RFLR Institutional Ownership
Innovator U.S. Small Cap Managed Floor ETF
1W: +0.6%
1M: -2.9%
3M: -3.2%
YTD: +10.7%
1Y: +13.8%
$31.66
+0.21 (+0.67%)
Weekly Expected Move ±1.3%
$31
$31
$32
$32
$32
Overview
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Holdings
Changes
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Institutional Ownership — RFLR
39
Institutional Holders
+1 vs prior quarter
0.0%
Ownership
+0.00pp
58M
Total Invested
5
New Positions
23
Increased
9
Reduced
4
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (42 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | 307,863 | $10M | +85,562 | +38.5% | 5Q | SEC ↗ |
| 2 | VanWeelden Wealth Management, LLC | 292,942 | $9M | +90,994 | +45.1% | 2Q | SEC ↗ |
| 3 | INDEPENDENT FINANCIAL GROUP, LLC | 178,859 | $6M | +34,089 | +23.5% | 4Q | SEC ↗ |
| 4 | Liberty Atlantic Advisors LLC | 175,150 | $6M | +6,448 | +3.8% | 3Q | SEC ↗ |
| 5 | Rockefeller Capital Management L.P. | 123,486 | $4M | +54,813 | +79.8% | 3Q | SEC ↗ |
| 6 | WINNACLE WEALTH LLC | 115,463 | $4M | -1,503 | -1.3% | 4Q | SEC ↗ |
| 7 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 72,083 | $2M | +17,960 | +33.2% | 6Q | SEC ↗ |
| 8 | OSAIC HOLDINGS, INC. | 50,605 | $2M | — | +0.0% | 2Q | SEC ↗ |
| 9 | Arax Advisory Partners | 40,608 | $1M | +2,951 | +7.8% | 3Q | SEC ↗ |
| 10 | Rothschild Wealth LLC | 38,536 | $1M | +3,453 | +9.8% | 6Q | SEC ↗ |
| 11 | NewCorp Financial Services, Inc. | 36,556 | $1M | +459 | +1.3% | 3Q | SEC ↗ |
| 12 | CreativeOne Wealth, LLC | 34,027 | $1M | -7,776 | -18.6% | 3Q | SEC ↗ |
| 13 | Brookstone Capital Management | 32,575 | $1M | +24,996 | +329.8% | 2Q | SEC ↗ |
| 14 | COMMONWEALTH EQUITY SERVICES, LLC | 29,826 | $944K | +2,668 | +9.8% | 7Q | SEC ↗ |
| 15 | Signal Advisors Wealth, LLC | 28,587 | $905K | +7,498 | +35.6% | 7Q | SEC ↗ |
| 16 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 27,711 | $877K | +8,339 | +43.0% | 3Q | SEC ↗ |
| 17 | Worth Financial Advisory Group, LLC NEW | 22,544 | $714K | — | +0.0% | 1Q | SEC ↗ |
| 18 | WorthPointe, LLC | 19,680 | $623K | +2,004 | +11.3% | 2Q | SEC ↗ |
| 19 | Kingsview Wealth Management, LLC | 16,796 | $532K | +1,021 | +6.5% | 3Q | SEC ↗ |
| 20 | COFG Advisors, LLC | 16,525 | $523K | +4,000 | +31.9% | 3Q | SEC ↗ |
| 21 | Capital Investment Advisory Services, | 14,614 | $463K | +149 | +1.0% | 5Q | SEC ↗ |
| 22 | SIGNATUREFD, LLC | 12,677 | $401K | +110 | +0.9% | 3Q | SEC ↗ |
| 23 | Farther Finance Advisors, LLC | 12,256 | $388K | +6,487 | +112.4% | 2Q | SEC ↗ |
| 24 | Chicago Partners Investment Group LLC | 9,618 | $305K | +1,581 | +19.7% | 4Q | SEC ↗ |
| 25 | Trek Financial, LLC NEW | 7,296 | $231K | — | +0.0% | 1Q | SEC ↗ |
| 26 | HARBOUR INVESTMENTS, INC. | 7,174 | $227K | +4,668 | +186.3% | 7Q | SEC ↗ |
| 27 | Beacon Financial Strategies CORP NEW | 7,110 | $225K | — | +0.0% | 1Q | SEC ↗ |
| 28 | GWN SECURITIES INC. NEW | 6,832 | $216K | — | +0.0% | 1Q | SEC ↗ |
| 29 | Elmwood Wealth Management, Inc. | 6,800 | $215K | -6,800 | -50.0% | 2Q | SEC ↗ |
| 30 | Claro Advisors Inc. | 6,665 | $211K | -499 | -7.0% | 7Q | SEC ↗ |
| 31 | Triumph Capital Management | 2,592 | $82K | +2 | +0.1% | 4Q | SEC ↗ |
| 32 | Regatta Research & Money Management NEW | 1,908 | $60K | — | +0.0% | 1Q | SEC ↗ |
| 33 | CoreCap Advisors, LLC | 1,552 | $49K | -34 | -2.1% | 4Q | SEC ↗ |
| 34 | AE Wealth Management LLC | 595 | $19K | +165 | +38.4% | 7Q | SEC ↗ |
| 35 | Sunbelt Securities, Inc. | 198 | $6K | — | +0.0% | 6Q | SEC ↗ |
| 36 | Ashton Thomas Private Wealth, LLC | 46 | $1K | — | +0.0% | 2Q | SEC ↗ |
| 37 | Perigon Wealth Management, LLC | 0 | $0K | -7,475 | -100.0% | 1Q | SEC ↗ |
| 38 | MORGAN STANLEY | 0 | $0K | -269 | -100.0% | 2Q | SEC ↗ |
| 39 | JANE STREET GROUP, LLC | 0 | $0K | -23,904 | -100.0% | 1Q | SEC ↗ |
| 40 | Sound Income Strategies, LLC | 0 | $0K | -1,606 | -100.0% | 1Q | SEC ↗ |
| 41 | GOLDMAN SACHS GROUP INC | 0 | $0K | -7,303 | -100.0% | 1Q | SEC ↗ |
| 42 | Whipplewood Advisors, LLC | 0 | $0K | -838 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (5)
| Holder | Shares | Value |
|---|---|---|
| Worth Financial Advisory Group, LLC | 22,544 | $714K |
| Trek Financial, LLC | 7,296 | $231K |
| Beacon Financial Strategies CORP | 7,110 | $225K |
| GWN SECURITIES INC. | 6,832 | $216K |
| Regatta Research & Money Management | 1,908 | $60K |
Sold Out (6)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| JANE STREET GROUP, LLC | 23,904 | $757K |
| Perigon Wealth Management, LLC | 7,475 | $237K |
| GOLDMAN SACHS GROUP INC | 7,303 | $231K |
| Sound Income Strategies, LLC | 1,606 | $51K |
| Whipplewood Advisors, LLC | 838 | $27K |
| MORGAN STANLEY | 269 | $9K |
Biggest Increases (20)
Biggest Decreases (5)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| CreativeOne Wealth, LLC | -7,776 | -18.6% | 34,027 |
| Elmwood Wealth Management, Inc. | -6,800 | -50.0% | 6,800 |
| WINNACLE WEALTH LLC | -1,503 | -1.3% | 115,463 |
| Claro Advisors Inc. | -499 | -7.0% | 6,665 |
| CoreCap Advisors, LLC | -34 | -2.1% | 1,552 |