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IFLR Institutional Ownership

Innovator International Developed Managed Floor ETF
1W: -1.2% 1M: -2.1% 3M: -1.3% YTD: +3.5%
$52.77
+0.44 (+0.83%)
 
Weekly Expected Move ±1.7%
$51 $52 $53 $54 $55
ETF AMEX · AUM $10.1M

Institutional Ownership — IFLR

34
Institutional Holders
+12 vs prior quarter
0.0%
Ownership
+0.00pp
91M
Total Invested
12
New Positions
18
Increased
3
Reduced
2
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (34 total)

# Holder Shares Value Change Change % Holding Period Filing
1 VanWeelden Wealth Management, LLC 348,423 18M +234,564 +206.0% 2Q SEC ↗
2 ENVESTNET ASSET MANAGEMENT INC 341,552 18M +229,887 +205.9% 2Q SEC ↗
3 Liberty Atlantic Advisors LLC 171,225 9M +16,062 +10.4% 3Q SEC ↗
4 Delta Investment Management, LLC 150,396 8M +15,109 +11.2% 2Q SEC ↗
5 NewEdge Advisors, LLC NEW 109,848 6M — +0.0% 1Q SEC ↗
6 COMMONWEALTH EQUITY SERVICES, LLC 83,740 4M +13,250 +18.8% 2Q SEC ↗
7 NewCorp Financial Services, Inc. 74,018 4M +6,246 +9.2% 3Q SEC ↗
8 INDEPENDENT FINANCIAL GROUP, LLC 73,065 4M +25,939 +55.0% 3Q SEC ↗
9 Concurrent Investment Advisors, LLC 63,128 3M +6,321 +11.1% 3Q SEC ↗
10 IHT Wealth Management, LLC NEW 38,147 2M — +0.0% 1Q SEC ↗
11 WINNACLE WEALTH LLC 34,910 2M +536 +1.6% 3Q SEC ↗
12 JANE STREET GROUP, LLC 32,068 2M +11,467 +55.7% 3Q SEC ↗
13 SIGNATUREFD, LLC 28,460 2M -608 -2.1% 3Q SEC ↗
14 WorthPointe, LLC 24,412 1M +3,771 +18.3% 3Q SEC ↗
15 Farther Finance Advisors, LLC 22,327 1M +14,272 +177.2% 2Q SEC ↗
16 ATX Financial Planning, LLC 19,705 1M +14,805 +302.1% 2Q SEC ↗
17 HARBOUR INVESTMENTS, INC. 13,583 717K +6,792 +100.0% 2Q SEC ↗
18 Occidental Asset Management, LLC 13,064 689K +6,246 +91.6% 2Q SEC ↗
19 Worth Financial Advisory Group, LLC NEW 12,555 663K — +0.0% 1Q SEC ↗
20 Signal Advisors Wealth, LLC NEW 12,388 654K — +0.0% 1Q SEC ↗
21 Arax Advisory Partners 10,604 560K +3,894 +58.0% 2Q SEC ↗
22 WEALTH ENHANCEMENT ADVISORY SERVICES, NEW 8,881 469K — +0.0% 1Q SEC ↗
23 Balance Wealth Partners LLC 8,233 434K +386 +4.9% 2Q SEC ↗
24 GWN SECURITIES INC. NEW 5,961 315K — +0.0% 1Q SEC ↗
25 Mariner, LLC NEW 5,538 292K — +0.0% 1Q SEC ↗
26 Amicus Financial Advisors, LLC NEW 4,467 236K — +0.0% 1Q SEC ↗
27 Beacon Financial Strategies CORP NEW 4,030 213K — +0.0% 1Q SEC ↗
28 KFG WEALTH MANAGEMENT, LLC NEW 3,795 200K — +0.0% 1Q SEC ↗
29 Regatta Research & Money Management NEW 1,871 99K — +0.0% 1Q SEC ↗
30 Capital Investment Advisory Services, 1,355 72K +42 +3.2% 2Q SEC ↗
31 Wealth Enhancement Trust Services, Inc NEW 772 41K — +0.0% 1Q SEC ↗
32 Ashton Thomas Private Wealth, LLC 42 2K — +0.0% 2Q SEC ↗
33 Sound Income Strategies, LLC 0 0K -912 -100.0% 1Q SEC ↗
34 Gen-Wealth Partners Inc 0 0K -79 -100.0% 1Q SEC ↗
Biggest Increases (18)
HolderAddedChange %Total Shares
VanWeelden Wealth Management, LLC +234,564 +206.0% 348,423
ENVESTNET ASSET MANAGEMENT INC +229,887 +205.9% 341,552
INDEPENDENT FINANCIAL GROUP, LLC +25,939 +55.0% 73,065
Liberty Atlantic Advisors LLC +16,062 +10.4% 171,225
Delta Investment Management, LLC +15,109 +11.2% 150,396
ATX Financial Planning, LLC +14,805 +302.1% 19,705
Farther Finance Advisors, LLC +14,272 +177.2% 22,327
COMMONWEALTH EQUITY SERVICES, LLC +13,250 +18.8% 83,740
JANE STREET GROUP, LLC +11,467 +55.7% 32,068
HARBOUR INVESTMENTS, INC. +6,792 +100.0% 13,583
Concurrent Investment Advisors, LLC +6,321 +11.1% 63,128
NewCorp Financial Services, Inc. +6,246 +9.2% 74,018
Occidental Asset Management, LLC +6,246 +91.6% 13,064
Arax Advisory Partners +3,894 +58.0% 10,604
WorthPointe, LLC +3,771 +18.3% 24,412
WINNACLE WEALTH LLC +536 +1.6% 34,910
Balance Wealth Partners LLC +386 +4.9% 8,233
Capital Investment Advisory Service +42 +3.2% 1,355
Biggest Decreases (1)
HolderReducedChange %Total Shares
SIGNATUREFD, LLC -608 -2.1% 28,460

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms