Innovator Eqty MGD Floor ETFSFLRETF
13F holders, Q4 2024 (December 31)115holders +24
19new positions
4sold out
$32.67avg. 13F price*
At the end of Q4 2024, 115 institutions reported holding Innovator Eqty MGD Floor ETF (SFLR) in their 13F filings, up 24 from Q3 2024. 19 opened new positions and 4 sold out. The largest holders were LPL Financial LLC ($113.5M), Chicago Partners Investment Group LLC ($49.3M) and Commonwealth Equity Services, LLC ($39.1M).
- Company
- Innovator Eqty MGD Floor ETF
- CUSIP
- 45783Y673
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 19 | $26.5M |
| Exits | 4 | $952K |
All 13F filers, Q3 2024 → Q4 2024: 3,913,477 shares bought and 961,703 shares sold, net +2,951,774 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 115 holders
| LPL Financial LLC | 0.05% | Add +60.6% | 3,476,276 | $113.5M |
| Chicago Partners Investment Group LLC | 1.64% | Add +19.7% | 1,500,148 | $49.3M |
| Commonwealth Equity Services, LLC | 0.06% | Add +23.5% | 1,196,061 | $39.1M |
| Delta Investment Management, LLC | 5.75% | Reduce -26.6% | 904,265 | $29.5M |
| Kingsview Wealth Management, LLC | 0.22% | Add +104.5% | 351,521 | $11.5M |
| Osaic Holdings, Inc. | 0.03% | Add +22.4% | 344,437 | $11.2M |
| Southland Equity Partners LLC | 2.41% | Add +132.6% | 317,230 | $10.4M |
| CoreCap Advisors, LLC | 0.43% | Add +6.8% | 289,214 | $9.4M |
| Good Life Advisors, LLC | 0.60% | Reduce -38.6% | 252,041 | $8.2M |
| Steward Partners Investment Advisory, LLC | 0.07% | Add +11.8% | 247,973 | $8.1M |
| Davies Financial Advisors, Inc. | 6.29% | Add +24.4% | 226,440 | $7.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +16.6% | 224,485 | $7.3M |
| Winnacle Wealth LLC | 5.90% | — | 182,087 | $5.9M |
| Pinnacle Wealth Management Group, Inc. | 3.52% | Add +2.9% | 173,198 | $5.7M |
| MML Investors Services, LLC | 0.02% | New | 171,379 | $5.6M |
| Bison Wealth, LLC | 0.64% | — | 161,232 | $5.3M |
| AE Wealth Management LLC | 0.04% | Add +9.5% | 156,386 | $5.1M |
| Rothschild Wealth LLC | 1.43% | Add +1106.8% | 149,673 | $4.9M |
| WCG Wealth Advisors LLC | 0.32% | New | 147,089 | $4.8M |
| Financial Futures Ltd Liability Co. | 2.58% | New | 139,067 | $4.5M |
| Trek Financial, LLC | 0.33% | Reduce -0.5% | 134,791 | $4.4M |
| Wetzel Investment Advisors, Inc. | 2.14% | Add +25.6% | 131,052 | $4.3M |
| Truist Financial Corp. | 0.01% | Add +1.1% | 120,326 | $3.9M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -73.7% | 112,788 | $3.7M |
| Kestra Advisory Services, LLC | 0.02% | Add +14.1% | 110,082 | $3.6M |
| Worth Financial Advisory Group, LLC | 2.18% | Add +216.8% | 108,254 | $3.5M |
| NewEdge Advisors, LLC | 0.02% | Add +13.9% | 108,207 | $3.5M |
| Cetera Investment Advisers | 0.01% | Add +47.7% | 103,459 | $3.4M |
| RFG Advisory, LLC | 0.09% | Reduce -4.6% | 100,691 | $3.3M |
| First Commonwealth Financial Corp | 0.77% | Add +17.0% | 99,657 | $3.3M |
| Triumph Capital Management | 1.07% | Add +13.2% | 95,400 | $3.1M |
| Concorde Asset Management, LLC | 1.49% | New | 87,330 | $2.9M |
| Ameritas Advisory Services, LLC | 0.10% | Add +76.6% | 87,276 | $2.8M |
| MPWM Advisory Solutions, LLC | 2.06% | — | 86,274 | $2.8M |
| Perennial Investment Advisors, LLC | 0.32% | Add +173.6% | 83,270 | $2.7M |
| Sovran Advisors, LLC | 0.38% | — | 82,923 | $2.7M |
| Financial Designs Corp | 1.56% | Reduce -7.8% | 72,563 | $2.4M |
| Milestone Asset Management, LLC | 0.49% | Add +2.2% | 68,045 | $2.2M |
| Global Retirement Partners, LLC | 0.06% | Add +254.4% | 66,119 | $2.2M |
| IHT Wealth Management, LLC | 0.07% | Add +12.6% | 65,864 | $2.2M |
| John W. Brooker & Co., CPAs | 0.92% | Add +0.5% | 65,362 | $2.1M |
| Brookstone Capital Management | 0.03% | Add +316.2% | 63,551 | $2.1M |
| Stratos Wealth Partners, LTD. | 0.03% | Add +31.6% | 61,423 | $2.0M |
| Kellett Wealth Advisors, LLC | 1.30% | Add +5.4% | 57,770 | $1.9M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 53,501 | $1.7M |
