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Innovator Eqty MGD Floor ETF (SFLR)

CUSIP: 45783Y673 | NYSE | 316 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Americana Partners, LLC3,611,414
3.0% of portfolio›$140.7M
Commonwealth Equity Services, LLC1,577,226
0.1% of portfolio›$61.4M
Chicago Partners Investment Group LLC1,003,863
0.7% of portfolio›$39.3M
Cambridge Investment Research Advisors, Inc.954,682
0.2% of portfolio›$37.2M
Brookstone Capital Management806,842
0.3% of portfolio›$31.4M
Liberty Atlantic Advisors LLC752,483
18.6% of portfolio›$29.3M
Atticus Wealth Management, LLC726,727
6.3% of portfolio›$28.3M
Wetzel Investment Advisors, Inc.648,515
8.7% of portfolio›$25.3M
Southland Equity Partners LLC288,481
1.9% of portfolio›$11.2M
NewCorp Financial Services, Inc.261,481
7.7% of portfolio›$10.2M
Pinnacle Wealth Management Group, Inc.250,855
4.5% of portfolio›$9.8M
Winnacle Wealth LLC207,267
5.3% of portfolio›$8.1M
Evolution Wealth Management Inc.196,140
4.4% of portfolio›$7.6M
Farther Finance Advisors, LLC195,459
0.1% of portfolio›$7.6M
Triumph Capital Management181,623
1.2% of portfolio›$7.1M
Visionary Wealth Advisors169,229
0.3% of portfolio›$6.6M
Independent Financial Group, LLC166,851
0.1% of portfolio›$6.5M
Kestra Advisory Services, LLC142,778
0.0% of portfolio›$5.6M
Split Rock Private Trading & Wealth Management, LLC140,827
3.7% of portfolio›$5.5M
Holos Integrated Wealth LLC134,893
2.4% of portfolio›$5.3M
Wealth Enhancement Advisory Services, LLC133,947
0.0% of portfolio›$5.3M
Worth Financial Advisory Group, LLC132,967
2.1% of portfolio›$5.2M
Signal Advisors Wealth, LLC128,349
0.2% of portfolio›$5.0M
Virtue Capital Management, LLC122,043
0.6% of portfolio›$4.8M
Signaturefd, LLC109,000
0.1% of portfolio›$4.2M
Intrua Financial, LLC106,054
0.4% of portfolio›$4.1M
Beacon Financial Group102,512
0.4% of portfolio›$4.0M
Columbia Advisory Partners LLC93,126
2.0% of portfolio›$3.6M
Beacon Financial Advisory LLC89,301
0.7% of portfolio›$3.5M
HFG Wealth Management, LLC87,145
3.4% of portfolio›$3.4M
ATX Financial Planning, LLC86,686
2.2% of portfolio›$3.4M
Flagship Harbor Advisors, LLC75,096
0.1% of portfolio›$2.9M
Selby Wealth Management, LLC67,352
0.9% of portfolio›$2.6M
Ballast Rock Private Wealth LLC64,341
1.2% of portfolio›$2.5M
Concurrent Investment Advisors, LLC62,828
0.0% of portfolio›$2.4M
Sowell Financial Services LLC62,223
0.1% of portfolio›$2.4M
Trek Financial, LLC61,071
0.1% of portfolio›$2.4M
Milestone Asset Management, LLC58,092
0.4% of portfolio›$2.3M
Meridian Wealth Management, LLC57,856
0.1% of portfolio›$2.3M
Kellett Wealth Advisors, LLC50,532
0.7% of portfolio›$2.0M
Balance Wealth Partners LLC50,171
0.5% of portfolio›$2.0M
Truist Financial Corp48,296
0.0% of portfolio›$1.9M
CoreCap Advisors, LLC44,848
0.1% of portfolio›$1.7M
