Innovator Eqty MGD Floor ETFSFLRETF
13F holders, Q1 2025 (March 31)123holders +8
21new positions
12sold out
$31.44avg. 13F price*
At the end of Q1 2025, 123 institutions reported holding Innovator Eqty MGD Floor ETF (SFLR) in their 13F filings, up 8 from Q4 2024. 21 opened new positions and 12 sold out. The largest holders were LPL Financial LLC ($118.0M), Chicago Partners Investment Group LLC ($51.9M) and Kingsview Wealth Management, LLC ($49.0M).
- Company
- Innovator Eqty MGD Floor ETF
- CUSIP
- 45783Y673
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 21 | $21.4M |
| Exits | 12 | $24.9M |
All 13F filers, Q4 2024 → Q1 2025: 4,367,050 shares bought and 1,084,786 shares sold, net +3,282,264 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 123 holders
| LPL Financial LLC | 0.05% | Add +8.1% | 3,757,904 | $118.0M |
| Chicago Partners Investment Group LLC | 1.73% | Add +9.3% | 1,640,244 | $51.9M |
| Kingsview Wealth Management, LLC | 0.92% | Add +344.3% | 1,561,728 | $49.0M |
| Commonwealth Equity Services, LLC | 0.06% | Add +20.0% | 1,435,659 | $45.1M |
| Delta Investment Management, LLC | 5.35% | Reduce -6.6% | 844,945 | $26.5M |
| Osaic Holdings, Inc. | 0.04% | Add +73.2% | 596,409 | $18.7M |
| Southland Equity Partners LLC | 2.55% | Add +10.1% | 349,232 | $11.0M |
| Davies Financial Advisors, Inc. | 8.68% | Add +43.3% | 324,443 | $10.2M |
| CoreCap Advisors, LLC | 0.41% | Add +3.8% | 300,221 | $9.4M |
| MML Investors Services, LLC | 0.03% | Add +61.7% | 277,062 | $8.7M |
| Steward Partners Investment Advisory, LLC | 0.07% | Add +7.7% | 266,992 | $8.4M |
| Rothschild Wealth LLC | 2.20% | Add +67.2% | 250,197 | $7.9M |
| Envestnet Asset Management Inc. | 0.00% | Add +8.6% | 243,727 | $7.7M |
| Winnacle Wealth LLC | 6.94% | Add +31.6% | 239,612 | $7.5M |
| Authentikos Wealth Advisory, LLC | 5.54% | Add +514.3% | 225,914 | $7.1M |
| Cetera Investment Advisers | 0.01% | Add +69.2% | 175,043 | $5.5M |
| AE Wealth Management LLC | 0.04% | Add +3.3% | 161,542 | $5.1M |
| Financial Futures Ltd Liability Co. | 2.80% | Add +13.0% | 157,186 | $4.9M |
| HFG Wealth Management, LLC | 2.94% | New | 148,656 | $4.9M |
| Wetzel Investment Advisors, Inc. | 2.41% | Add +15.5% | 151,320 | $4.8M |
| Pinnacle Wealth Management Group, Inc. | 3.26% | Reduce -14.1% | 148,858 | $4.7M |
| Worth Financial Advisory Group, LLC | 2.97% | Add +37.4% | 148,769 | $4.7M |
| First Commonwealth Financial Corp | 1.08% | Add +46.9% | 146,403 | $4.6M |
| MPWM Advisory Solutions, LLC | 3.32% | Add +68.8% | 145,614 | $4.6M |
| NewEdge Advisors, LLC | 0.03% | Add +33.3% | 144,200 | $4.5M |
| Trek Financial, LLC | 0.31% | Add +1.5% | 136,788 | $4.3M |
| Luminist Capital LLC | 4.01% | Add +26128.3% | 118,552 | $3.7M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +121.5% | 118,502 | $3.7M |
| Kestra Advisory Services, LLC | 0.02% | Add +4.7% | 115,226 | $3.6M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -1.1% | 111,531 | $3.5M |
| Perennial Investment Advisors, LLC | 0.38% | Add +29.7% | 108,012 | $3.4M |
| Stratos Wealth Partners, LTD. | 0.05% | Add +72.0% | 105,674 | $3.3M |
| Triumph Capital Management | 1.09% | Add +8.9% | 103,926 | $3.3M |
| Archford Capital Strategies, LLC | 0.43% | Add +1345.5% | 94,250 | $3.0M |
| RFG Advisory, LLC | 0.07% | Reduce -12.9% | 87,739 | $2.8M |
| Brookstone Capital Management | 0.04% | Add +31.3% | 83,460 | $2.6M |
| Pallas Capital Advisors LLC | 0.11% | New | 82,127 | $2.6M |
| Ameritas Advisory Services, LLC | 0.10% | Reduce -5.9% | 82,126 | $2.6M |
| Beacon Financial Group | 0.26% | New | 75,776 | $2.4M |
| Harbour Investments, Inc. | 0.07% | Add +158.1% | 75,628 | $2.4M |
| John W. Brooker & Co., CPAs | 0.96% | Add +13.6% | 74,279 | $2.3M |
| Sovran Advisors, LLC | 0.30% | Reduce -10.2% | 74,470 | $2.3M |
| Milestone Asset Management, LLC | 0.46% | Add +0.5% | 68,366 | $2.1M |
| Stephens Inc. | 0.03% | Add +31.8% | 62,602 | $2.0M |
