,596,765 | +$37,686 | +0.44% | |
| Snowden Capital Advisors Llc | 0.20% | 216,783 | $8,368,396 | $8,400,341 | +$31,945 | +0.38% | |
| Winnow Wealth Llc | 5.33% | 207,267 | $8,073,038 | $8,031,596 | -$41,442 | -0.51% | |
| Perennial Investment Advisors, Llc | 0.54% | 208,597 | $8,047,683 | $8,083,134 | +$35,451 | +0.44% | |
| Wells Fargo & Company/Mn | 0.00% | 202,875 | $7,826,917 | $7,861,406 | +$34,489 | +0.44% | |
| Evolution Wealth Management Inc. | 4.39% | 196,140 | $7,639,652 | $7,600,425 | -$39,227 | -0.51% | |
| Farther Finance Advisors, Llc | 0.05% | 195,459 | $7,613,113 | $7,574,036 | -$39,077 | -0.51% | |
| First Commonwealth Financial Corp | 1.01% | 187,861 | $7,247,677 | $7,279,614 | +$31,937 | +0.44% | |
| Thrivent Financial For Lutherans | 0.01% | 185,103 | $7,141,000 | $7,172,741 | +$31,741 | +0.44% | |
| Triumph Capital Management | 1.26% | 181,623 | $7,074,214 | $7,037,891 | -$36,323 | -0.51% | |
| Cwm, Llc | 0.02% | 187,696 | $6,646,315 | $7,273,220 | +$626,905 | +9.43% | |
| Independent Financial Group, Llc | 0.12% | 166,851 | $6,498,831 | $6,465,476 | -$33,355 | -0.51% | |
| Tradition Wealth Management, Llc | 0.39% | 165,630 | $6,390,019 | $6,418,163 | +$28,144 | +0.44% | |
| Visionary Wealth Advisors | 0.25% | 163,500 | $6,307,849 | $6,335,625 | +$27,776 | +0.44% | |
| Onedigital Investment Advisors Llc | 0.05% | 155,009 | $5,980,247 | $6,006,599 | +$26,352 | +0.44% | |
| Advisory Services Network, Llc | 0.07% | 149,841 | $5,780,866 | $5,806,339 | +$25,473 | +0.44% | |
| Iht Wealth Management, Llc | 0.12% | 149,575 | $5,770,578 | $5,796,031 | +$25,453 | +0.44% | |
| Integrated Wealth Concepts Llc | 0.04% | 146,701 | $5,659,752 | $5,684,664 | +$24,912 | +0.44% | |
| Kestra Advisory Services, Llc | 0.02% | 142,778 | $5,561,217 | $5,532,648 | -$28,570 | -0.51% |
Frequently asked questions about SFLR
Who are the largest institutional holders of SFLR?
The largest institutional holders of SFLR reported in the latest SEC Form 13F filings include Bank Of America Corp, Lpl Financial Llc, Envestnet Asset Management Inc, Americana Partners, Llc, and Kingsview Wealth Management, Llc. InsiderSet ranks institutional holders by their latest reported SFLR position.
What is SFLR institutional ownership?
This page tracks SFLR positions reported by institutional investment managers through SEC Form 13F. INNOVATOR EQTY MGD FLOOR ETF (SFLR) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own SFLR?
InsiderSet currently tracks 228 institutional managers reporting SFLR 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 SFLR shareholders.
How much SFLR stock do institutions own?
Institutional investment managers disclosed approximately $1.73B in SFLR holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was SFLR institutional ownership last updated?
The latest SFLR 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 SFLR 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 SFLR position after the reporting date.
Are institutions buying or selling SFLR?
Institutional buying and selling can be analyzed by comparing SFLR positions across consecutive 13F reporting periods. InsiderSet's SFLR Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SFLR ownership changes.
How has SFLR institutional ownership changed over time?
InsiderSet tracks SFLR institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.