INNOVATOR EQTY MGD FLOOR ETF SFLR
$38.60
-0.0% 52w: $32.73 – $39.09
Latest 13F among current holders filed 17 days ago (Jun 18, 2026)
Price — last 12 months
research preview data32.7335.9139.09
Jun 20, 2025 Jul 2, 2026
Institutional holders
194
+20 QoQ
13F value
$1.21B
+12.3% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns SFLR?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | Bank broker | 5.9M | $209.6M | 0.0% | +1.2% |
| LPL Financial LLC | Bank broker | 4.6M | $162.5M | 0.0% | +7.8% |
| Americana Partners, LLC | Other | 2.5M | $88.0M | 2.3% | +854.8% |
| Kingsview Wealth Management, LLC | Wealth advisor | 2.2M | $76.8M | 1.0% | +14.9% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 1.6M | $55.2M | 0.1% | -19.1% |
| Chicago Partners Investment Group LLC | Wealth advisor | 1.3M | $46.7M | 1.0% | -5.9% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 806.2K | $28.5M | 0.1% | +640.8% |
| Liberty Atlantic Advisors LLC | Wealth advisor | 637.9K | $22.6M | 19.3% | +14.9% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 567.1K | $20.1M | 0.0% | +39.6% |
| Delta Investment Management, LLC | Wealth advisor | 558.3K | $19.8M | 3.5% | -4.6% |
| WETZEL INVESTMENT ADVISORS, INC. | Wealth advisor | 489.4K | $17.3M | 6.9% | +12.1% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 482.2K | $17.1M | 0.0% | -2.7% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 432.4K | $15.3M | 0.0% | +110.3% |
| Brookstone Capital Management | Wealth advisor | 403.7K | $14.3M | 0.2% | +42.2% |
| Cetera Investment Advisers | Wealth advisor | 382.9K | $13.6M | 0.0% | +33.6% |
| Rothschild Wealth LLC | Wealth advisor | 372.7K | $13.2M | 1.2% | +0.6% |
| HighTower Advisors, LLC | Diversified mechanical | 363.8K | $12.9M | 0.0% | +8.5% |
| Southland Equity Partners LLC | Wealth advisor | 313.7K | $11.1M | 2.2% | -7.4% |
| Advisory Services Network, LLC | Diversified mechanical | 312.2K | $11.1M | 0.1% | +14.3% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 268.6K | $9.5M | 0.0% | +53.3% |
| CCG WEALTH MANAGEMENT, LLC | Wealth advisor | 255.7K | $9.1M | 2.5% | +457.0% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 248.5K | $8.8M | 0.0% | +4.0% |
| AE Wealth Management LLC | Wealth advisor | 247.2K | $8.8M | 0.0% | +27.0% |
| Pinnacle Wealth Management Group, Inc. | Wealth advisor | 244.0K | $8.6M | 4.2% | +46.6% |
| WINNOW WEALTH LLC | Wealth advisor | 243.0K | $8.6M | 6.6% | -7.0% |
| Pallas Capital Advisors LLC | Other | 235.4K | $8.3M | 0.3% | -8.0% |
| Farther Finance Advisors, LLC | Wealth advisor | 232.3K | $8.3M | 0.1% | +40.7% |
| NewCorp Financial Services, Inc. | Wealth advisor | 228.1K | $8.1M | 7.0% | +16.3% |
| EVOLUTION WEALTH MANAGEMENT INC. | Wealth advisor | 224.9K | $8.0M | 5.8% | -7.5% |
| Private Advisor Group, LLC | Wealth advisor | 218.0K | $7.7M | 0.0% | +13.4% |
| Stratos Wealth Partners, LTD. | Wealth advisor | 209.6K | $7.4M | 0.1% | +77.7% |
| Snowden Capital Advisors LLC | Diversified mechanical | 209.2K | $7.4M | 0.2% | +39.6% |
| ATX Financial Planning, LLC | Wealth advisor | 206.1K | $7.3M | 5.5% | +0.3% |
| Perennial Investment Advisors, LLC | Wealth advisor | 202.0K | $7.2M | 0.6% | +16.4% |
| Worth Financial Advisory Group, LLC | Other | 60.1K | $6.9M | 3.0% | -60.9% |
| First Commonwealth Financial Corp /PA/ | Wealth advisor | 190.3K | $6.7M | 1.1% | +2.2% |
| CWM, LLC | Wealth advisor | 187.7K | $6.6M | 0.0% | +7.1% |
| Kestra Advisory Services, LLC | Wealth advisor | 186.8K | $6.6M | 0.0% | +12.3% |
| Triumph Capital Management | Wealth advisor | 181.4K | $6.4M | 1.3% | +0.2% |
| Thrivent Financial for Lutherans | Diversified mechanical | 172.3K | $6.1M | 0.0% | -19.0% |
| HFG Wealth Management, LLC | Wealth advisor | 168.7K | $6.0M | 3.3% | -2.2% |
| VanWeelden Wealth Management, LLC | Wealth advisor | 162.4K | $5.8M | 4.6% | New |
| Visionary Wealth Advisors | Wealth advisor | 160.1K | $5.7M | 0.3% | +7.1% |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 143.4K | $5.1M | 0.0% | -6.2% |
| COFG Advisors, LLC | Wealth advisor | 139.0K | $4.9M | 1.2% | +4.6% |
| NewEdge Advisors, LLC | Diversified mechanical | 136.1K | $4.8M | 0.0% | +5.3% |
| Janney Montgomery Scott LLC | Diversified mechanical | 130.5K | $4.6M | 0.0% | +6.9% |
| COMPASS CAPITAL CORP /MA/ /ADV | Wealth advisor | 121.1K | $4.5M | 1.6% | -25.0% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 116.7K | $4.2M | 0.0% | -0.3% |
| Holos Integrated Wealth LLC | Wealth advisor | 116.0K | $4.2M | 2.1% | +7.5% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
Explore related
Top funds holding SFLR
BANK OF AMERICA CORP /DE/LPL Financial LLCAmericana Partners, LLCKingsview Wealth Management, LLCCOMMONWEALTH EQUITY SERVICES, LLCChicago Partners Investment Group LLCCambridge Investment Research Advisors, Inc.Liberty Atlantic Advisors LLCENVESTNET ASSET MANAGEMENT INCDelta Investment Management, LLC