SFLR

INNOVATOR EQUITY
$36.25+0.15 (+0.43%)NYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Shares Held

5.75019942574342e+294B

Total Value

$2.1100015600071e+207T

% of Float

Price History

$29.77$31.68$33.59$35.49$37.40Sep 24Jun 25Mar 26

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1BANK OF AMERICA CORP /DE/5,750,199$211.0M0.02%Share
2LPL Financial LLC4,257,434$156.0M0.04%Share
3COMMONWEALTH EQUITY SERVICES, LLC1,928,409$71.0M0.09%Share
4Kingsview Wealth Management, LLC1,886,697$69.0M0.99%Share
5Chicago Partners Investment Group LLC1,356,567$50.2M1.24%Share
6Delta Investment Management, LLC585,103$21.6M3.74%Share
7Liberty Atlantic Advisors LLC555,375$20.5M20.12%Share
8WETZEL INVESTMENT ADVISORS, INC.436,484$16.1M6.52%Share
9OSAIC HOLDINGS, INC.410,194$15.0M0.02%Share
10ENVESTNET ASSET MANAGEMENT INC406,276$14.0M0.00%Share
11Rothschild Wealth LLC370,693$13.0M1.57%Share
12Southland Equity Partners LLC338,800$12.5M2.46%Share
13HighTower Advisors, LLC335,256$12.0M0.01%Share
14Brookstone Capital Management283,999$10.5M0.12%Share
15Cetera Investment Advisers286,692$10.0M0.01%Share
16WINNOW WEALTH LLC261,279$9.7M7.14%Share
17Americana Partners, LLC260,323$9.6M0.26%Share
18Pallas Capital Advisors LLC255,855$9.4M0.31%Share
19Advisory Services Network, LLC258,216$9.0M0.13%Share
20EVOLUTION WEALTH MANAGEMENT INC.243,145$9.0M7.41%Share
21MML INVESTORS SERVICES, LLC239,019$8.0M0.02%Share
22NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO81,483$7.9M0.00%Share
23Authentikos Wealth Advisory, LLC207,484$7.6M5.06%Share
24ATX Financial Planning, LLC205,526$7.6M5.84%Share
25NewCorp Financial Services, Inc.196,175$7.2M6.40%Share
26AE Wealth Management LLC194,289$7.2M0.04%Share
27Private Advisor Group, LLC192,308$7.0M0.03%Share
28FIRST COMMONWEALTH FINANCIAL CORP /PA/186,192$6.9M1.13%Share
29Triumph Capital Management180,962$6.7M1.44%Share
30CWM, LLC175,179$6.5M0.02%Share
31Perennial Investment Advisors, LLC173,594$6.4M0.50%Share
32HFG Wealth Management, LLC172,485$6.4M3.50%Share
33Pinnacle Wealth Management Group, Inc.166,416$6.1M3.06%Share
34Farther Finance Advisors, LLC165,139$6.1M0.07%Share
35Rockefeller Capital Management L.P.175,217$6.0M0.01%Share
36COMPASS CAPITAL CORP /MA/ /ADV161,569$6.0M2.31%Share
37Kestra Advisory Services, LLC166,371$6.0M0.02%Share
38Global Retirement Partners, LLC172,911$6.0M0.11%Share
39STEPHENS INC /AR/161,610$6.0M0.07%Share
40Worth Financial Advisory Group, LLC153,961$5.7M2.75%Share
41Visionary Wealth Advisors149,562$5.5M0.25%Share
42THRIVENT FINANCIAL FOR LUTHERANS152,559$5.0M0.01%Share
43RAYMOND JAMES FINANCIAL INC156,781$5.0M0.00%Share
44Snowden Capital Advisors LLC149,869$5.0M0.13%Share
45Steward Partners Investment Advisory, LLC152,898$5.0M0.03%Share
46COFG Advisors, LLC132,904$4.9M1.21%Share
47Trek Financial, LLC120,655$4.4M0.26%Share
48WEALTH ENHANCEMENT ADVISORY SERVICES, LLC117,123$4.4M0.01%Share
49Stratos Wealth Partners, LTD.117,980$4.3M0.05%Share
50HARBOUR INVESTMENTS, INC.110,485$4.1M0.08%Share