Occidental Asset Management, LLC40,199
0.1% of portfolio›$1.6M
Sagespring Wealth Partners, LLC38,169
0.0% of portfolio›$1.5M
Vise Technologies, Inc.33,003
0.0% of portfolio›$1.3M
KFG Wealth Management, LLC32,649
0.1% of portfolio›$1.3M
CGN Advisors LLC28,537
0.1% of portfolio›$1.1M
Marshall & Sterling Wealth Advisors Inc.28,376
0.6% of portfolio›$1.1M
CFS Investment Advisory Services, LLC27,823
0.1% of portfolio›$1.1M
Elevation Point Wealth Partners, LLC26,368
0.0% of portfolio›$1.0M
Sigma Planning Corp26,356
0.0% of portfolio›$1.0M
Castleview Partners, LLC25,635
0.4% of portfolio›$998.5K
Claro Advisors Inc.24,887
0.1% of portfolio›$969.3K
Websterrogers Financial Advisors, LLC24,732
0.3% of portfolio›$963.3K
Well Done, LLC23,646
0.1% of portfolio›$921.0K
Ifrah Financial Services, Inc.23,070
0.2% of portfolio›$898.6K
Sard Wealth Management Group, LLC22,593
0.4% of portfolio›$880.0K
Tortuga Wealth Management, Inc22,429
0.6% of portfolio›$873.9K
Cornerstone Wealth Management, LLC22,184
0.0% of portfolio›$864.1K
Tounjian Advisory Partners, LLC22,169
0.4% of portfolio›$863.5K
Patten & Patten Inc21,850
0.0% of portfolio›$851.1K
Archford Capital Strategies, LLC21,120
0.1% of portfolio›$822.6K
XY Planning Network, Inc.20,667
0.1% of portfolio›$805.0K
MGO One Seven LLC20,540
0.0% of portfolio›$800.0K
Atria Investments, Inc19,690
0.0% of portfolio›$766.9K
Southern Capital Advisors, LLC18,381
0.3% of portfolio›$715.9K
Fifth Third Securities, Inc.17,781
0.0% of portfolio›$692.6K
VestGen Advisors, LLC16,610
0.0% of portfolio›$647.0K
Foronjy Financial LLC14,837
0.2% of portfolio›$577.9K
IMG Wealth Management, Inc.14,491
0.3% of portfolio›$564.4K
William Mack & Associates, Inc.14,457
0.2% of portfolio›$563.1K
Golden State Wealth Management, LLC14,279
0.1% of portfolio›$556.2K
B. Riley Wealth Advisors, Inc.14,257
0.0% of portfolio›$555.3K
Kestra Private Wealth Services, LLC14,238
0.0% of portfolio›$554.6K
Beacon Financial Strategies Corp13,987
0.3% of portfolio›$544.8K
WealthPlan Investment Management, LLC12,710
0.0% of portfolio›$495.1K
Diligent Investors, LLC12,440
0.1% of portfolio›$484.5K
CRA Financial Services, LLC11,770
0.1% of portfolio›$458.4K
Apollon Financial, LLC11,697
0.1% of portfolio›$455.6K
Portfolio Resources Advisor Group, Inc.10,743
0.3% of portfolio›$418.7K
Worth Asset Management, LLC10,647
0.1% of portfolio›$414.7K
Wealthcare Advisory Partners LLC10,528
0.0% of portfolio›$410.1K
Private Trust Co NA10,195
0.0% of portfolio›$397.1K
Leelyn Smith, LLC9,364
0.0% of portfolio›$364.7K
Cypress Wealth Services, LLC9,312
0.0% of portfolio›$369.0K
Creative Planning9,287
0.0% of portfolio›$361.7K
Old Port Advisors9,245
0.1% of portfolio›$360.1K
Encompass More Asset Management8,786
0.0% of portfolio›$342.2K
Root Financial Partners, LLC8,759
0.0% of portfolio›$341.2K
Sovran Advisors, LLC8,663
