INNOVATOR ETFS TRUST (SFLR)
Institutional ownership reported to the SEC as of Q2 2026, across 15 quarters.
219
Reporting holders
$1.7B
Reported value
0.0%
Held as options
+31
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 |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | $237.7M | 6,161,003 | 0.02% | 5q | +4.1%+$9.3M |
| LPL Financial LLC | $233.0M | 6,038,926 | 0.05% | 10q | +31.6%+$55.9M |
| ENVESTNET ASSET MANAGEMENT INC | $189.6M | 4,914,894 | 0.04% | 12q | +766.7%+$167.7M |
| Americana Partners, LLC | $133.9M | 3,471,601 | 3.02% | 3q | +39.7%+$38.0M |
| Kingsview Wealth Management, LLC | $92.8M | 2,404,900 | 1.12% | 11q | +10.9%+$9.2M |
| COMMONWEALTH EQUITY SERVICES, LLC | $61.4M | 1,590,696 | 0.08% | 10q | +2.0%+$1.2M |
| Chicago Partners Investment Group LLC | $42.2M | 1,102,852 | 0.84% | 13q | -13.6%-$6.6M |
| OSAIC HOLDINGS, INC. | $27.1M | 702,661 | 0.03% | 15q | +45.7%+$8.5M |
| Liberty Atlantic Advisors LLC | $26.3M | 682,497 | 18.96% | 3q | +7.0%+$1.7M |
| ATTICUS WEALTH MANAGEMENT, LLC | $24.9M | 644,710 | 5.92% | 3q | +3459.4%+$24.2M |
| Cetera Investment Advisers | $24.7M | 639,865 | 0.02% | 9q | +67.1%+$9.9M |
| WETZEL INVESTMENT ADVISORS, INC. | $24.4M | 631,184 | 8.44% | 8q | +29.0%+$5.5M |
| Brookstone Capital Management | $24.3M | 630,487 | 0.24% | 13q | +56.2%+$8.7M |
| VanWeelden Wealth Management, LLC | $21.8M | 564,622 | 16.19% | 2q | +247.6%+$15.5M |
| Delta Investment Management, LLC | $21.4M | 554,025 | 3.52% | 11q | -0.8%-$165.3K |
| RAYMOND JAMES FINANCIAL INC | $20.0M | 518,730 | 0.01% | 5q | +20.0%+$3.3M |
| Rothschild Wealth LLC | $16.7M | 432,556 | 1.33% | 13q | +16.0%+$2.3M |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $14.8M | 384,276 | 0.08% | new | NEW |
| HighTower Advisors, LLC | $14.7M | 379,876 | 0.01% | 5q | +4.4%+$618.6K |
| PRINCIPAL SECURITIES, INC. | $13.7M | 354,662 | 0.16% | new | NEW |
| Rockefeller Capital Management L.P. | $12.0M | 311,487 | 0.02% | 3q | +15.9%+$1.7M |
| Southland Equity Partners LLC | $11.7M | 304,474 | 2.06% | 8q | -2.9%-$354.7K |
| Integrated Wealth Concepts LLC | $11.0M | 285,738 | 0.05% | 2q | +734.2%+$9.7M |
| Private Advisor Group, LLC | $10.8M | 280,125 | 0.05% | 6q | +28.5%+$2.4M |
| AE Wealth Management LLC | $10.8M | 278,719 | 0.05% | 12q | +12.7%+$1.2M |
| MML INVESTORS SERVICES, LLC | $10.2M | 263,568 | 0.02% | 7q | +6.0%+$579.7K |
| Envestnet Portfolio Solutions, Inc. | $10.0M | 258,979 | 0.05% | new | NEW |
| ELEVATION POINT WEALTH PARTNERS, LLC | $9.9M | 255,636 | 0.18% | new | NEW |
| Vestmark Advisory Solutions, Inc. | $9.9M | 255,376 | 0.09% | new | NEW |
| Stratos Wealth Partners, LTD. | $9.8M | 254,078 | 0.10% | 9q | +21.2%+$1.7M |
| Pinnacle Wealth Management Group, Inc. | $9.5M | 247,451 | 4.45% | 10q | +1.4%+$132.2K |
| CCG WEALTH MANAGEMENT, LLC | $9.4M | 244,326 | 2.19% | 4q | -4.5%-$440.8K |
| Pallas Capital Advisors LLC | $9.4M | 244,389 | 0.29% | 6q | +3.8%+$346.1K |
| NewCorp Financial Services, Inc. | $9.3M | 241,758 | 7.14% | 3q | +6.0%+$526.3K |
