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Disclosery

SFLR INNOVATOR ETFS TRUST

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QUITY MANAGD FLR (fund)

123 managers (124 13F filers) reported a position in SFLR shares at 2025-03-31, 17,398,782 shares in all. 21 filers opened a position and 12 filers sold out during the quarter.

Managers
123
13F filers
124
New
21
Added
66
Reduced
27
Sold out
12
Shares held by filers
17,398,782

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
LPL Financial LLC3,757,904$118M0.05%+281,62813F-HRTimeline
Chicago Partners Investment Group LLC1,640,244$51.9M1.72%+140,09613F-HRTimeline
Kingsview Wealth Management, LLC1,561,728$49M0.92%+1,210,20713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC1,435,659$45.1M0.06%+239,59813F-HRTimeline
Delta Investment Management, LLC844,945$26.5M5.35%-59,32013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.596,409$18.7M0.04%+251,97213F-HRTimelineGroup
Southland Equity Partners LLC349,232$11M2.55%+32,00213F-HRTimeline
Davies Financial Advisors, Inc.324,443$10.2M8.68%+98,00313F-HRTimeline
CoreCap Advisors, LLC300,221$9.42M0.41%+11,00713F-HRTimeline
MML INVESTORS SERVICES, LLC277,062$8.7M0.03%+105,68313F-HRTimeline
Steward Partners Investment Advisory, L…266,992$8.38M0.07%+19,01913F-HRTimeline
Rothschild Wealth LLC250,197$7.85M2.2%+100,52413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC243,727$7.65M<0.01%+19,24213F-HRTimelineGroup
WINNACLE WEALTH LLC239,612$7.52M6.94%+57,52513F-HRTimeline
Authentikos Wealth Advisory, LLC225,914$7.09M5.54%+189,13713F-HR/ATimeline
Cetera Investment Advisers175,043$5.49M0.01%+71,58413F-HRTimeline
AE Wealth Management LLC161,542$5.07M0.04%+5,15613F-HRTimeline
Financial Futures Ltd Liability Co.157,186$4.93M2.8%+18,11913F-HRTimeline
HFG Wealth Management, LLC148,656$4.85M2.94%new13F-HRTimeline
WETZEL INVESTMENT ADVISORS, INC.151,320$4.75M2.4%+20,26813F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding150,049$4.71M-10,585Timeline
Pinnacle Wealth Management Group, Inc.148,858$4.67M3.26%-24,34013F-HRTimeline
Worth Financial Advisory Group, LLC148,769$4.67M2.97%+40,51513F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …146,403$4.6M1.08%+46,74613F-HRTimelineGroup
MPWM ADVISORY SOLUTIONS, LLC145,614$4.57M3.32%+59,34013F-HRTimeline
NewEdge Advisors, LLC144,200$4.53M0.03%+35,99313F-HRTimeline
Trek Financial, LLC136,788$4.29M0.31%+1,99713F-HRTimeline
Luminist Capital LLC118,552$3.72M4.01%+118,10013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…118,502$3.72M0.01%+65,00113F-HRTimeline
Cambridge Investment Research Advisors,…111,531$3.5M0.01%-1,25713F-HRTimeline
Perennial Investment Advisors, LLC108,012$3.39M0.38%+24,74213F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.105,674$3.32M0.05%+44,25113F-HRTimelineGroup
Triumph Capital Management103,926$3.26M1.09%+8,52613F-HRTimeline
Archford Capital Strategies, LLC94,250$2.96M0.43%+87,73013F-HRTimeline
RFG Advisory, LLC87,739$2.75M0.07%-12,95213F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management83,460$2.62M0.04%+19,90913F-HRTimelineGroup
Pallas Capital Advisors LLC82,127$2.58M0.11%new13F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…82,126$2.58M0.1%-5,15013F-HRTimelineGroup
BEACON FINANCIAL GROUP75,776$2.38M0.26%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.75,628$2.37M0.07%+46,32113F-HRTimeline
John W. Brooker & Co., CPAs74,279$2.33M0.96%+8,91713F-HRTimeline
Sovran Advisors, LLC74,470$2.28M0.3%-8,45313F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC68,366$2.15M0.46%+32113F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…62,602$1.97M0.03%+15,09413F-HRTimelineGroup
Kellett Wealth Advisors, LLC58,742$1.84M1.28%+97213F-HRTimeline
Sequoia Financial Advisors, LLC57,507$1.81M0.01%+23,53813F-HRTimeline
Mariner, LLCin group Mariner, LLC56,313$1.77M<0.01%+7,28913F-HRTimelineGroup
Beacon Financial Advisory LLC55,997$1.76M0.53%+16,50513F-HRTimeline
Balance Wealth Partners LLC54,797$1.72M1.12%13F-HRTimeline
IHT Wealth Management, LLC54,451$1.72M0.05%-11,41313F-HRTimeline
Mutual Advisors, LLC51,660$1.62M0.05%+5,11413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…49,210$1.54M<0.01%+30,28313F-HRTimelineGroup
Signal Advisors Wealth, LLC47,514$1.49M0.15%+5,15413F-HRTimeline
Advisor Resource Council46,036$1.45M0.12%-5,45613F-HRTimeline
GWN SECURITIES INC.45,880$1.44M0.08%new13F-HRTimeline