0.0% of portfolio›$341.8K
HBW Advisory Services LLC7,810
0.0% of portfolio›$304.2K
Gilpin Wealth Management, LLC7,495
0.2% of portfolio›$291.9K
Financial Designs Corp6,725
0.1% of portfolio›$261.9K
Zega Investments, LLC6,332
0.0% of portfolio›$246.6K
First Heartland Consultants, Inc.6,167
0.0% of portfolio›$240.2K
EverSource Wealth Advisors, LLC6,020
0.0% of portfolio›$234.5K
Fiduciary Financial Group, LLC5,918
0.0% of portfolio›$230.5K
Elevation Wealth Management LLC5,796
0.2% of portfolio›$225.9K
Midwest Financial Group LLC5,560
0.1% of portfolio›$216.6K
Valtinson Bruner Financial Planning LLC5,148
0.0% of portfolio›$200.5K
Financial Network Wealth Advisors LLC4,849
0.2% of portfolio›$188.9K
Ashton Thomas Private Wealth, LLC3,134
0.0% of portfolio›$122.1K
Hazlett, Burt & Watson, Inc.3,007
0.0% of portfolio›$80.0K
Creative Financial Designs Inc3,000
0.0% of portfolio›$116.9K
Physician Wealth Advisors, Inc.2,700
0.0% of portfolio›$105.2K
IFP Advisors, Inc2,288
0.0% of portfolio›$89.1K
Weaver Capital Management LLC2,012
0.0% of portfolio›$78.4K
Vima LLC1,347
0.1% of portfolio›$52.5K
Wealth Enhancement Trust Services, Inc.1,049
0.0% of portfolio›$40.9K
Whipplewood Advisors, LLC871
0.0% of portfolio›$33.9K
Assetmark, Inc561
0.0% of portfolio›$21.9K
Covestor Ltd533
0.0% of portfolio›$21
Ascentis Independent Advisors400
0.0% of portfolio›$15.6K
Nova Financial LLC365
0.0% of portfolio›$14.2K
Cape Investment Advisory, Inc.301
0.0% of portfolio›$11.7K
Country Trust Bank280
0.0% of portfolio›$10.9K
Brown, Lisle Ings, Inc.79
0.0% of portfolio›$3.1K
Latitude Advisors, LLC67
0.0% of portfolio›$2.6K
Archer Investment Corp54
0.0% of portfolio›$2.1K
Dhjj Financial Advisors, Ltd.31
0.0% of portfolio›$1.2K
Spire Wealth Management26
0.0% of portfolio›$1.0K
Citigroup Inc15
0.0% of portfolio›$584
StyleTurnoverLocationFiled
Americana Partners, LLC
3,611,414$140.7M3.0%CoreMediumHouston, TX2026-10-28
Commonwealth Equity Services, LLC
1,577,226$61.4M0.1%ETFLowWaltham, MA2026-11-02
Chicago Partners Investment Group LLC
1,003,863$39.3M0.7%GARPLowChicago, IL2026-10-27
Cambridge Investment Research Advisors, Inc.
954,682$37.2M0.2%ETFLowFairfield, IA2026-11-02
Brookstone Capital Management
806,842$31.4M0.3%ETFMediumWheaton, IL2026-10-22
Liberty Atlantic Advisors LLC
752,483$29.3M18.6%ETFLowOlympia, WA2026-10-14
Atticus Wealth Management, LLC
726,727$28.3M6.3%ETFLowPalm Beach Gardens, FL2026-10-20
Wetzel Investment Advisors, Inc.
648,515$25.3M8.7%ETFLowIndianapolis, IN2026-10-13
Southland Equity Partners LLC
288,481$11.2M1.9%ETFLowWildwood, MO2026-10-14
NewCorp Financial Services, Inc.
261,481$10.2M7.7%ETFLowAlpharetta, GA2026-10-14
Pinnacle Wealth Management Group, Inc.
250,855$9.8M4.5%ETFMediumPlymouth, MI2026-10-15
Winnacle Wealth LLC
207,267$8.1M5.3%CoreMediumWaco, TX2026-10-15
Evolution Wealth Management Inc.
