Innovator Eqty MGD Floor ETFSFLRETF
13F holders, Q1 2024 (March 31)42holders
$29.90avg. 13F price*
At the end of Q1 2024, 42 institutions reported holding Innovator Eqty MGD Floor ETF (SFLR) in their 13F filings. The largest holders were Delta Investment Management, LLC ($20.1M), Chicago Partners Investment Group LLC ($13.0M) and Cambridge Investment Research Advisors, Inc. ($11.1M).
- Company
- Innovator Eqty MGD Floor ETF
- CUSIP
- 45783Y673
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 16 | $25.6M |
| Exits | 6 | $23.7M |
Ownership 42 holders
| Delta Investment Management, LLC | 4.56% | Add +207.0% | 668,809 | $20.1M |
| Chicago Partners Investment Group LLC | 0.55% | Add +105.6% | 445,913 | $13.0M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +45.5% | 370,658 | $11.1M |
| CoreCap Advisors, LLC | 0.37% | Add +2.2% | 233,415 | $7.0M |
| LPL Financial LLC | 0.00% | New | 192,222 | $5.8M |
| Brookstone Capital Management | 0.10% | Add +396.6% | 191,784 | $5.8M |
| Osaic Holdings, Inc. | 0.01% | Add +3.7% | 160,581 | $4.8M |
| Pinnacle Wealth Management Group, Inc. | 3.01% | New | 134,797 | $4.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +90.5% | 134,586 | $4.0M |
| NewEdge Advisors, LLC | 0.03% | New | 129,612 | $3.9M |
| Milestone Asset Management, LLC | 0.94% | Reduce -86.5% | 109,133 | $3.3M |
| Steward Partners Investment Advisory, LLC | 0.04% | Add +397.1% | 107,678 | $3.2M |
| Kingsview Wealth Management, LLC | 0.07% | Add +876.8% | 98,886 | $3.0M |
| RFG Advisory, LLC | 0.10% | Reduce -3.8% | 96,424 | $2.9M |
| Truist Financial Corp. | 0.00% | New | 87,253 | $2.6M |
| Rothschild Wealth LLC | 0.88% | — | 82,918 | $2.5M |
| Financial Designs Corp | 1.63% | New | 82,554 | $2.5M |
| Kestra Advisory Services, LLC | 0.01% | New | 74,614 | $2.2M |
| AE Wealth Management LLC | 0.03% | Add +8.6% | 73,913 | $2.2M |
| Triumph Capital Management | 0.70% | Add +26.1% | 57,326 | $1.7M |
| Ameritas Advisory Services, LLC | 0.06% | New | 50,558 | $1.5M |
| First Commonwealth Financial Corp | 0.36% | Add +51.8% | 45,324 | $1.4M |
| Jane Street Group, LLC | 0.00% | Add +497.0% | 44,141 | $1.3M |
| Pillar Wealth Advisors, LLC | 0.88% | No change | 38,910 | $1.2M |
| John W. Brooker & Co., CPAs | 0.45% | Add +173.8% | 27,774 | $834K |
| World Investment Advisors | 0.10% | Add +6.9% | 24,265 | $728K |
| Commonwealth Equity Services, LLC | 0.00% | New | 20,566 | $617K |
| Silver Oak Securities, Incorporated | 0.09% | Add +6.0% | 19,939 | $598K |
| Southern Capital Advisors, LLC | 0.35% | Add +29.5% | 19,410 | $582K |
| Clearstead Advisors, LLC | 0.03% | New | 19,472 | $579K |
| WealthPLAN Partners, LLC | 0.06% | Add +0.1% | 18,495 | $555K |
| Worth Asset Management, LLC | 0.34% | Add +108.4% | 18,230 | $547K |
| Lincoln National Corp. | 0.01% | Add +50.3% | 17,131 | $514K |
| Perennial Investment Advisors, LLC | 0.08% | New | 17,000 | $510K |
| Beacon Financial Advisory LLC | 0.20% | New | 13,615 | $409K |
| Independent Financial Group, LLC | 0.02% | New | 11,125 | $334K |
| Claro Advisors Inc. | 0.06% | New | 10,555 | $317K |
| Sunbelt Securities, Inc. | 0.03% | Add +1.4% | 10,125 | $304K |
| Yarger Wealth Strategies, LLC | 0.17% | New | 8,201 | $246K |
| Harbour Investments, Inc. | 0.01% | Add +448.3% | 6,574 | $197K |
| Global Retirement Partners, LLC | 0.00% | New | 1,500 | $45K |
| Royal Bank of Canada | 0.00% | New | 113 | $3K |
"% of holder's portfolio" is SFLR's weight in each manager's 13F, not the share of Innovator Eqty MGD Floor ETF the manager owns.