Ausdal Financial Partners, Inc.42,636$1.34M0.1%+1,32313F-HRTimeline
Farther Finance Advisors, LLC42,619$1.34M0.03%new13F-HRTimeline
RPS ADVISORY SOLUTIONS LLC40,686$1.28M0.9%+1,67213F-HRTimeline
Kraft, Davis & Associates, LLC40,149$1.23M0.4%new13F-HRTimeline
Freedom Investment Management, Inc.33,903$1.06M0.09%new13F-HRTimeline
Whipplewood Advisors, LLC22,012$1.02M0.73%-11,62713F-HRTimeline
Claro Advisors Inc.32,529$1.02M0.14%+96813F-HRTimeline
Lifeworks Advisors, LLC31,593$992K0.16%new13F-HRTimeline
Worth Asset Management, LLC30,736$965K0.53%-24613F-HRTimeline
SECURED RETIREMENT ADVISORS, LLC30,389$954K0.61%+2,84413F-HRTimeline
Innovative Advisory Group, LLC30,139$946K0.9%-5813F-HRTimeline
Foundations Investment Advisors, LLC29,349$921K0.02%+15,96813F-HRTimeline
YARGER WEALTH STRATEGIES, LLC27,974$878K0.51%+13,16913F-HRTimeline
Glen Eagle Advisors, LLC26,605$835K0.14%013F-HRTimeline
Meridian Wealth Management, LLC26,574$834K0.04%+1,45513F-HRTimeline
Castleview Partners, LLC25,405$797K0.54%+10,82013F-HRTimeline
Keystone Wealth Services, LLC25,346$796K0.22%new13F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …25,154$790K0.06%+5013F-HRTimeline
Private Advisor Group, LLC24,704$775K<0.01%new13F-HRTimeline
Prostatis Group LLC24,518$770K0.24%-4,88013F-HRTimeline
World Investment Advisors23,925$751K0.02%+313F-HRTimeline
Clearstead Advisors, LLC23,578$740K0.01%-13,00413F-HRTimeline
CWM, LLCin group CWM, LLC22,412$704K<0.01%+14,71813F-HRTimelineGroup
CGN Advisors LLC21,701$681K0.07%new13F-HRTimeline
Jacobi Capital Management LLC21,215$666K0.05%-15,45913F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC21,193$665K<0.01%+13,99713F-HR/ATimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC19,776$621K0.02%-4,05713F-HRTimeline
SARD WEALTH MANAGEMENT GROUP, LLC19,690$618K0.41%+2213F-HRTimeline
Ifrah Financial Services, Inc.19,523$613K0.18%new13F-HRTimeline
SOUTHERN CAPITAL ADVISORS, LLC19,426$610K0.34%+15513F-HRTimeline
Forefront Wealth Partners, LLC17,971$564K0.38%new13F-HRTimeline
WealthPlan Investment Management, LLC15,902$499K0.05%-4,05413F-HRTimeline
CENTAURUS FINANCIAL, INC.15,838$497K0.03%+1,73913F-HRTimeline
OLD MISSION CAPITAL LLC14,295$449K0.01%new13F-HRTimeline
Arax Advisory Partners14,290$449K0.03%+12,15613F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED14,205$445K0.04%-2,71313F-HR/ATimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP14,157$444K<0.01%-106,16913F-HRTimelineGroup
CRA Financial Services, LLC13,605$427K0.07%+2,29013F-HRTimeline
WEDBUSH SECURITIES INC13,182$414K0.02%+4713F-HRTimeline
Quantinno Capital Management LP12,777$401K<0.01%new13F-HRTimeline
Old Port Advisors12,645$397K0.12%-1,32513F-HRTimeline
Gateway Wealth Partners, LLC12,236$384K0.09%-1,76613F-HRTimeline
Western Wealth Management, LLC12,115$380K0.03%+2,84013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.11,197$351K<0.01%-1,42713F-HRTimeline
Golden State Wealth Management, LLC10,995$345K0.05%+5,63613F-HR/ATimeline
Leelyn Smith, LLC10,788$339K0.06%-5,39313F-HRTimeline
VestGen Advisors, LLC10,617$333K0.02%13F-HRTimeline
Atria Wealth Solutions, Inc.9,733$306K<0.01%013F-HRTimeline
Belpointe Asset Management LLC9,334$293K0.02%new13F-HRTimeline
Merit Financial Group, LLC9,199$289K<0.01%-5913F-HRTimeline
Sunbelt Securities, Inc.8,745$275K0.02%013F-HRTimeline
SMITH, MOORE & CO.8,600$270K0.02%+25013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.8,184$257K<0.01%new13F-HRTimelineGroup
Occidental Asset Management, LLC7,825$246K0.04%+10013F-HRTimeline
WEST MICHIGAN ADVISORS, LLC7,373$232K0.08%new13F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC7,437$228K0.05%new13F-HRTimeline
LexAurum Advisors, LLC7,215$226K0.04%-60013F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC6,630$208K<0.01%013F-HRTimeline
Sound View Wealth Advisors Group, LLC6,485$204K0.02%-2,11213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO5,801$182K<0.01%new13F-HRTimelineGroup
COMERICA BANK3,878$122K<0.01%013F-HRTimeline
Allworth Financial LP2,125$66.4K<0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.1,573$50K0.02%+1,10613F-HRTimeline
GPS Wealth Strategies Group, LLC1,005$31.6K<0.01%+113F-HRTimeline
PRIVATE TRUST CO NA922$28.9K<0.01%-1,82113F-HRTimeline
Cape Investment Advisory, Inc.300$9.42K<0.01%new13F-HRTimeline
Noble Wealth Management PBC300$9.42K0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.