196,140$7.6M4.4%ETFMediumFort Myers, FL2026-10-28
Farther Finance Advisors, LLC
195,459$7.6M0.1%IndexLowSan Francisco, CA2026-10-08
Triumph Capital Management
181,623$7.1M1.2%ETFMediumDenver, CO2026-10-14
Visionary Wealth Advisors
169,229$6.6M0.3%ETFLowO'Fallon, IL2026-11-04
Independent Financial Group, LLC
166,851$6.5M0.1%GrowthLowSan Diego, CA2026-10-13
Kestra Advisory Services, LLC
142,778$5.6M0.0%CoreLowAustin, TX2026-11-02
Split Rock Private Trading & Wealth Management, LLC
140,827$5.5M3.7%GrowthMediumCloquet, MN2026-10-15
Holos Integrated Wealth LLC
134,893$5.3M2.4%ETFLowKennett Square, PA2026-10-23
Wealth Enhancement Advisory Services, LLC
133,947$5.3M0.0%CoreLowPlymouth, MN2026-10-13
Worth Financial Advisory Group, LLC
132,967$5.2M2.1%GrowthVery LowCharlotte, NC2026-10-19
Signal Advisors Wealth, LLC
128,349$5.0M0.2%ETFLowDetroit, MI2026-10-13
Virtue Capital Management, LLC
122,043$4.8M0.6%GrowthHighBrentwood, TN2026-10-29
Signaturefd, LLC
109,000$4.2M0.1%IndexLowAtlanta, GA2026-10-23
Intrua Financial, LLC
106,054$4.1M0.4%ETFMediumHouston, TX2026-10-28
Beacon Financial Group
102,512$4.0M0.4%ETFMediumDallas, TX2026-10-19
Columbia Advisory Partners LLC
93,126$3.6M2.0%ETFMediumSpokane, WA2026-10-15
Beacon Financial Advisory LLC
89,301$3.5M0.7%ETFLowCleveland, OH2026-10-16
HFG Wealth Management, LLC
87,145$3.4M3.4%ETFLowThe Woodlands, TX2026-10-16
ATX Financial Planning, LLC
86,686$3.4M2.2%ETFHighAustin, TX2026-10-14
Flagship Harbor Advisors, LLC
75,096$2.9M0.1%ETFMediumBoston, MA2026-10-26
Selby Wealth Management, LLC
67,352$2.6M0.9%ETFVery LowEmeryville, CA2026-10-16
Ballast Rock Private Wealth LLC
64,341$2.5M1.2%ETFMediumCharleston, SC2026-10-26
Concurrent Investment Advisors, LLC
62,828$2.4M0.0%GrowthMediumTampa, FL2026-10-16
Sowell Financial Services LLC
62,223$2.4M0.1%CoreLowNorth Little Rock, AR2026-10-23
Trek Financial, LLC
61,071$2.4M0.1%ETFHighScottsdale, AZ2026-10-29
Milestone Asset Management, LLC
58,092$2.3M0.4%GrowthHighPittsburgh, PA2026-10-15
Meridian Wealth Management, LLC
57,856$2.3M0.1%GrowthLowLexington, KY2026-11-05
Kellett Wealth Advisors, LLC
50,532$2.0M0.7%ETFMediumCincinnati, OH2026-10-15
Balance Wealth Partners LLC
50,171$2.0M0.5%ETFMediumWorthington, OH2026-10-27
Truist Financial Corp
48,296$1.9M0.0%CoreLowCharlotte, NC2026-10-30
CoreCap Advisors, LLC
44,848$1.7M0.1%ETFMediumSouthfield, MI2026-10-08
Occidental Asset Management, LLC
40,199$1.6M0.1%GrowthLowBurlingame, CA2026-11-05
Sagespring Wealth Partners, LLC
38,169$1.5M0.0%ETFLowFranklin, TN2026-10-22
Vise Technologies, Inc.
33,003$1.3M0.0%IndexLowNew York, NY2026-10-29
KFG Wealth Management, LLC
32,649$1.3M0.1%ETFMediumGranger, IN2026-10-16
CGN Advisors LLC
28,537$1.1M0.1%ETFLowManhattan, KS2026-10-21
Marshall & Sterling Wealth Advisors Inc.
28,376$1.1M0.6%ETFMediumPoughkeepsie, NY2026-10-28
CFS Investment Advisory Services, LLC
27,823$1.1M0.1%ETFMediumTotowa, NJ2026-10-19
Elevation Point Wealth Partners, LLC
26,368$1.0M0.0%CoreHighDenver, CO2026-11-05
Sigma Planning Corp
26,356$1.0M0.0%GrowthMediumAnn Arbor, MI2026-10-23
Castleview Partners, LLC
25,635$998.5K0.4%CoreMediumDallas, TX2026-10-09
Claro Advisors Inc.