| WINNACLE WEALTH LLC | $9.2M | 239,310 | 6.28% | 4q | -1.5%-$141.6K |
| NewEdge Advisors, LLC | $8.6M | 221,852 | 0.03% | new | NEW |
| EVOLUTION WEALTH MANAGEMENT INC. | $8.4M | 218,621 | 4.96% | 5q | -2.8%-$242.1K |
| Snowden Capital Advisors LLC | $8.4M | 216,783 | 0.20% | 3q | +3.6%+$292.9K |
| Perennial Investment Advisors, LLC | $8.0M | 208,597 | 0.53% | 10q | +3.3%+$254.0K |
| ATX Financial Planning, LLC | $7.8M | 203,220 | 5.19% | 3q | -1.4%-$110.1K |
| WELLS FARGO & COMPANY/MN | $7.8M | 202,875 | 0.00% | new | NEW |
| Global Retirement Partners, LLC | $7.6M | 197,140 | 0.12% | 8q | +14.0%+$934.8K |
| Farther Finance Advisors, LLC | $7.6M | 196,503 | 0.06% | 6q | -15.4%-$1.4M |
| First Commonwealth Financial Corp /PA/ | $7.2M | 187,861 | 1.01% | 14q | -1.3%-$94.7K |
| Triumph Capital Management | $7.2M | 186,151 | 1.30% | 12q | +2.6%+$184.2K |
| INDEPENDENT FINANCIAL GROUP, LLC | $6.5M | 168,868 | 0.12% | 6q | +97.8%+$3.2M |
| Tradition Wealth Management, LLC | $6.4M | 165,630 | 0.39% | new | NEW |
| Visionary Wealth Advisors | $6.3M | 163,500 | 0.25% | 5q | +2.1%+$130.2K |
| OneDigital Investment Advisors LLC | $6.0M | 155,009 | 0.05% | 2q | +48.3%+$1.9M |
| Advisory Services Network, LLC | $5.8M | 149,841 | 0.07% | 5q | -52.0%-$6.3M |
| IHT Wealth Management, LLC | $5.8M | 149,575 | 0.12% | 9q | +64.3%+$2.3M |
| Worth Financial Advisory Group, LLC | $5.7M | 147,818 | 2.38% | 8q | +145.8%+$3.4M |
| Kestra Advisory Services, LLC | $5.6M | 144,682 | 0.02% | 10q | -22.5%-$1.6M |
| COFG Advisors, LLC | $5.5M | 141,641 | 0.94% | 3q | +1.9%+$100.6K |
| Split Rock Private Trading & Wealth Management, LLC | $5.4M | 138,981 | 3.68% | 2q | +1044.2%+$4.9M |
| Steward Partners Investment Advisory, LLC | $5.1M | 131,973 | 0.03% | 11q | -8.0%-$441.7K |
| COMPASS CAPITAL CORP /MA/ /ADV | $4.9M | 124,774 | 1.59% | 3q | +3.0%+$143.2K |
| Holos Integrated Wealth LLC | $4.9M | 125,326 | 2.27% | 3q | +8.0%+$360.0K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $4.8M | 124,761 | 0.01% | 7q | +6.9%+$311.4K |
| BEACON FINANCIAL GROUP | $4.4M | 114,063 | 0.40% | 6q | -2.6%-$115.2K |
| GWN SECURITIES INC. | $4.1M | 105,626 | 0.68% | 6q | +16.2%+$568.2K |
| Intrua Financial, LLC | $4.1M | 105,350 | 0.37% | 2q | +1.5%+$60.8K |
| Signal Advisors Wealth, LLC | $4.0M | 103,198 | 0.20% | 8q | +37.8%+$1.1M |
| COLUMBIA ADVISORY PARTNERS LLC | $3.8M | 99,244 | 2.11% | 5q | +2.3%+$87.4K |
| HARBOUR INVESTMENTS, INC. | $3.7M | 97,124 | 0.05% | 12q | +11.4%+$383.4K |
| Ameritas Advisory Services, LLC | $3.6M | 92,180 | 0.07% | 3q | +129.7%+$2.0M |
| Trek Financial, LLC | $3.5M | 90,110 | 0.17% | 8q | -18.6%-$793.4K |
| Foundations Investment Advisors, LLC | $3.5M | 89,999 | 0.04% | 8q | +12.1%+$375.3K |
| HFG Wealth Management, LLC | $3.4M | 87,145 | 3.38% | 6q | -48.3%-$3.1M |
| Beacon Financial Advisory LLC | $3.3M | 86,184 | 0.65% | 10q | +8.8%+$268.1K |
| WorthPointe, LLC | $3.1M | 81,128 | 0.79% | 5q | -0.6%-$19.0K |
| CreativeOne Wealth, LLC | $2.7M | 71,064 | 0.06% | 3q | +107.3%+$1.4M |
| Summit Financial, LLC | $2.7M | 69,900 | 0.03% | new | NEW |
