Who owns RFLR?
Innovator U.S. Small Cap Managed Floor ETF · Innovator
35 institutions reported holding RFLR, worth $57.6M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of RFLR
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Envestnet Asset Management Inc. | Berwyn, PA | $10.1M | 307,863 | +85,562 shares |
| VanWeelden Wealth Management, LLC | West Chester Township, OH | $9.6M | 292,942 | +90,994 shares |
| Independent Financial Group, LLC | San Diego, CA | $5.9M | 178,859 | +34,089 shares |
| Liberty Atlantic Advisors LLC | Allen, TX | $5.8M | 175,150 | +6,448 shares |
| Rockefeller Capital Management L.P. | New York, NY | $4.0M | 123,486 | +54,813 shares |
| Winnacle Wealth LLC | Waco, TX | $3.8M | 115,463 | −1,503 shares |
| Susquehanna International Group, LLP | Bala Cynwyd, PA | $2.4M | 72,083 | +17,960 shares |
| Osaic Holdings, Inc. | Scottsdale, AZ | $1.7M | 50,605 | No change |
| Arax Advisory Partners | New York, NY | $1.3M | 40,608 | +2,951 shares |
| Rothschild Wealth LLC | Oak Brook, IL | $1.3M | 38,536 | +3,453 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns RFLR?
35 institutional managers reported holding RFLR in Form 13F filings for June 30, 2026, worth $57.6M in total. The largest reported position was held by Envestnet Asset Management Inc., at $10.1M.
Did institutions buy or sell RFLR last quarter?
Reported 13F value rose 41.5% from March 31, 2026, which includes price moves as well as buying and selling. 5 firms reported a new position and 4 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is RFLR ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.