24,887$969.3K0.1%CoreLowBoston, MA2026-11-02
Websterrogers Financial Advisors, LLC
24,732$963.3K0.3%ETFVery LowFlorence, SC2026-11-02
Well Done, LLC
23,646$921.0K0.1%ETFLowHolland, MI2026-10-20
Ifrah Financial Services, Inc.
23,070$898.6K0.2%ETFLowLittle Rock, AR2026-10-13
Sard Wealth Management Group, LLC
22,593$880.0K0.4%ETFVery LowAtlanta, GA2026-10-16
Tortuga Wealth Management, Inc
22,429$873.9K0.6%CoreLowTorrance, CA2026-10-27
Cornerstone Wealth Management, LLC
22,184$864.1K0.0%ETFVery LowSt. Peters, MO2026-11-04
Tounjian Advisory Partners, LLC
22,169$863.5K0.4%GrowthHighFort Myers, FL2026-11-04
Patten & Patten Inc
21,850$851.1K0.0%CoreLowChattanooga, TN2026-10-26
Archford Capital Strategies, LLC
21,120$822.6K0.1%GrowthMediumSwansea, IL2026-10-19
XY Planning Network, Inc.
20,667$805.0K0.1%ETFLowBozeman, MT2026-10-14
MGO One Seven LLC
20,540$800.0K0.0%GrowthLowBeachwood, OH2026-10-28
Atria Investments, Inc
19,690$766.9K0.0%CoreMediumCharlotte, NC2026-10-15
Southern Capital Advisors, LLC
18,381$715.9K0.3%ETFLowJackson, TN2026-10-26
Fifth Third Securities, Inc.
17,781$692.6K0.0%ETFLowCincinnati, OH2026-10-21
VestGen Advisors, LLC
16,610$647.0K0.0%GrowthMediumChicago, IL2026-10-27
Foronjy Financial LLC
14,837$577.9K0.2%ETFLowLos Osos, CA2026-10-14
IMG Wealth Management, Inc.
14,491$564.4K0.3%ETFMediumJacksonville, FL2026-10-27
William Mack & Associates, Inc.
14,457$563.1K0.2%ETFLowTroy, MI2026-10-27
Golden State Wealth Management, LLC
14,279$556.2K0.1%ETFMediumSanta Ana, CA2026-11-02
B. Riley Wealth Advisors, Inc.
14,257$555.3K0.0%GrowthLowMemphis, TN2026-10-13
Kestra Private Wealth Services, LLC
14,238$554.6K0.0%GrowthLowAustin, TX2026-10-30
Beacon Financial Strategies Corp
13,987$544.8K0.3%ETFVery LowRaleigh, NC2026-10-14
WealthPlan Investment Management, LLC
12,710$495.1K0.0%GrowthMediumOmaha, NE2026-10-15
Diligent Investors, LLC
12,440$484.5K0.1%CoreLowRedlands, CA2026-10-21
CRA Financial Services, LLC
11,770$458.4K0.1%ETFVery LowNorthfield, NJ2026-10-16
Apollon Financial, LLC
11,697$455.6K0.1%ETFVery LowMount Pleasant, SC2026-10-23
Portfolio Resources Advisor Group, Inc.
