Who Owns SFLR?
INNOVATOR EQUITY — Institutional Ownership & 13F Holdings
$36.76
+0.05 (+0.14%)
Market Cap
—
Shares Outstanding
44,545,244
Institutional Holders
119
Total Inst. Value
$297.7M
% of Float Held
—
QoQ Holder Change
+88
Institutional data as of Q1 2025
New Positions
41
Closed Positions
15
Increased
50
Decreased
21
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Chicago Partners Investment Group LLC | $51.9M | 1,640,244 |
| 2 | Delta Investment Management, LLC | $26.5M | 844,945 |
| 3 | OSAIC HOLDINGS, INC. | $18.7M | 596,409 |
| 4 | Southland Equity Partners LLCNew | $11.0M | 349,232 |
| 5 | Davies Financial Advisors, Inc.New | $10.2M | 324,443 |
| 6 | CoreCap Advisors, LLC | $9.4M | 300,221 |
| 7 | MML INVESTORS SERVICES, LLC | $8.7M | 277,062 |
| 8 | Steward Partners Investment Advisory, LLC | $8.4M | 266,992 |
| 9 | Rothschild Wealth LLC | $7.9M | 250,197 |
| 10 | Authentikos Wealth Advisory, LLCNew | $6.8M | 217,892 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Chicago Partners Investment Group LLC | +140K | $51.9M |
| OSAIC HOLDINGS, INC. | +350K | $18.7M |
| Southland Equity Partners LLCNew | +349K | $11.0M |
| Davies Financial Advisors, Inc.New | +324K | $10.2M |
| CoreCap Advisors, LLC | +11K | $9.4M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| TRUIST FINANCIAL CORP | -106K | $444K |
| Delta Investment Management, LLC | -59K | $26.5M |
| KESTRA PRIVATE WEALTH SERVICES, LLC | -16K | $1.1M |
| Jacobi Capital Management LLC | -15K | $666K |
| Clearstead Advisors, LLC | -13K | $740K |
Frequently Asked Questions
How many institutional investors hold SFLR?
As of Q1 2025, 119 institutional investors report holding SFLR (INNOVATOR EQUITY) in their 13F filings.
Which hedge fund owns the most SFLR?
The largest institutional holder of SFLR is Chicago Partners Investment Group LLC with $51.9M in shares.
Are institutions buying or selling SFLR?
This quarter, 41 institutions opened new positions in SFLR and 15 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.