INNOVATOR ETFS TRUST (RFLR)
Institutional ownership reported to the SEC as of Q2 2026, across 8 quarters.
35
Reporting holders
$57.6M
Reported value
0.0%
Held as options
+0
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | $10.1M | 307,863 | 0.00% | 5q | +38.5%+$2.8M |
| VanWeelden Wealth Management, LLC | $9.6M | 292,942 | 7.14% | 2q | +45.1%+$3.0M |
| INDEPENDENT FINANCIAL GROUP, LLC | $5.9M | 178,859 | 0.11% | 4q | +23.5%+$1.1M |
| Liberty Atlantic Advisors LLC | $5.8M | 175,150 | 4.14% | 3q | +3.8%+$211.7K |
| Rockefeller Capital Management L.P. | $4.0M | 123,486 | 0.01% | 3q | +79.8%+$1.8M |
| WINNACLE WEALTH LLC | $3.8M | 115,463 | 2.57% | 4q | -1.3%-$49.3K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.4M | 72,083 | 0.00% | 6q | +33.2%+$588.8K |
| OSAIC HOLDINGS, INC. | $1.7M | 50,605 | 0.00% | 2q | HELD |
| Arax Advisory Partners | $1.3M | 40,608 | 0.01% | 3q | +7.8%+$96.7K |
| Rothschild Wealth LLC | $1.3M | 38,536 | 0.10% | 6q | +9.8%+$113.2K |
| NewCorp Financial Services, Inc. | $1.2M | 36,556 | 0.92% | 3q | +1.3%+$15.0K |
| CreativeOne Wealth, LLC | $1.1M | 34,027 | 0.02% | 3q | -18.6%-$254.9K |
| Brookstone Capital Management | $1.1M | 32,575 | 0.01% | 2q | +329.8%+$819.4K |
| COMMONWEALTH EQUITY SERVICES, LLC | $977.8K | 29,826 | 0.00% | 7q | +9.8%+$87.5K |
| Signal Advisors Wealth, LLC | $937.1K | 28,587 | 0.05% | 7q | +35.6%+$245.8K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $902.2K | 27,711 | 0.00% | 3q | +43.0%+$271.5K |
| Worth Financial Advisory Group, LLC | $739.0K | 22,544 | 0.31% | new | NEW |
| WorthPointe, LLC | $645.1K | 19,680 | 0.16% | 2q | +11.3%+$65.7K |
| Kingsview Wealth Management, LLC | $550.6K | 16,796 | 0.01% | 3q | +6.5%+$33.5K |
| COFG Advisors, LLC | $541.7K | 16,525 | 0.09% | 3q | +31.9%+$131.1K |
| Capital Investment Advisory Services, LLC | $479.1K | 14,614 | 0.03% | 5q | +1.0%+$4.9K |
| SIGNATUREFD, LLC | $415.6K | 12,677 | 0.01% | 3q | +0.9%+$3.6K |
| Farther Finance Advisors, LLC | $401.8K | 12,256 | 0.00% | 2q | +112.4%+$212.7K |
| Chicago Partners Investment Group LLC | $310.0K | 9,618 | 0.01% | 4q | +19.7%+$51.0K |
| Trek Financial, LLC | $239.2K | 7,296 | 0.01% | new | NEW |
| HARBOUR INVESTMENTS, INC. | $235.2K | 7,174 | 0.00% | 7q | +186.3%+$153.0K |
| Beacon Financial Strategies CORP | $233.1K | 7,110 | 0.12% | new | NEW |
| GWN SECURITIES INC. | $224.0K | 6,832 | 0.04% | new | NEW |
| Elmwood Wealth Management, Inc. | $222.9K | 6,800 | 0.06% | 2q | -50.0%-$222.9K |
| Claro Advisors Inc. | $218.5K | 6,665 | 0.02% | 7q | -7.0%-$16.4K |
| Triumph Capital Management | $85.0K | 2,592 | 0.02% | 3q | HELD |
| Regatta Research & Money Management | $62.5K | 1,908 | 0.06% | new | FIRST |
| CoreCap Advisors, LLC | $50.9K | 1,552 | 0.00% | 4q | -2.1%-$1.1K |
| AE Wealth Management LLC | $19.5K | 595 | 0.00% | 7q | +38.4%+$5.4K |
| Ashton Thomas Private Wealth, LLC | $1.5K | 46 | 0.00% | 2q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 35 | $57.6M | 1,758,157 | 4 | 22 | 5 | 0.0% |
| Q1 2026 | 35 | $40.7M | 1,402,511 | 11 | 17 | 3 | 0.0% |
| Q4 2025 | 27 | $21.1M | 736,728 | 8 | 9 | 3 | 0.0% |
| Q3 2025 | 17 | $9.2M | 332,272 | 6 | 4 | 4 | 0.0% |
| Q2 2025 | 14 | $8.0M | 317,118 | 3 | 7 | 2 | 0.0% |
| Q1 2025 | 14 | $7.4M | 310,173 | 9 | 4 | 0 | 0.0% |
| Q4 2024 | 5 | $717.6K | 27,968 | 5 | 0 | 0 | 0.0% |
| Q3 2024 | 1 | $1.5M | 59,945 | 1 | 0 | 0 | 0.0% |