10,743$418.7K0.3%ETFMediumCoral Gables, FL2026-10-20
Worth Asset Management, LLC
10,647$414.7K0.1%ETFHighDallas, TX2026-10-07
Wealthcare Advisory Partners LLC
10,528$410.1K0.0%ETFLowWest Chester, PA2026-10-21
Private Trust Co NA
10,195$397.1K0.0%CoreLowCleveland, OH2026-10-20
Leelyn Smith, LLC
9,364$364.7K0.0%GrowthLowGeneva, IL2026-11-03
Cypress Wealth Services, LLC
9,312$369.0K0.0%ETFLowPalm Desert, CA2026-10-21
Creative Planning
9,287$361.7K0.0%IndexVery LowOverland Park, KS2026-11-02
Old Port Advisors
9,245$360.1K0.1%GARPLowPortland, ME2026-10-23
Encompass More Asset Management
8,786$342.2K0.0%ETFHighDanville, CA2026-10-16
Root Financial Partners, LLC
8,759$341.2K0.0%ETFMediumEncinitas, CA2026-10-21
Sovran Advisors, LLC
8,663$341.8K0.0%ETFMediumSan Diego, CA2026-11-02
HBW Advisory Services LLC
7,810$304.2K0.0%ETFMediumSimi Valley, CA2026-10-15
Gilpin Wealth Management, LLC
7,495$291.9K0.2%GrowthLowDenver, CO2026-10-09
Financial Designs Corp
6,725$261.9K0.1%ETFVery LowClaremont, CA2026-10-09
Zega Investments, LLC
6,332$246.6K0.0%GrowthMediumPalm Beach Gardens, FL2026-11-04
First Heartland Consultants, Inc.
6,167$240.2K0.0%ETFMediumLake St. Louis, MO2026-10-08
EverSource Wealth Advisors, LLC
6,020$234.5K0.0%CoreMediumBirmingham, AL2026-11-04
Fiduciary Financial Group, LLC
5,918$230.5K0.0%ETFLowSan Rafael, CA2026-10-13
Elevation Wealth Management LLC
5,796$225.9K0.2%Agg GrowthLowEden Prairie, MN2026-11-02
Midwest Financial Group LLC
5,560$216.6K0.1%ETFLowOverland Park, KS2026-10-15
Valtinson Bruner Financial Planning LLC
5,148$200.5K0.0%ETFLowNew Brighton, MN2026-11-02
Financial Network Wealth Advisors LLC
4,849$188.9K0.2%ETFLowMurray, UT2026-10-28
Ashton Thomas Private Wealth, LLC
3,134$122.1K0.0%CoreMediumScottsdale, AZ2026-11-03
Hazlett, Burt & Watson, Inc.
3,007$80.0K0.0%CoreVery LowWheeling, WV2026-11-04
Creative Financial Designs Inc
3,000$116.9K0.0%ETFMediumKokomo, IN2026-11-04
Physician Wealth Advisors, Inc.
2,700$105.2K0.0%ETFMediumMidvale, UT2026-10-20
IFP Advisors, Inc
2,288$89.1K0.0%GrowthLowTampa, FL2026-10-16
Weaver Capital Management LLC
2,012$78.4K0.0%GrowthMediumSuwanee, GA2026-10-15
Vima LLC
1,347$52.5K0.1%CoreLowTroy, MI2026-10-23
Wealth Enhancement Trust Services, Inc.
1,049$40.9K0.0%GrowthMediumSioux Falls, SD2026-10-07
Whipplewood Advisors, LLC
871$33.9K0.0%ETFLowLittleton, CO2026-10-20
Assetmark, Inc
561$21.9K0.0%ETFLowConcord, CA2026-10-21
Covestor Ltd
533$210.0%ValueHighLondon, United Kingdom2026-10-30
Ascentis Independent Advisors
400$15.6K0.0%ETFLowDallas, TX2026-11-03
Nova Financial LLC
365$14.2K0.0%N/AN/ATucson, AZ2026-11-04
Cape Investment Advisory, Inc.
301$11.7K0.0%ETFLowMcdonough, GA2026-10-13
Country Trust Bank
280$10.9K0.0%GrowthLowBloomington, IL2026-10-30
Brown, Lisle Ings, Inc.
79$3.1K0.0%CoreVery LowProvidence, RI2026-10-16
Latitude Advisors, LLC
67$2.6K0.0%ETFLowYorkville, IL2026-10-27
Archer Investment Corp
54$2.1K0.0%CoreMediumCarmel, IN2026-11-05
Dhjj Financial Advisors, Ltd.
31$1.2K0.0%ETFVery LowNaperville, IL2026-10-23
Spire Wealth Management
26$1.0K0.0%GrowthMediumMclean, VA2026-10-30
Citigroup Inc
15$5840.0%CoreMediumNew York, NY2026-11-04