| Kellett Wealth Advisors, LLC | 1.28% | Add +1.7% | 58,742 | $1.8M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +69.3% | 57,507 | $1.8M |
| Mariner, LLC | 0.00% | Add +14.9% | 56,313 | $1.8M |
| Beacon Financial Advisory LLC | 0.53% | Add +41.8% | 55,997 | $1.8M |
| Balance Wealth Partners LLC | 1.12% | — | 54,797 | $1.7M |
| IHT Wealth Management, LLC | 0.05% | Reduce -17.3% | 54,451 | $1.7M |
| Mutual Advisors, LLC | 0.05% | Add +11.0% | 51,660 | $1.6M |
| Susquehanna International Group, LLP | 0.00% | Add +160.0% | 49,210 | $1.5M |
| Signal Advisors Wealth, LLC | 0.15% | Add +12.2% | 47,514 | $1.5M |
| Advisor Resource Council | 0.12% | Reduce -10.6% | 46,036 | $1.4M |
| GWN Securities Inc. | 0.08% | New | 45,880 | $1.4M |
| Ausdal Financial Partners, Inc. | 0.10% | Add +3.2% | 42,636 | $1.3M |
| Farther Finance Advisors, LLC | 0.03% | New | 42,619 | $1.3M |
| RPS Advisory Solutions LLC | 0.90% | Add +4.3% | 40,686 | $1.3M |
| Kraft, Davis & Associates, LLC | 0.40% | New | 40,149 | $1.2M |
| Kestra Private Wealth Services, LLC | 0.02% | Reduce -31.1% | 34,823 | $1.1M |
| Freedom Investment Management, Inc. | 0.09% | New | 33,903 | $1.1M |
| Whipplewood Advisors, LLC | 0.61% | Reduce -34.6% | 22,012 | $1.0M |
| Claro Advisors Inc. | 0.14% | Add +3.1% | 32,529 | $1.0M |
| Lifeworks Advisors, LLC | 0.16% | New | 31,593 | $992K |
| Worth Asset Management, LLC | 0.53% | Reduce -0.8% | 30,736 | $965K |
| Secured Retirement Advisors, LLC | 0.61% | Add +10.3% | 30,389 | $954K |
| Innovative Advisory Group, LLC | 0.90% | Reduce -0.2% | 30,139 | $946K |
| Foundations Investment Advisors, LLC | 0.02% | Add +119.3% | 29,349 | $921K |
| Yarger Wealth Strategies, LLC | 0.51% | Add +89.0% | 27,974 | $878K |
| Glen Eagle Advisors, LLC | 0.14% | No change | 26,605 | $835K |
| Meridian Wealth Management, LLC | 0.04% | Add +5.8% | 26,574 | $834K |
| Castleview Partners, LLC | 0.54% | Add +74.2% | 25,405 | $797K |
| Keystone Wealth Services, LLC | 0.22% | New | 25,346 | $796K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.06% | Add +0.2% | 25,154 | $790K |
| Private Advisor Group, LLC | 0.00% | New | 24,704 | $775K |
| Prostatis Group LLC | 0.24% | Reduce -16.6% | 24,518 | $770K |
| World Investment Advisors | 0.02% | Add +0.0% | 23,925 | $751K |
| Clearstead Advisors, LLC | 0.01% | Reduce -35.5% | 23,578 | $740K |
| Cwm, LLC | 0.00% | Add +191.3% | 22,412 | $704K |
| CGN Advisors LLC | 0.07% | New | 21,701 | $681K |
| Jacobi Capital Management LLC | 0.05% | Reduce -42.1% | 21,215 | $666K |
| Jane Street Group, LLC | 0.00% | Add +194.5% | 21,193 | $665K |
| Independent Financial Group, LLC | 0.02% | Reduce -17.0% | 19,776 | $621K |
| Sard Wealth Management Group, LLC | 0.41% | Add +0.1% | 19,690 | $618K |
| Ifrah Financial Services, Inc. | 0.18% | New | 19,523 | $613K |
| Southern Capital Advisors, LLC | 0.34% | Add +0.8% | 19,426 | $610K |
| Forefront Wealth Partners, LLC | 0.38% | New | 17,971 | $564K |
| WealthPlan Investment Management, LLC | 0.05% | Reduce -20.3% | 15,902 | $499K |
| Centaurus Financial, Inc. | 0.03% | Add +12.3% | 15,838 | $497K |
| Old Mission Capital LLC | 0.01% | New | 14,295 | $449K |
| Arax Advisory Partners | 0.03% | Add +569.6% | 14,290 | $449K |
| Silver Oak Securities, Incorporated | 0.04% | Reduce -16.0% | 14,205 | $445K |
| Truist Financial Corp. | 0.00% | Reduce -88.2% | 14,157 | $444K |
| CRA Financial Services, LLC | 0.07% | Add +20.2% | 13,605 | $427K |
| Wedbush Securities Inc. | 0.02% | Add +0.4% | 13,182 | $414K |
| Quantinno Capital Management LP | 0.00% | New | 12,777 | $401K |
| Old Port Advisors | 0.12% | Reduce -9.5% | 12,645 | $397K |
| Gateway Wealth Partners, LLC | 0.09% | Reduce -12.6% | 12,236 | $384K |
| Western Wealth Management, LLC | 0.03% | Add +30.6% | 12,115 | $380K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -11.3% | 11,197 | $351K |
"% 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.