| Advisor Resource Council | 1.21% | New | 51,492 | $1.7M |
| Kestra Private Wealth Services, LLC | 0.03% | Reduce -0.9% | 50,552 | $1.7M |
| Mariner, LLC | 0.00% | Add +83.7% | 49,024 | $1.6M |
| Stephens Inc. | 0.02% | Add +169.2% | 47,508 | $1.6M |
| Mutual Advisors, LLC | 0.04% | Add +123.1% | 46,546 | $1.5M |
| Signal Advisors Wealth, LLC | 0.16% | Add +9.5% | 42,360 | $1.4M |
| Ausdal Financial Partners, Inc. | 0.12% | New | 41,313 | $1.3M |
| Beacon Financial Advisory LLC | 0.42% | Add +23.3% | 39,492 | $1.3M |
| RPS Advisory Solutions LLC | 0.79% | Add +172.3% | 39,014 | $1.3M |
| Authentikos Wealth Advisory, LLC | 1.19% | Reduce -1.9% | 36,777 | $1.2M |
| Jacobi Capital Management LLC | 0.09% | Add +0.1% | 36,674 | $1.2M |
| Clearstead Advisors, LLC | 0.02% | Reduce -15.4% | 36,582 | $1.2M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +7.5% | 33,969 | $1.1M |
| Whipplewood Advisors, LLC | 0.62% | — | 33,639 | $1.1M |
| Claro Advisors Inc. | 0.14% | Add +8.6% | 31,561 | $1.0M |
| Worth Asset Management, LLC | 0.54% | Reduce -2.0% | 30,982 | $1.0M |
| Innovative Advisory Group, LLC | 0.88% | — | 30,197 | $986K |
| Prostatis Group LLC | 0.28% | Add +42.6% | 29,398 | $960K |
| Harbour Investments, Inc. | 0.03% | Add +124.5% | 29,307 | $957K |
| Secured Retirement Advisors, LLC | 0.52% | Add +80.5% | 27,545 | $899K |
| Glen Eagle Advisors, LLC | 0.14% | Reduce -0.7% | 26,605 | $869K |
| Meridian Wealth Management, LLC | 0.04% | Add +1.1% | 25,119 | $820K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.07% | Add +0.1% | 25,104 | $820K |
| World Investment Advisors | 0.02% | Add +0.0% | 23,922 | $781K |
| Independent Financial Group, LLC | 0.03% | Add +83.5% | 23,833 | $778K |
| Thrivent Financial for Lutherans | 0.00% | New | 23,180 | $757K |
| WealthPlan Investment Management, LLC | 0.06% | Add +6.5% | 19,956 | $652K |
| Sard Wealth Management Group, LLC | 0.43% | Add +28.3% | 19,668 | $642K |
| Southern Capital Advisors, LLC | 0.35% | Add +0.9% | 19,271 | $629K |
| Susquehanna International Group, LLP | 0.00% | Reduce -64.0% | 18,927 | $618K |
| Silver Oak Securities, Incorporated | 0.05% | New | 16,918 | $555K |
| Leelyn Smith, LLC | 0.09% | Add +59.0% | 16,181 | $528K |
| Yarger Wealth Strategies, LLC | 0.28% | Reduce -8.8% | 14,805 | $483K |
| Castleview Partners, LLC | 0.26% | Add +34.2% | 14,585 | $475K |
| Centaurus Financial, Inc. | 0.03% | Add +171.9% | 14,099 | $460K |
| Gateway Wealth Partners, LLC | 0.12% | Add +18.3% | 14,002 | $457K |
| Old Port Advisors | 0.13% | Add +25.6% | 13,970 | $456K |
| Sugarloaf Wealth Management, LLC | 0.08% | Add +71.9% | 13,390 | $437K |
| Foundations Investment Advisors, LLC | 0.01% | Add +59.0% | 13,381 | $437K |
| Wedbush Securities Inc. | 0.02% | New | 13,135 | $429K |
| Avantax Advisory Services, Inc. | 0.00% | Add +94.4% | 12,624 | $412K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | New | 12,375 | $404K |
| CRA Financial Services, LLC | 0.06% | New | 11,315 | $369K |
| Atria Wealth Solutions, Inc. | 0.00% | Add +0.0% | 9,733 | $318K |
| Western Wealth Management, LLC | 0.02% | New | 9,275 | $303K |
| Merit Financial Group, LLC | 0.01% | Add +18.1% | 9,258 | $302K |
| Sunbelt Securities, Inc. | 0.03% | Reduce -16.9% | 8,745 | $287K |
| Sound View Wealth Advisors Group, LLC | 0.02% | New | 8,597 | $281K |
| Smith, Moore & Co. | 0.02% | Add +10.9% | 8,350 | $273K |
| LexAurum Advisors, LLC | 0.05% | No change | 7,815 | $255K |
| Occidental Asset Management, LLC | 0.04% | New | 7,725 | $252K |
| Cwm, LLC | 0.00% | New | 7,694 | $251K |
| Jane Street Group, LLC | 0.00% | Reduce -62.8% | 7,196 | $235K |
| Atlas Private Wealth Advisors | 0.03% | New | 6,860 | $224K |
| Johnson Investment Counsel Inc. | 0.00% | No change | 6,630 | $216K |
"% 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.