INNOVATOR EQTY MGD FLOOR ETF (SFLR) Institutional Ownership Changes & 13F Activity

INNOVATOR EQTY MGD FLOOR ETF (SFLR). 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 Envestnet Asset Management Inc, United Capital Financial Advisors, Llc, Envestnet Portfolio Solutions, Inc., Vestmark Advisory Solutions, Inc., and Bank Of America Corp.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncBuy+4,347,835+766.7%4,914,894$189.62MQ2 2026Sep 23, 2026
Envestnet Portfolio Solutions, Inc.Buy+258,979—258,979$9.99MQ2 2026Sep 23, 2026
Integrated Wealth Concepts LlcBuy+112,450+328.3%146,701$5.66MQ2 2026Sep 09, 2026
Atx Financial Planning, LlcSell-2,854-1.4%203,220$7.84MQ2 2026Aug 20, 2026
Kingsview Wealth Management, LlcBuy+237,342+10.9%2,404,900$92.78MQ2 2026Aug 19, 2026
United Capital Financial Advisors, LlcBuy+384,276—384,276$14.85MQ2 2026Aug 17, 2026
Equitable Holdings, Inc.Buy+41,820+545.8%49,482$1.91MQ2 2026Aug 17, 2026
Jefferies Financial Group Inc.Buy+5,274—5,274$203.47KQ2 2026Aug 17, 2026
Transamerica Financial Advisors, LlcBuy+5,239—5,239$202.24KQ2 2026Aug 17, 2026
Centaurus Financial, Inc.Sell-197-2.9%6,569$253.00KQ2 2026Aug 17, 2026
Vestmark Advisory Solutions, Inc.Buy+255,376—255,376$9.85MQ2 2026Aug 14, 2026
Bank Of America CorpBuy+240,700+4.1%6,161,003$237.69MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+220,476+45.7%702,661$27.11MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+202,875—202,875$7.83MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+86,369+20.0%518,730$20.01MQ2 2026Aug 14, 2026
Iht Wealth Management, LlcBuy+58,524+64.3%149,575$5.77MQ2 2026Aug 14, 2026
Ameritas Advisory Services, LlcBuy+52,056+129.7%92,180$3.56MQ2 2026Aug 14, 2026
Jane Street Group, LlcBuy+47,133+252.0%65,833$2.54MQ2 2026Aug 14, 2026
Thrivent Financial For LutheransBuy+12,761+7.4%185,103$7.14MQ2 2026Aug 14, 2026
Foundations Investment Advisors, LlcBuy+9,727+12.1%89,999$3.47MQ2 2026Aug 14, 2026
Perennial Investment Advisors, LlcBuy+6,584+3.3%208,597$8.05MQ2 2026Aug 14, 2026
Pinnacle Family Advisors, LlcBuy+5,308—5,308$204.79KQ2 2026Aug 14, 2026
Ameriflex Group, Inc.Buy+4,720—4,720$182.10KQ2 2026Aug 14, 2026
Wcg Wealth Advisors LlcSell-2,770-20.5%10,718$413.52KQ2 2026Aug 14, 2026
Cofg Advisors, LlcBuy+2,608+1.9%141,641$5.46MQ2 2026Aug 14, 2026
Glen Eagle Advisors, LlcBuy+1,285+3.7%36,385$1.40MQ2 2026Aug 14, 2026
Coppell Advisory Solutions LlcBuy+457—457$804.35KQ2 2026Aug 14, 2026
Orion Porfolio Solutions, LlcSell-306-4.9%5,903$227.74KQ2 2026Aug 14, 2026
Efg International AgBuy+301—301$11.61KQ2 2026Aug 14, 2026
Western Wealth Management, LlcBuy+3+0.0%14,029$541.24KQ2 2026Aug 14, 2026
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Frequently asked questions about SFLR activity

  • Which institutional owners are buying SFLR?

    Institutional owners buying SFLR 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 SFLR activity?

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

  • Is institutional interest in SFLR increasing?

    Institutional interest in SFLR 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.