| JANE STREET GROUP, LLC | $2.5M | 65,833 | 0.00% | 2q | +252.0%+$1.8M |
| Selby Wealth Management, LLC | $2.5M | 65,291 | 0.89% | 3q | +4.5%+$107.6K |
| Concurrent Investment Advisors, LLC | $2.4M | 62,025 | 0.02% | 5q | +8.8%+$194.0K |
| MILESTONE ASSET MANAGEMENT, LLC | $2.3M | 58,608 | 0.36% | 12q | -1.7%-$39.6K |
| Meridian Wealth Management, LLC | $2.1M | 55,492 | 0.07% | 9q | -11.7%-$284.6K |
| Balance Wealth Partners LLC | $2.1M | 53,395 | 0.55% | 6q | +6.9%+$133.3K |
| FLAGSHIP HARBOR ADVISORS, LLC | $2.0M | 52,260 | 0.08% | 5q | +1.7%+$34.3K |
| Kellett Wealth Advisors, LLC | $2.0M | 51,128 | 0.92% | 8q | -2.4%-$48.0K |
| Equitable Holdings, Inc. | $1.9M | 49,482 | 0.01% | 4q | +545.8%+$1.6M |
| SIGNATUREFD, LLC | $1.9M | 48,166 | 0.02% | 3q | -8.9%-$180.5K |
| Ballast Rock Private Wealth LLC | $1.8M | 47,398 | 0.84% | 3q | -5.8%-$113.5K |
| TRUIST FINANCIAL CORP | $1.8M | 47,370 | 0.00% | 10q | +0.8%+$13.9K |
| Quantinno Capital Management LP | $1.7M | 45,348 | 0.00% | 6q | +3.4%+$57.4K |
| STEPHENS INC /AR/ | $1.7M | 45,289 | 0.02% | 9q | +4.7%+$78.0K |
| RED REEF ADVISORS LLC | $1.6M | 41,205 | 1.47% | 3q | -1.3%-$20.5K |
| CGN Advisors LLC | $1.5M | 37,791 | 0.11% | 6q | +20.2%+$245.4K |
| Benson Wealth Management INC | $1.5M | 37,651 | 1.46% | 3q | +49.3%+$479.7K |
| Core Wealth Advisors, Inc. | $1.4M | 36,456 | 0.28% | 3q | +16.9%+$203.4K |
| Glen Eagle Advisors, LLC | $1.4M | 36,385 | 0.18% | 8q | +3.7%+$49.6K |
| SAGESPRING WEALTH PARTNERS, LLC | $1.4M | 35,469 | 0.02% | 4q | +8.2%+$103.4K |
| Arax Advisory Partners | $1.3M | 32,867 | 0.01% | 3q | +8.7%+$101.3K |
| Addison Capital Co | $1.3M | 32,787 | 0.21% | 2q | +1.2%+$15.4K |
| Nest Investments, LLC | $1.2M | 31,647 | 0.93% | 3q | +2.4%+$28.2K |
| Amicus Financial Advisors, LLC | $1.1M | 29,494 | 0.28% | new | NEW |
| Marshall & Sterling Wealth Advisors Inc. | $1.1M | 27,985 | 0.64% | 2q | -10.3%-$124.2K |
| Ifrah Financial Services, Inc. | $1.1M | 27,340 | 0.26% | 6q | HELD |
| SECURED RETIREMENT ADVISORS, LLC | $1.0M | 27,137 | 0.54% | 8q | +2.1%+$21.5K |
Showing the largest 100 of 226 reported holders.
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 | 219 | $1.7B | 44,591,656 | 51 | 89 | 48 | 0.0% |
| Q1 2026 | 188 | $1.2B | 32,567,623 | 36 | 75 | 55 | 0.0% |
| Q4 2025 | 168 | $1.1B | 28,519,018 | 27 | 65 | 44 | 0.0% |
| Q3 2025 | 137 | $762.5M | 21,134,631 | 15 | 52 | 50 | 0.0% |
| Q2 2025 | 133 | $572.7M | 17,029,913 | 26 | 48 | 38 | 0.0% |
| Q1 2025 | 115 | $487.1M | 15,491,386 | 21 | 55 | 24 | 0.0% |
| Q4 2024 | 104 | $409.7M | 12,537,780 | 16 | 54 | 14 | 0.0% |
| Q3 2024 | 85 | $291.5M | 9,149,255 | 30 | 38 | 10 | 0.0% |
| Q2 2024 | 61 | $187.8M | 6,076,737 | 24 | 26 | 7 | 0.0% |
| Q1 2024 | 39 | $106.8M | 3,573,750 | 14 | 21 | 2 | 0.0% |
| Q4 2023 | 29 | $83.0M | 3,013,407 | 12 | 8 | 5 | 0.0% |
| Q3 2023 | 18 | $85.0M | 3,316,070 | 10 | 4 | 4 | 0.0% |
| Q2 2023 | 9 | $6.1M | 235,172 | 3 | 4 | 2 | 0.0% |
| Q1 2023 | 10 | $10.4M | 430,424 | 5 | 2 | 2 | 0.0% |
| Q4 2022 | 6 | $11.9M | 521,437 | 6 | 0 | 0 | 0.0% |