Skip to content

RFLR INNOVATOR ETFS TRUST

Follow

US SMALL CAP MNG (fund)

35 managers (35 13F filers) reported a position in RFLR shares at 2026-03-31, 1,402,511 shares in all. 11 filers opened a position and 3 filers sold out during the quarter.

Managers
35
13F filers
35
New
11
Added
18
Reduced
3
Sold out
3
Shares held by filers
1,402,511

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC222,301$6.46M<0.01%+191,23813F-HRTimelineGroup
VanWeelden Wealth Management, LLC201,948$5.86M4.68%new13F-HRTimeline
Liberty Atlantic Advisors LLC168,702$4.9M4.19%+20,73913F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC144,770$4.2M0.09%+113,01513F-HR/ATimeline
WINNACLE WEALTH LLC116,966$3.4M2.62%+1,98513F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…68,673$1.99M<0.01%+38,95413F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…54,123$1.57M<0.01%+16,79613F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.50,605$1.47M<0.01%new13F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC41,803$1.21M0.03%013F-HRTimelineGroup
Arax Advisory Partners37,657$1.09M0.03%+6,75913F-HRTimeline
NewCorp Financial Services, Inc.36,097$1.05M0.91%+40213F-HRTimeline
Rothschild Wealth LLC35,083$1.02M0.09%+98013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC27,158$789K<0.01%+1,05513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC23,904$694K<0.01%new13F-HRTimelineGroup
Signal Advisors Wealth, LLC21,089$612K0.04%+2,53913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…19,372$567K<0.01%+3,93313F-HRTimeline
WorthPointe, LLC17,676$513K0.14%new13F-HRTimeline
Kingsview Wealth Management, LLC15,775$458K0.01%+2,23013F-HRTimeline
Capital Investment Advisory Services, L…14,465$420K0.03%+5,13013F-HRTimeline
Elmwood Wealth Management, Inc.13,600$395K0.11%new13F-HRTimeline
SIGNATUREFD, LLC12,567$365K0.01%+32013F-HRTimeline
COFG Advisors, LLC12,525$364K0.09%+1,01013F-HRTimeline
Chicago Partners Investment Group LLC8,037$242K0.01%-32713F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management7,579$220K<0.01%new13F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC7,303$212K<0.01%new13F-HRTimelineGroup
Claro Advisors Inc.7,164$208K0.03%-42913F-HRTimeline
Farther Finance Advisors, LLC5,769$168K<0.01%new13F-HRTimeline
Triumph Capital Management2,590$75.3K0.02%+213F-HRTimeline
HARBOUR INVESTMENTS, INC.2,506$72.8K<0.01%-48,09913F-HRTimeline
Sound Income Strategies, LLC1,606$46.8K<0.01%new13F-HRTimeline
CoreCap Advisors, LLC1,586$46.1K<0.01%013F-HRTimeline
Whipplewood Advisors, LLC838$24.3K0.01%new13F-HRTimeline
AE Wealth Management LLC430$12.5K<0.01%+5013F-HRTimeline
Sunbelt Securities, Inc.198$5.75K<0.01%013F-HRTimeline
Ashton Thomas Private Wealth, LLC46$1.34K<0.01%new13F-HRTimeline